Purchases and Sales Made in Q1 2023 in Pimco ETF Tr Municipal Income (MINO)
This table provides information about the institutional ownership of Pimco ETF Tr Municipal Income (MINO) during Q1 2023. The information is specifically focused on institutions that hold shares of PIMCO ETF TR MUNICIPAL INCOME .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
50.7KNew |
$2.21M - $2.29M
|
50.7K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.8K+ 134.17% |
$1.22M - $1.25M
|
48.6K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.3K+ 184.29% |
$1.1M - $1.14M
|
39K
$1.76M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
17.7KNew |
$774K - $800K
|
17.7K
$802K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.4KNew |
$496K - $512K
|
11.4K
$514K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9.82KNew |
$429K - $443K
|
9.82K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.73K+ 77.9% |
$294K - $303K
|
15.4K
$695K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.78KNew |
$209K - $215K
|
4.78K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.6KNew |
$201K - $207K
|
4.6K
$208K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.92K+ 6.92% |
$171K - $176K
|
60.5K
$2.74M
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.76K+ 5.05% |
$164K - $170K
|
78.2K
$3.54M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
3.38K+ 12.56% |
$147K - $152K
|
30.3K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Signify Wealth
|
BUY
|
- |
2.37K+ 20.12% |
$103K - $107K
|
14.1K
$639K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.02K+ 26.72% |
$88K - $90.9K
|
9.56K
$432K
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.94K+ 13.86% |
$84.5K - $87.3K
|
15.9K
$719K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.54KNew |
$67.3K - $69.5K
|
1.54K
$69.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
557+ 6.69% |
$24.3K - $25.1K
|
8.89K
$402K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
40New |
$1.75K - $1.8K
|
40
$1.81K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-66- 1.36% |
$2.88K - $2.98K
|
4.79K
$217K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-823- 6.24% |
$35.9K - $37.1K
|
12.4K
$559K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.7K- 56.65% |
$74.4K - $76.8K
|
1.3K
$59K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-2.08K- 1.3% |
$90.9K - $93.9K
|
159K
$7.17M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.02K- 44.84% |
$219K - $226K
|
6.18K
$279K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-7.23K- 7.09% |
$316K - $326K
|
94.6K
$4.28M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-36.3K- 42.21% |
$1.59M - $1.64M
|
49.7K
$2.25M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-153K- 43.04% |
$6.7M - $6.92M
|
203K
$9.18M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-187K- 52.65% |
$8.18M - $8.45M
|
169K
$7.62M
|