Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / SHTRM MUN BD ACT
-
Number of holders
-
129
-
Total 13F shares, excl. options
-
8,555,181
-
Shares change
-
+408,445
-
Total reported value, excl. options
-
$418,792,252
-
Value change
-
+$19,935,586
-
Number of buys
-
61
-
Number of sells
-
-53
-
Price
-
$48.95
Significant Holders of PIMCO ETF TR - SHTRM MUN BD ACT (SMMU) as of Q3 2023
139 filings reported holding SMMU - PIMCO ETF TR - SHTRM MUN BD ACT as of Q3 2023.
PIMCO ETF TR - SHTRM MUN BD ACT (SMMU) has 129 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,555,181 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1,590,556 shares), CWM, LLC (922,710 shares), MORGAN STANLEY (466,013 shares), Biltmore Wealth Management, LLC (359,195 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (266,163 shares), Cetera Advisors LLC (261,029 shares), Cerity Partners LLC (260,814 shares), CAPTRUST FINANCIAL ADVISORS (258,723 shares), LPL Financial LLC (234,559 shares), and WELLS FARGO & COMPANY/MN (232,867 shares).
This table shows the top 129 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.