Purchases and Sales Made in Q1 2023 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 2023. 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 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3.99K+ 53.67% |
$204K - $210K
|
11.4K
$591K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.99K+ 31.16% |
$204K - $210K
|
16.8K
$869K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.87KNew |
$198K - $203K
|
3.87K
$200K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.65K+ 73.25% |
$187K - $192K
|
8.62K
$446K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.64K+ 18.67% |
$186K - $191K
|
23.1K
$1.2M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.1K+ 8.94% |
$159K - $163K
|
37.8K
$1.96M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.04K+ 17.42% |
$156K - $160K
|
20.5K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.77K+ 60.28% |
$142K - $146K
|
7.37K
$382K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.72K+ 6.36% |
$140K - $143K
|
45.5K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.62K+ 4.59% |
$134K - $138K
|
59.7K
$3.09M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.53K+ 2.24% |
$130K - $133K
|
115K
$5.97M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.38K+ 9.5% |
$122K - $125K
|
27.4K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.08K+ 5.98% |
$107K - $110K
|
36.9K
$1.91M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.99K+ 29.45% |
$102K - $104K
|
8.73K
$452K
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.88K+ 15.87% |
$96.4K - $98.9K
|
13.7K
$711K
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.72K+ 2.47% |
$88.3K - $90.6K
|
71.4K
$3.7M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.62K+ 11.7% |
$82.9K - $85K
|
15.4K
$799K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.42K+ 28.95% |
$72.7K - $74.6K
|
6.32K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.3K+ 225.74% |
$66.5K - $68.3K
|
1.87K
$97K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.29KNew |
$66.3K - $68K
|
1.29K
$67K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.02K+ 2.73% |
$52.1K - $53.5K
|
38.3K
$1.98M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
938+ 2.27% |
$48.1K - $49.3K
|
42.2K
$2.19M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
921+ 2.01% |
$47.2K - $48.4K
|
46.8K
$2.42M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
799+ 6.94% |
$41K - $42K
|
12.3K
$638K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
779+ 4.85% |
$39.9K - $41K
|
16.8K
$871K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
750New |
$38.5K - $39.4K
|
750
$38.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
731+ 6.69% |
$37.5K - $38.4K
|
11.7K
$604K
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
648+ 4.08% |
$33.2K - $34.1K
|
16.5K
$855K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
628+ 16.05% |
$32.2K - $33K
|
4.54K
$235K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
619+ 23.48% |
$31.7K - $32.6K
|
3.26K
$169K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
607+ 3.1% |
$31.1K - $31.9K
|
20.2K
$1.04M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
604+ 4.86% |
$31K - $31.8K
|
13K
$675K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
561+ 7.25% |
$28.8K - $29.5K
|
8.3K
$430K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
469+ 2.9% |
$24K - $24.7K
|
16.6K
$861K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
413New |
$21.2K - $21.7K
|
413
$21.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
355New |
$18.2K - $18.7K
|
355
$18.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
260+ 0.54% |
$13.3K - $13.7K
|
48.4K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
256+ 1.75% |
$13.1K - $13.5K
|
14.9K
$771K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
228+ 3.36% |
$11.7K - $12K
|
7.01K
$363K
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
225+ 4.06% |
$11.5K - $11.8K
|
5.77K
$299K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
222+ 1.45% |
$11.4K - $11.7K
|
15.6K
$807K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
205+ 5.05% |
$10.5K - $10.8K
|
4.27K
$221K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
200+ 3.46% |
$10.3K - $10.5K
|
5.99K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
188New |
$9.64K - $9.89K
|
188
$9.73K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
185+ 1.69% |
$9.48K - $9.73K
|
11.1K
$576K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
176+ 1.01% |
$9.02K - $9.26K
|
17.6K
$910K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
145+ 0.3% |
$7.43K - $7.63K
|
47.9K
$2.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
139+ 1.23% |
$7.13K - $7.31K
|
11.4K
$593K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
135+ 1.04% |
$6.92K - $7.1K
|
13.1K
$677K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
126+ 1.6% |
$6.46K - $6.63K
|
8K
$414K
|