Baystate Wealth Management LLC - PIMCO EQUITY SER ownership

PIMCO EQUITY SER's ticker is MFEM and the CUSIP is 72202L389. A total of 33 filers reported holding PIMCO EQUITY SER in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of PIMCO EQUITY SER
ValueSharesWeighting
Q3 2023$3,339
-1.2%
184
+1.7%
0.00%
Q2 2023$3,379
+3.3%
181
+0.6%
0.00%
Q1 2023$3,270
+108900.0%
180
+0.6%
0.00%
Q4 2022$3
-99.9%
179
+4.7%
0.00%
Q3 2022$3,0000.0%171
+1.2%
0.00%
Q2 2022$3,000
-25.0%
169
+0.6%
0.00%
Q1 2022$4,0000.0%168
+7.0%
0.00%
Q4 2021$4,0001570.00%
Other shareholders
PIMCO EQUITY SER shareholders Q3 2023
NameSharesValueWeighting ↓
Schiavi & Co LLC 1,016,544$18,429,9407.79%
INTEGRATED CAPITAL MANAGEMENT, INC. 250,142$4,535,0754.01%
Austin Wealth Management, LLC 243,351$4,471,7121.38%
Kathleen S. Wright Associates Inc. 45,014$816,0890.46%
ALTFEST L J & CO INC 89,389$1,6210.26%
PARK AVENUE SECURITIES LLC 677,786$12,2880.19%
Merriman Wealth Management, LLC 118,837$2,154,5100.11%
Orion Portfolio Solutions, LLC 296,253$5,371,0600.06%
Moloney Securities Asset Management, LLC 10,884$197,3300.04%
Dynamic Advisor Solutions LLC 16,011$290,2790.01%
View complete list of PIMCO EQUITY SER shareholders