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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2020
Q1 2020
|
Patten Group, Inc.
|
SELL
|
- |
-45- 0.27% |
$2.27K - $2.54K
|
16.5K
$847K
|
|
|
May 14, 2020
Q1 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-152Closed |
$7.66K - $8.59K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-154- 6.44% |
$7.76K - $8.7K
|
2.24K
$115K
|
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-255- 1.18% |
$12.9K - $14.4K
|
21.4K
$1.1M
|
|
|
Apr 24, 2020
Q1 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-260- 6.35% |
$13.1K - $14.7K
|
3.84K
$197K
|
|
|
May 06, 2020
Q1 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-265- 1.31% |
$13.4K - $15K
|
20K
$1.03M
|
|
|
Apr 09, 2020
Q1 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-300- 50.76% |
$15.1K - $17K
|
291
$15K
|
|
|
Apr 16, 2020
Q1 2020
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-310- 0.96% |
$15.6K - $17.5K
|
32K
$1.65M
|
|
|
May 06, 2020
Q1 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-560- 16.67% |
$28.2K - $31.7K
|
2.8K
$144K
|
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
SELL
|
- |
-640- 5.45% |
$32.3K - $36.2K
|
11.1K
$571K
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-979- 3.51% |
$49.4K - $55.3K
|
26.9K
$1.38M
|
|
|
May 07, 2020
Q1 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.02K- 16.59% |
$51.6K - $57.8K
|
5.14K
$265K
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.14K- 15.41% |
$57.4K - $64.3K
|
6.25K
$321K
|
|
|
May 15, 2020
Q1 2020
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.28K- 7.88% |
$64.5K - $72.3K
|
14.9K
$769K
|
|
|
Apr 30, 2020
Q1 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-1.7K- 5.92% |
$85.8K - $96.3K
|
27.1K
$1.39M
|
|
|
Apr 27, 2020
Q1 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.79K- 27.6% |
$90.1K - $101K
|
4.69K
$241K
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.85KClosed |
$93.3K - $105K
|
0
$0
|
|
|
May 27, 2020
Q1 2020
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.58K- 38.16% |
$130K - $146K
|
4.19K
$215K
|
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.66K- 6.4% |
$134K - $150K
|
38.9K
$2M
|
|
|
May 15, 2020
Q1 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.72K- 22.83% |
$137K - $154K
|
9.2K
$473K
|
|
|
May 05, 2020
Q1 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.9KClosed |
$146K - $164K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.1KClosed |
$156K - $175K
|
0
$0
|
|
|
Jul 20, 2020
Q1 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.64KClosed |
$184K - $206K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.86KClosed |
$195K - $218K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Leisure Capital Management
|
SELL
|
- |
-4.13K- 45.47% |
$208K - $233K
|
4.95K
$255K
|
|
|
Apr 10, 2020
Q1 2020
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-4.14K- 8.79% |
$209K - $234K
|
43K
$2.21M
|
|
|
Apr 24, 2020
Q1 2020
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.23KClosed |
$213K - $239K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.68KClosed |
$236K - $265K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5KClosed |
$252K - $283K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Ubs Group Ag
|
SELL
|
- |
-5.33K- 1.36% |
$268K - $301K
|
386K
$19.8M
|
|
|
Apr 21, 2020
Q1 2020
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.35K- 8.5% |
$269K - $302K
|
57.5K
$2.96M
|
|
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-5.44K- 21.27% |
$274K - $307K
|
20.1K
$1.04M
|
|
|
May 05, 2020
Q1 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.48K- 20.02% |
$276K - $310K
|
21.9K
$1.13M
|
|
|
May 18, 2020
Q1 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.25K- 55.29% |
$365K - $410K
|
5.86K
$301K
|
|
|
May 08, 2020
Q1 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-11.1K- 15.73% |
$558K - $626K
|
59.3K
$3.05M
|
|
|
Apr 14, 2020
Q1 2020
|
Steph & CO
|
SELL
|
- |
-22.9K- 25.73% |
$1.16M - $1.3M
|
66.1K
$3.4M
|
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-43.8K- 49.82% |
$2.21M - $2.47M
|
44.1K
$2.27M
|
|
|
Apr 28, 2020
Q1 2020
|
Cwm, LLC
|
SELL
|
- |
-850K- 100.0% |
$42.8M - $48M
|
23
$1.18K
|