Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / SHTRM MUN BD ACT
-
Number of holders
-
138
-
Total 13F shares, excl. options
-
8.87M
-
Shares change
-
+241K
-
Total reported value, excl. options
-
$444M
-
Value change
-
+$12.4M
-
Number of buys
-
66
-
Number of sells
-
-56
-
Price
-
$50.03
Significant Holders of PIMCO ETF TR - SHTRM MUN BD ACT (SMMU) as of Q4 2023
152 filings reported holding SMMU - PIMCO ETF TR - SHTRM MUN BD ACT as of Q4 2023.
PIMCO ETF TR - SHTRM MUN BD ACT (SMMU) has 138 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.87M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1.1M shares), CWM, LLC (853K shares), MORGAN STANLEY (632K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (542K shares), Biltmore Wealth Management, LLC (369K shares), Cetera Advisors LLC (291K shares), CAPTRUST FINANCIAL ADVISORS (287K shares), Cerity Partners LLC (272K shares), OSAIC HOLDINGS, INC. (268K shares), and CONDOR CAPITAL MANAGEMENT (230K shares).
This table shows the top 138 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.