Purchases and Sales Made in Q3 2020 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 Q3 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
478K+ 128.76% |
$26.6M - $27.1M
|
850K
$43.7M
|
|
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
128KNew |
$7.15M - $7.28M
|
128K
$6.61M
|
|
|
Nov 03, 2020
Q3 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
44KNew |
$2.45M - $2.49M
|
44K
$2.26M
|
|
|
Nov 13, 2020
Q3 2020
|
Compass Ion Advisors, LLC
|
BUY
|
- |
37.7K+ 386.11% |
$2.1M - $2.13M
|
47.4K
$2.44M
|
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
30.1K+ 9.71% |
$1.67M - $1.7M
|
340K
$17.5M
|
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.3K+ 10.58% |
$1.46M - $1.49M
|
275K
$14.1M
|
|
|
Oct 27, 2020
Q3 2020
|
Steph & CO
|
BUY
|
- |
22.8K+ 26.34% |
$1.27M - $1.29M
|
109K
$5.63M
|
|
|
Oct 28, 2020
Q3 2020
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
20.9KNew |
$1.16M - $1.18M
|
20.9K
$1.07M
|
|
|
Dec 03, 2020
Q3 2020
|
Brinker Capital Investments, LLC
|
BUY
|
- |
16.9K+ 13.08% |
$941K - $958K
|
146K
$7.52M
|
|
|
Nov 16, 2020
Q3 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
15.9K+ 137.37% |
$883K - $898K
|
27.4K
$1.41M
|
|
|
Nov 12, 2020
Q3 2020
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
13.4K+ 180.11% |
$748K - $762K
|
20.9K
$1.08M
|
|
|
Oct 23, 2020
Q3 2020
|
Executive Wealth Management, LLC
|
BUY
|
- |
11.4K+ 61.59% |
$632K - $643K
|
29.8K
$1.53M
|
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1KNew |
$563K - $573K
|
10.1K
$521K
|
|
|
Oct 26, 2020
Q3 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.83K+ 22.6% |
$547K - $557K
|
53.3K
$2.74M
|
|
|
Oct 19, 2020
Q3 2020
|
Patten Group, Inc.
|
BUY
|
- |
7.53K+ 39.93% |
$419K - $427K
|
26.4K
$1.36M
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.04K+ 4.59% |
$392K - $399K
|
160K
$8.25M
|
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.77K+ 4.85% |
$321K - $327K
|
125K
$6.41M
|
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.54KNew |
$308K - $314K
|
5.54K
$285K
|
|
|
Oct 09, 2020
Q3 2020
|
Cooper Financial Group
|
BUY
|
- |
5.33K+ 90.37% |
$297K - $302K
|
11.2K
$578K
|
|
|
Oct 27, 2020
Q3 2020
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.32K+ 47.58% |
$296K - $301K
|
16.5K
$849K
|
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.28KNew |
$294K - $299K
|
5.28K
$271K
|
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.72K+ 9.42% |
$262K - $267K
|
54.8K
$2.82M
|
|
|
Nov 13, 2020
Q3 2020
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.64K+ 121.55% |
$258K - $263K
|
8.45K
$435K
|
|
|
Oct 27, 2020
Q3 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.33KNew |
$241K - $245K
|
4.33K
$222K
|
|
|
Nov 16, 2020
Q3 2020
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.27KNew |
$238K - $242K
|
4.27K
$220K
|
|
|
Oct 13, 2020
Q3 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.24K+ 7.36% |
$236K - $240K
|
61.9K
$3.18M
|
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.17K+ 4.18% |
$232K - $236K
|
104K
$5.34M
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.99K+ 48.22% |
$222K - $226K
|
12.3K
$631K
|
|
|
Jan 27, 2023
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.9KNew |
$217K - $221K
|
3.9K
$201K
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
3.72K+ 30.57% |
$207K - $210K
|
15.9K
$816K
|
|
|
Oct 13, 2020
Q3 2020
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.64KNew |
$202K - $206K
|
3.64K
$187K
|
|
|
Oct 19, 2020
Q3 2020
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.54K+ 28.09% |
$197K - $201K
|
16.1K
$830K
|
|
|
Nov 02, 2020
Q3 2020
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.49K+ 5.46% |
$194K - $198K
|
67.5K
$3.47M
|
|
|
Nov 12, 2020
Q3 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.18K+ 19.21% |
$177K - $180K
|
19.7K
$1.01M
|
|
|
Oct 16, 2020
Q3 2020
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
3.1K+ 7.21% |
$173K - $176K
|
46.1K
$2.37M
|
|
|
Nov 10, 2020
Q3 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.21K+ 33.89% |
$123K - $125K
|
8.74K
$449K
|
|
|
Oct 15, 2020
Q3 2020
|
Avondale Wealth Management
|
BUY
|
- |
2K+ 19.32% |
$111K - $113K
|
12.4K
$635K
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
1.56K+ 2.5% |
$86.9K - $88.4K
|
64K
$3.29M
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.19K+ 5.47% |
$66.2K - $67.3K
|
22.9K
$1.18M
|
|
|
Nov 13, 2020
Q3 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
890+ 16.21% |
$49.5K - $50.4K
|
6.38K
$328K
|
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
888+ 4.72% |
$49.4K - $50.3K
|
19.7K
$1.01M
|
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
750+ 23.24% |
$41.7K - $42.5K
|
3.98K
$205K
|
|
|
Oct 15, 2020
Q3 2020
|
Retirement Planning Group
|
BUY
|
- |
702+ 2.55% |
$39.1K - $39.8K
|
28.3K
$1.45M
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
634+ 12.55% |
$35.3K - $35.9K
|
5.69K
$292K
|
|
|
Nov 04, 2020
Q3 2020
|
Tortoise Investment Management, LLC
|
BUY
|
- |
530+ 10.79% |
$29.5K - $30K
|
5.44K
$280K
|
|
|
Oct 14, 2020
Q3 2020
|
Tfo Tdc, LLC
|
BUY
|
- |
352New |
$19.6K - $19.9K
|
352
$18.1K
|
|
|
Oct 19, 2020
Q3 2020
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
323+ 0.63% |
$18K - $18.3K
|
51.3K
$2.64M
|
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
288+ 181.13% |
$16K - $16.3K
|
447
$23K
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
251+ 5.88% |
$14K - $14.2K
|
4.52K
$232K
|
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
216+ 0.98% |
$12K - $12.2K
|
22.3K
$1.14M
|