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 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.07% |
$403 - $415
|
11.5K
$606K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
7+ 2.61% |
$352 - $363
|
275
$14.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$252 - $259
|
5
$263
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.74% |
$101 - $104
|
271
$14.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.9% |
$101 - $104
|
224
$11.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-15- 0.1% |
$755 - $778
|
14.9K
$781K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-50- 0.33% |
$2.52K - $2.59K
|
14.9K
$785K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-51- 3.18% |
$2.57K - $2.64K
|
1.55K
$81.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-53- 0.33% |
$2.67K - $2.75K
|
16.2K
$851K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-94- 0.89% |
$4.73K - $4.87K
|
10.5K
$553K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-123- 1.11% |
$6.19K - $6.38K
|
11K
$577K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-128- 2.16% |
$6.44K - $6.64K
|
5.81K
$305K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-167- 2.87% |
$8.41K - $8.66K
|
5.66K
$297K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-186- 1.21% |
$9.36K - $9.65K
|
15.2K
$801K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-195- 5.41% |
$9.82K - $10.1K
|
3.41K
$179K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-312- 1.06% |
$15.7K - $16.2K
|
29K
$1.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-389- 1.25% |
$19.6K - $20.2K
|
30.7K
$1.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-400- 1.15% |
$20.1K - $20.7K
|
34.5K
$1.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-430- 3.64% |
$21.6K - $22.3K
|
11.4K
$599K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-450- 8.67% |
$22.7K - $23.3K
|
4.74K
$249K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-548- 9.87% |
$27.6K - $28.4K
|
5K
$263K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-565- 8.15% |
$28.4K - $29.3K
|
6.37K
$335K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-646- 0.61% |
$32.5K - $33.5K
|
105K
$5.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-731- 0.54% |
$36.8K - $37.9K
|
134K
$7.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-800- 25.6% |
$40.3K - $41.5K
|
2.33K
$122K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-829- 0.42% |
$41.7K - $43K
|
196K
$10.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-860- 5.74% |
$43.3K - $44.6K
|
14.1K
$742K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-867- 9.31% |
$43.6K - $45K
|
8.44K
$444K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-908- 5.61% |
$45.7K - $47.1K
|
15.3K
$803K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-931- 2.81% |
$46.9K - $48.3K
|
32.2K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.05K- 3.35% |
$52.7K - $54.2K
|
30.2K
$1.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.07K- 12.81% |
$54K - $55.6K
|
7.3K
$384K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.26K- 50.38% |
$63.2K - $65.1K
|
1.24K
$65K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.31K- 3.3% |
$65.7K - $67.7K
|
38.3K
$2.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.31K- 15.02% |
$66K - $68K
|
7.42K
$390K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 11.51% |
$66.6K - $68.6K
|
10.2K
$535K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.37K- 5.78% |
$69.1K - $71.2K
|
22.4K
$1.18M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.38K- 19.12% |
$69.2K - $71.3K
|
5.82K
$306K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.38K- 3.56% |
$69.6K - $71.7K
|
37.5K
$1.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.48K- 18.68% |
$74.6K - $76.9K
|
6.45K
$339K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1.48K- 9.66% |
$74.7K - $77K
|
13.9K
$730K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.55K- 7.11% |
$78.2K - $80.5K
|
20.3K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.58K- 2.43% |
$79.3K - $81.7K
|
63.2K
$3.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.58K- 6.68% |
$79.4K - $81.8K
|
22K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.67K- 12.26% |
$84K - $86.6K
|
11.9K
$628K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.69K- 7.91% |
$85.3K - $87.9K
|
19.7K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.71K- 20.11% |
$86K - $88.6K
|
6.79K
$357K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-2.15K- 4.67% |
$108K - $111K
|
43.8K
$2.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.2K- 14.42% |
$111K - $114K
|
13K
$685K
|