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 351 institutions that hold shares in the stock, with a total of 29 Million shares, which have been reported (via 13F filing form) to have a value of $1.49 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
126,833
shares
|
$6.53 Million
1.63% of portfolio
|
Q4 2024
Added 7.75%
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
124,253
shares
|
$6.39 Million
0.01% of portfolio
|
Q4 2024
Added 470.86%
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
120,994
shares
|
$6.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.21%
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
118,573
shares
|
$6.1 Million
2.57% of portfolio
|
Q4 2024
Added 0.78%
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
118,099
shares
|
$6.08 Million
0.4% of portfolio
|
Q4 2024
Added 2.86%
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
116,517
shares
|
$5.99 Million
2.59% of portfolio
|
Q2 2024
Added 6.08%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
107,517
shares
|
$5.53 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
105,492
shares
|
$5.43 Million
0.56% of portfolio
|
Q4 2024
Reduced 21.28%
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
104,902
shares
|
$5.4 Million
0.67% of portfolio
|
Q4 2024
Added 0.86%
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
103,884
shares
|
$5.34 Million
4.5% of portfolio
|
Q4 2024
Added 4.34%
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
91,397
shares
|
$4.7 Million
2.61% of portfolio
|
Q4 2024
New holding
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
87,654
shares
|
$4.51 Million
0.28% of portfolio
|
Q4 2024
Added 0.47%
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
87,428
shares
|
$4.5 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
87,157
shares
|
$4.48 Million
0.89% of portfolio
|
Q4 2024
Added 2.16%
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
85,755
shares
|
$4.41 Million
1.47% of portfolio
|
Q4 2024
Added 2.99%
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
84,677
shares
|
$4.36 Million
1.72% of portfolio
|
Q4 2024
Reduced 15.01%
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
84,121
shares
|
$4.33 Million
2.27% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
83,977
shares
|
$4.32 Million
1.7% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
82,757
shares
|
$4.26 Million
0.01% of portfolio
|
Q4 2024
Added 0.62%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
75,324
shares
|
$3.88 Million
0.01% of portfolio
|
Q4 2024
Added 13.77%
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
75,223
shares
|
$3.87 Million
1.76% of portfolio
|
Q4 2023
New holding
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
73,698
shares
|
$3.79 Million
0.0% of portfolio
|
Q4 2024
Added 188.69%
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
73,660
shares
|
$3.79 Million
2.25% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
72,867
shares
|
$3.75 Million
1.21% of portfolio
|
Q4 2024
Added 50.1%
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
71,381
shares
|
$3.67 Million
1.21% of portfolio
|
Q4 2024
Reduced 2.79%
|