Purchases and Sales Made in Q1 2021 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 2021. 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 19, 2021
Q1 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
128K+ 66.8% |
$7.15M - $7.28M
|
319K
$16.5M
|
|
|
May 17, 2021
Q1 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
66.4KNew |
$3.72M - $3.79M
|
66.4K
$3.44M
|
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
59.2K+ 7.48% |
$3.32M - $3.38M
|
850K
$44M
|
|
|
May 06, 2021
Q1 2021
|
Signify Wealth
|
BUY
|
- |
47K+ 11.59% |
$2.64M - $2.68M
|
453K
$23.4M
|
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
34.7K+ 871.48% |
$1.95M - $1.98M
|
38.7K
$2M
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.9K+ 15.7% |
$1.51M - $1.53M
|
198K
$10.3M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.6K+ 76.8% |
$1.32M - $1.35M
|
54.4K
$2.81M
|
|
|
May 17, 2021
Q1 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
20.3KNew |
$1.14M - $1.16M
|
20.3K
$1.05M
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.9K+ 22.51% |
$724K - $737K
|
70.3K
$3.64M
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
10.3K+ 15.68% |
$575K - $586K
|
75.6K
$3.92M
|
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.87K+ 6.51% |
$498K - $507K
|
145K
$7.51M
|
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.31K+ 55.49% |
$466K - $475K
|
23.3K
$1.21M
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
8.21K+ 2.78% |
$461K - $469K
|
304K
$15.7M
|
|
|
May 06, 2021
Q1 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.3K+ 33.19% |
$409K - $417K
|
29.3K
$1.52M
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.22K+ 8.99% |
$405K - $412K
|
87.6K
$4.53M
|
|
|
May 11, 2021
Q1 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.82K+ 70.37% |
$382K - $389K
|
16.5K
$855K
|
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5.76KNew |
$323K - $329K
|
5.76K
$298K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.69KNew |
$319K - $325K
|
5.69K
$295K
|
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.67K+ 17.91% |
$318K - $324K
|
37.4K
$1.93M
|
|
|
May 13, 2021
Q1 2021
|
Leisure Capital Management
|
BUY
|
- |
5.48K+ 110.6% |
$307K - $313K
|
10.4K
$540K
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
5.18KNew |
$290K - $295K
|
5.18K
$268K
|
|
|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.79K+ 30.99% |
$269K - $274K
|
20.3K
$1.05M
|
|
|
Apr 16, 2021
Q1 2021
|
Steph & CO
|
BUY
|
- |
4.45K+ 3.7% |
$249K - $254K
|
125K
$6.46M
|
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.43K+ 44.62% |
$248K - $253K
|
14.3K
$743K
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.26K+ 58.75% |
$239K - $243K
|
11.5K
$595K
|
|
|
May 10, 2021
Q1 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.93K+ 87.87% |
$220K - $224K
|
8.39K
$435K
|
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
BUY
|
- |
3.71KNew |
$208K - $212K
|
3.71K
$192K
|
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.58KNew |
$201K - $204K
|
3.58K
$185K
|
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.98K+ 9.07% |
$167K - $170K
|
35.9K
$1.86M
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.98KNew |
$167K - $170K
|
2.98K
$154K
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.84K+ 593.74% |
$159K - $162K
|
3.32K
$172K
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Capital Management LLC
|
BUY
|
- |
2.72K+ 12.04% |
$152K - $155K
|
25.3K
$1.31M
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.69K+ 52.33% |
$151K - $153K
|
7.82K
$405K
|
|
|
May 03, 2021
Q1 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.43K+ 13.87% |
$136K - $139K
|
20K
$1.03M
|
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.4K+ 133.33% |
$135K - $137K
|
4.2K
$217K
|
|
|
Apr 23, 2021
Q1 2021
|
Patten Group, Inc.
|
BUY
|
- |
2.27K+ 5.95% |
$127K - $129K
|
40.4K
$2.09M
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.21K+ 0.78% |
$124K - $126K
|
287K
$14.9M
|
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.18K+ 14.79% |
$122K - $124K
|
16.9K
$875K
|
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.01K+ 36.12% |
$113K - $115K
|
7.59K
$393K
|
|
|
Apr 29, 2021
Q1 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.83K+ 6.29% |
$103K - $104K
|
30.9K
$1.6M
|
|
|
May 17, 2021
Q1 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.8K+ 6.44% |
$101K - $102K
|
29.7K
$1.54M
|
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.67K+ 32.32% |
$93.9K - $95.6K
|
6.85K
$355K
|
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.45KNew |
$81.3K - $82.8K
|
1.45K
$75.1K
|
|
|
May 07, 2021
Q1 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
1.39K+ 7.71% |
$78K - $79.4K
|
19.4K
$1.01M
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.35K+ 23.08% |
$75.5K - $76.9K
|
7.18K
$372K
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.22KNew |
$68.6K - $69.8K
|
1.22K
$63.3K
|
|
|
Apr 26, 2021
Q1 2021
|
Retirement Planning Group
|
BUY
|
- |
1.03K+ 3.49% |
$57.9K - $59K
|
30.6K
$1.59M
|
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
745+ 9.32% |
$41.8K - $42.5K
|
8.74K
$453K
|
|
|
May 05, 2021
Q1 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
714+ 13.13% |
$40K - $40.8K
|
6.15K
$319K
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
695+ 1.09% |
$39K - $39.7K
|
64.7K
$3.35M
|