Purchases and Sales Made in Q2 2021 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 2021. 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 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
671+ 14.85% |
$37.7K - $38.2K
|
5.19K
$269K
|
|
|
Aug 13, 2021
Q2 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
451+ 2.23% |
$25.3K - $25.7K
|
20.7K
$1.07M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
363+ 7.19% |
$20.4K - $20.7K
|
5.42K
$281K
|
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
358+ 8.74% |
$20.1K - $20.4K
|
4.46K
$231K
|
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
358+ 8.74% |
$20.1K - $20.4K
|
4.46K
$231K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
257+ 3.02% |
$14.4K - $14.6K
|
8.78K
$455K
|
|
|
Jul 15, 2021
Q2 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
245New |
$13.8K - $13.9K
|
245
$12.7K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
166+ 49.55% |
$9.32K - $9.45K
|
501
$26K
|
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
90+ 1.46% |
$5.05K - $5.12K
|
6.24K
$324K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
59+ 0.33% |
$3.31K - $3.36K
|
17.8K
$924K
|
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
42+ 1.06% |
$2.36K - $2.39K
|
4.01K
$208K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 6.04% |
$1.52K - $1.54K
|
474
$24.6K
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
21+ 0.39% |
$1.18K - $1.2K
|
5.34K
$277K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
18+ 0.43% |
$1.01K - $1.02K
|
4.23K
$219K
|
|
|
Aug 12, 2021
Q2 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16+ 0.28% |
$899 - $911
|
5.77K
$299K
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
15+ 0.21% |
$842 - $854
|
7.01K
$364K
|
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7+ 0.12% |
$393 - $398
|
5.65K
$293K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.36% |
$337 - $342
|
1.68K
$86.9K
|
|
|
Jul 26, 2021
Q2 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
6+ 0.04% |
$337 - $342
|
14.6K
$756K
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.5% |
$56.2 - $56.9
|
201
$10.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1+ 0.02% |
$56.2 - $56.9
|
5.69K
$295K
|
|
|
Jul 26, 2021
Q2 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4- 0.3% |
$225 - $228
|
1.34K
$69.3K
|
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-45- 0.66% |
$2.53K - $2.56K
|
6.81K
$353K
|
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-45- 0.96% |
$2.53K - $2.56K
|
4.65K
$241K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-100Closed |
$5.62K - $5.69K
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Adviser Investments LLC
|
SELL
|
- |
-105- 0.28% |
$5.9K - $5.98K
|
36.8K
$1.91M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-122- 0.48% |
$6.85K - $6.94K
|
25.1K
$1.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-155- 5.2% |
$8.7K - $8.82K
|
2.83K
$147K
|
|
|
Aug 10, 2021
Q2 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-176- 3.4% |
$9.88K - $10K
|
5K
$259K
|
|
|
Jul 26, 2021
Q2 2021
|
Orser Capital Management, LLC
|
SELL
|
- |
-180- 1.2% |
$10.1K - $10.2K
|
14.8K
$769K
|
|
|
Jul 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-189- 4.52% |
$10.6K - $10.8K
|
3.99K
$207K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-225- 4.35% |
$12.6K - $12.8K
|
4.95K
$257K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-484- 10.8% |
$27.2K - $27.5K
|
4K
$207K
|
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-600- 4.17% |
$33.7K - $34.2K
|
13.8K
$714K
|
|
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-614- 4.54% |
$34.5K - $34.9K
|
12.9K
$669K
|
|
|
Jul 20, 2021
Q2 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-826- 1.61% |
$46.4K - $47K
|
50.6K
$2.62M
|
|
|
Aug 10, 2021
Q2 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-983- 15.94% |
$55.2K - $56K
|
5.18K
$269K
|
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-991- 6.0% |
$55.7K - $56.4K
|
15.5K
$805K
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.45KClosed |
$81.4K - $82.5K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.56K- 72.92% |
$87.6K - $88.7K
|
579
$30K
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.68K- 9.94% |
$94.3K - $95.6K
|
15.2K
$789K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.82K- 15.79% |
$102K - $103K
|
9.68K
$502K
|
|
|
Jul 14, 2021
Q2 2021
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-2K- 4.29% |
$112K - $114K
|
44.6K
$2.31M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.02K- 1.98% |
$113K - $115K
|
100K
$5.2M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.14K- 8.57% |
$120K - $122K
|
22.9K
$1.19M
|
|
|
Aug 03, 2021
Q2 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.26K- 11.66% |
$127K - $129K
|
17.2K
$889K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.32K- 13.25% |
$187K - $189K
|
21.8K
$1.13M
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.32KClosed |
$187K - $189K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.82K- 19.15% |
$215K - $218K
|
16.1K
$837K
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3.83K- 5.92% |
$215K - $218K
|
60.9K
$3.16M
|