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 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.75KClosed |
$267K - $271K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.16KClosed |
$290K - $294K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.19KClosed |
$292K - $295K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.9K- 5.03% |
$331K - $336K
|
111K
$5.77M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.38KClosed |
$358K - $363K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-8.92KClosed |
$501K - $507K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-11.4K- 3.58% |
$641K - $649K
|
307K
$15.9M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16.2K- 41.9% |
$910K - $923K
|
22.5K
$1.17M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.6K- 32.35% |
$988K - $1M
|
36.8K
$1.91M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.3K- 82.09% |
$1.03M - $1.04M
|
4K
$207K
|
|
|
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-19.5K- 80.78% |
$1.09M - $1.11M
|
4.63K
$240K
|
|
|
Jul 23, 2021
Q2 2021
|
Signify Wealth
|
SELL
|
- |
-26.7K- 5.89% |
$1.5M - $1.52M
|
426K
$22.1M
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-29.4K- 78.78% |
$1.65M - $1.68M
|
7.93K
$411K
|
|
|
Aug 02, 2021
Q2 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-29.7KClosed |
$1.67M - $1.69M
|
0
$0
|