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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.9K+ 2.67% |
$611K - $626K
|
458K
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.7K+ 3.71% |
$602K - $617K
|
328K
$16.7M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11.3KNew |
$577K - $591K
|
11.3K
$574K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
10.2KNew |
$522K - $535K
|
10.2K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.84K+ 6.57% |
$504K - $517K
|
160K
$8.14M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
9.77KNew |
$501K - $513K
|
9.77K
$498K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.32K+ 41.37% |
$478K - $489K
|
31.8K
$1.62M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
9.19K+ 17.17% |
$471K - $483K
|
62.7K
$3.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.57K+ 112.7% |
$439K - $450K
|
16.2K
$825K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
8.39K+ 24.42% |
$430K - $441K
|
42.7K
$2.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
8.37KNew |
$429K - $440K
|
8.37K
$427K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
8.22K+ 121.8% |
$422K - $432K
|
15K
$763K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.17KNew |
$419K - $429K
|
8.17K
$417K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.74K+ 13.39% |
$397K - $406K
|
65.5K
$3.34M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.65K+ 38.01% |
$392K - $402K
|
27.8K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.36K+ 91.83% |
$377K - $386K
|
15.4K
$783K
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
7.09KNew |
$363K - $372K
|
7.09K
$361K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.69KNew |
$343K - $351K
|
6.69K
$341K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
6.45K+ 7.52% |
$330K - $339K
|
92.2K
$4.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
6.15KNew |
$315K - $323K
|
6.15K
$313K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
6KNew |
$308K - $315K
|
6K
$306K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
5.91KNew |
$303K - $311K
|
5.91K
$301K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.89K+ 8.68% |
$302K - $310K
|
73.8K
$3.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.84K+ 1.03% |
$299K - $307K
|
572K
$29.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
5.47KNew |
$280K - $287K
|
5.47K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
5.37K+ 18.74% |
$275K - $282K
|
34K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.13K+ 18.94% |
$263K - $269K
|
32.2K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5.1K+ 7.14% |
$261K - $268K
|
76.5K
$3.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
5.08KNew |
$260K - $267K
|
5.08K
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.06K+ 21.78% |
$259K - $266K
|
28.3K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
5.03KNew |
$258K - $264K
|
5.03K
$256K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4.78K+ 37.02% |
$245K - $251K
|
17.7K
$901K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
4.67K+ 5.51% |
$239K - $245K
|
89.3K
$4.55M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.42KNew |
$227K - $232K
|
4.42K
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
4.24KNew |
$217K - $222K
|
4.24K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.03KNew |
$207K - $212K
|
4.03K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.02K+ 8.67% |
$206K - $211K
|
50.4K
$2.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
3.92KNew |
$201K - $206K
|
3.92K
$200K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.86KNew |
$198K - $203K
|
3.86K
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.79K+ 4.14% |
$194K - $199K
|
95.2K
$4.85M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
3.59K+ 10.92% |
$184K - $189K
|
36.5K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.4K+ 2.11% |
$174K - $178K
|
164K
$8.37M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.98K+ 10.16% |
$153K - $156K
|
32.3K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.94K+ 3.37% |
$151K - $154K
|
90.1K
$4.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.88K+ 1.27% |
$148K - $151K
|
229K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.56KNew |
$131K - $134K
|
2.56K
$130K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.56K+ 8.87% |
$131K - $134K
|
31.4K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2.51K+ 18.19% |
$128K - $132K
|
16.3K
$830K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.31K+ 24.59% |
$118K - $121K
|
11.7K
$596K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.18K+ 3.66% |
$112K - $115K
|
61.8K
$3.15M
|