Purchases and Sales Made in Q2 2024 in Pimco ETF Tr Municipal Income (MINO)
This table provides information about the institutional ownership of Pimco ETF Tr Municipal Income (MINO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
57.8K+ 197.96% |
$2.59M - $2.64M
|
87K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
50.3KNew |
$2.26M - $2.29M
|
50.3K
$2.28M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
46.7K+ 16.31% |
$2.1M - $2.13M
|
333K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.7K+ 75.86% |
$2.1M - $2.13M
|
108K
$4.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.6K+ 124.11% |
$1.87M - $1.9M
|
75.1K
$3.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.8K+ 55.66% |
$1.38M - $1.41M
|
86.1K
$3.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.7K+ 146.2% |
$931K - $947K
|
34.9K
$1.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
20.1KNew |
$904K - $920K
|
20.1K
$912K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
16.6K+ 11.65% |
$746K - $759K
|
159K
$7.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.8K+ 65.65% |
$663K - $675K
|
37.3K
$1.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
13.1KNew |
$586K - $596K
|
13.1K
$591K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
12.1K+ 21.7% |
$543K - $553K
|
67.9K
$3.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.8K+ 28.25% |
$484K - $492K
|
48.9K
$2.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
10.5K+ 125.35% |
$471K - $479K
|
18.9K
$855K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
8.1K+ 283.05% |
$364K - $370K
|
11K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.22KNew |
$324K - $330K
|
7.22K
$327K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
6.9K+ 10.45% |
$310K - $315K
|
72.9K
$3.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6.76KNew |
$304K - $309K
|
6.76K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.34K+ 22.57% |
$284K - $289K
|
34.4K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.45K+ 11.76% |
$244K - $249K
|
51.8K
$2.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
BUY
|
- |
4.58K+ 36.9% |
$206K - $209K
|
17K
$770K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
3.82K+ 27.18% |
$172K - $175K
|
17.9K
$810K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.92K+ 30.37% |
$131K - $133K
|
12.5K
$567K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2.46K+ 2.4% |
$110K - $112K
|
105K
$4.75M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.45K+ 19.2% |
$110K - $112K
|
15.2K
$688K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.41KNew |
$63.1K - $64.2K
|
1.41K
$63.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.4KNew |
$62.8K - $63.9K
|
1.4K
$63.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.3K+ 0.54% |
$58.2K - $59.2K
|
241K
$10.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.17K+ 9.41% |
$52.6K - $53.5K
|
13.6K
$617K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.06K+ 18.67% |
$47.8K - $48.6K
|
6.76K
$306K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1KNew |
$44.9K - $45.7K
|
1K
$45.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
955+ 1.4% |
$42.9K - $43.6K
|
69.2K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
902+ 9.2% |
$40.5K - $41.2K
|
10.7K
$485K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
621+ 12.54% |
$27.9K - $28.3K
|
5.57K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
555+ 2.15% |
$24.9K - $25.3K
|
26.3K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
532+ 1.64% |
$23.9K - $24.3K
|
33.1K
$1.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
420+ 0.49% |
$18.9K - $19.2K
|
85.3K
$3.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
381New |
$17.1K - $17.4K
|
381
$17.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
199+ 4.41% |
$8.93K - $9.08K
|
4.71K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
174New |
$7.81K - $7.94K
|
174
$7.88K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
95+ 0.28% |
$4.26K - $4.34K
|
33.5K
$1.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
85+ 1.63% |
$3.82K - $3.88K
|
5.31K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
14+ 7.0% |
$628 - $639
|
214
$9.69K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 1.03% |
$628 - $639
|
1.37K
$62K
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5+ 0.02% |
$224 - $228
|
20.1K
$910K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.46% |
$44.9 - $45.7
|
220
$9.96K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-7- 0.03% |
$314 - $320
|
23.2K
$1.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-70- 22.58% |
$3.14K - $3.2K
|
240
$10.9K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-110- 0.98% |
$4.94K - $5.02K
|
11.1K
$502K
|