Purchases and Sales Made in Q2 2020 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 2020. 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 15, 2021
Q2 2020
|
Cwm, LLC
|
BUY
|
- |
644K+ 312.39% |
$34.3M - $35.9M
|
850K
$44M
|
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.6K+ 24.36% |
$2.59M - $2.71M
|
248K
$12.9M
|
|
|
Aug 12, 2020
Q2 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47.4K+ 90.45% |
$2.52M - $2.64M
|
99.7K
$5.16M
|
|
|
Aug 14, 2020
Q2 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.5K+ 98.53% |
$2.31M - $2.42M
|
87.6K
$4.53M
|
|
|
Jul 21, 2020
Q2 2020
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
22.6KNew |
$1.2M - $1.26M
|
22.6K
$1.17M
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
21.1K+ 57.55% |
$1.12M - $1.17M
|
57.6K
$2.98M
|
|
|
Jul 15, 2020
Q2 2020
|
Steph & CO
|
BUY
|
- |
20.5K+ 30.93% |
$1.09M - $1.14M
|
86.6K
$4.48M
|
|
|
Aug 11, 2020
Q2 2020
|
Kingfisher Capital LLC
|
BUY
|
- |
18.2KNew |
$969K - $1.02M
|
18.2K
$943K
|
|
|
Jul 08, 2020
Q2 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.9K+ 51.06% |
$900K - $944K
|
50.1K
$2.59M
|
|
|
Aug 14, 2020
Q2 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
16.6KNew |
$881K - $923K
|
16.6K
$857K
|
|
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.2KNew |
$754K - $791K
|
14.2K
$734K
|
|
|
Jul 21, 2020
Q2 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.5K+ 35.92% |
$612K - $641K
|
43.5K
$2.25M
|
|
|
Aug 12, 2020
Q2 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5K+ 27.05% |
$560K - $587K
|
49.4K
$2.56M
|
|
|
Jul 09, 2020
Q2 2020
|
Compass Ion Advisors, LLC
|
BUY
|
- |
9.76KNew |
$519K - $545K
|
9.76K
$505K
|
|
|
Aug 13, 2020
Q2 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.97K+ 8.16% |
$477K - $500K
|
119K
$6.16M
|
|
|
Aug 13, 2020
Q2 2020
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
7.47KNew |
$397K - $416K
|
7.47K
$387K
|
|
|
Aug 14, 2020
Q2 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.65K+ 164.03% |
$354K - $371K
|
10.7K
$555K
|
|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.24K+ 62.66% |
$332K - $348K
|
16.2K
$839K
|
|
|
Jul 16, 2020
Q2 2020
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.2KNew |
$330K - $346K
|
6.2K
$321K
|
|
|
Jul 15, 2020
Q2 2020
|
Cooper Financial Group
|
BUY
|
- |
5.9KNew |
$314K - $329K
|
5.9K
$306K
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.29K+ 20.07% |
$281K - $295K
|
31.6K
$1.64M
|
|
|
Aug 06, 2020
Q2 2020
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.91KNew |
$261K - $274K
|
4.91K
$254K
|
|
|
Aug 05, 2020
Q2 2020
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4.65K+ 7.84% |
$247K - $259K
|
64K
$3.31M
|
|
|
Aug 12, 2020
Q2 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.59K+ 22.82% |
$244K - $256K
|
24.7K
$1.28M
|
|
|
Aug 12, 2020
Q2 2020
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.82KNew |
$203K - $213K
|
3.82K
$198K
|
|
|
Jul 14, 2020
Q2 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.8KNew |
$202K - $212K
|
3.8K
$197K
|
|
|
Jul 17, 2020
Q2 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.78K+ 14.03% |
$201K - $211K
|
30.7K
$1.59M
|
|
|
Aug 14, 2020
Q2 2020
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.6KNew |
$192K - $201K
|
3.6K
$186K
|
|
|
Aug 10, 2020
Q2 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.59KNew |
$191K - $200K
|
3.59K
$186K
|
|
|
Jun 23, 2021
Q2 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.21K+ 11.24% |
$171K - $179K
|
31.7K
$1.64M
|
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.07K+ 17.59% |
$164K - $171K
|
20.5K
$1.06M
|
|
|
Jul 16, 2020
Q2 2020
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.76K+ 54.5% |
$147K - $154K
|
7.81K
$404K
|
|
|
Jul 29, 2020
Q2 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.6K+ 55.47% |
$138K - $145K
|
7.29K
$377K
|
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.58K+ 15.88% |
$137K - $144K
|
18.8K
$975K
|
|
|
Jul 20, 2020
Q2 2020
|
Patten Group, Inc.
|
BUY
|
- |
2.4K+ 14.57% |
$128K - $134K
|
18.9K
$977K
|
|
|
Aug 12, 2020
Q2 2020
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.96K+ 40.37% |
$104K - $109K
|
6.8K
$352K
|
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.7K+ 52.4% |
$90.5K - $94.8K
|
4.94K
$256K
|
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.54K+ 0.77% |
$82K - $86K
|
203K
$10.5M
|
|
|
Jul 17, 2020
Q2 2020
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.48K+ 13.28% |
$78.6K - $82.4K
|
12.6K
$652K
|
|
|
Aug 14, 2020
Q2 2020
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.33KNew |
$70.6K - $74K
|
1.33K
$68.7K
|
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
1.23K+ 2.02% |
$65.7K - $68.8K
|
62.4K
$3.23M
|
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
BUY
|
- |
1.05K+ 9.48% |
$56K - $58.7K
|
12.2K
$629K
|
|
|
Aug 12, 2020
Q2 2020
|
Coldstream Capital Management Inc
|
BUY
|
- |
899+ 21.47% |
$47.8K - $50.2K
|
5.09K
$263K
|
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
753+ 12.05% |
$40.1K - $42K
|
7K
$362K
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
615+ 2.87% |
$32.7K - $34.3K
|
22K
$1.14M
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
BUY
|
- |
545+ 68.13% |
$29K - $30.4K
|
1.35K
$69.6K
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
429+ 11.18% |
$22.8K - $23.9K
|
4.27K
$221K
|
|
|
Aug 04, 2020
Q2 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
300+ 22.26% |
$16K - $16.7K
|
1.65K
$85.3K
|
|
|
Aug 13, 2020
Q2 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
159New |
$8.46K - $8.87K
|
159
$8.23K
|
|
|
Aug 06, 2020
Q2 2020
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
70+ 0.41% |
$3.72K - $3.91K
|
17.2K
$892K
|