PIMCO Intermediate MunicipalMUNIETF
13F holders, Q1 2024 (March 31)262holders
1famous investor
$52.46avg. 13F price*
At the end of Q1 2024, 262 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings. The largest holders were Cwm, LLC ($70.1M), LPL Financial LLC ($68.7M) and Morgan Stanley ($68.6M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- PIMCO Intermediate Municipal
- Filed as
- PIMCO ETF TR (Q1 2024)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $50.8M |
| Exits | 21 | $19.9M |
Ownership 262 holders
| Cwm, LLC | 0.34% | Add +8.8% | 1,336,560 | $70.1M |
| LPL Financial LLC | 0.04% | Add +5.0% | 1,309,928 | $68.7M |
| Morgan Stanley | 0.01% | Reduce -14.9% | 1,307,337 | $68.6M |
| Bank of America Corp. | 0.01% | Add +4.7% | 1,176,810 | $61.7M |
| Wells Fargo & Company | 0.01% | Add +12.4% | 1,032,638 | $54.2M |
| Towneley Capital Management, Inc / DE | 11.21% | Reduce -3.3% | 869,041 | $45.6M |
| JPMorgan Chase & Co. | 0.00% | Add +23.1% | 862,631 | $45.3M |
| Bailard, Inc. | 0.98% | Reduce -18.5% | 677,169 | $35.5M |
| UBS Group AG | 0.01% | Reduce -21.7% | 541,480 | $28.4M |
| WCG Wealth Advisors LLC | 2.01% | Reduce -13.5% | 459,295 | $24.1M |
| MBL Wealth, LLC | 2.39% | Add +8.2% | 400,017 | $21.0M |
| Avantax Planning Partners, Inc. | 0.66% | Reduce -6.0% | 390,879 | $20.5M |
| Cercano Management LLC | 0.56% | New | 385,000 | $20.2M |
| Dynasty Wealth Management, LLC | 0.59% | — | 355,043 | $18.6M |
| HighTower Advisors, LLC | 0.03% | Add +1.2% | 336,058 | $17.6M |
| Thrivent Financial for Lutherans | 0.03% | Add +25.8% | 314,276 | $16.5M |
| Quotient Wealth Partners, LLC | 0.58% | Add +33.0% | 309,112 | $16.2M |
| Cetera Investment Advisers | 0.04% | New | 305,133 | $16.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -45.3% | 278,160 | $14.6M |
| McKinley Carter Wealth Services, Inc. | 0.91% | Add +1.8% | 259,518 | $13.6M |
| Gratus Capital, LLC | 0.61% | Add +3.8% | 251,622 | $13.2M |
| Goelzer Investment Management, Inc. | 0.74% | Reduce -13.2% | 249,549 | $13.1M |
| XML Financial, LLC | 1.06% | Add +29.4% | 197,473 | $10.4M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -5.0% | 176,456 | $9.3M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -5.0% | 176,456 | $9.3M |
| Sand Hill Global Advisors, LLC | 0.43% | Reduce -33.3% | 173,292 | $9.1M |
| Wealth Alliance Advisory Group, LLC | 2.01% | Add +9.9% | 164,688 | $8.6M |
| Fermata Advisors, LLC | 1.93% | Reduce -4.2% | 163,197 | $8.6M |
| Capital Analysts, LLC | 0.40% | Add +19.9% | 162,250 | $8.5M |
| Renaissance Technologies | 0.01% | Reduce -28.3% | 159,200 | $8.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -71.0% | 153,055 | $8.0M |
| Equita Financial Network, Inc. | 3.37% | Add +54.0% | 143,164 | $7.5M |
| Raymond James & Associates | 0.01% | Add +3.4% | 142,734 | $7.5M |
| Arden Trust Co | 0.97% | Add +5.6% | 132,352 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +14.4% | 132,131 | $6.9M |
| Royal Bank of Canada | 0.00% | Add +11.0% | 128,745 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.2% | 126,441 | $6.6M |
| Vantage Financial Partners Ltd., Inc. | 1.73% | Add +7.5% | 126,306 | $6.6M |
| Stifel Financial Corp. | 0.01% | Add +2.0% | 125,124 | $6.6M |
| Allworth Financial LP | 0.04% | Reduce -0.8% | 114,148 | $6.0M |
| Clear Rock Advisors, LLC | 2.50% | Add +5.3% | 109,840 | $5.8M |
| Financial Synergies Wealth Advisors, Inc. | 0.71% | Add +25.8% | 103,456 | $5.4M |
| Cerity Partners LLC | 0.01% | Add +0.6% | 95,721 | $5.0M |
| Steph & Co. | 1.70% | Add +2.7% | 94,056 | $4.9M |
| Goodwin Investment Advisory | 2.30% | Reduce -4.3% | 93,131 | $4.9M |
| BCS Wealth Management | 1.52% | Add +22.9% | 90,160 | $4.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.12% | Reduce -11.8% | 89,817 | $4.7M |
| TD Capital Management LLC | 0.50% | Add +44.2% | 89,379 | $4.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +20.4% | 87,196 | $4.6M |
| Visionary Wealth Advisors | 0.31% | Add +6.3% | 86,221 | $4.5M |
| Rehmann Capital Advisory Group | 0.33% | Add +3.7% | 84,136 | $4.4M |
| Kelman-Lazarov, Inc. | 0.85% | Add +1.8% | 82,717 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | No change | 76,345 | $4.0M |
| Opal Wealth Advisors, LLC | 1.35% | Reduce -0.1% | 76,057 | $4.0M |
| CarsonAllaria Wealth Management, Ltd. | 2.49% | Reduce -2.8% | 75,506 | $4.0M |
| Optimum Investment Advisors | 1.81% | No change | 75,223 | $3.9M |
| First International Bank & Trust | 1.36% | Add +3.7% | 75,160 | $3.9M |
| Jane Street Group, LLC | 0.01% | New | 74,900 | $3.9M |
| Biltmore Wealth Management, LLC | 1.81% | No change | 72,013 | $3.8M |
| StoneX Group Inc. | 0.34% | Reduce -11.7% | 72,357 | $3.8M |
| NewEdge Advisors, LLC | 0.03% | Add +8.6% | 65,824 | $3.5M |
| Foster & Motley Inc. | 0.23% | Reduce -2.0% | 63,982 | $3.4M |
| PAX Financial Group, LLC | 0.66% | Add +26.8% | 63,106 | $3.3M |
| Legacy Financial Advisors, Inc. | 0.58% | Reduce -5.0% | 62,099 | $3.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -10.4% | 56,793 | $3.0M |
| Prestige Wealth Management Group LLC | 0.63% | Add +29.4% | 55,810 | $2.9M |
| Executive Wealth Management, LLC | 0.24% | Reduce -19.6% | 53,438 | $2.8M |
| ERn Financial, LLC | 0.48% | Add +1.7% | 53,056 | $2.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -6.2% | 52,332 | $2.7M |
| Bleakley Financial Group, LLC | 0.08% | Add +13.8% | 52,168 | $2.7M |
| Simplicity Wealth,LLC | 0.07% | New | 52,168 | $2.7M |
| Flagstone Financial Management | 1.04% | Add +75.1% | 51,416 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +25.2% | 50,652 | $2.7M |
| Paladin Advisory Group, LLC | 2.09% | Add +0.3% | 50,581 | $2.6M |
| Arrowroot Family Office, LLC | 1.67% | Reduce -2.9% | 49,816 | $2.6M |
| Davis R M Inc. | 0.05% | Reduce -2.9% | 49,150 | $2.6M |
| Inspirion Wealth Advisors, LLC | 0.41% | Reduce -1.6% | 46,964 | $2.5M |
| Beta Wealth Group, Inc. | 1.19% | Reduce -41.4% | 46,759 | $2.5M |
| Hanson & Doremus Investment Management | 0.42% | Add +3.3% | 46,669 | $2.4M |
| Smart Money Group LLC | 0.93% | Add +10.8% | 46,058 | $2.4M |
| IAM Advisory, LLC | 0.64% | Add +164.7% | 44,277 | $2.3M |
| Econ Financial Services Corp | 1.43% | Add +288.9% | 43,889 | $2.3M |
| Cornerstone Wealth Management, LLC | 0.19% | Reduce -0.9% | 43,741 | $2.3M |
| Cedar Point Capital Partners, LLC | 1.69% | Add +8.1% | 42,531 | $2.2M |
| Cyndeo Wealth Partners, LLC | 0.19% | Add +10.2% | 42,504 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +233.8% | 41,549 | $2.2M |
| Prosperity Consulting Group, LLC | 0.27% | Add +107.5% | 40,874 | $2.1M |
| Westside Investment Management, Inc. | 0.48% | Reduce -0.3% | 37,792 | $2.0M |
| McAdam, LLC | 0.13% | Add +0.4% | 37,388 | $2.0M |
| Private Trust Co. NA | 0.21% | Reduce -2.6% | 36,669 | $1.9M |
| Valley National Advisers Inc. | 0.29% | Add +8.3% | 36,327 | $1.9M |
| Kowal Investment Group, LLC | 0.41% | Reduce -2.8% | 35,845 | $1.9M |
| Austin Wealth Management, LLC | 0.46% | Add +1.9% | 35,495 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +62.6% | 34,052 | $1.8M |
| Aviance Capital Partners, LLC | 0.24% | Reduce -5.9% | 30,386 | $1.6M |
| Janney Capital Management LLC | 0.11% | Reduce -0.5% | 30,194 | $1.6M |
| Viawealth, LLC | 0.99% | Add +65.1% | 30,163 | $1.6M |
| Waverly Advisors, LLC | 0.04% | New | 30,017 | $1.6M |
| Valmark Advisers, Inc. | 0.03% | No change | 29,046 | $1.5M |
| Landmark Wealth Management, LLC | 0.70% | Add +22.1% | 28,850 | $1.5M |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.