PIMCO EQUITY SER's ticker is MFDX and the CUSIP is 72202L371. A total of 13 filers reported holding PIMCO EQUITY SER in Q2 2022. The put-call ratio across all filers is - and the average weighting 3.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $595 | +17.4% | 22 | +22.2% | 0.00% | – |
| Q2 2023 | $507 | -45.9% | 18 | -47.1% | 0.00% | – |
| Q1 2023 | $938 | -97.7% | 34 | -98.1% | 0.00% | – |
| Q3 2022 | $40,000 | +1233.3% | 1,779 | +1227.6% | 0.00% | – |
| Q2 2022 | $3,000 | +50.0% | 134 | +97.1% | 0.00% | – |
| Q3 2021 | $2,000 | -85.7% | 68 | -85.3% | 0.00% | – |
| Q2 2021 | $14,000 | -22.2% | 464 | -28.5% | 0.00% | – |
| Q1 2021 | $18,000 | -63.3% | 649 | -63.8% | 0.00% | – |
| Q4 2020 | $49,000 | +157.9% | 1,792 | +114.1% | 0.00% | – |
| Q2 2020 | $19,000 | -67.8% | 837 | -72.0% | 0.00% | – |
| Q1 2020 | $59,000 | +2850.0% | 2,989 | +4800.0% | 0.00% | – |
| Q4 2019 | $2,000 | -50.0% | 61 | -57.0% | 0.00% | – |
| Q3 2019 | $4,000 | -69.2% | 142 | -73.3% | 0.00% | – |
| Q2 2019 | $13,000 | -35.0% | 531 | -34.9% | 0.00% | – |
| Q1 2019 | $20,000 | +81.8% | 816 | +94.3% | 0.00% | – |
| Q3 2018 | $11,000 | – | 420 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Schiavi & Co LLC | 3,283,852 | $88,828,207 | 37.56% |
| FINANCIAL CONSULATE, INC | 867,352 | $23,461,872 | 10.36% |
| Austin Wealth Management, LLC | 235,311 | $6,581,838 | 2.04% |
| Redwood Financial Network Corp | 22,696 | $613,935 | 0.65% |
| JT Stratford LLC | 23,086 | $624,467 | 0.16% |
| Dynamic Advisor Solutions LLC | 38,760 | $1,048,458 | 0.05% |
| Moloney Securities Asset Management, LLC | 10,295 | $278,475 | 0.05% |
| Advisory Services Network, LLC | 24,475 | $662,049 | 0.02% |
| MML INVESTORS SERVICES, LLC | 10,879 | $294 | 0.00% |
| WELLS FARGO & COMPANY/MN | 128,873 | $3,486,015 | 0.00% |