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 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.15K+ 250.58% |
$110K - $113K
|
3K
$153K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.09K+ 12.76% |
$107K - $110K
|
18.5K
$942K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.07K+ 17.9% |
$106K - $109K
|
13.7K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.06K+ 5.22% |
$106K - $108K
|
41.6K
$2.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.02K+ 30.11% |
$104K - $106K
|
8.73K
$445K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2K+ 27.75% |
$103K - $105K
|
9.21K
$469K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.98K+ 13.07% |
$102K - $104K
|
17.1K
$873K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.97K+ 90.77% |
$101K - $103K
|
4.13K
$211K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.82K+ 13.57% |
$93.3K - $95.7K
|
15.2K
$777K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.82K+ 27.17% |
$93.1K - $95.4K
|
8.5K
$433K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.8K+ 260.26% |
$92.3K - $94.6K
|
2.49K
$127K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.74K+ 7.42% |
$89.3K - $91.5K
|
25.2K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.7KNew |
$87.1K - $89.3K
|
1.7K
$86.7K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.59K+ 7.23% |
$81.7K - $83.7K
|
23.6K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.57K+ 3.16% |
$80.4K - $82.4K
|
51.3K
$2.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.52K+ 23.67% |
$78K - $79.9K
|
7.95K
$405K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.51K+ 19.41% |
$77.6K - $79.5K
|
9.31K
$475K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.47K+ 3.29% |
$75.1K - $77K
|
46K
$2.34M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
1.46K+ 14.53% |
$74.9K - $76.8K
|
11.5K
$587K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 1.94% |
$72.3K - $74.1K
|
74.3K
$3.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.3KNew |
$66.4K - $68K
|
1.3K
$66K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.28K+ 17.58% |
$65.6K - $67.2K
|
8.56K
$436K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.18K+ 2.32% |
$60.2K - $61.7K
|
51.9K
$2.65M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.13KNew |
$58K - $59.5K
|
1.13K
$57.7K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.04K+ 11.85% |
$53.3K - $54.6K
|
9.81K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.02K+ 7.27% |
$52.2K - $53.5K
|
15K
$766K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1K+ 5.7% |
$51.4K - $52.7K
|
18.6K
$948K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
960+ 9.87% |
$49.2K - $50.4K
|
10.7K
$545K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
942+ 142.08% |
$48.3K - $49.5K
|
1.61K
$81.8K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
840New |
$43.1K - $44.1K
|
840
$42.8K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
825+ 0.19% |
$42.3K - $43.3K
|
433K
$22.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
818+ 0.78% |
$41.9K - $43K
|
106K
$5.39M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
797+ 10.9% |
$40.9K - $41.9K
|
8.11K
$413K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
796+ 9.75% |
$40.8K - $41.8K
|
8.96K
$457K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
759+ 0.73% |
$38.9K - $39.9K
|
105K
$5.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
698+ 5.93% |
$35.8K - $36.7K
|
12.5K
$636K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
687+ 5.19% |
$35.2K - $36.1K
|
13.9K
$710K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
664+ 3.81% |
$34K - $34.9K
|
18.1K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
659+ 1.65% |
$33.8K - $34.6K
|
40.6K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
654+ 4.14% |
$33.5K - $34.4K
|
16.5K
$839K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
650+ 4.36% |
$33.3K - $34.1K
|
15.6K
$793K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
603+ 1.85% |
$30.9K - $31.7K
|
33.2K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
585+ 5.06% |
$30K - $30.7K
|
12.1K
$619K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
578+ 2.34% |
$29.6K - $30.4K
|
25.3K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
571+ 4.06% |
$29.3K - $30K
|
14.6K
$746K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
462New |
$23.7K - $24.3K
|
462
$23.6K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
455+ 0.81% |
$23.3K - $23.9K
|
56.6K
$2.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
402+ 7.26% |
$20.6K - $21.1K
|
5.94K
$303K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
367+ 0.83% |
$18.8K - $19.3K
|
44.7K
$2.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
361+ 6.27% |
$18.5K - $19K
|
6.12K
$312K
|