Purchases and Sales Made in Q2 2023 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 2023. 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 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
204K+ 113.01% |
$10.5M - $10.8M
|
385K
$20M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
171K+ 26.33% |
$8.77M - $8.99M
|
820K
$42.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
62.8K+ 50.84% |
$3.22M - $3.3M
|
186K
$9.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.9K+ 36.42% |
$3.12M - $3.2M
|
228K
$11.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
54K+ 67.52% |
$2.77M - $2.84M
|
134K
$6.94M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
54K+ 21.65% |
$2.77M - $2.84M
|
303K
$15.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
51K+ 227.78% |
$2.62M - $2.68M
|
73.4K
$3.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
38.1K+ 96.9% |
$1.95M - $2M
|
77.3K
$4M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
33.1K+ 226.55% |
$1.7M - $1.74M
|
47.8K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
31.2K+ 5.4% |
$1.6M - $1.64M
|
610K
$31.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
26.4K+ 81.8% |
$1.36M - $1.39M
|
58.7K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.5K+ 47.37% |
$1.26M - $1.29M
|
76.3K
$3.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.8K+ 457.15% |
$1.22M - $1.25M
|
29K
$1.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
22.7KNew |
$1.16M - $1.19M
|
22.7K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.6K+ 9.93% |
$1.16M - $1.19M
|
251K
$13M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
21.9K+ 55.63% |
$1.12M - $1.15M
|
61.3K
$3.18M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21.7K+ 46.44% |
$1.11M - $1.14M
|
68.5K
$3.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.7K+ 361.44% |
$1.11M - $1.14M
|
27.7K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.7KNew |
$1.11M - $1.14M
|
21.7K
$1.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.5K+ 28.83% |
$1.1M - $1.13M
|
96.3K
$4.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.2K+ 2.37% |
$1.09M - $1.11M
|
916K
$47.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
19.9KNew |
$1.02M - $1.05M
|
19.9K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
17.8K+ 26.27% |
$911K - $934K
|
85.4K
$4.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.6K+ 26.86% |
$802K - $822K
|
73.8K
$3.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15K+ 1.55% |
$769K - $788K
|
985K
$51M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14.4K+ 62.39% |
$739K - $758K
|
37.5K
$1.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
12.2K+ 25.38% |
$625K - $641K
|
60.2K
$3.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10.8K+ 180.53% |
$554K - $568K
|
16.8K
$869K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
10.1KNew |
$516K - $529K
|
10.1K
$521K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.96K+ 6.04% |
$459K - $471K
|
157K
$8.14M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.7K+ 128.78% |
$395K - $405K
|
13.7K
$708K
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.52KNew |
$385K - $395K
|
7.52K
$389K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
7.06K+ 19.14% |
$362K - $371K
|
44K
$2.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
6.37K+ 11.36% |
$327K - $335K
|
62.5K
$3.23M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
6KNew |
$308K - $315K
|
6K
$311K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
5.64K+ 8.28% |
$289K - $297K
|
73.8K
$3.82M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
5.39KNew |
$276K - $283K
|
5.39K
$279K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.11K+ 4.54% |
$262K - $269K
|
118K
$6.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.96KNew |
$254K - $261K
|
4.96K
$257K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4.85KNew |
$249K - $255K
|
4.85K
$251K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.79K+ 4.13% |
$246K - $252K
|
121K
$6.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.59KNew |
$235K - $241K
|
4.59K
$237K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.26K+ 6.2% |
$218K - $224K
|
72.9K
$3.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Signify Wealth
|
BUY
|
- |
3.98K+ 6.4% |
$204K - $209K
|
66.2K
$3.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.97KNew |
$203K - $208K
|
3.97K
$205K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.87KNew |
$198K - $203K
|
3.87K
$200K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
3.71K+ 14.7% |
$190K - $195K
|
28.9K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
3.61KNew |
$185K - $190K
|
3.61K
$187K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.61K+ 93.3% |
$185K - $190K
|
7.47K
$387K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.61K+ 22.53% |
$185K - $190K
|
19.6K
$1.02M
|