Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SHTRM MUN BD ACT
-
Number of holders
-
139
-
Total 13F shares, excl. options
-
8,935,282
-
Shares change
-
+235,793
-
Total reported value, excl. options
-
$447,045,631
-
Value change
-
+$12,150,723
-
Number of buys
-
66
-
Number of sells
-
-57
-
Price
-
$50.03
Significant Holders of PIMCO ETF TR - SHTRM MUN BD ACT (SMMU) as of Q4 2023
153 filings reported holding SMMU - PIMCO ETF TR - SHTRM MUN BD ACT as of Q4 2023.
PIMCO ETF TR - SHTRM MUN BD ACT (SMMU) has 139 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,935,282 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1,097,825 shares), CWM, LLC (853,066 shares), MORGAN STANLEY (631,632 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (541,631 shares), Biltmore Wealth Management, LLC (368,867 shares), Cetera Advisors LLC (290,821 shares), CAPTRUST FINANCIAL ADVISORS (286,844 shares), Cerity Partners LLC (271,995 shares), OSAIC HOLDINGS, INC. (267,583 shares), and CONDOR CAPITAL MANAGEMENT (230,055 shares).
This table shows the top 139 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.