PIMCO Intermediate MunicipalMUNIETF
13F holders, Q4 2024 (December 31)336holders +45
34new positions
17sold out
3famous investors
$51.74avg. 13F price*
At the end of Q4 2024, 336 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings, up 45 from Q3 2024. 34 opened new positions and 17 sold out. The largest holders were Bank of America Corp. ($104.8M), Morgan Stanley ($90.9M) and JPMorgan Chase & Co. ($85.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO Intermediate Municipal
- Filed as
- PIMCO ETF TR (Q4 2024)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $54.2M |
| Exits | 17 | $4.7M |
All 13F filers, Q3 2024 → Q4 2024: 4,691,532 shares bought and 2,373,117 shares sold, net +2,318,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 336 holders
| Bank of America Corp. | 0.01% | Add +37.8% | 2,025,250 | $104.8M |
| Morgan Stanley | 0.01% | Add +15.2% | 1,756,385 | $90.9M |
| JPMorgan Chase & Co. | 0.01% | Add +47.5% | 1,642,212 | $85.0M |
| Cwm, LLC | 0.33% | Add +3.4% | 1,519,188 | $78.6M |
| LPL Financial LLC | 0.03% | Add +23.1% | 1,303,078 | $67.4M |
| Wells Fargo & Company | 0.02% | Add +3.2% | 1,292,077 | $66.8M |
| Dynasty Wealth Management, LLC | 0.89% | Add +371.0% | 1,000,289 | $51.7M |
| UBS Group AG | 0.01% | Reduce -4.9% | 790,614 | $40.9M |
| Stonebridge Financial Group, LLC | 3.59% | — | 629,541 | $32.6M |
| Sagespring Wealth Partners, LLC | 0.77% | — | 566,606 | $29.3M |
| Focus Partners Wealth | 0.07% | Add +6.2% | 528,547 | $27.3M |
| WCG Wealth Advisors LLC | 1.61% | Add +1.0% | 472,035 | $24.4M |
| Raymond James Financial Inc. | 0.01% | — | 445,941 | $23.1M |
| Thrivent Financial for Lutherans | 0.04% | Add +3.0% | 431,214 | $22.5M |
| MBL Wealth, LLC | 2.25% | Add +0.8% | 431,710 | $22.3M |
| Cetera Investment Advisers | 0.04% | Add +9.7% | 410,982 | $21.3M |
| Quotient Wealth Partners, LLC | 0.62% | Reduce -1.0% | 368,856 | $19.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.5% | 362,633 | $18.8M |
| NewEdge Advisors, LLC | 0.10% | Add +0.1% | 316,524 | $16.4M |
| Davis R M Inc. | 0.31% | Add +12.6% | 310,750 | $16.1M |
| Avantax Planning Partners, Inc. | 0.51% | Reduce -14.7% | 272,927 | $14.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -51.7% | 258,328 | $13.4M |
| Bailard, Inc. | 0.33% | Reduce -43.3% | 247,798 | $12.8M |
| XML Financial, LLC | 1.07% | Reduce -0.3% | 226,489 | $11.7M |
| Goelzer Investment Management, Inc. | 0.65% | Reduce -6.0% | 216,752 | $11.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +5.1% | 216,725 | $11.2M |
| McKinley Carter Wealth Services, Inc. | 0.67% | Reduce -17.4% | 210,831 | $10.9M |
| Capital Analysts, LLC | 0.41% | Add +10.5% | 198,001 | $10.2M |
| Old Mission Capital LLC | 0.23% | New | 188,295 | $9.7M |
| Bleakley Financial Group, LLC | 0.29% | Add +252.3% | 187,843 | $9.7M |
| Independent Advisor Alliance | 0.13% | New | 184,190 | $9.5M |
| Kestra Investment Management, LLC | 0.36% | Add +1.2% | 176,765 | $9.1M |
| Wealth Alliance Advisory Group, LLC | 1.93% | Add +3.7% | 176,622 | $9.1M |
| MAI Capital Management | 0.07% | New | 171,739 | $8.9M |
| Equita Financial Network, Inc. | 3.04% | Add +6.0% | 162,828 | $8.4M |
| Stifel Financial Corp. | 0.01% | Add +2.0% | 160,830 | $8.3M |
| Fermata Advisors, LLC | 1.55% | Reduce -0.3% | 160,542 | $8.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.3% | 154,263 | $8.0M |
| Sand Hill Global Advisors, LLC | 0.33% | Reduce -6.2% | 152,137 | $7.9M |
| XY Planning Network, Inc. | 5.87% | — | 151,171 | $7.8M |
| Royal Bank of Canada | 0.00% | Add +7.6% | 149,843 | $7.8M |
| Jane Street Group, LLC | 0.01% | Add +2908.8% | 143,761 | $7.4M |
| Morton Brown Family Wealth, LLC | 2.55% | Add +21.0% | 141,434 | $7.3M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -12.2% | 131,384 | $6.8M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -12.2% | 131,384 | $6.8M |
| Allworth Financial LP | 0.04% | Add +12.0% | 129,318 | $6.7M |
| BCS Wealth Management | 1.63% | Add +7.8% | 126,833 | $6.6M |
| Truist Financial Corp. | 0.01% | Add +470.9% | 124,253 | $6.4M |
| Cerity Partners LLC | 0.01% | Reduce -13.2% | 120,994 | $6.3M |
| StoneX Group Inc. | 0.34% | Add +3.2% | 118,462 | $6.1M |
| Biltmore Wealth Management, LLC | 2.55% | Add +0.8% | 118,573 | $6.1M |
| Charles Schwab Investment Management Inc. | 0.00% | New | 107,517 | $5.6M |
| TD Capital Management LLC | 0.55% | Reduce -21.3% | 105,492 | $5.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.67% | Add +0.9% | 104,902 | $5.4M |
| Shotwell Rutter Baer Inc | 4.50% | Add +4.3% | 103,884 | $5.3M |
| Genesis Private Wealth, LLC | 2.61% | — | 91,397 | $4.7M |
| Visionary Wealth Advisors | 0.27% | Add +0.5% | 87,654 | $4.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.10% | Reduce -2.0% | 87,428 | $4.5M |
| Kelman-Lazarov, Inc. | 0.81% | Add +2.2% | 87,157 | $4.5M |
| Rehmann Capital Advisory Group | 0.28% | Reduce -2.5% | 86,504 | $4.5M |
| Flagstone Financial Management | 1.47% | Add +3.0% | 85,755 | $4.4M |
| Smart Money Group LLC | 1.51% | Reduce -15.0% | 84,677 | $4.4M |
| Goodwin Investment Advisory | 2.28% | Reduce -2.0% | 84,121 | $4.4M |
| Steph & Co. | 1.47% | Reduce -8.9% | 83,977 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | Add +0.6% | 82,757 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +13.9% | 75,396 | $3.9M |
| Optimum Investment Advisors | 1.72% | No change | 75,223 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +188.7% | 73,698 | $3.8M |
| CarsonAllaria Wealth Management, Ltd. | 2.18% | Reduce -0.2% | 73,660 | $3.8M |
| Benchmark Financial Wealth Advisors, LLC | 1.21% | Add +50.1% | 72,867 | $3.8M |
| First International Bank & Trust | 1.20% | Reduce -2.8% | 71,381 | $3.7M |
| Opal Wealth Advisors, LLC | 1.06% | Add +13.4% | 68,423 | $3.5M |
| PAX Financial Group, LLC | 0.63% | Add +2.1% | 67,885 | $3.5M |
| Martin Worley Group | 2.18% | — | 67,449 | $3.5M |
| Executive Wealth Management, LLC | 0.27% | Add +3.9% | 66,308 | $3.4M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -0.3% | 61,880 | $3.2M |
| Thompson David Blair | 2.32% | — | 61,708 | $3.2M |
| Foster & Motley Inc. | 0.20% | Reduce -2.3% | 59,634 | $3.1M |
| Avant Financial Advisors LLC | 2.83% | — | 59,533 | $3.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +32.6% | 57,785 | $3.0M |
| Cercano Management LLC | 0.08% | Reduce -87.0% | 57,483 | $3.0M |
| Keyvantage Wealth, LLC | 2.09% | — | 56,406 | $2.9M |
| SageView Advisory Group, LLC | 0.13% | Add +0.9% | 56,156 | $2.9M |
| ERn Financial, LLC | 0.42% | Add +1.7% | 53,508 | $2.8M |
| Legacy Financial Advisors, Inc. | 0.45% | Reduce -11.3% | 52,825 | $2.7M |
| Arrowroot Family Office, LLC | 1.41% | Reduce -1.6% | 52,504 | $2.7M |
| Larson Financial Group LLC | 0.14% | Add +492.0% | 52,332 | $2.7M |
| Blueprint Investment Partners LLC | 0.42% | Add +71.7% | 51,437 | $2.7M |
| Paladin Advisory Group, LLC | 2.01% | Reduce -0.1% | 50,727 | $2.6M |
| Econ Financial Services Corp | 1.51% | Reduce -19.0% | 50,716 | $2.6M |
| Hanson & Doremus Investment Management | 0.40% | Add +0.3% | 49,691 | $2.6M |
| Flow Traders U.S. LLC | 0.10% | New | 49,559 | $2.6M |
| Inspirion Wealth Advisors, LLC | 0.34% | No change | 46,964 | $2.4M |
| Mariner, LLC | 0.00% | Add +216.3% | 46,835 | $2.4M |
| IAM Advisory, LLC | 0.61% | Add +1.0% | 46,514 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.7% | 46,375 | $2.4M |
| Prosperity Consulting Group, LLC | 0.18% | Add +5.1% | 46,113 | $2.4M |
| Beta Wealth Group, Inc. | 1.05% | Reduce -3.7% | 46,072 | $2.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -12.9% | 45,690 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -17.4% | 44,588 | $2.3M |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.