Institutional Ownership Pimco Investment Grade Corp Bd (CORP)
This table provides information about the institutional ownership of Pimco Investment Grade Corp Bd (CORP). We have compiled data on the 167 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $970 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
4,349
shares
|
$418,504
0.0% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
4,084
shares
|
$393,003
0.17% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
4,048
shares
|
$389,539
0.12% of portfolio
|
Q1 2024
Added 29.16%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
4,041
shares
|
$388,865
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
3,970
shares
|
$382,033
0.0% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,807
shares
|
$366,347
0.0% of portfolio
|
Q3 2024
Reduced 14.58%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,794
shares
|
$365,096
0.0% of portfolio
|
Q3 2024
Reduced 39.66%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,702
shares
|
$356,243
0.0% of portfolio
|
Q2 2024
Reduced 19.42%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
3,647
shares
|
$350,950
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,591
shares
|
$345,561
0.0% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
3,590
shares
|
$345,465
0.22% of portfolio
|
Q3 2024
Reduced 51.36%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
3,566
shares
|
$343,156
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
3,566
shares
|
$343,156
0.25% of portfolio
|
Q3 2024
Added 38.16%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
3,239
shares
|
$311,688
0.0% of portfolio
|
Q3 2024
Reduced 28.66%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
3,142
shares
|
$302,354
0.08% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
3,053
shares
|
$293,790
0.19% of portfolio
|
Q3 2023
Reduced 6.0%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
3,044
shares
|
$292,924
0.01% of portfolio
|
Q3 2024
Added 40.28%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
2,985
shares
|
$287,246
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
2,736
shares
|
$263,285
0.12% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
2,703
shares
|
$260,109
0.06% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
2,634
shares
|
$253,469
11.64% of portfolio
|
Q4 2023
Reduced 91.29%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,618
shares
|
$251,930
0.01% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,523
shares
|
$242,788
0.0% of portfolio
|
Q3 2024
Reduced 71.3%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
2,340
shares
|
$225,178
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,767
shares
|
$170,038
0.01% of portfolio
|
Q3 2024
Added 1.14%
|