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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.53K+ 63.22% |
$181K - $185K
|
9.1K
$468K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.08K+ 57.99% |
$158K - $162K
|
8.4K
$432K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.06K+ 3.74% |
$157K - $161K
|
84.8K
$4.36M
|
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2.92K+ 1.09% |
$150K - $153K
|
270K
$13.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.8K+ 31.82% |
$144K - $147K
|
11.6K
$597K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.66K+ 21.59% |
$136K - $140K
|
15K
$770K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.57K+ 4.5% |
$132K - $135K
|
59.6K
$3.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.44K+ 5.77% |
$125K - $128K
|
44.7K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.44K+ 5.77% |
$125K - $128K
|
44.7K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.29K+ 34.11% |
$118K - $120K
|
9.01K
$463K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.25K+ 3.76% |
$115K - $118K
|
62K
$3.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.04K+ 24.48% |
$104K - $107K
|
10.4K
$533K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.98K+ 27.87% |
$102K - $104K
|
9.1K
$468K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.72K+ 5.84% |
$88.4K - $90.6K
|
31.2K
$1.61M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.64K+ 3.5% |
$84.1K - $86.2K
|
48.5K
$2.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.51K+ 12.96% |
$77.5K - $79.4K
|
13.2K
$677K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.5K+ 30.0% |
$76.9K - $78.9K
|
6.5K
$334K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.43K+ 9.81% |
$73.5K - $75.4K
|
16.1K
$826K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.38K+ 44.94% |
$70.7K - $72.5K
|
4.44K
$229K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
1.3K+ 2.82% |
$66.6K - $68.3K
|
47.4K
$2.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.25K+ 7.42% |
$64.1K - $65.7K
|
18.1K
$930K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.21KNew |
$62.3K - $63.8K
|
1.21K
$62.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.16K+ 29.06% |
$59.7K - $61.2K
|
5.17K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.11K+ 12.77% |
$57.1K - $58.6K
|
9.84K
$506K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.06K+ 32.69% |
$54.6K - $55.9K
|
4.32K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1K+ 53.39% |
$51.3K - $52.6K
|
2.87K
$148K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
946+ 5.76% |
$48.5K - $49.7K
|
17.4K
$893K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
939+ 22.01% |
$48.2K - $49.4K
|
5.21K
$268K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
895+ 7.82% |
$45.9K - $47.1K
|
12.3K
$635K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
870+ 20.78% |
$44.6K - $45.7K
|
5.06K
$260K
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
801+ 1.12% |
$41.1K - $42.1K
|
72.2K
$3.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
750+ 1.75% |
$38.5K - $39.4K
|
43.7K
$2.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
747+ 50.61% |
$38.3K - $39.3K
|
2.22K
$114K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
746+ 4.77% |
$38.3K - $39.2K
|
16.4K
$842K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
730New |
$37.4K - $38.4K
|
730
$37.5K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
708New |
$36.3K - $37.2K
|
708
$36.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
665+ 1.95% |
$34.1K - $35K
|
34.8K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
660+ 1.17% |
$33.9K - $34.7K
|
57.1K
$2.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
642+ 17.31% |
$32.9K - $33.8K
|
4.35K
$224K
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
629+ 2.72% |
$32.3K - $33.1K
|
23.7K
$1.22M
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
629+ 2.72% |
$32.3K - $33.1K
|
23.7K
$1.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
589+ 4.8% |
$30.2K - $31K
|
12.9K
$662K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
510+ 0.99% |
$26.2K - $26.8K
|
51.9K
$2.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
385+ 0.76% |
$19.7K - $20.2K
|
51K
$2.62M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
368+ 3.63% |
$18.9K - $19.3K
|
10.5K
$541K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
360+ 0.69% |
$18.5K - $18.9K
|
52.3K
$2.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
315+ 1.26% |
$16.2K - $16.6K
|
25.3K
$1.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
271+ 2.84% |
$13.9K - $14.2K
|
9.81K
$504K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
259New |
$13.3K - $13.6K
|
259
$13.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
225+ 3.9% |
$11.5K - $11.8K
|
5.99K
$308K
|