Caldwell Trust CO Pimco Investment Grade Corp Bd Transaction History

Caldwell Trust CO

$1 Trillion
Q2 2025

A detailed history of Caldwell Trust CO transactions in Pimco Investment Grade Corp Bd stock. As of the latest transaction made, Caldwell Trust CO holds 11 shares of CORP stock, worth $1,082. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,082

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Sep 22, 2025	BUY	$94.14 - $97.31 $1,035 - $1,070	11 New	11 $1.07 Million

Others Institutions Holding CORP

# of Institutions

187

Shares Held

23.9M

Call Options Held

Put Options Held

Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL

12.9M
Shares

$1.27 Billion
1.78% of portfolio
Bank Of America Corp Charlotte, NC

1.8M
Shares

$177 Million
0.01% of portfolio
Cwm, LLC

1.35M
Shares

$133 Million
0.46% of portfolio
Lpl Financial LLC Fort Mill, SC

835K
Shares

$82.2 Million
0.03% of portfolio
Morgan Stanley New York, NY

593K
Shares

$58.4 Million
0.0% of portfolio

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About PIMCO INVESTMENT GRADE CORP BD

Ticker CORP
Sector ETFs
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