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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
BUY
|
- |
35+ 0.52% |
$1.86K - $1.95K
|
6.71K
$348K
|
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19+ 0.41% |
$1.01K - $1.06K
|
4.67K
$242K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19+ 0.33% |
$1.01K - $1.06K
|
5.74K
$298K
|
|
|
Aug 07, 2020
Q2 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9+ 0.55% |
$479 - $502
|
1.65K
$85.4K
|
|
|
Jul 07, 2020
Q2 2020
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9+ 0.18% |
$479 - $502
|
4.94K
$256K
|
|
|
Aug 06, 2020
Q2 2020
|
Retirement Planning Group
|
BUY
|
- |
6+ 0.02% |
$319 - $335
|
27.6K
$1.43M
|
|
|
Aug 03, 2020
Q2 2020
|
Vicus Capital
State College, PA |
BUY
|
- |
6+ 0.12% |
$319 - $335
|
5.16K
$267K
|
|
|
Jul 24, 2020
Q2 2020
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2+ 0.01% |
$106 - $112
|
29.8K
$1.55M
|
|
|
Aug 10, 2020
Q2 2020
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$106 - $112
|
6.27K
$325K
|
|
|
Aug 14, 2020
Q2 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-30- 0.26% |
$1.6K - $1.67K
|
11.5K
$599K
|
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-66- 9.95% |
$3.51K - $3.68K
|
597
$31K
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-100Closed |
$5.32K - $5.58K
|
0
$0
|
|
|
Aug 19, 2020
Q2 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-156- 1.85% |
$8.3K - $8.7K
|
8.28K
$429K
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-180- 0.82% |
$9.58K - $10K
|
21.7K
$1.13M
|
|
|
Jul 30, 2020
Q2 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-371- 6.33% |
$19.7K - $20.7K
|
5.49K
$285K
|
|
|
Jul 22, 2020
Q2 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-864- 4.32% |
$46K - $48.2K
|
19.1K
$992K
|
|
|
Aug 07, 2020
Q2 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.82K- 19.83% |
$97.1K - $102K
|
7.37K
$382K
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-2.73K- 10.06% |
$145K - $152K
|
24.4K
$1.26M
|
|
|
Jul 15, 2020
Q2 2020
|
Avondale Wealth Management
|
SELL
|
- |
-3.5K- 25.27% |
$186K - $195K
|
10.4K
$537K
|
|
|
Aug 12, 2020
Q2 2020
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.76K- 25.18% |
$200K - $210K
|
11.2K
$580K
|
|
|
Aug 12, 2020
Q2 2020
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-3.8KClosed |
$202K - $212K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.85KClosed |
$205K - $215K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.41K- 3.3% |
$234K - $246K
|
129K
$6.71M
|
|
|
Jul 21, 2020
Q2 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.14KClosed |
$274K - $287K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.43K- 22.75% |
$289K - $303K
|
18.4K
$956K
|
|
|
Aug 24, 2020
Q2 2020
|
Stephens Inc
|
SELL
|
- |
-6KClosed |
$319K - $335K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.17KClosed |
$328K - $344K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.53K- 11.34% |
$347K - $364K
|
51K
$2.65M
|
|
|
Aug 03, 2020
Q2 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-6.7K- 93.71% |
$357K - $374K
|
450
$23.3K
|
|
|
Feb 13, 2024
Q2 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.7K- 93.71% |
$357K - $374K
|
450
$23.3K
|
|
|
Aug 14, 2020
Q2 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.03KClosed |
$374K - $392K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Veracity Capital LLC
|
SELL
|
- |
-7.37KClosed |
$392K - $411K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.2KClosed |
$1.02M - $1.07M
|
0
$0
|
|
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-49.3KClosed |
$2.62M - $2.75M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Ubs Group Ag
|
SELL
|
- |
-75.9K- 19.67% |
$4.04M - $4.23M
|
310K
$16.1M
|
|
|
Jul 22, 2020
Q2 2020
|
Cwm, LLC
|
SELL
|
- |
-644K- 75.75% |
$34.3M - $35.9M
|
206K
$10.7M
|
|
|
Aug 14, 2020
Q2 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.61M- 95.92% |
$192M - $201M
|
153K
$7.96M
|