Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
263K+ 1626.14% |
$13.2M - $13.9M
|
279K
$14.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
169K+ 15.32% |
$8.45M - $8.88M
|
1.27M
$66.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
141KNew |
$7.09M - $7.45M
|
141K
$7.37M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
139K+ 297.88% |
$6.98M - $7.34M
|
186K
$9.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
139KNew |
$6.97M - $7.33M
|
139K
$7.24M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
112K+ 226.05% |
$5.61M - $5.9M
|
161K
$8.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
97K+ 19.11% |
$4.86M - $5.11M
|
605K
$31.5M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
86.2K+ 42.18% |
$4.32M - $4.54M
|
291K
$15.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.2K+ 18.33% |
$3.92M - $4.12M
|
505K
$26.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
67.8K+ 155.72% |
$3.4M - $3.57M
|
111K
$5.8M
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
57K+ 102.21% |
$2.86M - $3.01M
|
113K
$5.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.7K+ 8.62% |
$1.89M - $1.99M
|
476K
$24.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
36.3K+ 29.42% |
$1.82M - $1.91M
|
160K
$8.32M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
36.1K+ 8.37% |
$1.81M - $1.9M
|
468K
$24.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
33.4K+ 125.34% |
$1.68M - $1.76M
|
60.1K
$3.13M
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
26.4KNew |
$1.32M - $1.39M
|
26.4K
$1.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
25.5K+ 14.56% |
$1.28M - $1.34M
|
200K
$10.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25.4KNew |
$1.27M - $1.34M
|
25.4K
$1.32M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
25.3K+ 196.12% |
$1.27M - $1.33M
|
38.2K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.5K+ 61.77% |
$1.18M - $1.24M
|
61.5K
$3.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.7K+ 18.61% |
$1.14M - $1.19M
|
144K
$7.52M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.6K+ 49.32% |
$1.08M - $1.14M
|
65.3K
$3.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
21.1KNew |
$1.06M - $1.11M
|
21.1K
$1.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.3K+ 6.17% |
$1.02M - $1.07M
|
350K
$18.2M
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
19.5K+ 18.91% |
$975K - $1.03M
|
122K
$6.37M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18K+ 29.89% |
$902K - $948K
|
78.2K
$4.07M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
17.9K+ 29.87% |
$899K - $945K
|
78K
$4.06M
|
|
|
Nov 01, 2022
Q3 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
17.5K+ 36.46% |
$876K - $920K
|
65.4K
$3.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
16.5K+ 63.27% |
$828K - $870K
|
42.6K
$2.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.8K+ 95.58% |
$743K - $781K
|
30.3K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.4KNew |
$722K - $759K
|
14.4K
$750K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
12.6K+ 164.56% |
$629K - $662K
|
20.2K
$1.05M
|
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
12KNew |
$600K - $631K
|
12K
$623K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
10.3K+ 2.19% |
$516K - $542K
|
480K
$25M
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
9.49K+ 41.88% |
$475K - $500K
|
32.1K
$1.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8.97K+ 104.36% |
$450K - $473K
|
17.6K
$915K
|
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
7.95K+ 20.76% |
$398K - $419K
|
46.2K
$2.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
7.35KNew |
$368K - $387K
|
7.35K
$383K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.14K+ 13.19% |
$358K - $376K
|
61.2K
$3.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.93KNew |
$347K - $365K
|
6.93K
$361K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.9KNew |
$296K - $311K
|
5.9K
$307K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.46KNew |
$274K - $288K
|
5.46K
$284K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
5.26KNew |
$264K - $277K
|
5.26K
$274K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.26KNew |
$264K - $277K
|
5.26K
$274K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.15K+ 9.32% |
$258K - $271K
|
60.4K
$3.14M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.05KNew |
$253K - $266K
|
5.05K
$263K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
4.98KNew |
$249K - $262K
|
4.98K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.34KNew |
$218K - $229K
|
4.34K
$226K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4.32K+ 10.84% |
$216K - $228K
|
44.1K
$2.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.2KNew |
$211K - $221K
|
4.2K
$219K
|