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 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15+ 0.17% |
$773 - $784
|
8.81K
$456K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12+ 0.9% |
$619 - $627
|
1.35K
$69.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11+ 0.08% |
$567 - $575
|
13.4K
$695K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5New |
$258 - $261
|
5
$259
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.93% |
$103 - $105
|
217
$11.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1+ 0.01% |
$51.6 - $52.3
|
7.5K
$388K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.04% |
$51.6 - $52.3
|
2.75K
$142K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2- 0.01% |
$103 - $105
|
30.2K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-5- 3.11% |
$258 - $261
|
156
$8.08K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-40- 0.11% |
$2.06K - $2.09K
|
36.6K
$1.9M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-83- 0.98% |
$4.28K - $4.34K
|
8.37K
$433K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-90- 0.7% |
$4.64K - $4.71K
|
12.7K
$659K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-91- 0.22% |
$4.69K - $4.76K
|
41.5K
$2.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 18.18% |
$5.16K - $5.23K
|
450
$23.3K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-128- 1.03% |
$6.6K - $6.69K
|
12.3K
$636K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-130- 2.83% |
$6.7K - $6.8K
|
4.47K
$231K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-135- 0.44% |
$6.96K - $7.06K
|
30.3K
$1.57M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-148- 1.23% |
$7.63K - $7.74K
|
11.9K
$617K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-154- 7.02% |
$7.94K - $8.05K
|
2.04K
$106K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-158- 0.28% |
$8.14K - $8.26K
|
55.7K
$2.88M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-161- 1.94% |
$8.3K - $8.42K
|
8.12K
$421K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-221- 0.89% |
$11.4K - $11.6K
|
24.6K
$1.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-238- 1.46% |
$12.3K - $12.4K
|
16.1K
$833K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-255- 13.63% |
$13.1K - $13.3K
|
1.62K
$83.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-287- 3.64% |
$14.8K - $15K
|
7.6K
$394K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-317- 6.15% |
$16.3K - $16.6K
|
4.83K
$250K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-331- 4.14% |
$17.1K - $17.3K
|
7.67K
$397K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-352- 0.34% |
$18.1K - $18.4K
|
103K
$5.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-358- 7.17% |
$18.5K - $18.7K
|
4.64K
$240K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-404- 3.35% |
$20.8K - $21.1K
|
11.7K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-443- 7.65% |
$22.8K - $23.2K
|
5.35K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-516- 5.06% |
$26.6K - $27K
|
9.67K
$501K
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-665- 3.17% |
$34.3K - $34.8K
|
20.3K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-690- 8.8% |
$35.6K - $36.1K
|
7.16K
$370K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-705- 3.23% |
$36.3K - $36.9K
|
21.1K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-726- 1.36% |
$37.4K - $38K
|
52.7K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-763- 5.72% |
$39.3K - $39.9K
|
12.6K
$651K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-814- 10.3% |
$42K - $42.6K
|
7.09K
$367K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-991- 5.45% |
$51.1K - $51.8K
|
17.2K
$890K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-995- 2.78% |
$51.3K - $52K
|
34.9K
$1.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1K- 60.13% |
$51.6K - $52.3K
|
663
$34.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.19K- 14.67% |
$61.1K - $62K
|
6.89K
$357K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.26K- 2.7% |
$64.9K - $65.8K
|
45.4K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.31K- 2.07% |
$67.3K - $68.2K
|
61.8K
$3.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.34K- 6.99% |
$69.2K - $70.2K
|
17.9K
$924K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.4K- 3.71% |
$72.2K - $73.3K
|
36.4K
$1.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.51K- 2.36% |
$78K - $79.1K
|
62.5K
$3.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.63K- 3.84% |
$84.2K - $85.4K
|
40.9K
$2.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.71K- 27.53% |
$88.2K - $89.4K
|
4.5K
$233K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.81K- 50.28% |
$93.3K - $94.6K
|
1.79K
$92.7K
|