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 |
|---|---|---|---|---|---|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
46,072
shares
|
$2.37 Million
1.16% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
45,836
shares
|
$2.36 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.4%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
45,690
shares
|
$2.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
44,588
shares
|
$2.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.41%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
44,523
shares
|
$2.29 Million
1.56% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
44,380
shares
|
$2.28 Million
0.16% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
43,910
shares
|
$2.26 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
42,829
shares
|
$2.2 Million
1.34% of portfolio
|
Q4 2024
Added 20.88%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
42,400
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 72.81%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
41,494
shares
|
$2.13 Million
0.44% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
41,396
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Added 97.79%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
39,958
shares
|
$2.06 Million
0.04% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
39,592
shares
|
$2.04 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
39,526
shares
|
$2.03 Million
0.03% of portfolio
|
Q4 2024
Added 22.5%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
39,291
shares
|
$2.02 Million
0.14% of portfolio
|
Q4 2024
Added 26.24%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
37,333
shares
|
$1.92 Million
0.42% of portfolio
|
Q4 2024
Reduced 33.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
36,176
shares
|
$1.86 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
35,542
shares
|
$1.83 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
35,291
shares
|
$1.82 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
34,682
shares
|
$1.78 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
34,538
shares
|
$1.78 Million
0.7% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
34,533
shares
|
$1.78 Million
0.1% of portfolio
|
Q4 2024
Added 11.73%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
34,344
shares
|
$1.77 Million
0.79% of portfolio
|
Q4 2024
Added 12.98%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Feb 10, 2025 Q4 2024 |
33,998
shares
|
$1.75 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
33,819
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
New holding
|