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 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.22K- 0.97% |
$112K - $115K
|
227K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.31K- 0.58% |
$116K - $120K
|
397K
$20.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-2.58K- 12.73% |
$130K - $134K
|
17.7K
$929K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.74K- 3.19% |
$138K - $142K
|
83.2K
$4.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.87K- 8.5% |
$145K - $149K
|
30.9K
$1.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.88K- 17.52% |
$145K - $150K
|
13.6K
$714K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3.07K- 6.14% |
$154K - $159K
|
46.9K
$2.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-3.13K- 11.06% |
$158K - $162K
|
25.2K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.26K- 36.3% |
$164K - $169K
|
5.72K
$301K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.36K- 13.34% |
$169K - $174K
|
21.8K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.41K- 11.14% |
$172K - $177K
|
27.2K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-3.54K- 20.25% |
$178K - $183K
|
13.9K
$733K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-3.9K- 21.46% |
$196K - $202K
|
14.3K
$751K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.05K- 12.66% |
$204K - $210K
|
27.9K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-4.05K- 15.29% |
$204K - $210K
|
22.4K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-4.3K- 16.63% |
$216K - $223K
|
21.5K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.31K- 9.64% |
$217K - $224K
|
40.4K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.66K- 24.2% |
$235K - $242K
|
14.6K
$767K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.09K- 4.76% |
$256K - $264K
|
102K
$5.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-6.26K- 14.65% |
$315K - $325K
|
36.5K
$1.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.3K- 38.46% |
$367K - $378K
|
11.7K
$614K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-8.44K- 32.12% |
$425K - $437K
|
17.8K
$937K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-8.55K- 0.91% |
$430K - $443K
|
926K
$48.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.8K- 27.31% |
$443K - $456K
|
23.4K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10.1K- 3.77% |
$510K - $526K
|
259K
$13.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11K- 5.07% |
$552K - $569K
|
206K
$10.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-11.1K- 12.35% |
$560K - $577K
|
79K
$4.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-12.1K- 49.21% |
$609K - $628K
|
12.5K
$657K
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-14K- 25.74% |
$705K - $727K
|
40.4K
$2.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-15.2K- 30.71% |
$765K - $789K
|
34.3K
$1.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-15.5K- 20.96% |
$778K - $802K
|
58.3K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.9K- 17.15% |
$902K - $929K
|
86.6K
$4.55M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-19K- 24.82% |
$955K - $984K
|
57.5K
$3.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-21.6K- 37.33% |
$1.09M - $1.12M
|
36.3K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-23.1K- 56.89% |
$1.16M - $1.2M
|
17.5K
$921K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-31.7K- 25.22% |
$1.59M - $1.64M
|
93.9K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-33.1K- 5.12% |
$1.66M - $1.71M
|
612K
$32.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-33.3K- 20.82% |
$1.68M - $1.73M
|
127K
$6.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-35.5K- 36.84% |
$1.78M - $1.84M
|
60.8K
$3.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-39.8K- 25.03% |
$2M - $2.06M
|
119K
$6.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-42K- 51.63% |
$2.12M - $2.18M
|
39.4K
$2.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-43.4K- 20.2% |
$2.18M - $2.25M
|
171K
$9.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
SELL
|
- |
-50.5K- 56.5% |
$2.54M - $2.62M
|
38.9K
$2.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-51.3K- 87.62% |
$2.58M - $2.66M
|
7.26K
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-54.3K- 71.89% |
$2.73M - $2.82M
|
21.2K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-56K- 45.74% |
$2.82M - $2.9M
|
66.4K
$3.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-67.9K- 57.32% |
$3.42M - $3.52M
|
50.6K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-88.4K- 21.25% |
$4.45M - $4.58M
|
327K
$17.2M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-116K- 51.62% |
$5.85M - $6.02M
|
109K
$5.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-133K- 20.02% |
$6.71M - $6.91M
|
532K
$28M
|