Purchases and Sales Made in Q4 2022 in Pimco ETF Tr Municipal Income (MINO)
This table provides information about the institutional ownership of Pimco ETF Tr Municipal Income (MINO) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
158K+ 79.62% |
$6.58M - $7.02M
|
356K
$16.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
67.8K+ 23.54% |
$2.82M - $3.01M
|
356K
$16.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.6KNew |
$2.35M - $2.51M
|
56.6K
$2.56M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
26.9KNew |
$1.12M - $1.19M
|
26.9K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.8K+ 108.58% |
$449K - $480K
|
20.7K
$940K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8.33KNew |
$347K - $370K
|
8.33K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.7KNew |
$321K - $342K
|
7.7K
$349K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.55KNew |
$314K - $335K
|
7.55K
$342K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.86KNew |
$202K - $216K
|
4.86K
$220K
|
|
|
Jan 18, 2023
Q4 2022
|
Signify Wealth
|
BUY
|
- |
2.34K+ 24.79% |
$97.3K - $104K
|
11.8K
$533K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.97K+ 16.37% |
$81.8K - $87.3K
|
14K
$633K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.59K+ 13.11% |
$66.1K - $70.6K
|
13.7K
$621K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.37K+ 84.09% |
$57.2K - $61K
|
3.01K
$136K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.37K+ 13.89% |
$56.8K - $60.6K
|
11.2K
$507K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.29K+ 17.48% |
$53.5K - $57.1K
|
8.64K
$391K
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
887+ 1.21% |
$36.9K - $39.4K
|
74.4K
$3.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
8+ 21.05% |
$333 - $355
|
46
$2.08K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5New |
$208 - $222
|
5
$226
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.89K- 4.07% |
$78.7K - $84K
|
44.6K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.47K- 15.77% |
$103K - $110K
|
13.2K
$597K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-5.39KClosed |
$224K - $239K
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-13.7K- 7.88% |
$572K - $611K
|
161K
$7.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-26.2K- 80.85% |
$1.09M - $1.16M
|
6.21K
$281K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-31K- 23.34% |
$1.29M - $1.38M
|
102K
$4.61M
|