Who owns PIMCO Intermediate Mun Bond Strat Fund?
- Ticker: MUNI
- CUSIP Number: 72201R866
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Analyze quarterly positions in PIMCO Intermediate Mun Bond Strat Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of PIMCO Intermediate Mun Bond Strat Fund stock
Who bought or sold PIMCO Intermediate Mun Bond Strat Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| CWM | 1.3M | $70M | 9% | Mar 2024 |
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| LPL Financial | 1.3M | $69M | 20% | Mar 2024 |
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| Morgan Stanley | 1.3M | $90M | 34% | Mar 2024 |
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| Bank of America Corporation | 1.2M | $62M | 5% | Mar 2024 |
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| Wells Fargo & Company | 1.0M | $54M | 12% | Mar 2024 |
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| Towneley Capital Management, Inc / DE | 869k | $46M | -3% | Mar 2024 |
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| Jpmorgan Chase & Co | 863k | $45M | 23% | Mar 2024 |
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| Bailard | 677k | $36M | -19% | Mar 2024 |
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| UBS Group | 542k | $28M | -22% | Mar 2024 |
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| WCG Wealth Advisors | 459k | $24M | -13% | Mar 2024 |
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| MBL Wealth | 400k | $21M | 8% | Mar 2024 |
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| Honkamp Krueger Financial Services | 391k | $21M | -6% | Mar 2024 |
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| Cercano Management | 385k | $20M | 100% | Mar 2024 |
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| Dynasty Wealth Management | 355k | $19M | 100% | Mar 2024 |
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| HighTower Advisors | 336k | $18M | 1% | Mar 2024 |
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| Thrivent Financial for Lutherans | 314k | $17M | 17% | Mar 2024 |
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| Envestnet Asset Management | 278k | $15M | 7% | Mar 2024 |
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| McKinley Carter Wealth Services | 260k | $14M | 2% | Mar 2024 |
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| Gratus Capital | 252k | $13M | 4% | Mar 2024 |
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| Goelzer Investment Management | 250k | $13M | -13% | Mar 2024 |
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| Quotient Wealth Partners | 232k | $12M | 100% | Dec 2023 |
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| XML Financial | 198k | $10M | 41% | Mar 2024 |
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| Orion Portfolio Solutions | 177k | $9.3M | -5% | Mar 2024 |
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| Sand Hill Advisors | 173k | $9.1M | -33% | Mar 2024 |
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| Wealth Alliance Advisory Group | 165k | $8.6M | 10% | Mar 2024 |
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| Fermata Advisors | 163k | $8.6M | -4% | Mar 2024 |
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| Capital Analysts | 162k | $8.5M | 20% | Mar 2024 |
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| Advisor Group Holdings | 153k | $8.0M | -71% | Mar 2024 |
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| Equita Financial Network | 143k | $7.5M | 54% | Mar 2024 |
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| Raymond James & Associates | 143k | $7.5M | 3% | Mar 2024 |
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| Arden Trust | 132k | $6.9M | 6% | Mar 2024 |
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| Commonwealth Equity Services | 132k | $6.9M | 14% | Mar 2024 |
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| Royal Bank of Canada | 129k | $7.1M | 11% | Mar 2024 |
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| Cambridge Investment Research Advisors | 126k | $6.6M | 4% | Mar 2024 |
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| Vantage Financial Partners | 126k | $6.6M | 100% | Mar 2024 |
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| Stifel Financial | 125k | $6.6M | 2% | Mar 2024 |
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| Hanson McClain Advisors | 114k | $6.0M | -1% | Mar 2024 |
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| Clear Rock Advisors | 104k | $5.5M | 100% | Dec 2023 |
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| Financial Synergies Wealth Advisors | 104k | $5.4M | 26% | Mar 2024 |
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| HPM Partners | 96k | $5.0M | 1% | Mar 2024 |
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| Stephenson National Bank & Trust | 94k | $4.9M | 3% | Mar 2024 |
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| Goodwin Investment Advisory | 93k | $4.9M | -4% | Mar 2024 |
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| BKD Wealth Advisors | 90k | $4.7M | -12% | Mar 2024 |
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| TD Capital Management | 89k | $4.7M | 44% | Mar 2024 |
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| Raymond James Financial Services Advisors | 87k | $4.6M | 20% | Mar 2024 |
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| Visionary Wealth Advisors | 86k | $4.5M | 6% | Mar 2024 |
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| Rehmann Capital Advisory | 84k | $4.4M | 22% | Mar 2024 |
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| Kelman-Lazarov | 83k | $4.3M | 2% | Mar 2024 |
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| Beta Wealth | 80k | $4.2M | 35% | Dec 2023 |
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| Baird Financial | 76k | $4.0M | 100% | Dec 2023 |
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| Opal Wealth Advisors | 76k | $4.0M | 0% | Mar 2024 |
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| CarsonAllaria Wealth Management | 76k | $4.0M | -3% | Mar 2024 |
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| Optimum Investment Advisors | 75k | $3.9M | 0% | Mar 2024 |
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| First International Bank & Trust | 75k | $3.9M | 4% | Mar 2024 |
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| Jane Street | 75k | $3.9M | 100% | Mar 2024 |
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| BCS Wealth Management | 73k | $3.9M | 13% | Dec 2023 |
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| Intl Fcstone | 72k | $3.8M | -12% | Mar 2024 |
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| Biltmore Wealth Management | 72k | $3.8M | 0% | Mar 2024 |
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| Goss Wealth Management | 66k | $3.5M | 17% | Mar 2024 |
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| Foster & Motley | 64k | $3.4M | -2% | Mar 2024 |
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| Rockefeller Capital Management | 63k | $3.3M | -3% | Dec 2023 |
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| PAX Financial Group | 63k | $3.3M | 27% | Mar 2024 |
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| Legacy Financial Advisors | 62k | $3.3M | -5% | Mar 2024 |
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| Prestige Wealth Management Group | 56k | $2.9M | 29% | Mar 2024 |
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| Executive Wealth Management | 53k | $2.8M | -20% | Mar 2024 |
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| ERn Financial | 53k | $2.8M | 2% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 52k | $2.7M | -19% | Mar 2024 |
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| Simplicity Wealth | 52k | $2.7M | 100% | Mar 2024 |
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| Bleakley Financial Group | 52k | $2.7M | 14% | Mar 2024 |
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| Flagstone Financial Management | 51k | $2.7M | 75% | Mar 2024 |
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| Arrowroot Family Office | 51k | $2.7M | 0% | Dec 2023 |
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| Dynamic Advisors Solutions | 51k | $2.7M | 25% | Mar 2024 |
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| Paladin Advisory Group | 51k | $2.6M | 0% | Mar 2024 |
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| R. M. Davis | 49k | $2.6M | -3% | Mar 2024 |
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| Integrys Wealth Advisors | 47k | $2.5M | -2% | Mar 2024 |
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| Hanson & Doremus Investment Management | 47k | $2.4M | 3% | Mar 2024 |
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| Smart Money Group | 46k | $2.4M | 11% | Mar 2024 |
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| Sawtooth Asset Management | 46k | $2.4M | 0% | Dec 2023 |
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| IAM Advisory | 44k | $2.3M | 165% | Mar 2024 |
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| Econ Financial Services Corp | 44k | $2.3M | 289% | Mar 2024 |
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| Cornerstone Wealth Management | 44k | $2.3M | -1% | Mar 2024 |
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| Cyndeo Wealth Partners | 43k | $2.2M | 10% | Mar 2024 |
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| Steward Partners Investment Advisory | 42k | $2.2M | 234% | Mar 2024 |
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| Prosperity Consulting Group | 41k | $2.1M | 100% | Mar 2024 |
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| Cedar Point Capital Partners | 39k | $2.1M | 100% | Dec 2023 |
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| Westside Investment Management | 38k | $2.0M | 0% | Mar 2024 |
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| McAdam | 37k | $2.0M | 0% | Mar 2024 |
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| Private Trust Co Na | 37k | $1.9M | -3% | Mar 2024 |
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| Valley National Advisers | 36k | $1.9M | 8% | Mar 2024 |
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| Kowal Investment Group | 36k | $1.9M | -3% | Mar 2024 |
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| Austin Wealth Management | 35k | $1.8M | -9% | Dec 2023 |
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| Aviance Capital Partners | 30k | $1.6M | -6% | Mar 2024 |
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| Janney Capital Management | 30k | $1.6M | 0% | Mar 2024 |
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| Viawealth | 30k | $1.6M | 65% | Mar 2024 |
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| Warren Averett Asset Management | 30k | $1.6M | 100% | Mar 2024 |
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| ValMark Advisers | 29k | $1.5M | 0% | Mar 2024 |
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| Landmark Wealth Management | 29k | $1.5M | 22% | Mar 2024 |
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| Patten | 28k | $1.5M | 6% | Mar 2024 |
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| Duncan Williams Asset Management | 28k | $1.5M | 100% | Mar 2024 |
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| Strategic Financial | 28k | $1.5M | 19% | Dec 2023 |
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| Benchmark Financial Wealth Advisors | 27k | $1.4M | 100% | Mar 2024 |
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| Rockland Trust | 27k | $1.4M | -6% | Mar 2024 |
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| H D Vest Advisory Services | 27k | $1.4M | 26% | Mar 2024 |
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| Transcendent Capital Group | 25k | $1.3M | -5% | Mar 2024 |
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| National Asset Management | 25k | $1.3M | 16% | Dec 2023 |
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| Integrated Wealth Concepts | 23k | $1.2M | 73% | Mar 2024 |
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| Team Hewins | 22k | $1.1M | -2% | Mar 2024 |
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| Captrust Financial Advisors | 22k | $1.1M | -4% | Mar 2024 |
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| W.H. Cornerstone Investments | 21k | $1.1M | 1% | Mar 2024 |
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| Kestra Advisory Services | 21k | $1.1M | 87% | Dec 2023 |
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| Private Advisor | 21k | $1.1M | 9% | Mar 2024 |
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| Kooman & Associates | 20k | $1.1M | -14% | Dec 2023 |
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| Lincoln National | 20k | $1.1M | 9% | Mar 2024 |
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| Wayne Hummer Investments | 20k | $1.1M | -3% | Mar 2024 |
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| Saxon Interests | 20k | $1.1M | 0% | Mar 2024 |
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| Bank of New York Mellon | 20k | $1.1M | -61% | Mar 2024 |
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| Avaii Wealth Management | 19k | $1.0M | -1% | Mar 2024 |
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| Inspire Advisors | 19k | $1.0M | 3% | Mar 2024 |
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| Brian McDonald | 19k | $999k | 19% | Mar 2024 |
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| Alpha Financial Partners | 19k | $994k | 3% | Mar 2024 |
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| Koshinski Asset Management | 19k | $979k | 7% | Mar 2024 |
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| Robinson Smith Wealth Advisors | 18k | $954k | 1% | Mar 2024 |
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| AdvisorNet Financial | 18k | $928k | 1% | Mar 2024 |
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| Ashton Thomas Private Wealth | 17k | $914k | 62% | Mar 2024 |
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| Williams & Novak | 17k | $913k | 0% | Mar 2024 |
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| Midwest Financial Group | 17k | $899k | -1% | Mar 2024 |
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| Sequoia Financial Advisors | 16k | $857k | -44% | Mar 2024 |
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| GAMMA Investing | 16k | $838k | 68% | Mar 2024 |
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| Petra Financial Advisors | 15k | $809k | -2% | Mar 2024 |
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| Creative Planning | 15k | $783k | -9% | Mar 2024 |
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| EisnerAmper Wealth Management Corporate Benefits | 15k | $766k | 73% | Dec 2023 |
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| Resources Investment Advisors | 15k | $761k | 100% | Mar 2024 |
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| Madison Wealth Partners | 14k | $757k | 11% | Mar 2024 |
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| Raymond James Trust | 14k | $748k | 23% | Mar 2024 |
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| Summit Investment Advisors | 14k | $740k | 5% | Mar 2024 |
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| Syverson Strege & Co | 14k | $721k | -3% | Mar 2024 |
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| Certified Advisory Corp | 14k | $714k | 55% | Mar 2024 |
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| Commerce Bank N A | 13k | $704k | 100% | Mar 2024 |
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| Stratos Wealth Partners | 13k | $704k | 52% | Mar 2024 |
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| Kingsview Wealth Management | 13k | $700k | 6% | Mar 2024 |
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| Kingfisher Capital | 13k | $686k | -1% | Mar 2024 |
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| Natixis Asset Management Advisors | 13k | $682k | 3% | Mar 2024 |
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| Branch Banking & Trust Company | 13k | $673k | -1% | Mar 2024 |
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| Bedel Financial Consulting | 13k | $669k | 0% | Mar 2024 |
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| Fragasso | 13k | $663k | 29% | Mar 2024 |
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| Vertex Planning Partners | 12k | $652k | -2% | Mar 2024 |
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| Anchor Investment Management | 12k | $652k | 0% | Mar 2024 |
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| First Trust Advisors | 12k | $652k | -19% | Mar 2024 |
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| Coldstream Capital Management | 12k | $651k | -3% | Dec 2023 |
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| RWM Asset Management | 12k | $634k | 100% | Mar 2024 |
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| Astoria Portfolio Advisors | 12k | $626k | -5% | Mar 2024 |
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| Wetherby Asset Management | 12k | $632k | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 9.8k | $513k | -43% | Mar 2024 |
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| Miracle Mile Advisors | 8.8k | $462k | -34% | Mar 2024 |
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| Putnam Fl Investment Management | 6.0k | $316k | -56% | Mar 2024 |
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Who sold out of PIMCO Intermediate Mun Bond Strat Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Steel Peak Wealth Management | Dec 2023 | 94k | $5.0M |
| Condor Capital Management | Dec 2023 | 70k | $3.7M |
| SageView Advisory Group | Dec 2023 | 55k | $2.9M |
| Shotwell Rutter Baer | Dec 2023 | 51k | $2.7M |
| Orrstown Financial Services | Dec 2023 | 38k | $2.0M |
| Legacy Capital Wealth Partners | Sep 2023 | 25k | $1.2M |
| Revisor Wealth Management | Dec 2023 | 19k | $981k |
| Granite Bay Wealth Management | Dec 2023 | 18k | $914k |
| Avestar Capital | Dec 2023 | 15k | $781k |
| Hurlow Wealth Management Group | Dec 2023 | 12k | $653k |