Purchases and Sales Made in Q3 2021 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 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
967+ 5.43% |
$54.5K - $55.2K
|
18.8K
$973K
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
957+ 23.06% |
$53.9K - $54.6K
|
5.11K
$264K
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
943+ 7.31% |
$53.2K - $53.8K
|
13.8K
$717K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
903+ 180.24% |
$50.9K - $51.6K
|
1.4K
$72.7K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
784+ 8.1% |
$44.2K - $44.8K
|
10.5K
$542K
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
744+ 7.16% |
$41.9K - $42.5K
|
11.1K
$577K
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
744+ 7.16% |
$41.9K - $42.5K
|
11.1K
$577K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
737+ 26.07% |
$41.5K - $42.1K
|
3.56K
$185K
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
726+ 15.62% |
$40.9K - $41.5K
|
5.38K
$278K
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
650+ 1.07% |
$36.6K - $37.1K
|
61.5K
$3.19M
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
628+ 1.24% |
$35.4K - $35.9K
|
51.2K
$2.65M
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
625+ 11.07% |
$35.2K - $35.7K
|
6.27K
$325K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
571+ 46.69% |
$32.2K - $32.6K
|
1.79K
$92.9K
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
526+ 1.54% |
$29.7K - $30K
|
34.8K
$1.8M
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
471New |
$26.6K - $26.9K
|
471
$24.4K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
420New |
$23.7K - $24K
|
420
$21.7K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
400New |
$22.5K - $22.8K
|
400
$20.7K
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
350+ 2.54% |
$19.7K - $20K
|
14.1K
$731K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
317+ 6.27% |
$17.9K - $18.1K
|
5.37K
$278K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
305New |
$17.2K - $17.4K
|
305
$15.8K
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
300+ 5.17% |
$16.9K - $17.1K
|
6.1K
$316K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
278+ 4.88% |
$15.7K - $15.9K
|
5.97K
$309K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
255+ 6.04% |
$14.4K - $14.6K
|
4.48K
$232K
|
|
Nov 15, 2022
Q3 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
114New |
$6.43K - $6.51K
|
114
$5.9K
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
101+ 2.52% |
$5.69K - $5.77K
|
4.11K
$213K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
21+ 0.39% |
$1.18K - $1.2K
|
5.37K
$278K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
14+ 0.2% |
$789 - $799
|
7.03K
$364K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.42% |
$395 - $400
|
1.68K
$87.1K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.06% |
$225 - $228
|
6.99K
$362K
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 0.05% |
$169 - $171
|
5.78K
$299K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11- 0.25% |
$620 - $628
|
4.44K
$230K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11- 0.25% |
$620 - $628
|
4.44K
$230K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13- 0.06% |
$733 - $742
|
22.9K
$1.18M
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-55- 22.45% |
$3.1K - $3.14K
|
190
$9.84K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-77- 0.74% |
$4.34K - $4.4K
|
10.3K
$532K
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-182- 0.88% |
$10.3K - $10.4K
|
20.5K
$1.06M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-346- 8.65% |
$19.5K - $19.8K
|
3.65K
$189K
|
|
Nov 01, 2021
Q3 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-489- 1.95% |
$27.6K - $27.9K
|
24.6K
$1.28M
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-523- 9.36% |
$29.5K - $29.9K
|
5.06K
$262K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-606- 0.29% |
$34.2K - $34.6K
|
211K
$10.9M
|
|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-636- 11.57% |
$35.9K - $36.3K
|
4.86K
$252K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-918- 10.45% |
$51.7K - $52.4K
|
7.86K
$407K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-960- 4.58% |
$54.1K - $54.8K
|
20K
$1.04M
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.08K- 7.37% |
$60.6K - $61.4K
|
13.5K
$699K
|
|
Nov 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.48K- 28.61% |
$83.6K - $84.7K
|
3.7K
$192K
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.63K- 13.09% |
$91.7K - $92.9K
|
10.8K
$559K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.02K- 2.8% |
$114K - $115K
|
70.2K
$3.64M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.15K- 6.93% |
$121K - $123K
|
28.9K
$1.49M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.41KClosed |
$136K - $138K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.61KClosed |
$147K - $149K
|
0
$0
|