PIMCO MUN INCOME FD II shareholder history

Current and past PIMCO MUN INCOME FD II shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42420.00%0.00%0.03%Q2 2013Q3 202342
HOLLENCREST CAPITAL MANAGEMENT 40400.02%0.04%0.09%Q4 2013Q3 202340
CITY HOLDING CO 40400.01%0.02%0.04%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.00%0.01%Q1 2014Q3 202339
FIFTH THIRD BANCORP 38380.00%0.01%0.01%Q2 2013Q3 202238
Cambridge Investment Research Advisors, Inc. 37370.00%0.01%0.02%Q2 2013Q2 202237
Janney Montgomery Scott LLC 2970.00%0.00%0.01%Q2 2014Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3310.00%0.00%0.01%Q4 2013Q3 202336
AMERIPRISE FINANCIAL INC 3140.00%0.00%0.00%Q4 2013Q1 202335
Alexandria Capital, LLC 34340.33%0.83%1.22%Q2 2013Q3 202134
VAN ECK ASSOCIATES CORP 2320.00%0.00%0.01%Q2 2013Q3 202334
Traynor Capital Management, Inc. 2950.06%0.54%1.23%Q4 2014Q3 202334
Raymond James Financial Services Advisors, Inc. 33330.00%0.00%0.02%Q3 2015Q3 202333
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
FIRST FOUNDATION ADVISORS 3110.01%0.03%0.04%Q4 2013Q1 202232
BANK OF STOCKTON 2840.04%0.17%0.83%Q2 2013Q1 202232
BENJAMIN F. EDWARDS & COMPANY, INC. 2560.00%0.07%0.14%Q2 2013Q2 202131
Affiance Financial, LLC 3010.02%0.87%1.56%Q4 2014Q4 202231
Capital Investment Advisors, LLC 30300.01%0.04%0.08%Q4 2013Q1 202130
Nuveen Asset Management, LLC 30300.00%0.01%0.01%Q2 2013Q3 202030
Baird Financial Group, Inc. 2410.00%0.01%0.02%Q2 2015Q4 202229
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
Geneos Wealth Management Inc. 26260.00%0.01%0.02%Q1 2016Q2 202226
NORTHERN TRUST CORP 1960.00%0.00%0.00%Q2 2014Q3 202325
Cito Capital Group, LLC 25250.06%0.36%0.78%Q3 2017Q3 202325
BANK OF MONTREAL /CAN/ 1910.00%0.00%0.00%Q2 2013Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Steward Partners Investment Advisory, LLC 1830.00%0.00%0.01%Q4 2016Q3 202324
Horizon Kinetics 23230.00%0.01%0.01%Q2 2013Q4 201823
Parisi Gray Wealth Management 23230.10%0.24%0.46%Q4 2017Q2 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1490.00%0.00%0.01%Q4 2016Q3 202323
North Star Investment Management Corp. 1760.00%0.01%0.01%Q4 2017Q3 202323
Private Advisor Group, LLC 2120.00%0.01%0.02%Q3 2017Q2 202323
Claybrook Capital, LLC 941.23%1.94%2.82%Q4 2017Q3 202322
Cetera Investment Advisers 22220.00%0.03%0.08%Q2 2018Q3 202322
Sonora Investment Management, LLC 21210.01%0.02%0.03%Q3 2016Q3 202121
Gradient Investments LLC 1310.00%0.00%0.01%Q4 2014Q4 202021
Winslow, Evans & Crocker, Inc. 21210.00%0.01%0.02%Q4 2015Q4 202021
D.A. DAVIDSON & CO. 940.00%0.00%0.01%Q1 2014Q4 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
WINTRUST INVESTMENTS LLC 810.01%0.03%0.10%Q2 2016Q3 202321
DEUTSCHE BANK AG\ 1190.00%0.00%0.00%Q2 2014Q1 202320
M&R CAPITAL MANAGEMENT INC 20200.02%0.04%0.04%Q1 2017Q4 202120
WEDBUSH SECURITIES INC 1140.01%0.04%0.05%Q1 2014Q4 202120
IFP Advisors, Inc 1110.00%0.00%0.01%Q4 2015Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
GUGGENHEIM CAPITAL LLC 1010.00%0.01%0.04%Q2 2013Q3 202319
Selway Asset Management 19190.10%1.71%5.64%Q4 2014Q2 201919
LINCOLN NATIONAL CORP 19190.00%0.00%0.01%Q1 2019Q3 202319
COHEN & STEERS, INC. 18180.00%0.01%0.02%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.00%0.00%0.01%Q2 2013Q3 201718
Ellis Investment Partners, LLC 18180.01%0.36%1.07%Q2 2019Q3 202318
Invesco Ltd. 17170.00%0.00%0.01%Q2 2013Q2 201717
GILL CAPITAL PARTNERS, LLC 1610.21%0.44%0.80%Q4 2018Q4 202317
Rockefeller Capital Management L.P. 17170.00%0.00%0.00%Q3 2019Q3 202317
Carmichael Hill & Associates, Inc. 16160.00%0.01%0.01%Q4 2019Q3 202316
Ellevest, Inc. 16160.00%0.01%0.01%Q2 2019Q1 202316
Claraphi Advisory Network, LLC 16160.11%0.20%0.43%Q1 2019Q4 202216
Summit Trail Advisors, LLC 1410.01%0.12%0.33%Q4 2019Q3 202315
BUCKINGHAM STRATEGIC WEALTH, LLC 15150.01%0.03%0.07%Q4 2018Q2 202215
&PARTNERS 15150.06%0.15%0.28%Q1 2020Q3 202315
Creative Planning 710.00%0.00%0.00%Q2 2013Q4 201915
MSI Financial Services Inc 15150.00%0.03%0.05%Q2 2013Q4 201615
Moors & Cabot, Inc. 15150.01%0.02%0.04%Q1 2020Q3 202315
FNY Investment Advisers, LLC 870.00%0.01%0.13%Q2 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Somerset Trust Co 14140.01%0.02%0.04%Q4 2013Q1 201714
NEXT Financial Group, Inc 1310.00%0.00%0.01%Q3 2014Q4 202114
Investors Capital Advisory Services 13130.04%0.10%0.30%Q2 2013Q2 201613
Kestra Advisory Services, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
VSR Financial Services, Inc. 13130.02%0.02%0.04%Q2 2013Q2 201613
Bank of New York Mellon Corp 1020.00%0.00%0.00%Q4 2015Q3 202312
Certified Advisory Corp 1110.01%0.01%0.02%Q4 2017Q1 202112
TRUIST FINANCIAL CORP 410.00%0.00%0.00%Q4 2019Q3 202312
MERCER GLOBAL ADVISORS INC /ADV 1110.00%0.00%0.01%Q2 2019Q3 202312
Hunter Perkins Capital Management, LLC 12120.04%0.07%0.08%Q4 2020Q3 202312
MANUFACTURERS LIFE INSURANCE COMPANY, THE 12120.00%0.00%0.00%Q3 2015Q2 201812
REILLY FINANCIAL ADVISORS, LLC 12120.00%0.00%0.00%Q2 2013Q1 201612
Cetera Advisors LLC 1110.00%0.01%0.04%Q3 2013Q3 202312
AdvisorNet Financial, Inc 12120.00%0.01%0.03%Q4 2020Q3 202312
IFC Holdings Incorporated/FL 660.01%0.02%0.04%Q2 2013Q3 201712
Kercheville Advisors, LLC 12120.06%0.09%0.13%Q4 2020Q3 202312
CWM, LLC 1010.00%0.00%0.00%Q1 2019Q4 202111
Beta Wealth Group, Inc. 650.26%1.31%2.42%Q4 2020Q3 202311
DAVENPORT & Co LLC 610.00%0.00%0.00%Q3 2016Q3 202311
Sheaff Brock Investment Advisors, LLC 11110.02%0.02%0.02%Q4 2015Q2 201811
RIVERNORTH CAPITAL MANAGEMENT, LLC 610.01%0.32%0.45%Q2 2013Q3 202311
Wagner Wealth Management, LLC 520.01%0.16%0.24%Q4 2017Q3 202211
Gerber Kawasaki Wealth & Investment Management 620.00%0.24%0.84%Q4 2015Q3 202211
QP WEALTH MANAGEMENT, LLC 11110.28%0.38%0.45%Q4 2019Q2 202211
Venture Visionary Partners LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Thomasville National Bank 910.01%0.02%0.02%Q4 2020Q2 202310
PEOPLES FINANCIAL SERVICES CORP. 10100.00%0.00%0.00%Q1 2017Q2 201910
AMERICAN INTERNATIONAL GROUP, INC. 730.00%0.00%0.00%Q2 2013Q1 201610
HighTower Advisors, LLC 820.00%0.01%0.02%Q4 2018Q3 202310
Transamerica Financial Advisors, Inc. 910.00%0.02%0.05%Q2 2013Q4 201510
LexAurum Advisors, LLC 10100.03%0.06%0.09%Q2 2021Q3 202310
Asset Management Group, Inc. 10100.06%0.07%0.08%Q2 2015Q3 201710
Cedar Brook Financial Partners, LLC 10100.05%0.07%0.10%Q2 2021Q3 202310
Ancora Advisors LLC 810.00%0.00%0.00%Q4 2016Q2 202210
SIT INVESTMENT ASSOCIATES INC 520.01%0.02%0.07%Q2 2013Q2 202010
Americana Partners, LLC 10100.05%0.33%0.52%Q4 2019Q1 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Advisor Group, Inc. 910.00%0.00%0.00%Q1 2017Q4 201910
Koshinski Asset Management, Inc. 420.00%0.06%0.16%Q4 2014Q3 20239
ENVESTNET ASSET MANAGEMENT INC 720.00%0.00%0.00%Q1 2021Q3 20239
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q2 2013Q3 20239
Apollon Wealth Management, LLC 540.02%0.03%0.05%Q1 2021Q3 20239
Mosaic Family Wealth, LLC 990.00%0.00%0.01%Q4 2015Q4 20179
Jacobi Capital Management LLC 990.00%0.00%0.00%Q4 2018Q4 20209
Sandy Spring Bank 990.00%0.00%0.00%Q3 2021Q3 20239
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 710.01%0.02%0.02%Q4 2018Q3 20218
Ackerman Capital Advisors, LLC 410.00%0.08%0.15%Q2 2017Q3 20238
Advisors Asset Management, Inc. 880.00%0.01%0.01%Q4 2016Q3 20188
Baker Ellis Asset Management LLC 880.04%0.05%0.06%Q1 2015Q4 20168
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q3 2016Q3 20238
NewEdge Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
PANAGORA ASSET MANAGEMENT INC 880.00%0.00%0.00%Q3 2019Q2 20218
Klingman & Associates, LLC 880.00%0.00%0.00%Q4 2014Q3 20168
Cetera Advisor Networks LLC 620.00%0.01%0.01%Q1 2020Q3 20238
Advisory Services Network, LLC 310.00%0.00%0.01%Q4 2013Q4 20228
SUNTRUST BANKS INC 620.00%0.00%0.00%Q3 2017Q3 20198
RFG Advisory, LLC 770.02%0.04%0.05%Q4 2018Q2 20207
PINNACLE ASSOCIATES LTD 770.00%0.00%0.00%Q3 2015Q1 20177
STALEY CAPITAL ADVISERS INC 770.02%0.02%0.03%Q3 2014Q1 20167
CENTRAL TRUST Co 610.00%0.00%0.00%Q4 2013Q2 20167
ENTERPRISE FINANCIAL SERVICES CORP 770.03%0.04%0.04%Q1 2019Q3 20207
Virtu KCG Holdings LLC 210.00%0.00%0.01%Q4 2013Q2 20177
Edge Advisors, LLC 770.01%0.01%0.02%Q4 2016Q2 20187
ADAMSBROWN WEALTH CONSULTANTS LLC 770.12%0.19%0.32%Q4 2021Q2 20237
Accel Wealth Management 770.01%0.01%0.01%Q4 2020Q2 20227
CCG WEALTH MANAGEMENT, LLC 770.07%0.10%0.14%Q1 2022Q3 20237
First City Capital Management, Inc. 430.01%0.01%0.01%Q1 2014Q1 20167
MML INVESTORS SERVICES, LLC 520.00%0.00%0.00%Q4 2020Q3 20227
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 410.02%0.12%0.48%Q1 2020Q3 20237
HUNTINGTON NATIONAL BANK 610.00%0.00%0.00%Q1 2010Q4 20137
AVANTAX ADVISORY SERVICES, INC. 610.01%0.01%0.02%Q3 2020Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.01%0.01%Q2 2013Q4 20147
BOK Financial Private Wealth, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Argentus Capital Management, LLC 660.02%0.03%0.04%Q2 2013Q3 20146
Edge Capital Group, LLC 660.02%0.02%0.02%Q4 2018Q1 20206
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
ROBINSON CAPITAL MANAGEMENT, LLC 420.30%0.94%1.32%Q4 2015Q2 20206
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.00%0.01%Q4 2014Q3 20236
First PREMIER Bank 660.01%0.01%0.01%Q1 2022Q2 20236
Elite Wealth Management, Inc. 660.07%0.09%0.15%Q2 2013Q3 20146
Wealthcare Advisory Partners LLC 510.00%0.00%0.00%Q1 2019Q1 20216
Clear Harbor Asset Management, LLC 660.01%0.04%0.05%Q4 2020Q1 20226
Carroll Financial Associates, Inc. 660.00%0.00%0.00%Q2 2013Q3 20146
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
OLD NATIONAL BANCORP /IN/ 660.02%0.02%0.02%Q3 2018Q4 20196
Virtu Financial LLC 210.01%0.02%0.03%Q3 2017Q3 20236
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 660.07%0.08%0.09%Q2 2022Q3 20236
Avantax Planning Partners, Inc. 660.02%0.03%0.03%Q3 2020Q4 20216
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Focused Wealth Management, Inc 660.00%0.00%0.00%Q2 2022Q3 20236
FMR LLC 210.00%0.00%0.00%Q4 2018Q4 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
MGO ONE SEVEN LLC 420.05%0.06%0.06%Q4 2017Q2 20196
First Allied Advisory Services, Inc. 660.01%0.08%0.10%Q2 2013Q3 20146
MCF Advisors LLC 550.01%0.01%0.01%Q4 2011Q4 20125
US BANCORP \DE\ 410.00%0.00%0.00%Q3 2017Q1 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
Zullo Investment Group, Inc. 550.05%0.06%0.07%Q4 2021Q4 20225
PARAMETRIC PORTFOLIO ASSOCIATES LLC 550.00%0.00%0.00%Q1 2021Q1 20225
FineMark National Bank & Trust 550.00%0.00%0.00%Q2 2014Q2 20155
Lindbrook Capital, LLC 550.00%0.01%0.01%Q4 2021Q4 20225
Partnervest Advisory Services LLC 550.03%0.03%0.03%Q2 2013Q2 20145
VALLEY NATIONAL BANCORP 550.02%0.03%0.04%Q4 2013Q4 20145
Cerity Partners LLC 550.00%0.00%0.00%Q3 2022Q3 20235
MOODY NATIONAL BANK TRUST DIVISION 320.00%0.01%0.01%Q3 2018Q3 20235
Addison Advisors LLC 410.01%0.01%0.01%Q4 2020Q1 20225
BAIRD ROBERT W & CO INC /WI/ 320.00%0.00%0.00%Q2 2013Q1 20155
OTA Financial Group L.P. 210.28%0.33%0.46%Q3 2013Q4 20225
PIN OAK INVESTMENT ADVISORS INC 550.00%0.00%0.00%Q2 2018Q2 20195
Cornerstone Advisory, LLC 440.21%0.25%0.28%Q4 2022Q3 20234
FOREFRONT WEALTH MANAGEMENT INC. 440.30%0.34%0.38%Q4 2021Q3 20224
IHT Wealth Management, LLC 440.01%0.01%0.03%Q2 2017Q1 20184
Meridian Wealth Partners, LLC 310.02%0.04%0.05%Q1 2022Q1 20234
MV CAPITAL MANAGEMENT, INC. 440.01%0.01%0.01%Q4 2015Q3 20164
FSA Wealth Management LLC 310.01%0.02%0.03%Q4 2019Q4 20204
WEST BANCORPORATION INC 440.02%0.02%0.03%Q4 2019Q3 20204
Fiera Capital Corp 440.02%0.02%0.02%Q4 2022Q3 20234
IMA Wealth, Inc. 440.07%0.07%0.08%Q3 2013Q2 20144
CAPTRUST FINANCIAL ADVISORS 440.00%0.00%0.00%Q4 2022Q3 20234
Newbridge Financial Services Group, Inc. 440.04%0.05%0.06%Q3 2020Q2 20214
EWG Elevate Inc. 440.06%0.06%0.07%Q4 2022Q3 20234
CKW FINANCIAL GROUP 440.01%0.01%0.01%Q2 2018Q1 20194
CoreCap Advisors, LLC 310.00%0.01%0.01%Q4 2021Q4 20224
Pinnacle Bancorp, Inc. 440.00%0.02%0.04%Q4 2020Q3 20214
Arlington Capital Management, Inc. 440.19%0.20%0.20%Q4 2022Q3 20234
Riggs Asset Managment Co. Inc. 440.01%0.01%0.02%Q3 2014Q2 20154
Liberty Street Advisors, Inc. 442.44%3.95%5.48%Q4 2014Q3 20154
Laird Norton Wetherby Wealth Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Operose Advisors LLC 440.06%0.08%0.12%Q4 2021Q3 20224
WFG Advisors, LP 440.00%0.00%0.00%Q1 2014Q4 20144
Palogic Value Management, L.P. 440.17%0.20%0.23%Q4 2022Q3 20234
UMB Bank, n.a. 440.00%0.00%0.00%Q4 2022Q3 20234
AE Wealth Management LLC 310.00%0.00%0.01%Q2 2018Q3 20234
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.01%Q2 2014Q3 20213
Chicago Partners Investment Group LLC 330.00%0.00%0.01%Q2 2017Q4 20173
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2019Q3 20233
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.15%0.17%0.18%Q1 2018Q3 20183
WESTPORT RESOURCES MANAGEMENT INC 330.00%0.00%0.00%Q2 2013Q4 20133
Highlander Capital Management, LLC 210.00%0.00%0.00%Q2 2018Q1 20193
Aevitas Wealth Management, Inc. 330.01%0.01%0.01%Q3 2018Q1 20193
Vivaldi Capital Management LP 330.59%0.70%0.78%Q1 2023Q3 20233
Spinnaker Investment Group, LLC 330.08%0.09%0.10%Q2 2022Q4 20223
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.01%0.02%Q4 2020Q4 20223
KHP Capital, LLC 330.04%0.05%0.05%Q1 2018Q3 20183
MAIRS & POWER INC 330.00%0.00%0.00%Q2 2018Q4 20183
Weiss Asset Management LP 110.03%0.04%0.05%Q4 2013Q4 20183
BOKF, NA 330.00%0.00%0.00%Q1 2018Q3 20183
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2016Q4 20213
BlackRock Investment Management, LLC 210.00%0.00%0.00%Q3 2014Q2 20163
Strategic Advisors LLC 330.36%0.49%0.56%Q1 2016Q3 20163
WEBSTER BANK, N. A. 330.00%0.00%0.00%Q1 2023Q3 20233
BlackRock Inc. 330.00%0.00%0.00%Q3 2019Q1 20203
Citadel Advisors 110.00%0.00%0.00%Q2 2015Q4 20223
SFI Advisors, LLC 330.29%0.33%0.36%Q1 2023Q3 20233
AlphaCentric Advisors LLC 210.02%0.03%0.05%Q2 2020Q3 20223
Personal Wealth Partners 330.00%0.00%0.00%Q2 2019Q4 20193
Capital One Investing, Inc. 330.04%0.04%0.05%Q1 2019Q3 20193
Realta Investment Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
Lavaca Capital LLC 220.02%0.02%0.02%Q4 2018Q1 20192
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2013Q4 20142
Mariner, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Donald L. Hagan, LLC 110.10%0.10%0.11%Q3 2015Q1 20162
Regal Investment Advisors LLC 220.00%0.00%0.01%Q2 2013Q3 20132
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2020Q4 20222
LOEB PARTNERS CORP 220.00%0.09%0.18%Q4 2018Q1 20192
Game Plan Financial Advisors, LLC 220.16%0.16%0.16%Q4 2019Q1 20202
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q2 2022Q3 20222
Cresset Asset Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Atria Wealth Solutions, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
VECTOR WEALTH MANAGEMENT, LLC 220.37%3.01%5.65%Q4 2011Q1 20122
Murphy, Middleton, Hinkle & Parker, Inc. 220.05%0.06%0.06%Q2 2023Q3 20232
WASHINGTON TRUST Co 220.00%0.00%0.00%Q2 2021Q3 20212
MUFG Americas Holdings Corp 220.00%0.00%0.00%Q4 2010Q1 20112
BerganKDV Wealth Management, LLC 220.00%0.00%0.01%Q3 2021Q4 20212
DOLIVER ADVISORS, LP 110.24%0.25%0.25%Q2 2015Q4 20162
BlueSky Wealth Advisors, LLC 220.03%0.04%0.06%Q1 2023Q2 20232
BESSEMER GROUP INC 220.00%0.00%0.00%Q4 2017Q1 20182
Paloma Partners Management Co 220.01%0.01%0.01%Q2 2013Q3 20132
COMMERCE BANK 220.00%0.00%0.00%Q1 2013Q2 20132
Brand Asset Management Group, Inc. 220.01%0.01%0.01%Q3 2019Q4 20192
ProVise Management Group, LLC 220.03%0.03%0.03%Q3 2013Q4 20132
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
OPPENHEIMER & CO INC 110.00%0.01%0.01%Q4 2014Q4 20152
Clarkston Capital Partners, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 220.06%0.07%0.07%Q3 2018Q4 20182
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
TIAA CREF TRUST CO FSB/MO 110.00%0.00%0.00%Q3 2014Q3 20141
BARCLAYS PLC 110.00%0.00%0.00%Q2 2016Q2 20161
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q4 2018Q4 20181
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2015Q2 20151
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q1 2021Q1 20211
EPG Wealth Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Blue Chip Wealth Management, Inc. 110.19%0.19%0.19%Q3 2020Q3 20201
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
COHEN & STEERS CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2015Q1 20151
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
Brouwer & Janachowski, LLC 110.13%0.13%0.13%Q3 2015Q3 20151
EXENCIAL WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q1 2013Q1 20131
Thomas J. Herzfeld Advisors, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Belpointe Asset Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Squarepoint Ops LLC 110.01%0.01%0.01%Q4 2016Q4 20161
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Doyle Wealth Management 110.01%0.01%0.01%Q1 2022Q1 20221
Questar Asset Management, Inc. 110.17%0.17%0.17%Q4 2018Q4 20181
WHITTIER TRUST CO 110.00%0.00%0.00%Q2 2015Q2 20151
FIRST FINANCIAL EQUITY CORPORATION 110.10%0.10%0.10%Q1 2017Q1 20171
SIGNATUREFD, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q2 2022Q2 20221
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Aurora Private Wealth, Inc. 110.05%0.05%0.05%Q1 2020Q1 20201
Simplicity Solutions, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Valeo Financial Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 110.17%0.17%0.17%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Elgethun Capital Management 110.01%0.01%0.01%Q4 2016Q4 20161
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Madden Advisory Services, Inc. 110.01%0.01%0.01%Q1 2014Q1 20141
Activest Wealth Management 110.02%0.02%0.02%Q4 2022Q4 20221
CAPITAL ONE, NATIONAL ASSOCIATION 110.03%0.03%0.03%Q4 2019Q4 20191
Corient Private Wealth LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Western Wealth Management, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
ASSET MANAGEMENT CORP /IL/ /ADV 110.13%0.13%0.13%Q1 2020Q1 20201
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
MARINER INVESTMENT GROUP LLC 110.25%0.25%0.25%Q4 2013Q4 20131
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
TCI Wealth Advisors, Inc. 110.07%0.07%0.07%Q4 2016Q4 20161
BEAM WEALTH ADVISORS, INC. 110.16%0.16%0.16%Q4 2019Q4 20191
GUYASUTA INVESTMENT ADVISORS INC 110.03%0.03%0.03%Q3 2016Q3 20161
MOTCO 110.00%0.00%0.00%Q4 2016Q4 20161
Laurel Wealth Planning LLC 110.02%0.02%0.02%Q1 2022Q1 20221
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Alpha Cubed Investments, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
HUTNER CAPITAL MANAGEMENT INC 110.10%0.10%0.10%Q1 2021Q1 20211
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q3 2016Q3 20161
Essex Financial Services, Inc. 110.03%0.03%0.03%Q1 2015Q1 20151
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.00%0.00%Q2 2013Q2 20131
SIMON QUICK ADVISORS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
AQR Capital Management 110.00%0.00%0.00%Q3 2014Q3 20141
Beacon Pointe Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Walleye Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Janney Capital Management LLC 110.01%0.01%0.01%Q3 2017Q3 20171
J.W. COLE ADVISORS, INC. 110.04%0.04%0.04%Q3 2020Q3 20201
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CLEAR STREET MARKETS LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Laurion Capital Management LP 110.01%0.01%0.01%Q4 2016Q4 20161
Asset Dedication, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
External links

This page lists all the filers that currently own PIMCO MUN INCOME FD II or have owned PIMCO MUN INCOME FD II in the past.