Purchases and Sales Made in Q1 2024 in Pimco ETF Tr Municipal Income (MINO)
This table provides information about the institutional ownership of Pimco ETF Tr Municipal Income (MINO) during Q1 2024. 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 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
165K+ 223.37% |
$7.45M - $7.57M
|
239K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
103KNew |
$4.62M - $4.69M
|
103K
$4.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
98K+ 52.06% |
$4.42M - $4.49M
|
286K
$13.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
80.3K+ 109.44% |
$3.62M - $3.67M
|
154K
$7.05M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
55.8KNew |
$2.51M - $2.55M
|
55.8K
$2.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
48.2KNew |
$2.17M - $2.21M
|
48.2K
$2.21M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
47.8K+ 50.45% |
$2.16M - $2.19M
|
143K
$6.55M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30KNew |
$1.35M - $1.38M
|
30K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.3K+ 220.74% |
$1.18M - $1.2M
|
38.1K
$1.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
22KNew |
$990K - $1.01M
|
22K
$1.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.3K+ 95.21% |
$737K - $748K
|
33.5K
$1.54M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
15.2KNew |
$686K - $697K
|
15.2K
$698K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
14.1KNew |
$634K - $644K
|
14.1K
$646K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
12.7KNew |
$575K - $583K
|
12.7K
$585K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
12.6K+ 23.67% |
$570K - $578K
|
66K
$3.03M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$505K - $512K
|
11.2K
$513K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.81KNew |
$442K - $449K
|
9.81K
$450K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9.77K+ 41.42% |
$441K - $447K
|
33.4K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
9.2K+ 48.72% |
$415K - $421K
|
28.1K
$1.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
8.37KNew |
$378K - $383K
|
8.37K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.95K+ 127.41% |
$358K - $364K
|
14.2K
$651K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.17K+ 15.38% |
$278K - $283K
|
46.3K
$2.13M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.02KNew |
$272K - $276K
|
6.02K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.95KNew |
$223K - $227K
|
4.95K
$227K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.51KNew |
$203K - $206K
|
4.51K
$207K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.47KNew |
$201K - $204K
|
4.47K
$205K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.28K+ 51.83% |
$148K - $150K
|
9.6K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.86KNew |
$129K - $131K
|
2.86K
$131K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.61K+ 13.09% |
$117K - $119K
|
22.5K
$1.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.33K+ 16.8% |
$105K - $107K
|
16.2K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.98K+ 6.49% |
$89.4K - $90.8K
|
32.5K
$1.49M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.78K+ 2.14% |
$80.2K - $81.5K
|
84.9K
$3.89M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.33K+ 11.98% |
$60.1K - $61K
|
12.5K
$572K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
624+ 2.48% |
$28.1K - $28.6K
|
25.8K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
298+ 1.51% |
$13.4K - $13.6K
|
20.1K
$922K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
110+ 2.15% |
$4.96K - $5.04K
|
5.23K
$240K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 0.97% |
$586 - $595
|
1.36K
$62.2K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6+ 2.82% |
$271 - $275
|
219
$10K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1+ 0.5% |
$45.1 - $45.8
|
200
$9.18K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$45.1 - $45.8
|
1
$45.9
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-459- 3.94% |
$20.7K - $21K
|
11.2K
$513K
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-769- 0.79% |
$34.7K - $35.2K
|
97.2K
$4.46M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.16K- 16.85% |
$52.1K - $52.9K
|
5.7K
$262K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.39K- 2.5% |
$62.7K - $63.6K
|
54.1K
$2.48M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.76K- 8.64% |
$124K - $126K
|
29.2K
$1.34M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-6.8K- 13.38% |
$307K - $312K
|
44K
$2.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-9.77K- 29.63% |
$441K - $448K
|
23.2K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-11.5K- 48.19% |
$521K - $529K
|
12.4K
$570K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.2K- 37.03% |
$1.63M - $1.66M
|
61.6K
$2.83M
|