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 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-283- 3.05% |
$14.5K - $14.9K
|
8.99K
$458K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-318- 1.72% |
$16.3K - $16.7K
|
18.2K
$927K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-320- 50.0% |
$16.4K - $16.8K
|
320
$16.3K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-357- 2.08% |
$18.3K - $18.8K
|
16.8K
$856K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-399- 1.13% |
$20.5K - $21K
|
34.9K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-434- 0.28% |
$22.2K - $22.8K
|
154K
$7.84M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-518- 0.44% |
$26.6K - $27.2K
|
118K
$5.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-524- 8.63% |
$26.9K - $27.5K
|
5.55K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-600- 0.73% |
$30.8K - $31.5K
|
82.2K
$4.19M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-615- 0.57% |
$31.5K - $32.3K
|
107K
$5.45M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-745- 8.83% |
$38.2K - $39.1K
|
7.69K
$392K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-978- 5.68% |
$50.1K - $51.4K
|
16.2K
$828K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.03K- 8.51% |
$52.9K - $54.2K
|
11.1K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.04K- 4.84% |
$53.5K - $54.8K
|
20.5K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.06K- 3.69% |
$54.1K - $55.4K
|
27.5K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.12K- 17.09% |
$57.5K - $58.9K
|
5.44K
$277K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.24K- 25.6% |
$63.6K - $65.2K
|
3.61K
$184K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.26K- 1.0% |
$64.8K - $66.4K
|
126K
$6.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.33K- 8.0% |
$68.4K - $70.1K
|
15.3K
$782K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.35K- 12.24% |
$69.2K - $70.9K
|
9.68K
$493K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.36K- 15.94% |
$69.9K - $71.7K
|
7.19K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 1.73% |
$77.6K - $79.5K
|
85.9K
$4.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-1.53K- 8.61% |
$78.4K - $80.4K
|
16.2K
$828K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.53K- 4.58% |
$78.6K - $80.6K
|
32K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.58K- 4.43% |
$80.7K - $82.7K
|
34K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.66K- 21.26% |
$85K - $87.1K
|
6.14K
$313K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.66K- 1.04% |
$85.2K - $87.4K
|
159K
$8.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.72K- 38.13% |
$88.2K - $90.4K
|
2.79K
$142K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.82KClosed |
$93.4K - $95.8K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-1.89K- 31.72% |
$96.7K - $99.1K
|
4.06K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.98K- 1.15% |
$101K - $104K
|
170K
$8.65M
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-2.04K- 6.01% |
$105K - $107K
|
32K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.34K- 14.13% |
$120K - $123K
|
14.2K
$726K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.38K- 22.39% |
$122K - $125K
|
8.25K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.84K- 5.37% |
$145K - $149K
|
50K
$2.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-3K- 1.84% |
$154K - $157K
|
160K
$8.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-3.53K- 7.58% |
$181K - $185K
|
43K
$2.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-3.72K- 21.46% |
$191K - $195K
|
13.6K
$694K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.82K- 1.4% |
$196K - $201K
|
269K
$13.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4K- 8.52% |
$205K - $210K
|
43K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.3K- 4.9% |
$220K - $226K
|
83.4K
$4.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-4.8K- 69.59% |
$246K - $252K
|
2.1K
$107K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-4.88K- 5.81% |
$250K - $256K
|
79.1K
$4.03M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-5.06K- 24.59% |
$260K - $266K
|
15.5K
$792K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-5.09K- 8.55% |
$261K - $267K
|
54.4K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.09K- 13.33% |
$312K - $320K
|
39.6K
$2.02M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.14K- 20.69% |
$366K - $375K
|
27.4K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-7.18K- 15.59% |
$368K - $377K
|
38.9K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.2K- 15.38% |
$369K - $378K
|
39.6K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-7.81K- 2.51% |
$400K - $410K
|
303K
$15.4M
|