Purchases and Sales Made in Q2 2019 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 Q2 2019. 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 |
---|---|---|---|---|---|---|---|
Sep 14, 2021
Q2 2019
|
Cwm, LLC
|
BUY
|
- |
850KNew |
N/A
|
850K
$43.7M
|
|
Aug 09, 2019
Q2 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
14.5K+ 33.19% |
N/A
|
58.1K
$2.99M
|
|
Jul 17, 2019
Q2 2019
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
10.6K+ 25.17% |
N/A
|
52.9K
$2.72M
|
|
Jul 15, 2019
Q2 2019
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
8.6K+ 20.13% |
N/A
|
51.3K
$2.64M
|
|
Aug 14, 2019
Q2 2019
|
Prospera Financial Services Inc
|
BUY
|
- |
5.96KNew |
N/A
|
5.96K
$306K
|
|
Aug 14, 2019
Q2 2019
|
Private Advisor Group, LLC
|
BUY
|
- |
5.71K+ 38.46% |
N/A
|
20.5K
$1.06M
|
|
Aug 14, 2019
Q2 2019
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.26KNew |
N/A
|
5.26K
$271K
|
|
Aug 08, 2019
Q2 2019
|
Vicus Capital
State College, PA |
BUY
|
- |
5.13KNew |
N/A
|
5.13K
$264K
|
|
Aug 06, 2019
Q2 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.91K+ 44.58% |
N/A
|
15.9K
$819K
|
|
Jul 19, 2019
Q2 2019
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.98K+ 27.56% |
N/A
|
18.4K
$948K
|
|
Jul 31, 2019
Q2 2019
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.73KNew |
N/A
|
3.73K
$192K
|
|
Jul 26, 2019
Q2 2019
|
Avondale Wealth Management
|
BUY
|
- |
3.5KNew |
N/A
|
3.5K
$180K
|
|
Aug 14, 2019
Q2 2019
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.48K+ 3.25% |
N/A
|
111K
$5.69M
|
|
Aug 14, 2019
Q2 2019
|
Family Management Corp
New York, NY |
BUY
|
- |
3.36KNew |
N/A
|
3.36K
$173K
|
|
Aug 09, 2019
Q2 2019
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.88K+ 4.51% |
N/A
|
66.6K
$3.43M
|
|
Sep 07, 2021
Q2 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.43K+ 693.43% |
N/A
|
2.78K
$143K
|
|
Jun 23, 2021
Q2 2019
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.17K+ 11.11% |
N/A
|
21.7K
$1.12M
|
|
Aug 15, 2019
Q2 2019
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.67K+ 23.13% |
N/A
|
8.87K
$456K
|
|
Aug 13, 2019
Q2 2019
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.61KNew |
N/A
|
1.61K
$82.9K
|
|
Aug 02, 2019
Q2 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.52K+ 17.22% |
N/A
|
10.3K
$532K
|
|
Mar 24, 2023
Q2 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.22K+ 24.05% |
N/A
|
6.27K
$322K
|
|
Aug 15, 2019
Q2 2019
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.19K+ 20.73% |
N/A
|
6.92K
$356K
|
|
Jul 25, 2019
Q2 2019
|
Retirement Planning Group
|
BUY
|
- |
1.16K+ 5.0% |
N/A
|
24.4K
$1.26M
|
|
Aug 12, 2019
Q2 2019
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.1K+ 41.32% |
N/A
|
3.78K
$194K
|
|
Aug 14, 2019
Q2 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1K+ 2.37% |
N/A
|
43.2K
$2.22M
|
|
Aug 15, 2019
Q2 2019
|
Coldstream Capital Management Inc
|
BUY
|
- |
829+ 12.81% |
N/A
|
7.3K
$375K
|
|
Jul 31, 2019
Q2 2019
|
Time Scale Financial, Inc.
|
BUY
|
- |
591New |
N/A
|
591
$30.4K
|
|
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
588+ 1.96% |
N/A
|
30.5K
$1.57M
|
|
Jul 26, 2019
Q2 2019
|
Creative Planning
Overland Park, KS |
BUY
|
- |
431+ 1.29% |
N/A
|
33.8K
$1.74M
|
|
Aug 12, 2019
Q2 2019
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
299+ 1.11% |
N/A
|
27.3K
$1.4M
|
|
Jul 19, 2019
Q2 2019
|
Destination Wealth Management
|
BUY
|
- |
220New |
N/A
|
220
$11.3K
|
|
Jul 15, 2019
Q2 2019
|
Advisor Net Financial, Inc
|
BUY
|
- |
61+ 0.43% |
N/A
|
14.2K
$733K
|
|
Jul 11, 2019
Q2 2019
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
30+ 0.65% |
N/A
|
4.65K
$239K
|
|
Aug 09, 2019
Q2 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13+ 0.47% |
N/A
|
2.8K
$144K
|
|
Aug 13, 2019
Q2 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 01, 2019
Q2 2019
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-10- 0.23% |
N/A
|
4.3K
$221K
|
|
Jul 11, 2019
Q2 2019
|
Patten Group, Inc.
|
SELL
|
- |
-15- 0.14% |
N/A
|
10.7K
$549K
|
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-41- 1.58% |
N/A
|
2.56K
$132K
|
|
Aug 13, 2019
Q2 2019
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-106- 1.52% |
N/A
|
6.88K
$354K
|
|
Aug 05, 2019
Q2 2019
|
Sunesis Advisors, LLC
|
SELL
|
- |
-143- 0.34% |
N/A
|
42.1K
$2.16M
|
|
Jul 22, 2019
Q2 2019
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-212- 2.73% |
N/A
|
7.56K
$389K
|
|
Jul 29, 2019
Q2 2019
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-295- 1.42% |
N/A
|
20.4K
$1.05M
|
|
Jan 02, 2024
Q2 2019
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-500- 5.21% |
N/A
|
9.1K
$468K
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-700Closed |
N/A
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-710- 1.0% |
N/A
|
70.2K
$3.61M
|
|
Jul 24, 2019
Q2 2019
|
James Investment Research Inc
|
SELL
|
- |
-750- 84.94% |
N/A
|
133
$6.84K
|
|
Jul 31, 2019
Q2 2019
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-846- 4.77% |
N/A
|
16.9K
$869K
|
|
Aug 12, 2019
Q2 2019
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-956- 77.66% |
N/A
|
275
$14.1K
|
|
Aug 13, 2019
Q2 2019
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 0.72% |
N/A
|
150K
$7.73M
|
|
Aug 14, 2019
Q2 2019
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.6K- 2.69% |
N/A
|
57.7K
$2.97M
|