Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / SHTRM MUN BD ACT
-
Number of holders
-
142
-
Total 13F shares, excl. options
-
8.85M
-
Shares change
-
+418K
-
Total reported value, excl. options
-
$441M
-
Value change
-
+$20.9M
-
Number of buys
-
79
-
Number of sells
-
-48
-
Price
-
$49.87
Significant Holders of PIMCO ETF TR - SHTRM MUN BD ACT (SMMU) as of Q2 2024
152 filings reported holding SMMU - PIMCO ETF TR - SHTRM MUN BD ACT as of Q2 2024.
PIMCO ETF TR - SHTRM MUN BD ACT (SMMU) has 142 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.85M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1.15M shares), CWM, LLC (773K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (658K shares), MORGAN STANLEY (605K shares), Cetera Investment Advisers (465K shares), Biltmore Wealth Management, LLC (375K shares), CAPTRUST FINANCIAL ADVISORS (349K shares), LPL Financial LLC (326K shares), Cerity Partners LLC (270K shares), and TD Capital Management LLC (261K shares).
This table shows the top 142 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.