Who owns PIMCO Short Term Mncpl?
- Ticker: SMMU
- CUSIP Number: 72201R874
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Analyze quarterly positions in PIMCO Short Term Mncpl with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of PIMCO Short Term Mncpl stock
Who bought or sold PIMCO Short Term Mncpl this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 1.1M | $54M | -1% | Mar 2024 |
|
| CWM | 856k | $43M | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 639k | $32M | 18% | Mar 2024 |
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| Morgan Stanley | 605k | $30M | 30% | Mar 2024 |
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| Biltmore Wealth Management | 369k | $19M | 0% | Mar 2024 |
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| Captrust Financial Advisors | 327k | $16M | 14% | Mar 2024 |
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| HPM Partners | 260k | $13M | -4% | Mar 2024 |
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| Condor Capital Management | 229k | $11M | -1% | Mar 2024 |
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| Wells Fargo & Company | 203k | $10M | -2% | Mar 2024 |
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| TD Capital Management | 203k | $10M | 15% | Mar 2024 |
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| LPL Financial | 186k | $9.3M | -21% | Mar 2024 |
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| Mercer Global Advisors | 146k | $7.3M | 100% | Mar 2024 |
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| Websterrogers Financial Advisors | 118k | $5.9M | -3% | Mar 2024 |
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| Resources Investment Advisors | 107k | $5.3M | -52% | Mar 2024 |
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| Envestnet Asset Management | 102k | $5.1M | -13% | Mar 2024 |
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| CarsonAllaria Wealth Management | 99k | $4.9M | -21% | Mar 2024 |
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| Stifel Financial | 97k | $4.9M | 3% | Mar 2024 |
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| Raymond James Financial Services Advisors | 87k | $4.3M | 3% | Mar 2024 |
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| Krasney Financial | 87k | $4.3M | 3% | Mar 2024 |
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| Westside Investment Management | 80k | $4.0M | -7% | Mar 2024 |
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| R. M. Davis | 75k | $3.7M | -10% | Mar 2024 |
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| Kelman-Lazarov | 75k | $3.7M | 8% | Mar 2024 |
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| Advisor Group Holdings | 68k | $3.4M | -75% | Mar 2024 |
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| Crumly & Associates | 67k | $3.3M | -1% | Mar 2024 |
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| Bank of New York Mellon | 62k | $3.1M | 8% | Mar 2024 |
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| PAX Financial Group | 59k | $3.0M | 4% | Mar 2024 |
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| Cedar Point Capital Partners | 58k | $2.9M | 100% | Dec 2023 |
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| IFP Advisors | 56k | $2.8M | 5% | Dec 2023 |
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| ABLE Financial Group | 56k | $2.8M | 0% | Mar 2024 |
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| Goldman Sachs Group | 48k | $2.4M | -78% | Mar 2024 |
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| Hanson McClain Advisors | 48k | $2.4M | -4% | Mar 2024 |
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| Certified Advisory Corp | 47k | $2.3M | 6% | Mar 2024 |
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| Integrys Wealth Advisors | 46k | $2.3M | 0% | Mar 2024 |
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| Orion Portfolio Solutions | 45k | $2.2M | -34% | Mar 2024 |
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| Raymond James & Associates | 44k | $2.2M | 6% | Mar 2024 |
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| Warren Averett Asset Management | 43k | $2.1M | 100% | Mar 2024 |
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| BCGM Wealth Management | 42k | $2.1M | 6% | Mar 2024 |
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| Jane Street | 41k | $2.1M | -80% | Mar 2024 |
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| Cambridge Investment Research Advisors | 41k | $2.0M | 15% | Mar 2024 |
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| Strategic Financial | 39k | $1.9M | 32% | Dec 2023 |
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| Skyline Advisors | 38k | $1.9M | 11% | Mar 2024 |
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| LongView Wealth Management | 38k | $1.9M | 0% | Mar 2024 |
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| CFG Asset Management | 38k | $1.9M | -2% | Mar 2024 |
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| Commonwealth Equity Services | 38k | $1.9M | 112% | Mar 2024 |
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| Inspire Advisors | 38k | $1.9M | 6% | Mar 2024 |
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| Levy Wealth Management Group | 37k | $1.9M | 0% | Mar 2024 |
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| AE Wealth Management | 35k | $1.7M | -1% | Mar 2024 |
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| IAM Advisory | 33k | $1.6M | 84% | Mar 2024 |
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| Cyndeo Wealth Partners | 31k | $1.5M | -8% | Mar 2024 |
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| Dynamic Advisors Solutions | 30k | $1.5M | -1% | Mar 2024 |
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| HighTower Advisors | 28k | $1.4M | 0% | Mar 2024 |
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| Sage Rhino Capital | 26k | $1.3M | 5% | Mar 2024 |
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| Jpmorgan Chase & Co | 26k | $1.3M | 199% | Mar 2024 |
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| Total Clarity Wealth Management | 24k | $1.2M | 30% | Mar 2024 |
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| MBL Wealth | 22k | $1.1M | 5% | Mar 2024 |
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| Visionary Wealth Advisors | 22k | $1.1M | 24% | Mar 2024 |
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| Thrivent Financial for Lutherans | 22k | $1.1M | 222% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 18k | $878k | -3% | Mar 2024 |
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| H D Vest Advisory Services | 17k | $847k | 35% | Mar 2024 |
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| Rockefeller Capital Management | 16k | $781k | 0% | Dec 2023 |
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| Tyler-Stone Wealth Management | 15k | $742k | 0% | Mar 2024 |
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| Virtue Capital Management | 13k | $666k | 0% | Mar 2024 |
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| Bedel Financial Consulting | 13k | $658k | 0% | Mar 2024 |
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| Kooman & Associates | 13k | $659k | -18% | Dec 2023 |
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| YHB Investment Advisors | 13k | $641k | 0% | Mar 2024 |
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| Watchman Group | 13k | $624k | 0% | Mar 2024 |
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| Goss Wealth Management | 13k | $622k | 62% | Mar 2024 |
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| Financial Advocates Investment Management | 12k | $607k | 1% | Mar 2024 |
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| Baird Financial | 12k | $589k | -12% | Dec 2023 |
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| Farther Finance Advisors | 11k | $559k | 100% | Mar 2024 |
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| AdvisorNet Financial | 11k | $524k | 3% | Mar 2024 |
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| Wagner Bowman Management | 10k | $512k | 3% | Mar 2024 |
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| Greenleaf Trust | 10k | $511k | 0% | Mar 2024 |
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| Premier Path Wealth Partners | 10k | $867k | 100% | Mar 2024 |
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| Royal Bank of Canada | 9.8k | $487k | -4% | Mar 2024 |
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| Rehmann Capital Advisory | 9.8k | $487k | 0% | Mar 2024 |
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| Madison Wealth Partners | 9.2k | $461k | -1% | Mar 2024 |
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| Davenport & Co | 9.0k | $451k | 28% | Mar 2024 |
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| PFG Advisors | 8.5k | $424k | 2% | Mar 2024 |
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| Brian McDonald | 8.3k | $413k | 915% | Mar 2024 |
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| Williams & Novak | 7.8k | $388k | 0% | Mar 2024 |
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| Raymond James Trust | 7.7k | $385k | 20% | Mar 2024 |
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| Capital Market Strategies | 7.6k | $377k | -14% | Mar 2024 |
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| Wayne Hummer Investments | 7.5k | $377k | -3% | Mar 2024 |
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| Kuhn & Co Investment Counsel | 7.4k | $369k | -1% | Mar 2024 |
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| Syverson Strege & Co | 7.1k | $353k | -4% | Mar 2024 |
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| Capital Advisors | 6.6k | $329k | 0% | Mar 2024 |
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| Good Life Advisors | 6.4k | $320k | -8% | Mar 2024 |
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| Dynasty Wealth Management | 6.3k | $314k | 100% | Mar 2024 |
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| Ehrlich Financial Group | 6.1k | $307k | 100% | Mar 2024 |
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| J.w. Cole Advisors | 5.8k | $291k | 1% | Mar 2024 |
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| First Heartland Consultants | 5.6k | $281k | 0% | Mar 2024 |
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| Amplius Wealth Advisors | 5.2k | $262k | -37% | Mar 2024 |
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| TruWealth Advisors | 5.0k | $251k | 9% | Mar 2024 |
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| Creative Planning | 5.0k | $249k | -38% | Mar 2024 |
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| Harbour Investments | 4.9k | $245k | -30% | Dec 2023 |
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| Pictet North America Advisors SA | 4.9k | $245k | -95% | Mar 2024 |
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| Clear Point Advisors | 4.9k | $224k | -5% | Mar 2024 |
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| Lincoln National | 4.7k | $236k | 1% | Mar 2024 |
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| Bouchey Financial | 4.7k | $236k | 0% | Mar 2024 |
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| Belpointe Asset Management | 4.6k | $231k | 2% | Mar 2024 |
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| Dean, Jacobson Financial Services | 4.5k | $225k | 0% | Mar 2024 |
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| Retirement Network | 4.0k | $201k | 100% | Dec 2023 |
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| Sittner & Nelson | 4.0k | $200k | -70% | Mar 2024 |
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| Gradient Investments | 3.9k | $194k | 1% | Mar 2024 |
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| Hallmark Capital Management | 3.2k | $159k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 2.7k | $136k | 60% | Mar 2024 |
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| LGT Financial Advisors | 2.0k | $99k | 0% | Mar 2024 |
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| Hollencrest Securities | 1.4k | $71k | 0% | Mar 2024 |
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| Aptus Capital Advisors | 1.1k | $54k | 100% | Mar 2024 |
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| Anchor Investment Management | 1.0k | $50k | 0% | Mar 2024 |
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| Key FInancial | 989.00 | $49k | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 890.00 | $44k | 1645% | Mar 2024 |
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| Wallace Hart | 885.00 | $44k | 100% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 828.00 | $41k | 0% | Mar 2024 |
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| Element Wealth | 821.00 | $41k | 0% | Mar 2024 |
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| IAG Wealth Partners | 700.00 | $35k | 0% | Mar 2024 |
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| Us Bancorp | 585.00 | $29k | -67% | Mar 2024 |
|
| Tidemark | 574.00 | $29k | 32% | Mar 2024 |
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| Private Trust Co Na | 530.00 | $26k | -8% | Mar 2024 |
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| Sunbelt Securities | 472.00 | $24k | 0% | Mar 2024 |
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| Benjamin F. Edwards & Company | 472.00 | $24k | 0% | Mar 2024 |
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| Clarity Asset Management | 398.00 | $20k | 8% | Mar 2024 |
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| Assetmark | 310.00 | $16k | 8% | Mar 2024 |
|
| Global Retirement Partners | 278.00 | $14k | 0% | Mar 2024 |
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| Allianz Asset Management | 228.00 | $11k | 4% | Dec 2023 |
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| Geneos Wealth Management | 225.00 | $11k | 0% | Mar 2024 |
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| Salem Investment Counselors | 123.00 | $6.1k | 100% | Mar 2024 |
|
| Beacon Capital Management | 105.00 | $5.3k | 100% | Mar 2024 |
|
| GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
|
Who sold out of PIMCO Short Term Mncpl?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Dec 2023 | 92k | $4.6M |
| UBS Group | Dec 2023 | 45k | $2.2M |
| Susquehanna International | Sep 2023 | 38k | $1.8M |
| Avestar Capital | Dec 2023 | 18k | $903k |
| SageView Advisory Group | Dec 2023 | 14k | $678k |
| Weatherly Asset Management | Dec 2023 | 4.9k | $247k |
| Sage Mountain Advisors | Dec 2023 | 639.00 | $32k |
| Planned Solutions | Dec 2023 | 215.00 | $11k |
| Penserra Capital Management | Dec 2023 | 148.00 | $7.0k |