Purchases and Sales Made in Q1 2020 in 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) during Q1 2020. The information is specifically focused on institutions that hold shares of PIMCO ETF TR INTER MUN BD ACTI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.76MNew |
$190M - $213M
|
3.76M
$195M
|
|
|
Sep 15, 2021
Q1 2020
|
Cwm, LLC
|
BUY
|
- |
850K+ 3694926.0% |
$42.8M - $48M
|
850K
$44M
|
|
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
200KNew |
$10.1M - $11.3M
|
200K
$10.3M
|
|
|
May 12, 2020
Q1 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
52.4KNew |
$2.64M - $2.96M
|
52.4K
$2.71M
|
|
|
May 13, 2020
Q1 2020
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
49.3KNew |
$2.49M - $2.79M
|
49.3K
$2.55M
|
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44.9K+ 28.79% |
$2.26M - $2.54M
|
201K
$10.4M
|
|
|
Apr 08, 2020
Q1 2020
|
Adviser Investments LLC
|
BUY
|
- |
40.7KNew |
$2.05M - $2.3M
|
40.7K
$2.1M
|
|
|
Apr 08, 2020
Q1 2020
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
26.3KNew |
$1.33M - $1.49M
|
26.3K
$1.36M
|
|
|
Apr 27, 2020
Q1 2020
|
Executive Wealth Management, LLC
|
BUY
|
- |
23.9KNew |
$1.2M - $1.35M
|
23.9K
$1.24M
|
|
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.2KNew |
$968K - $1.09M
|
19.2K
$995K
|
|
|
May 15, 2020
Q1 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
11.6KNew |
$584K - $654K
|
11.6K
$599K
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
BUY
|
- |
10.1K+ 8.14% |
$507K - $569K
|
134K
$6.92M
|
|
|
May 12, 2020
Q1 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
9.85K+ 19.18% |
$496K - $556K
|
61.2K
$3.17M
|
|
|
May 07, 2020
Q1 2020
|
Veracity Capital LLC
|
BUY
|
- |
7.37KNew |
$372K - $417K
|
7.37K
$382K
|
|
|
Feb 13, 2024
Q1 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.7K+ 1488.89% |
$338K - $379K
|
7.15K
$370K
|
|
|
May 07, 2020
Q1 2020
|
Bartlett & Co. LLC
|
BUY
|
- |
6.7K+ 1488.89% |
$338K - $379K
|
7.15K
$370K
|
|
|
May 01, 2020
Q1 2020
|
Darwin Advisors, LLC
|
BUY
|
- |
6.67KNew |
$336K - $377K
|
6.67K
$345K
|
|
|
Jun 01, 2020
Q1 2020
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.34KNew |
$319K - $358K
|
6.34K
$328K
|
|
|
May 15, 2020
Q1 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.17KNew |
$311K - $348K
|
6.17K
$319K
|
|
|
May 14, 2020
Q1 2020
|
Stephens Inc
|
BUY
|
- |
6KNew |
$302K - $339K
|
6K
$311K
|
|
|
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.06KNew |
$255K - $286K
|
5.06K
$262K
|
|
|
May 13, 2020
Q1 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.77K+ 14.99% |
$240K - $269K
|
36.6K
$1.89M
|
|
|
May 15, 2020
Q1 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.06KNew |
$204K - $229K
|
4.06K
$210K
|
|
|
May 14, 2020
Q1 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.91KNew |
$197K - $221K
|
3.91K
$202K
|
|
|
Apr 16, 2020
Q1 2020
|
Avondale Wealth Management
|
BUY
|
- |
2.15K+ 18.38% |
$108K - $122K
|
13.9K
$717K
|
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.13K+ 6.87% |
$107K - $121K
|
33.1K
$1.72M
|
|
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.87K+ 13.04% |
$94.5K - $106K
|
16.2K
$841K
|
|
|
Apr 24, 2020
Q1 2020
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.78K+ 19.0% |
$89.5K - $100K
|
11.1K
$576K
|
|
|
May 15, 2020
Q1 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.77K+ 33.57% |
$89K - $99.8K
|
7.03K
$364K
|
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.73K+ 20.98% |
$87.1K - $97.6K
|
9.96K
$516K
|
|
|
May 15, 2020
Q1 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.59K+ 9.99% |
$80K - $89.7K
|
17.5K
$904K
|
|
|
Apr 23, 2020
Q1 2020
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.54K+ 7.54% |
$77.8K - $87.2K
|
22K
$1.14M
|
|
|
May 14, 2020
Q1 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.35KNew |
$68K - $76.2K
|
1.35K
$69.8K
|
|
|
May 08, 2020
Q1 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
807+ 20.99% |
$40.7K - $45.6K
|
4.65K
$241K
|
|
|
May 05, 2020
Q1 2020
|
Retirement Planning Group
|
BUY
|
- |
806+ 3.01% |
$40.6K - $45.6K
|
27.6K
$1.43M
|
|
|
May 15, 2020
Q1 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
748+ 12.94% |
$37.7K - $42.3K
|
6.53K
$338K
|
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
693+ 27.17% |
$34.9K - $39.2K
|
3.24K
$168K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
672+ 13.3% |
$33.9K - $38K
|
5.72K
$296K
|
|
|
May 05, 2020
Q1 2020
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
543+ 1.86% |
$27.4K - $30.7K
|
29.8K
$1.54M
|
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
324+ 0.3% |
$16.3K - $18.3K
|
110K
$5.69M
|
|
|
Jan 09, 2023
Q1 2020
|
Values First Advisors, Inc.
|
BUY
|
- |
114New |
$5.75K - $6.44K
|
114
$5.9K
|
|
|
Apr 20, 2020
Q1 2020
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
100+ 0.59% |
$5.04K - $5.65K
|
17.2K
$888K
|
|
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
36+ 5.74% |
$1.81K - $2.03K
|
663
$34.3K
|
|
|
Apr 15, 2020
Q1 2020
|
Beacon Financial Advisory LLC
|
BUY
|
- |
27+ 0.55% |
$1.36K - $1.53K
|
4.93K
$255K
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10+ 0.12% |
$504 - $565
|
8.43K
$437K
|
|
|
May 08, 2020
Q1 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 0.49% |
$403 - $452
|
1.64K
$84.8K
|
|
|
May 07, 2020
Q1 2020
|
Vicus Capital
State College, PA |
BUY
|
- |
6+ 0.12% |
$302 - $339
|
5.15K
$267K
|
|
|
May 18, 2020
Q1 2020
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5+ 0.08% |
$252 - $283
|
6.26K
$324K
|
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 23, 2021
Q1 2020
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-31- 0.11% |
$1.56K - $1.75K
|
28.5K
$1.48M
|