Institutional Ownership Pimco ETF Tr Municipal Income (MINO)
This table provides information about the institutional ownership of Pimco ETF Tr Municipal Income (MINO). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 3.17 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
404,506
shares
|
$18.4 Million
0.08% of portfolio
|
Q3 2024
Added 21.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
284,772
shares
|
$12.9 Million
0.01% of portfolio
|
Q3 2024
Added 18.34%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
191,484
shares
|
$8.7 Million
0.06% of portfolio
|
Q3 2024
Added 44.56%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
167,315
shares
|
$7.6 Million
3.32% of portfolio
|
Q3 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
157,280
shares
|
$7.15 Million
4.18% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
145,856
shares
|
$6.63 Million
4.68% of portfolio
|
Q3 2024
Added 38.95%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
124,260
shares
|
$5.65 Million
1.55% of portfolio
|
Q3 2024
Added 45.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
119,632
shares
|
$5.43 Million
0.04% of portfolio
|
Q3 2024
Added 37.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
111,137
shares
|
$5.05 Million
0.01% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
93,530
shares
|
$4.25 Million
0.01% of portfolio
|
Q3 2024
Added 24.53%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
93,296
shares
|
$4.24 Million
0.0% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
92,147
shares
|
$4.19 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
82,454
shares
|
$3.75 Million
0.92% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
79,907
shares
|
$3.63 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
69,089
shares
|
$3.14 Million
0.44% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
60,817
shares
|
$2.76 Million
1.68% of portfolio
|
Q4 2024
Reduced 15.64%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
60,418
shares
|
$2.74 Million
0.03% of portfolio
|
Q3 2024
Added 24.18%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
53,428
shares
|
$2.43 Million
0.16% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
47,954
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2024
Added 28.59%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
45,179
shares
|
$2.05 Million
0.18% of portfolio
|
Q3 2024
Added 24.42%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
44,626
shares
|
$2.03 Million
0.04% of portfolio
|
Q4 2022
Reduced 4.07%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
40,937
shares
|
$1.86 Million
0.36% of portfolio
|
Q3 2024
Added 18.96%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
35,778
shares
|
$1.63 Million
0.42% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
33,022
shares
|
$1.5 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
31,511
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
New holding
|