Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / SHTRM MUN BD ACT
-
Number of holders
-
170
-
Total 13F shares, excl. options
-
10.6M
-
Shares change
-
+722K
-
Total reported value, excl. options
-
$526M
-
Value change
-
+$35.9M
-
Number of buys
-
82
-
Number of sells
-
-51
-
Price
-
$49.84
Significant Holders of PIMCO ETF TR - SHTRM MUN BD ACT (SMMU) as of Q4 2024
179 filings reported holding SMMU - PIMCO ETF TR - SHTRM MUN BD ACT as of Q4 2024.
PIMCO ETF TR - SHTRM MUN BD ACT (SMMU) has 170 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.6M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1.12M shares), MORGAN STANLEY (872K shares), CWM, LLC (701K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (596K shares), Cetera Investment Advisers (585K shares), Stonebridge Financial Group, LLC (584K shares), CAPTRUST FINANCIAL ADVISORS (432K shares), Biltmore Wealth Management, LLC (408K shares), LPL Financial LLC (379K shares), and Cerity Partners LLC (287K shares).
This table shows the top 170 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.