Purchases and Sales Made in Q1 2025 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 2025. 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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.7M+ 7248.32% |
$87M - $89.2M
|
1.72M
$87.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
279K+ 15.89% |
$14.3M - $14.7M
|
2.04M
$104M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
271K+ 359.85% |
$13.9M - $14.2M
|
346K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
214K+ 658.12% |
$11M - $11.3M
|
247K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
201K+ 101.66% |
$10.3M - $10.6M
|
399K
$20.4M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
131KNew |
$6.7M - $6.87M
|
131K
$6.67M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
130K+ 73.65% |
$6.67M - $6.84M
|
307K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
126K+ 6.23% |
$6.47M - $6.63M
|
2.15M
$110M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
116K+ 8.95% |
$5.92M - $6.07M
|
1.41M
$71.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
91.7K+ 646.89% |
$4.7M - $4.82M
|
106K
$5.4M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
85.2K+ 354983.34% |
$4.37M - $4.48M
|
85.2K
$4.34M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
79.1K+ 5.21% |
$4.06M - $4.16M
|
1.6M
$81.5M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
78.5K+ 139.15% |
$4.02M - $4.12M
|
135K
$6.88M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74K+ 5.68% |
$3.79M - $3.89M
|
1.38M
$70.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
69.8K+ 56.15% |
$3.58M - $3.66M
|
194K
$9.89M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
66.2K+ 433.2% |
$3.39M - $3.47M
|
81.4K
$4.15M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
60.7K+ 115.97% |
$3.11M - $3.19M
|
113K
$5.76M
|
|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
60KNew |
$3.08M - $3.15M
|
60K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
58KNew |
$2.97M - $3.05M
|
58K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
48.1K+ 681.36% |
$2.46M - $2.52M
|
55.1K
$2.81M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
47KNew |
$2.41M - $2.47M
|
47K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42.6K+ 68.9% |
$2.19M - $2.24M
|
105K
$5.33M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.5K+ 10.09% |
$2.13M - $2.18M
|
452K
$23.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
36.1K+ 5.74% |
$1.85M - $1.9M
|
666K
$33.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
34.6K+ 83.37% |
$1.77M - $1.82M
|
76.1K
$3.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
30.6KNew |
$1.57M - $1.61M
|
30.6K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29.7K+ 244.77% |
$1.52M - $1.56M
|
41.8K
$2.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.1K+ 7.75% |
$1.44M - $1.48M
|
391K
$19.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
27.7K+ 19.56% |
$1.42M - $1.45M
|
169K
$8.62M
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
25.8KNew |
$1.32M - $1.36M
|
25.8K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
24.7K+ 412.2% |
$1.26M - $1.3M
|
30.7K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.4K+ 103.86% |
$1.2M - $1.23M
|
45.8K
$2.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
22.6K+ 30.67% |
$1.16M - $1.19M
|
96.3K
$4.91M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.9KNew |
$1.12M - $1.15M
|
21.9K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21.8K+ 20.66% |
$1.12M - $1.14M
|
127K
$6.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
21.4K+ 31.69% |
$1.1M - $1.12M
|
88.8K
$4.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
20K+ 11.32% |
$1.02M - $1.05M
|
197K
$10M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19K+ 47.99% |
$974K - $998K
|
58.6K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
18.6K+ 75.2% |
$953K - $977K
|
43.3K
$2.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
16.7K+ 50.79% |
$855K - $876K
|
49.5K
$2.52M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.7K+ 1.02% |
$855K - $876K
|
1.66M
$84.6M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
16.2KNew |
$832K - $853K
|
16.2K
$828K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.4KNew |
$787K - $807K
|
15.4K
$783K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
14.9KNew |
$762K - $781K
|
14.9K
$758K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
13.2K+ 6.53% |
$674K - $691K
|
215K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
13K+ 63.78% |
$669K - $685K
|
33.5K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
12.9K+ 28.0% |
$662K - $678K
|
59K
$3.01M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.7KNew |
$651K - $667K
|
12.7K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12K+ 47.96% |
$617K - $632K
|
37.1K
$1.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
12KNew |
$614K - $630K
|
12K
$611K
|