Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / MUNI INCOME OPP
-
Number of holders
-
85
-
Total 13F shares, excl. options
-
3,753,765
-
Shares change
-
+600,080
-
Total reported value, excl. options
-
$169,172,763
-
Value change
-
+$26,991,220
-
Number of buys
-
53
-
Number of sells
-
-22
-
Price
-
$45.06
Significant Holders of PIMCO ETF TR - MUNI INCOME OPP (MINO) as of Q4 2024
89 filings reported holding MINO - PIMCO ETF TR - MUNI INCOME OPP as of Q4 2024.
PIMCO ETF TR - MUNI INCOME OPP (MINO) has 85 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,753,765 shares
.
Largest 10 shareholders include CWM, LLC (411,344 shares), LPL Financial LLC (301,151 shares), Waterway Wealth Management, LLC (228,713 shares), CarsonAllaria Wealth Management, Ltd. (157,280 shares), Clarity Asset Management, Inc. (148,566 shares), Private Advisor Group, LLC (131,690 shares), ENVESTNET ASSET MANAGEMENT INC (122,838 shares), NewEdge Advisors, LLC (122,285 shares), Kovitz Investment Group Partners, LLC (118,058 shares), and Kovitz Investment Group Partners, LLC (118,058 shares).
This table shows the top 85 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.