Institutional Ownership Pimco ETF Tr Inter Mun Bd Acti (MUNI)
This table provides information about the institutional ownership of Pimco ETF Tr Inter Mun Bd Acti (MUNI). We have compiled data on the 271 institutions that hold shares in the stock, with a total of 21.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,336,560
shares
|
$69.6 Million
0.34% of portfolio
|
Q1 2024
Added 8.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,309,928
shares
|
$68.2 Million
0.04% of portfolio
|
Q1 2024
Added 5.05%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,307,337
shares
|
$68.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 14.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,176,810
shares
|
$61.3 Million
0.01% of portfolio
|
Q1 2024
Added 4.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,032,638
shares
|
$53.8 Million
0.01% of portfolio
|
Q1 2024
Added 12.42%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 22, 2024 Q1 2024 |
869,041
shares
|
$45.2 Million
11.21% of portfolio
|
Q1 2024
Reduced 3.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
862,631
shares
|
$44.9 Million
0.0% of portfolio
|
Q1 2024
Added 23.13%
|
|
|
Bailard, Inc.
|
May 08, 2024 Q1 2024 |
677,169
shares
|
$35.3 Million
0.99% of portfolio
|
Q1 2024
Reduced 18.52%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
541,480
shares
|
$28.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 21.74%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
459,295
shares
|
$23.9 Million
2.03% of portfolio
|
Q1 2024
Reduced 13.49%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 22, 2024 Q1 2024 |
400,017
shares
|
$20.8 Million
2.53% of portfolio
|
Q1 2024
Added 8.22%
|
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
390,879
shares
|
$20.3 Million
0.67% of portfolio
|
Q1 2024
Reduced 5.98%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 10, 2024 Q1 2024 |
385,000
shares
|
$20 Million
0.57% of portfolio
|
Q1 2024
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 15, 2024 Q1 2024 |
355,043
shares
|
$18.5 Million
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
336,058
shares
|
$17.5 Million
0.03% of portfolio
|
Q1 2024
Added 1.23%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
314,276
shares
|
$16.4 Million
0.03% of portfolio
|
Q1 2024
Added 25.78%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
May 14, 2024 Q1 2024 |
309,112
shares
|
$16.1 Million
0.58% of portfolio
|
Q1 2024
Added 33.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
305,133
shares
|
$15.9 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
278,160
shares
|
$14.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 45.34%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 26, 2024 Q1 2024 |
259,518
shares
|
$13.5 Million
0.93% of portfolio
|
Q1 2024
Added 1.78%
|
|
|
Gratus Capital LLC
|
May 13, 2024 Q1 2024 |
251,622
shares
|
$13.1 Million
0.63% of portfolio
|
Q1 2024
Added 3.76%
|
|
|
Goelzer Investment Management, Inc.
|
May 01, 2024 Q1 2024 |
249,549
shares
|
$13 Million
0.74% of portfolio
|
Q1 2024
Reduced 13.2%
|
|
|
Xml Financial, LLC
|
May 15, 2024 Q1 2024 |
197,473
shares
|
$10.3 Million
1.07% of portfolio
|
Q1 2024
Added 29.36%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
195,022
shares
|
$10.2 Million
0.2% of portfolio
|
Q4 2022
Added 4.87%
|
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
176,456
shares
|
$9.19 Million
0.1% of portfolio
|
Q1 2024
Reduced 4.99%
|
|