Purchases and Sales Made in Q2 2023 in Pimco ETF Tr Municipal Income (MINO)
This table provides information about the institutional ownership of Pimco ETF Tr Municipal Income (MINO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
132KNew |
$5.79M - $5.92M
|
132K
$5.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
109K+ 6877.62% |
$4.77M - $4.87M
|
110K
$5M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67.5K+ 1411.45% |
$2.96M - $3.02M
|
72.2K
$3.27M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
48.2K+ 127.2% |
$2.11M - $2.16M
|
86K
$3.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
14KNew |
$616K - $629K
|
14K
$636K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11.8K+ 120.41% |
$519K - $530K
|
21.6K
$980K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10K+ 65.26% |
$440K - $449K
|
25.4K
$1.15M
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
8.59K+ 28.37% |
$377K - $385K
|
38.9K
$1.76M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.27KNew |
$319K - $326K
|
7.27K
$329K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5.15K+ 5.44% |
$226K - $231K
|
99.8K
$4.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.83KNew |
$212K - $216K
|
4.83K
$219K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.24KNew |
$142K - $145K
|
3.24K
$147K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.68KNew |
$118K - $120K
|
2.68K
$122K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.33K+ 4.79% |
$102K - $104K
|
50.9K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.58K+ 12.8% |
$69.4K - $70.9K
|
13.9K
$631K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.43K+ 2.83% |
$62.9K - $64.2K
|
52.2K
$2.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.42KNew |
$62.3K - $63.6K
|
1.42K
$64.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
854+ 9.61% |
$37.4K - $38.3K
|
9.74K
$441K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
717+ 7.5% |
$31.4K - $32.1K
|
10.3K
$465K
|
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
287+ 1.8% |
$12.6K - $12.9K
|
16.2K
$733K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
76+ 1.59% |
$3.33K - $3.4K
|
4.87K
$220K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 1.0% |
$570 - $582
|
1.32K
$59.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
8+ 17.39% |
$351 - $358
|
54
$2.45K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-106- 0.6% |
$4.65K - $4.75K
|
17.6K
$799K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-191- 0.24% |
$8.38K - $8.55K
|
78K
$3.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Signify Wealth
|
SELL
|
- |
-301- 2.13% |
$13.2K - $13.5K
|
13.8K
$626K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.1K- 1.82% |
$48.1K - $49.2K
|
59.4K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.12K- 2.87% |
$49.1K - $50.1K
|
37.9K
$1.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.47K- 23.72% |
$64.2K - $65.6K
|
4.71K
$213K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.82K- 1.15% |
$79.9K - $81.6K
|
157K
$7.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-19.3K- 9.5% |
$846K - $864K
|
184K
$8.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-167K- 99.06% |
$7.32M - $7.48M
|
1.58K
$71.6K
|