PIMCO EQUITY SER's ticker is MFDX and the CUSIP is 72202L371. A total of 18 filers reported holding PIMCO EQUITY SER in Q3 2023. The put-call ratio across all filers is - and the average weighting 2.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $624,467 | +26.1% | 23,086 | +31.3% | 0.16% | +21.1% |
| Q2 2023 | $495,174 | +16.3% | 17,588 | +13.9% | 0.13% | +9.0% |
| Q1 2023 | $425,887 | +8.2% | 15,444 | +0.6% | 0.12% | -3.2% |
| Q4 2022 | $393,476 | +11.2% | 15,346 | -3.4% | 0.13% | 0.0% |
| Q3 2022 | $354,000 | -22.2% | 15,882 | -12.0% | 0.13% | -12.5% |
| Q2 2022 | $455,000 | – | 18,052 | – | 0.14% | – |
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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% |