Purchases and Sales Made in Q1 2021 in Pimco ETF Tr Inter Mun Bd Acti (MUNI)

MUNI Quotes by TradingView

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
May 04, 2021 Q1 2021
Vicus Capital

State College, PA
BUY
 -
565
+ 12.25%
$31.7K - $32.3K
5.18K $268K
May 03, 2021 Q1 2021
Executive Wealth Management, LLC

BUY
 -
527
+ 1.7%
$29.6K - $30.1K
31.5K $1.63M
May 03, 2021 Q1 2021
Signal Point Asset Management, LLC

BUY
 -
400
+ 8.89%
$22.4K - $22.8K
4.9K $254K
May 07, 2021 Q1 2021
Syverson Strege & CO

West Des Moines, IA
BUY
 -
274
New
$15.4K - $15.6K
274 $14.2K
May 14, 2021 Q1 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
260
New
$14.6K - $14.8K
260 $13.5K
May 10, 2021 Q1 2021
Orser Capital Management, LLC

BUY
 -
260
+ 1.76%
$14.6K - $14.8K
15K $779K
May 14, 2021 Q1 2021
Steward Partners Investment Advisory, LLC

BUY
 -
255
New
$14.3K - $14.6K
255 $13.2K
May 11, 2021 Q1 2021
Bergan Kdv Wealth Management, LLC

BUY
 -
177
+ 3.92%
$9.93K - $10.1K
4.69K $243K
Jan 27, 2023 Q1 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
169
+ 4.3%
$9.48K - $9.65K
4.1K $212K
May 17, 2021 Q1 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
169
+ 4.3%
$9.48K - $9.65K
4.1K $212K
Apr 21, 2021 Q1 2021
Paragon Capital Management LTD

BUY
 -
149
+ 2.79%
$8.36K - $8.51K
5.5K $285K
Apr 28, 2021 Q1 2021
Davenport & CO LLC

BUY
 -
115
+ 1.8%
$6.45K - $6.57K
6.51K $337K
Nov 15, 2022 Q1 2021
Values First Advisors, Inc.

BUY
 -
114
New
$6.39K - $6.51K
114 $5.91K
Apr 30, 2021 Q1 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
100
New
$5.61K - $5.71K
100 $5.19K
May 14, 2021 Q1 2021
Belpointe Asset Management LLC

BUY
 -
23
+ 0.43%
$1.29K - $1.31K
5.32K $276K
May 17, 2021 Q1 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
22
+ 0.23%
$1.23K - $1.26K
9.46K $491K
May 06, 2021 Q1 2021
Prospera Financial Services Inc

BUY
 -
15
+ 0.21%
$841 - $857
7K $363K
May 17, 2021 Q1 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
8
+ 0.48%
$449 - $457
1.67K $86.6K
Apr 27, 2021 Q1 2021
Castle Rock Wealth Management, LLC

BUY
 -
3
+ 0.05%
$168 - $171
5.98K $310K
May 13, 2021 Q1 2021
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-1
- -0.0%
$56.1 - $57.1
20.1K $1.04M
May 17, 2021 Q1 2021
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-38
Closed
$2.13K - $2.17K
0 $0
May 07, 2021 Q1 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-49
- 19.76%
$2.75K - $2.8K
199 $10.3K
Mar 22, 2023 Q1 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-69
- 1.37%
$3.87K - $3.94K
4.98K $258K
Apr 12, 2021 Q1 2021
Huntington National Bank

Columbus, OH
SELL
 -
-100
- 4.47%
$5.61K - $5.71K
2.14K $111K
May 07, 2021 Q1 2021
Valley National Advisers Inc

SELL
 -
-123
Closed
$6.9K - $7.02K
0 $0
May 17, 2021 Q1 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-191
- 0.76%
$10.7K - $10.9K
25.1K $1.3M
May 07, 2021 Q1 2021
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-302
- 4.67%
$16.9K - $17.2K
6.17K $320K
May 10, 2021 Q1 2021
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-397
- 0.2%
$22.3K - $22.7K
203K $10.5M
May 06, 2021 Q1 2021
Clearview Wealth Advisors LLC

SELL
 -
-401
- 5.7%
$22.5K - $22.9K
6.64K $344K
Apr 30, 2021 Q1 2021
Creative Planning

Overland Park, KS
SELL
 -
-435
- 1.91%
$24.4K - $24.8K
22.3K $1.16M
May 17, 2021 Q1 2021
Truist Financial Corp

SELL
 -
-516
- 3.37%
$28.9K - $29.5K
14.8K $767K
Apr 27, 2021 Q1 2021
Janney Montgomery Scott LLC

SELL
 -
-538
- 2.11%
$30.2K - $30.7K
25K $1.3M
Apr 30, 2021 Q1 2021
Cornerstone Wealth Management, LLC

SELL
 -
-1.02K
- 1.44%
$57K - $58K
69.5K $3.6M
Apr 14, 2021 Q1 2021
Advisor Net Financial, Inc

SELL
 -
-1.12K
- 5.94%
$62.9K - $64.1K
17.8K $921K
Apr 26, 2021 Q1 2021
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-1.16K
- 2.2%
$64.8K - $66K
51.4K $2.67M
May 24, 2021 Q1 2021
Advisory Services Network, LLC

SELL
 -
-1.3K
Closed
$72.8K - $74.2K
0 $0
Apr 26, 2021 Q1 2021
Sunesis Advisors, LLC

SELL
 -
-1.49K
- 3.64%
$83.3K - $84.9K
39.3K $2.04M
May 18, 2021 Q1 2021
Firethorn Wealth Partners, LLC

SELL
 -
-1.77K
- 29.73%
$99.3K - $101K
4.18K $217K
May 10, 2021 Q1 2021
Kestra Advisory Services, LLC

SELL
 -
-2.16K
- 20.22%
$121K - $123K
8.52K $442K
May 14, 2021 Q1 2021
First Trust Advisors LP

Wheaton, IL
SELL
 -
-2.59K
- 16.09%
$145K - $148K
13.5K $701K
Jun 17, 2021 Q1 2021
Geneos Wealth Management Inc.

SELL
 -
-2.8K
- 38.45%
$157K - $160K
4.48K $232K
May 11, 2021 Q1 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-2.96K
- 2.81%
$166K - $169K
102K $5.3M
May 17, 2021 Q1 2021
Beam Wealth Advisors, Inc.

SELL
 -
-3.4K
- 12.36%
$191K - $194K
24.1K $1.25M
Jun 16, 2021 Q1 2021
Coldstream Capital Management Inc

SELL
 -
-3.55K
Closed
$199K - $203K
0 $0
May 31, 2023 Q1 2021
Abacus Wealth Partners, LLC

Santa Monica, CA
SELL
 -
-3.59K
- 7.66%
$201K - $205K
43.3K $2.25M
May 12, 2021 Q1 2021
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-3.87K
Closed
$217K - $221K
0 $0
May 27, 2021 Q1 2021
Mbl Wealth, LLC

Charlotte, NC
SELL
 -
-3.88K
- 4.83%
$217K - $221K
76.4K $3.96M
Apr 20, 2021 Q1 2021
Beacon Financial Advisory LLC

SELL
 -
-4.94K
Closed
$277K - $282K
0 $0
Apr 30, 2021 Q1 2021
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-6.3K
- 30.19%
$353K - $360K
14.6K $756K

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