Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
385KNew |
$20.1M - $20.3M
|
385K
$19.9M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
355KNew |
$18.5M - $18.8M
|
355K
$18.4M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
305KNew |
$15.9M - $16.1M
|
305K
$15.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
162K+ 23.13% |
$8.46M - $8.56M
|
863K
$44.7M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
114K+ 12.42% |
$5.96M - $6.03M
|
1.03M
$53.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
109K+ 8.84% |
$5.67M - $5.74M
|
1.34M
$69.2M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
76.7K+ 33.01% |
$4.01M - $4.05M
|
309K
$16M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
74.9KNew |
$3.91M - $3.96M
|
74.9K
$3.88M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
64.4K+ 25.78% |
$3.36M - $3.4M
|
314K
$16.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63K+ 5.05% |
$3.29M - $3.33M
|
1.31M
$67.8M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53K+ 4.72% |
$2.77M - $2.8M
|
1.18M
$60.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
52.2KNew |
$2.72M - $2.76M
|
52.2K
$2.7M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
50.2K+ 54.04% |
$2.62M - $2.65M
|
143K
$7.41M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
44.8K+ 29.36% |
$2.34M - $2.37M
|
197K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
32.6K+ 288.85% |
$1.7M - $1.72M
|
43.9K
$2.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
30.4K+ 8.22% |
$1.59M - $1.61M
|
400K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
30KNew |
$1.57M - $1.59M
|
30K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.1K+ 233.83% |
$1.52M - $1.54M
|
41.5K
$2.15M
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
28.1KNew |
$1.46M - $1.48M
|
28.1K
$1.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
27.5K+ 164.66% |
$1.44M - $1.46M
|
44.3K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
27.4K+ 44.24% |
$1.43M - $1.45M
|
89.4K
$4.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
26.9KNew |
$1.4M - $1.42M
|
26.9K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26.9K+ 19.87% |
$1.4M - $1.42M
|
162K
$8.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.5K+ 8.51% |
$1.23M - $1.24M
|
299K
$15.5M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
22.1K+ 75.13% |
$1.15M - $1.17M
|
51.4K
$2.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
21.2K+ 25.76% |
$1.11M - $1.12M
|
103K
$5.36M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
21.2K+ 107.5% |
$1.11M - $1.12M
|
40.9K
$2.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
16.8K+ 22.95% |
$879K - $889K
|
90.2K
$4.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.6K+ 14.38% |
$867K - $877K
|
132K
$6.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
14.8K+ 9.88% |
$773K - $782K
|
165K
$8.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.8K+ 20.42% |
$772K - $781K
|
87.2K
$4.52M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
13.4KNew |
$701K - $709K
|
13.4K
$695K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
13.3K+ 26.83% |
$697K - $705K
|
63.1K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.1K+ 62.61% |
$685K - $693K
|
34.1K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.9K+ 119.29% |
$675K - $683K
|
23.8K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.7K+ 10.98% |
$665K - $673K
|
129K
$6.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12.7K+ 29.38% |
$662K - $669K
|
55.8K
$2.89M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12.1KNew |
$630K - $638K
|
12.1K
$625K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
11.9K+ 65.11% |
$621K - $628K
|
30.2K
$1.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.2K+ 25.19% |
$532K - $538K
|
50.7K
$2.62M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.2KNew |
$531K - $537K
|
10.2K
$526K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
9.12K+ 3.76% |
$476K - $482K
|
252K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
8.85K+ 7.54% |
$462K - $468K
|
126K
$6.54M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.71KNew |
$455K - $460K
|
8.71K
$451K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
7.78KNew |
$406K - $411K
|
7.78K
$403K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
BUY
|
- |
6.99K+ 5.57% |
$365K - $369K
|
132K
$6.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.93KNew |
$362K - $366K
|
6.93K
$359K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.7K+ 62.48% |
$350K - $354K
|
17.4K
$902K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.48K+ 68.29% |
$338K - $342K
|
16K
$826K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.33K+ 13.81% |
$331K - $334K
|
52.2K
$2.7M
|