Purchases and Sales Made in Q4 2023 in Pimco ETF Tr Municipal Income (MINO)
This table provides information about the institutional ownership of Pimco ETF Tr Municipal Income (MINO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
97.9KNew |
$4.12M - $4.48M
|
97.9K
$4.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.8K+ 95.27% |
$2.01M - $2.19M
|
98.1K
$4.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
42.5K+ 137.9% |
$1.79M - $1.94M
|
73.3K
$3.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.1KNew |
$1.06M - $1.15M
|
25.1K
$1.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
18.9K+ 134.95% |
$796K - $866K
|
33K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.2KNew |
$722K - $785K
|
17.2K
$773K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
16K+ 202.46% |
$674K - $733K
|
24K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
14.1K+ 292.15% |
$591K - $643K
|
18.9K
$850K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.7K+ 75.47% |
$577K - $628K
|
31.9K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 21.02% |
$540K - $587K
|
74K
$3.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
12KNew |
$504K - $548K
|
12K
$540K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.9KNew |
$500K - $544K
|
11.9K
$535K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.9KNew |
$500K - $544K
|
11.9K
$535K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.6KNew |
$490K - $532K
|
11.6K
$524K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
8.32K+ 18.47% |
$350K - $380K
|
53.4K
$2.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.93K+ 16.67% |
$333K - $362K
|
55.5K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
7.89K+ 10.5% |
$332K - $361K
|
83.1K
$3.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.94K+ 20.91% |
$292K - $317K
|
40.1K
$1.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
6.85KNew |
$288K - $313K
|
6.85K
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6.32KNew |
$266K - $289K
|
6.32K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.24KNew |
$262K - $285K
|
6.24K
$281K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.69K+ 2.31% |
$239K - $260K
|
252K
$11.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.31K+ 2.75% |
$223K - $243K
|
199K
$8.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
5.23K+ 11.46% |
$220K - $239K
|
50.8K
$2.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.28K+ 19.85% |
$138K - $150K
|
19.8K
$891K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.72K+ 24.42% |
$114K - $124K
|
13.9K
$624K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.67K+ 31.62% |
$112K - $122K
|
11.1K
$501K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.45K+ 14.0% |
$103K - $112K
|
19.9K
$896K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.95K+ 29.75% |
$82K - $89.1K
|
8.51K
$383K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
374New |
$15.7K - $17.1K
|
374
$16.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
213New |
$8.95K - $9.73K
|
213
$9.59K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
155+ 3.12% |
$6.51K - $7.08K
|
5.12K
$230K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
147+ 0.48% |
$6.18K - $6.72K
|
30.5K
$1.37M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44New |
$1.85K - $2.01K
|
44
$1.98K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 0.98% |
$546 - $594
|
1.34K
$60.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
13+ 6.99% |
$546 - $594
|
199
$8.96K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 8.57% |
$126 - $137
|
38
$1.71K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-3.83K- 1.99% |
$161K - $175K
|
188K
$8.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.4K- 15.72% |
$185K - $201K
|
23.6K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.4K- 93.42% |
$185K - $201K
|
310
$14K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-8.09K- 7.86% |
$340K - $370K
|
94.8K
$4.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.5K- 27.72% |
$1.58M - $1.71M
|
97.8K
$4.4M
|