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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
140New |
$7.79K - $7.93K
|
140
$7.2K
|
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
86+ 0.61% |
$4.79K - $4.87K
|
14.3K
$733K
|
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
64+ 10.72% |
$3.56K - $3.62K
|
661
$34K
|
|
|
Nov 06, 2020
Q3 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
38New |
$2.12K - $2.15K
|
38
$1.95K
|
|
|
Oct 16, 2020
Q3 2020
|
Darwin Advisors, LLC
|
BUY
|
- |
31+ 0.46% |
$1.73K - $1.76K
|
6.74K
$346K
|
|
|
Oct 07, 2020
Q3 2020
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
10+ 0.03% |
$557 - $566
|
31.6K
$1.63M
|
|
|
Nov 12, 2020
Q3 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 0.49% |
$445 - $453
|
1.66K
$85.1K
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5+ 0.02% |
$278 - $283
|
30.7K
$1.58M
|
|
|
Nov 16, 2020
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7- 0.18% |
$390 - $396
|
3.9K
$201K
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-148- 2.11% |
$8.24K - $8.38K
|
6.85K
$352K
|
|
|
Nov 18, 2020
Q3 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-260Closed |
$14.5K - $14.7K
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-279- 1.36% |
$15.5K - $15.8K
|
20.3K
$1.04M
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-291Closed |
$16.2K - $16.5K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-300- 18.2% |
$16.7K - $17K
|
1.35K
$69.3K
|
|
|
Nov 12, 2020
Q3 2020
|
Kingfisher Capital LLC
|
SELL
|
- |
-362- 1.99% |
$20.1K - $20.5K
|
17.9K
$918K
|
|
|
Nov 06, 2020
Q3 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-379- 1.56% |
$21.1K - $21.5K
|
24K
$1.23M
|
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-397- 0.2% |
$22.1K - $22.5K
|
202K
$10.4M
|
|
|
Nov 03, 2020
Q3 2020
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-445- 1.49% |
$24.8K - $25.2K
|
29.4K
$1.51M
|
|
|
Nov 12, 2020
Q3 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-625- 12.12% |
$34.8K - $35.4K
|
4.53K
$233K
|
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-737- 14.91% |
$41K - $41.7K
|
4.21K
$216K
|
|
|
Nov 12, 2020
Q3 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-889- 12.2% |
$49.5K - $50.4K
|
6.4K
$329K
|
|
|
Nov 09, 2020
Q3 2020
|
Sunesis Advisors, LLC
|
SELL
|
- |
-1.07K- 2.55% |
$59.5K - $60.5K
|
40.8K
$2.1M
|
|
|
Oct 14, 2020
Q3 2020
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.29K- 7.51% |
$72K - $73.3K
|
15.9K
$819K
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.33KClosed |
$73.9K - $75.2K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.98K- 12.21% |
$110K - $112K
|
14.2K
$731K
|
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.13K- 45.55% |
$118K - $120K
|
2.54K
$131K
|
|
|
Oct 21, 2020
Q3 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.25K- 28.81% |
$125K - $127K
|
5.56K
$286K
|
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.27K- 21.23% |
$127K - $129K
|
8.44K
$434K
|
|
|
Jan 02, 2024
Q3 2020
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.33K- 18.73% |
$130K - $132K
|
10.1K
$519K
|
|
|
Nov 05, 2020
Q3 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.38K- 12.45% |
$133K - $135K
|
16.8K
$862K
|
|
|
Nov 13, 2020
Q3 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.8KClosed |
$156K - $159K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.94K- 43.16% |
$163K - $166K
|
3.87K
$199K
|
|
|
Nov 04, 2020
Q3 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.77K- 51.12% |
$210K - $213K
|
3.6K
$185K
|
|
|
Nov 13, 2020
Q3 2020
|
Adviser Investments LLC
|
SELL
|
- |
-3.8K- 9.34% |
$211K - $215K
|
36.9K
$1.9M
|
|
|
Nov 16, 2020
Q3 2020
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.09KClosed |
$283K - $288K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.04K- 6.9% |
$336K - $342K
|
81.5K
$4.19M
|
|
|
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.2KClosed |
$345K - $351K
|
0
$0
|
|
|
Dec 07, 2020
Q3 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-6.27KClosed |
$349K - $355K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-8.81K- 70.25% |
$490K - $499K
|
3.73K
$192K
|
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.3K- 31.02% |
$854K - $869K
|
34.1K
$1.75M
|
|
|
Jun 23, 2021
Q3 2020
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-31.7KClosed |
$1.77M - $1.8M
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-478K- 56.29% |
$26.6M - $27.1M
|
372K
$19.1M
|