Who owns PIMCO?
- Ticker: PYLD
- CUSIP Number: 72201r585
Tip: Access positions for across all investors
Analyze quarterly positions in Pimco with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Pimco stock
Who bought or sold PIMCO this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| HighTower Advisors | 1.1M | $28M | 54% | Mar 2024 |
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| Krilogy Financial | 1.1M | $27M | 19% | Mar 2024 |
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| Berger Financial Group | 907k | $23M | 100% | Mar 2024 |
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| Pictet North America Advisors SA | 735k | $19M | 100% | Mar 2024 |
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| First Heartland Consultants | 687k | $18M | 282% | Mar 2024 |
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| Wealth Alliance Advisory Group | 683k | $18M | 9% | Mar 2024 |
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| EnRich Financial Partners | 666k | $17M | 100% | Mar 2024 |
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| Sanchez Wealth Management Group | 666k | $17M | 2% | Mar 2024 |
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| Kelman-Lazarov | 655k | $17M | 1514% | Mar 2024 |
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| Wells Fargo & Company | 605k | $16M | 100% | Mar 2024 |
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| Orion Portfolio Solutions | 526k | $14M | 100% | Mar 2024 |
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| Bridgewealth Advisory Group | 524k | $14M | 79% | Mar 2024 |
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| Aveo Capital Partners | 499k | $13M | 34% | Mar 2024 |
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| Beta Wealth | 486k | $13M | 100% | Dec 2023 |
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| LPL Financial | 445k | $12M | 100% | Mar 2024 |
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| Precision Wealth Strategies | 427k | $11M | 100% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 392k | $10M | 96% | Mar 2024 |
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| Fortress Wealth Management | 342k | $8.8M | 11% | Mar 2024 |
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| Astor Investment Management | 322k | $8.3M | 100% | Mar 2024 |
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| Envestnet Asset Management | 295k | $7.6M | 100% | Mar 2024 |
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| Goss Wealth Management | 287k | $7.4M | 490% | Mar 2024 |
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| Cambridge Investment Research Advisors | 269k | $6.9M | 73% | Mar 2024 |
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| Family Investment Center | 259k | $6.7M | 16% | Mar 2024 |
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| AE Wealth Management | 248k | $6.4M | 135% | Mar 2024 |
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| Financial Futures Ltd Liability | 243k | $6.3M | 100% | Mar 2024 |
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| Strata Wealth Advisors | 202k | $5.2M | -2% | Mar 2024 |
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| Royal Bank of Canada | 189k | $4.9M | 3916% | Mar 2024 |
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| Jpmorgan Chase & Co | 174k | $4.5M | 100% | Mar 2024 |
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| Dynasty Wealth Management | 174k | $4.5M | 100% | Mar 2024 |
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| Morgan Stanley | 160k | $4.1M | 100% | Mar 2024 |
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| Simplicity Wealth | 160k | $4.1M | 100% | Mar 2024 |
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| Bleakley Financial Group | 160k | $4.1M | 39% | Mar 2024 |
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| Cyndeo Wealth Partners | 158k | $4.1M | 100% | Mar 2024 |
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| Delta Investment Management | 141k | $3.6M | 351% | Mar 2024 |
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| CarsonAllaria Wealth Management | 118k | $3.0M | 337% | Mar 2024 |
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| Castle Wealth Management | 115k | $3.0M | 100% | Mar 2024 |
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| Sawtooth Asset Management | 115k | $2.9M | 1% | Dec 2023 |
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| Dynamic Advisors Solutions | 102k | $2.6M | 100% | Mar 2024 |
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| Private Advisor | 93k | $2.4M | -28% | Mar 2024 |
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| Advisor Group Holdings | 83k | $2.1M | 421% | Mar 2024 |
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| Commonwealth Equity Services | 79k | $2.0M | 100% | Mar 2024 |
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| Gallacher Capital Management | 74k | $1.9M | -9% | Mar 2024 |
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| Resources Investment Advisors | 72k | $1.9M | 100% | Mar 2024 |
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| Walkner Condon Financial Advisors | 71k | $1.8M | 83% | Mar 2024 |
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| Beacon Financial Advisory | 68k | $1.7M | 100% | Mar 2024 |
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| PAX Financial Group | 65k | $1.7M | 100% | Mar 2024 |
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| Essex Financial Services | 63k | $1.6M | 54% | Mar 2024 |
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| Parallel Advisors | 61k | $1.6M | -4% | Mar 2024 |
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| Legacy Capital Group California | 60k | $1.5M | 100% | Mar 2024 |
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| Great Point Wealth Advisors | 56k | $1.4M | -3% | Mar 2024 |
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| Hilltop Holdings | 54k | $1.4M | 3% | Mar 2024 |
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| Richard P Slaughter Associates | 53k | $1.4M | 20% | Mar 2024 |
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| TCG Advisory Services | 53k | $1.4M | 383% | Mar 2024 |
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| Banque Pictet & Cie Sa | 50k | $1.3M | 100% | Mar 2024 |
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| Atria Wealth Solutions | 50k | $1.3M | 192% | Mar 2024 |
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| CIBC World Markets | 45k | $1.1M | 100% | Mar 2024 |
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| Hutchens & Kramer Investment Management Group | 42k | $1.1M | 100% | Mar 2024 |
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| Oppenheimer & Co | 41k | $1.1M | 100% | Mar 2024 |
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| Eclectic Associates | 41k | $1.0M | -24% | Mar 2024 |
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| Econ Financial Services Corp | 39k | $1.0M | 100% | Mar 2024 |
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| Mutual Advisors | 37k | $958k | 165% | Mar 2024 |
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| USAdvisors Wealth Management | 33k | $856k | 15% | Mar 2024 |
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| Roger Wittlin Investment Advisory | 29k | $734k | 100% | Mar 2024 |
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| Constant Guidance Financial | 28k | $708k | 100% | Mar 2024 |
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| Financial Connections Group | 26k | $669k | 46% | Mar 2024 |
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| Prosperity Wealth Management | 24k | $628k | 12% | Mar 2024 |
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| RMR Wealth Builders | 24k | $624k | 42% | Mar 2024 |
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| Eqis Capital Management | 24k | $616k | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 23k | $593k | 100% | Mar 2024 |
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| CWM | 21k | $533k | 0% | Mar 2024 |
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| Northwest Capital Management | 21k | $533k | 0% | Mar 2024 |
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| ERn Financial | 20k | $525k | 22% | Mar 2024 |
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| Swisher Financial Concepts | 18k | $457k | 100% | Mar 2024 |
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| Elevated Capital Advisors | 18k | $450k | 100% | Mar 2024 |
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| Pasadena Private Wealth | 16k | $408k | 17% | Mar 2024 |
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| Pinnacle Wealth Management | 16k | $405k | 57% | Mar 2024 |
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| Mercer Global Advisors | 16k | $402k | 100% | Mar 2024 |
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| Ruggaard & Associates | 15k | $380k | 100% | Mar 2024 |
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| Citadel Advisors | 14k | $362k | 100% | Mar 2024 |
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| RFG Advisory | 14k | $356k | 2% | Mar 2024 |
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| Hartline Investment Corporation | 13k | $345k | 100% | Mar 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13k | $345k | 45% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 13k | $327k | -21% | Mar 2024 |
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| MinichMacGregor Wealth Management | 13k | $321k | 100% | Mar 2024 |
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| P.J. Schmidt Investment Management | 12k | $314k | 100% | Mar 2024 |
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| Walter & Keenan Financial Consulting | 11k | $284k | 100% | Mar 2024 |
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| Bank of New York Mellon | 9.6k | $248k | 100% | Mar 2024 |
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| Advisory Services Network | 9.4k | $243k | 100% | Mar 2024 |
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| Sprinkle Financial Consultants | 9.0k | $231k | 100% | Mar 2024 |
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| Davenport & Co | 8.6k | $221k | 100% | Mar 2024 |
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| SignalPoint Asset Management | 8.0k | $206k | 100% | Mar 2024 |
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| Sigma Planning | 7.8k | $201k | 100% | Mar 2024 |
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| Raleigh Capital Management | 5.5k | $143k | 100% | Mar 2024 |
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| Financial Synergies Wealth Advisors | 4.3k | $111k | 100% | Mar 2024 |
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| Future Financial Wealth Managment | 4.2k | $108k | 100% | Mar 2024 |
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| Parkside Financial Bank & Trust | 3.7k | $96k | -2% | Mar 2024 |
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| GPS Wealth Strategies Group | 2.3k | $60k | 100% | Mar 2024 |
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| Mark Sheptoff Financial Planning | 2.1k | $53k | 100% | Mar 2024 |
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| Allianz Asset Management | 472.00 | $12k | 9% | Dec 2023 |
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| Aspire Private Capital | 123.00 | $3.2k | 100% | Mar 2024 |
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| Nalls Sherbakoff Group | 71.00 | $1.8k | 1% | Dec 2023 |
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Who sold out of Pimco?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Captrust Financial Advisors | Dec 2023 | 762k | $20M |
| Carl Stuart Investment Advisor | Dec 2023 | 41k | $1.1M |
| Jane Street | Dec 2023 | 19k | $487k |
| Altus Wealth Group | Dec 2023 | 12k | $306k |