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
$87.4M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29.7K+ 244.77% |
$1.52M - $1.56M
|
41.8K
$2.12M
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
20K+ 11.32% |
$1.02M - $1.05M
|
197K
$9.99M
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
16.7K+ 50.79% |
$855K - $876K
|
49.5K
$2.52M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
10.2KNew |
$522K - $535K
|
10.2K
$517K
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
8.37KNew |
$429K - $440K
|
8.37K
$425K
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
8.22K+ 121.8% |
$422K - $432K
|
15K
$761K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.69KNew |
$343K - $351K
|
6.69K
$340K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
5.91KNew |
$303K - $311K
|
5.91K
$300K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.84K+ 1.03% |
$299K - $307K
|
572K
$29.1M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.13K+ 18.94% |
$263K - $269K
|
32.2K
$1.64M
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
3.92KNew |
$201K - $206K
|
3.92K
$199K
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.02K+ 30.11% |
$104K - $106K
|
8.73K
$443K
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.98K+ 13.07% |
$102K - $104K
|
17.1K
$870K
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.57K+ 3.16% |
$80.4K - $82.4K
|
51.3K
$2.6M
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.18K+ 2.32% |
$60.2K - $61.7K
|
51.9K
$2.64M
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
796+ 9.75% |
$40.8K - $41.8K
|
8.96K
$455K
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
759+ 0.73% |
$38.9K - $39.9K
|
105K
$5.31M
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
664+ 3.81% |
$34K - $34.9K
|
18.1K
$919K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
571+ 4.06% |
$29.3K - $30K
|
14.6K
$743K
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
402+ 7.26% |
$20.6K - $21.1K
|
5.94K
$302K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
367+ 0.83% |
$18.8K - $19.3K
|
44.7K
$2.27M
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
361+ 6.27% |
$18.5K - $19K
|
6.12K
$311K
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
339+ 4.14% |
$17.4K - $17.8K
|
8.52K
$433K
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
241+ 4.23% |
$12.4K - $12.7K
|
5.94K
$301K
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
74+ 0.62% |
$3.79K - $3.89K
|
12K
$609K
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
73+ 0.81% |
$3.74K - $3.83K
|
9.05K
$460K
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
69+ 0.4% |
$3.54K - $3.62K
|
17.5K
$888K
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-23- 0.19% |
$1.18K - $1.21K
|
11.8K
$601K
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-34- 0.4% |
$1.74K - $1.79K
|
8.37K
$425K
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-100- 0.4% |
$5.13K - $5.25K
|
24.6K
$1.25M
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-117- 0.1% |
$6K - $6.15K
|
118K
$6.02M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-128- 1.1% |
$6.56K - $6.72K
|
11.5K
$586K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-254- 1.16% |
$13K - $13.3K
|
21.6K
$1.1M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-254- 2.88% |
$13K - $13.3K
|
8.58K
$436K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.06K- 3.69% |
$54.1K - $55.4K
|
27.5K
$1.4M
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.26K- 1.0% |
$64.8K - $66.4K
|
126K
$6.38M
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.33K- 8.0% |
$68.4K - $70.1K
|
15.3K
$779K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.66K- 1.04% |
$85.2K - $87.4K
|
159K
$8.07M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.72K- 38.13% |
$88.2K - $90.4K
|
2.79K
$142K
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-3.53K- 7.58% |
$181K - $185K
|
43K
$2.18M
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-3.72K- 21.46% |
$191K - $195K
|
13.6K
$692K
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4K- 8.52% |
$205K - $210K
|
43K
$2.18M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-8.2K- 20.88% |
$420K - $431K
|
31.1K
$1.58M
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-9.02K- 30.82% |
$462K - $474K
|
20.2K
$1.03M
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-34.7K- 50.64% |
$1.78M - $1.82M
|
33.8K
$1.72M
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-138K- 65.57% |
$7.09M - $7.26M
|
72.6K
$3.69M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.69M- 98.06% |
$86.5M - $88.7M
|
33.4K
$1.7M
|