Purchases and Sales Made in Q2 2025 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 2025. 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 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
20.1K+ 65.48% |
$1.01M - $1.04M
|
50.7K
$2.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19.7KNew |
$992K - $1.02M
|
19.7K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
19.6K+ 34.01% |
$984K - $1.01M
|
77K
$4.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19KNew |
$956K - $985K
|
19K
$999K
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
17.6KNew |
$884K - $910K
|
17.6K
$923K
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
16K+ 17.31% |
$803K - $828K
|
108K
$5.69M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
15.2K+ 44.75% |
$766K - $789K
|
49.2K
$2.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.5K+ 5.02% |
$729K - $751K
|
303K
$15.9M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14KNew |
$704K - $726K
|
14K
$736K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 33.35% |
$702K - $723K
|
55.7K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.6KNew |
$686K - $706K
|
13.6K
$716K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6KNew |
$684K - $704K
|
13.6K
$714K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.8K+ 15.03% |
$645K - $664K
|
98K
$5.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
12.7K+ 162.4% |
$641K - $661K
|
20.6K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
12.4K+ 4.1% |
$625K - $644K
|
315K
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.8KNew |
$595K - $613K
|
11.8K
$621K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
11.4KNew |
$572K - $589K
|
11.4K
$597K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
11K+ 8.38% |
$552K - $568K
|
142K
$7.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10KNew |
$504K - $520K
|
10K
$527K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
9.95KNew |
$501K - $516K
|
9.95K
$523K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.86K+ 147.43% |
$496K - $511K
|
16.5K
$870K
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
BUY
|
- |
9.6K+ 22.51% |
$483K - $498K
|
52.3K
$2.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
9.16K+ 17.65% |
$461K - $475K
|
61.1K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.12K+ 85.67% |
$459K - $473K
|
19.8K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.92K+ 27.64% |
$449K - $463K
|
41.2K
$2.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
8.83KNew |
$445K - $458K
|
8.83K
$464K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
8.69K+ 11.7% |
$437K - $451K
|
83K
$4.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8.4K+ 11.58% |
$423K - $436K
|
81K
$4.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
7.93KNew |
$399K - $411K
|
7.93K
$417K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.7KNew |
$388K - $399K
|
7.7K
$405K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.65K+ 16.7% |
$385K - $397K
|
53.5K
$2.81M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
7.37KNew |
$371K - $382K
|
7.37K
$387K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
7.33K+ 74.71% |
$369K - $380K
|
17.1K
$901K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
6.83KNew |
$344K - $354K
|
6.83K
$359K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.8KNew |
$342K - $353K
|
6.8K
$357K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.75KNew |
$340K - $350K
|
6.75K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.54KNew |
$329K - $339K
|
6.54K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
6.52KNew |
$328K - $338K
|
6.52K
$343K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.34K+ 41.33% |
$319K - $329K
|
21.7K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
6.17KNew |
$311K - $320K
|
6.17K
$325K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6.11K+ 11.93% |
$308K - $317K
|
57.4K
$3.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
6.03K+ 70.71% |
$303K - $312K
|
14.5K
$765K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.69K+ 332.44% |
$286K - $295K
|
7.4K
$389K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.62KNew |
$283K - $291K
|
5.62K
$295K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.6K+ 40.97% |
$282K - $290K
|
19.3K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
5.56K+ 4.92% |
$280K - $288K
|
119K
$6.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
5.15K+ 9.81% |
$259K - $267K
|
57.7K
$3.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.12K+ 8.28% |
$258K - $266K
|
66.9K
$3.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.02K+ 12.14% |
$253K - $261K
|
46.4K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.65KNew |
$234K - $241K
|
4.65K
$244K
|