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 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
355+ 124.56% |
$18.2K - $18.6K
|
640
$32.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
339+ 4.14% |
$17.4K - $17.8K
|
8.52K
$434K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
241+ 4.23% |
$12.4K - $12.7K
|
5.94K
$303K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
240+ 0.56% |
$12.3K - $12.6K
|
43.1K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
235+ 5.63% |
$12K - $12.3K
|
4.41K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
232+ 1.24% |
$11.9K - $12.2K
|
19K
$967K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
215+ 1.01% |
$11K - $11.3K
|
21.4K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
187+ 0.75% |
$9.59K - $9.82K
|
25.2K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
175+ 0.81% |
$8.97K - $9.19K
|
21.8K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
172+ 0.59% |
$8.82K - $9.04K
|
29.3K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
144+ 1.38% |
$7.38K - $7.56K
|
10.6K
$541K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
138+ 0.11% |
$7.07K - $7.25K
|
121K
$6.18M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
133+ 0.83% |
$6.82K - $6.99K
|
16.2K
$825K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
112+ 0.31% |
$5.74K - $5.88K
|
36.3K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
74+ 0.62% |
$3.79K - $3.89K
|
12K
$611K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
73+ 0.81% |
$3.74K - $3.83K
|
9.05K
$462K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
69+ 0.4% |
$3.54K - $3.62K
|
17.5K
$891K
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
63+ 0.51% |
$3.23K - $3.31K
|
12.5K
$636K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
60+ 0.8% |
$3.08K - $3.15K
|
7.52K
$383K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
60+ 0.8% |
$3.08K - $3.15K
|
7.52K
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
55+ 0.48% |
$2.82K - $2.89K
|
11.5K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
51+ 0.98% |
$2.61K - $2.68K
|
5.27K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
45+ 0.82% |
$2.31K - $2.36K
|
5.52K
$281K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
43+ 0.95% |
$2.2K - $2.26K
|
4.58K
$233K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
37+ 0.8% |
$1.9K - $1.94K
|
4.64K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26+ 1.25% |
$1.33K - $1.37K
|
2.11K
$108K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.63% |
$615 - $630
|
1.92K
$98K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 0.8% |
$564 - $578
|
1.38K
$70.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.91% |
$103 - $105
|
222
$11.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.37% |
$51.3 - $52.5
|
269
$13.7K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-8- 2.9% |
$410 - $420
|
268
$13.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-16- 0.04% |
$820 - $840
|
41.4K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-21- 0.52% |
$1.08K - $1.1K
|
3.98K
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-23- 0.19% |
$1.18K - $1.21K
|
11.8K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-26- 18.06% |
$1.33K - $1.37K
|
118
$6.02K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-34- 0.4% |
$1.74K - $1.79K
|
8.37K
$427K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-39- 0.22% |
$2K - $2.05K
|
17.7K
$904K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-63- 1.07% |
$3.23K - $3.31K
|
5.82K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-98- 6.87% |
$5.02K - $5.15K
|
1.33K
$67.7K
|
|
|
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
$6.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-128- 1.1% |
$6.56K - $6.72K
|
11.5K
$588K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-129- 2.95% |
$6.61K - $6.78K
|
4.24K
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-146- 2.07% |
$7.48K - $7.67K
|
6.89K
$351K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-191- 0.09% |
$9.79K - $10K
|
217K
$11M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-227- 0.66% |
$11.6K - $11.9K
|
34.3K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-235- 3.28% |
$12K - $12.3K
|
6.93K
$353K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-242- 0.91% |
$12.4K - $12.7K
|
26.5K
$1.35M
|
|
|
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
$437K
|