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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
768+ 2.3% |
$38.7K - $39.8K
|
34.2K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
659+ 13.02% |
$33.2K - $34.2K
|
5.72K
$301K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
640+ 8.05% |
$32.2K - $33.2K
|
8.59K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
627+ 3.66% |
$31.6K - $32.5K
|
17.8K
$934K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
623+ 1.1% |
$31.4K - $32.3K
|
57.2K
$3.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
612+ 12.06% |
$30.8K - $31.7K
|
5.69K
$299K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
591+ 9.95% |
$29.8K - $30.6K
|
6.53K
$343K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
554+ 0.39% |
$27.9K - $28.7K
|
144K
$7.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
531+ 3.73% |
$26.7K - $27.5K
|
14.8K
$776K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
511+ 3.16% |
$25.7K - $26.5K
|
16.7K
$878K
|
|
|
Aug 15, 2025
Q2 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
503New |
$25.3K - $26.1K
|
503
$26.4K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
445+ 2.53% |
$22.4K - $23.1K
|
18K
$946K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
425+ 1.17% |
$21.4K - $22K
|
36.9K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
391+ 3.35% |
$19.7K - $20.3K
|
12.1K
$635K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
380+ 3.3% |
$19.1K - $19.7K
|
11.9K
$626K
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
351+ 0.75% |
$17.7K - $18.2K
|
47.4K
$2.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
319+ 7.53% |
$16.1K - $16.5K
|
4.55K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
313+ 1.52% |
$15.8K - $16.2K
|
20.9K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
278+ 6.9% |
$14K - $14.4K
|
4.31K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
271+ 11.47% |
$13.6K - $14.1K
|
2.63K
$138K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
253New |
$12.7K - $13.1K
|
253
$13.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
239+ 0.27% |
$12K - $12.4K
|
89.1K
$4.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
231+ 0.72% |
$11.6K - $12K
|
32.2K
$1.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
221+ 1.01% |
$11.1K - $11.5K
|
22.1K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
205+ 0.6% |
$10.3K - $10.6K
|
34.2K
$1.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
195+ 1.53% |
$9.82K - $10.1K
|
12.9K
$680K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
188+ 4.33% |
$9.46K - $9.75K
|
4.53K
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
180+ 1.0% |
$9.06K - $9.33K
|
18.3K
$960K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
180+ 2.91% |
$9.06K - $9.33K
|
6.36K
$334K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
166+ 2.81% |
$8.36K - $8.61K
|
6.08K
$320K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
126+ 0.29% |
$6.34K - $6.53K
|
43.1K
$2.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
112+ 1.38% |
$5.64K - $5.81K
|
8.22K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
87+ 0.62% |
$4.38K - $4.51K
|
14K
$737K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
82+ 0.77% |
$4.13K - $4.25K
|
10.8K
$566K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
74New |
$3.73K - $3.84K
|
74
$3.89K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
72+ 1.7% |
$3.62K - $3.73K
|
4.31K
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
71+ 0.2% |
$3.57K - $3.68K
|
36.4K
$1.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
66+ 3.13% |
$3.32K - $3.42K
|
2.18K
$114K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
64+ 0.53% |
$3.22K - $3.32K
|
12.1K
$633K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
62+ 0.82% |
$3.12K - $3.22K
|
7.58K
$398K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
51+ 4.51% |
$2.57K - $2.64K
|
1.18K
$62.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
41+ 0.22% |
$2.06K - $2.13K
|
18.6K
$980K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
38+ 0.82% |
$1.91K - $1.97K
|
4.67K
$246K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
30+ 0.11% |
$1.51K - $1.56K
|
27.4K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
21+ 6.56% |
$1.06K - $1.09K
|
341
$17.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
19+ 0.43% |
$956 - $985
|
4.43K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12+ 0.87% |
$604 - $622
|
1.39K
$73.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
12+ 0.17% |
$604 - $622
|
7.1K
$373K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10New |
$503 - $519
|
10
$526
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
10+ 0.18% |
$503 - $519
|
5.53K
$291K
|