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 196 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
32,923
shares
|
$3.11 Million
2.82% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
31,945
shares
|
$3.02 Million
1.51% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
29,865
shares
|
$2.83 Million
0.01% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
28,586
shares
|
$2.7 Million
1.21% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
28,501
shares
|
$2.7 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
27,529
shares
|
$2.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
26,388
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
22,931
shares
|
$2.17 Million
0.06% of portfolio
|
Q1 2025
Added 163.97%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
22,037
shares
|
$2.08 Million
1.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
21,817
shares
|
$2.06 Million
0.44% of portfolio
|
Q1 2025
Added 40.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
20,924
shares
|
$1.98 Million
0.02% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
20,634
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
19,479
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 58.33%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
18,316
shares
|
$1.73 Million
1.63% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
17,599
shares
|
$1.67 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
16,586
shares
|
$1.57 Million
0.34% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
15,590
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
15,053
shares
|
$1.42 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
14,413
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
14,179
shares
|
$1.34 Million
0.32% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
14,106
shares
|
$1.33 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
14,002
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
13,750
shares
|
$1.3 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
13,591
shares
|
$1.29 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
13,545
shares
|
$1.28 Million
0.75% of portfolio
|
Q1 2025
Reduced 29.77%
|