Purchases and Sales Made in Q1 2022 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 2022. 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 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.07KClosed |
$56.5K - $60.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 5.63% |
$59.5K - $63.2K
|
18.8K
$975K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.16K- 32.37% |
$61.3K - $65.2K
|
2.42K
$125K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.19K- 1.57% |
$63.1K - $67K
|
74.7K
$3.87M
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.21K- 2.07% |
$64.2K - $68.2K
|
57.5K
$2.98M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.35K- 26.58% |
$71.6K - $76.1K
|
3.74K
$194K
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.44K- 18.97% |
$76.2K - $81K
|
6.15K
$319K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.45KClosed |
$76.7K - $81.5K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-1.48K- 3.43% |
$78.4K - $83.3K
|
41.8K
$2.16M
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.65K- 18.04% |
$87K - $92.5K
|
7.48K
$387K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.86KClosed |
$98.4K - $105K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.04K- 22.75% |
$108K - $115K
|
6.93K
$359K
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.31K- 3.53% |
$122K - $130K
|
63.1K
$3.27M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.55KClosed |
$135K - $144K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.71K- 30.85% |
$144K - $153K
|
6.08K
$315K
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-3.32K- 8.02% |
$175K - $186K
|
38K
$1.97M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.56KClosed |
$188K - $200K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.59KClosed |
$190K - $202K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.67K- 8.54% |
$194K - $206K
|
39.3K
$2.04M
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-3.7KClosed |
$196K - $208K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-3.73K- 10.14% |
$197K - $209K
|
33K
$1.71M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.75KClosed |
$198K - $211K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-3.8K- 9.68% |
$201K - $214K
|
35.5K
$1.84M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-4K- 19.88% |
$212K - $225K
|
16.1K
$836K
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-4.13K- 11.51% |
$219K - $232K
|
31.8K
$1.65M
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.19KClosed |
$222K - $236K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.42K- 29.06% |
$234K - $249K
|
10.8K
$559K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.96KClosed |
$262K - $279K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-5.14K- 67.7% |
$272K - $289K
|
2.45K
$127K
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-5.49KClosed |
$290K - $309K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.16K- 12.04% |
$326K - $346K
|
45K
$2.33M
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-6.5K- 17.91% |
$344K - $366K
|
29.8K
$1.54M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.66K- 36.83% |
$352K - $375K
|
11.4K
$592K
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-7.31KClosed |
$387K - $411K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-7.49KClosed |
$396K - $421K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-9.7K- 53.87% |
$513K - $546K
|
8.31K
$430K
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
SELL
|
- |
-11.5K- 28.79% |
$609K - $647K
|
28.5K
$1.47M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-12.4K- 49.17% |
$657K - $698K
|
12.8K
$665K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.8K- 47.19% |
$678K - $720K
|
14.3K
$742K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13.4K- 11.75% |
$711K - $755K
|
101K
$5.23M
|
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
SELL
|
- |
-15.1KClosed |
$801K - $851K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-18.3KClosed |
$968K - $1.03M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-18.3K- 37.85% |
$969K - $1.03M
|
30.1K
$1.56M
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
SELL
|
- |
-24.7KClosed |
$1.31M - $1.39M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.3K- 20.36% |
$2.4M - $2.55M
|
177K
$9.18M
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-68.3K- 52.83% |
$3.61M - $3.84M
|
61K
$3.16M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-170K- 26.73% |
$9.01M - $9.58M
|
467K
$24.2M
|
|
May 10, 2022
Q1 2022
|
Signify Wealth
|
SELL
|
- |
-338K- 96.91% |
$17.9M - $19M
|
10.8K
$559K
|