PIMCO EQUITY SER's ticker is MFEM and the CUSIP is 72202L389. A total of 28 filers reported holding PIMCO EQUITY SER in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,868 | -3.6% | 2,199 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $41,359 | +3.4% | 2,199 | 0.0% | 0.01% | +8.3% |
| Q1 2023 | $40,011 | +4.7% | 2,199 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $38,206 | +6.1% | 2,199 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $36,000 | -12.2% | 2,199 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $41,000 | -10.9% | 2,199 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $46,000 | – | 2,199 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Schiavi & Co LLC | 1,016,544 | $18,429,940 | 7.79% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 250,142 | $4,535,075 | 4.01% |
| Austin Wealth Management, LLC | 243,351 | $4,471,712 | 1.38% |
| Kathleen S. Wright Associates Inc. | 45,014 | $816,089 | 0.46% |
| ALTFEST L J & CO INC | 89,389 | $1,621 | 0.26% |
| PARK AVENUE SECURITIES LLC | 677,786 | $12,288 | 0.19% |
| Merriman Wealth Management, LLC | 118,837 | $2,154,510 | 0.11% |
| Orion Portfolio Solutions, LLC | 296,253 | $5,371,060 | 0.06% |
| Moloney Securities Asset Management, LLC | 10,884 | $197,330 | 0.04% |
| Dynamic Advisor Solutions LLC | 16,011 | $290,279 | 0.01% |