Purchases and Sales Made in Q2 2024 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 2024. 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 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.41K+ 3.18% |
$72.5K - $73.6K
|
45.7K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.39K+ 4.62% |
$71.6K - $72.6K
|
31.4K
$1.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.3K+ 14.6% |
$67K - $68K
|
10.2K
$528K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.27K+ 3.5% |
$65.6K - $66.5K
|
37.6K
$1.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1.06K+ 27.71% |
$54.5K - $55.3K
|
4.87K
$252K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.04K+ 1.96% |
$53.6K - $54.4K
|
54.1K
$2.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.03K+ 7.95% |
$53.3K - $54.1K
|
14K
$727K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.01K+ 2.85% |
$52.2K - $52.9K
|
36.5K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.01K+ 1.17% |
$52.1K - $52.8K
|
87.2K
$4.52M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
1.01K+ 0.76% |
$52K - $52.8K
|
133K
$6.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1K+ 2.01% |
$51.7K - $52.4K
|
50.8K
$2.63M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1KNew |
$51.6K - $52.3K
|
1K
$51.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
910+ 17.16% |
$46.9K - $47.6K
|
6.21K
$322K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
893+ 4.69% |
$46K - $46.7K
|
19.9K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
814+ 9.1% |
$42K - $42.6K
|
9.76K
$505K
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
800+ 1.11% |
$41.2K - $41.8K
|
72.8K
$3.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
783+ 1.79% |
$40.4K - $40.9K
|
44.5K
$2.31M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
764+ 9.54% |
$39.4K - $39.9K
|
8.77K
$454K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
752+ 12.63% |
$38.8K - $39.3K
|
6.71K
$347K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
666+ 10.63% |
$34.3K - $34.8K
|
6.93K
$359K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
665+ 3.88% |
$34.3K - $34.8K
|
17.8K
$921K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
498+ 182.42% |
$25.7K - $26K
|
771
$39.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
471+ 5.76% |
$24.3K - $24.6K
|
8.64K
$448K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
450New |
$23.2K - $23.5K
|
450
$23.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
437New |
$22.5K - $22.9K
|
437
$22.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
375New |
$19.3K - $19.6K
|
375
$19.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
357+ 1.24% |
$18.4K - $18.7K
|
29.2K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
345+ 22.42% |
$17.8K - $18K
|
1.88K
$97.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
300+ 15000.0% |
$15.5K - $15.7K
|
302
$15.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
290+ 2.69% |
$14.9K - $15.2K
|
11.1K
$573K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
261+ 1.81% |
$13.5K - $13.6K
|
14.7K
$760K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
236+ 1.17% |
$12.2K - $12.3K
|
20.4K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
222+ 5.02% |
$11.4K - $11.6K
|
4.64K
$240K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
222+ 0.83% |
$11.4K - $11.6K
|
26.9K
$1.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
209+ 0.41% |
$10.8K - $10.9K
|
50.8K
$2.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
192+ 4.09% |
$9.9K - $10K
|
4.89K
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
184+ 1.41% |
$9.49K - $9.62K
|
13.3K
$686K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
155+ 0.81% |
$7.99K - $8.1K
|
19.3K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
155+ 2.42% |
$7.99K - $8.1K
|
6.55K
$339K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
143+ 0.81% |
$7.37K - $7.48K
|
17.8K
$923K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
94+ 0.46% |
$4.85K - $4.92K
|
20.6K
$1.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
91New |
$4.69K - $4.76K
|
91
$4.71K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
86+ 0.85% |
$4.43K - $4.5K
|
10.2K
$531K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
83+ 0.44% |
$4.28K - $4.34K
|
18.7K
$970K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
67+ 1.13% |
$3.45K - $3.5K
|
5.97K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
51+ 5.94% |
$2.63K - $2.67K
|
910
$47.1K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
47+ 0.22% |
$2.42K - $2.46K
|
21.3K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
38+ 4.8% |
$1.96K - $1.99K
|
830
$43K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
37+ 0.31% |
$1.91K - $1.93K
|
12.1K
$626K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
31+ 0.53% |
$1.6K - $1.62K
|
5.9K
$306K
|