Purchases and Sales Made in Q3 2023 in Pimco ETF Tr Inter Mun Bd Acti (MUNI)

MUNI Quotes by TradingView

This table provides information about the institutional ownership of Pimco ETF Tr Inter Mun Bd Acti (MUNI) during Q3 2023. 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 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
248K
+ 88.39%
$12.4M - $12.9M
530K $27.5M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
218K
+ 138.72%
$10.9M - $11.3M
375K $19.5M
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
173K
New
$8.66M - $9M
173K $8.98M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
154K
+ 18.81%
$7.72M - $8.02M
974K $50.5M
Nov 06, 2023 Q3 2023
Xml Financial, LLC

BUY
 -
135K
+ 2503.11%
$6.76M - $7.02M
141K $7.29M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
111K
+ 11.26%
$5.55M - $5.77M
1.1M $56.8M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
82.3K
+ 61.41%
$4.12M - $4.28M
216K $11.2M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
80.4K
+ 157.72%
$4.02M - $4.18M
131K $6.81M
Oct 30, 2023 Q3 2023
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
58.8K
New
$2.94M - $3.05M
58.8K $3.05M
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

BUY
 -
53.7K
+ 122.23%
$2.69M - $2.79M
97.7K $5.07M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
48.2K
+ 7.89%
$2.41M - $2.51M
659K $34.2M
Oct 11, 2023 Q3 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
48.1K
+ 15.86%
$2.41M - $2.5M
351K $18.2M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
40.1K
+ 3.81%
$2.01M - $2.08M
1.09M $56.6M
Dec 04, 2023 Q3 2023
Austin Wealth Management, LLC

Austin, TX
BUY
 -
38.2K
New
$1.91M - $1.99M
38.2K $1.98M
Oct 10, 2023 Q3 2023
Arden Trust CO

BUY
 -
33.2K
+ 45.19%
$1.66M - $1.72M
107K $5.52M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
32K
+ 14.04%
$1.6M - $1.66M
260K $13.5M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
25.8K
+ 69.44%
$1.29M - $1.34M
63K $3.27M
Oct 16, 2023 Q3 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
24.7K
New
$1.23M - $1.28M
24.7K $1.28M
Oct 10, 2023 Q3 2023
Biltmore Wealth Management, LLC

BUY
 -
19.8K
+ 7.3%
$988K - $1.03M
290K $15M
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
19.6K
+ 3.22%
$982K - $1.02M
629K $32.6M
Oct 10, 2023 Q3 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
18.7K
New
$935K - $972K
18.7K $969K
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
17.1K
+ 6.83%
$857K - $890K
268K $13.9M
Oct 26, 2023 Q3 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
16.5K
New
$826K - $858K
16.5K $855K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
16K
New
$799K - $830K
16K $828K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
14.4K
+ 16.47%
$720K - $748K
102K $5.28M
Nov 07, 2023 Q3 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
14.2K
+ 394.35%
$713K - $741K
17.9K $926K
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
12.9K
+ 15.18%
$644K - $669K
97.7K $5.06M
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
12.1K
New
$607K - $630K
12.1K $629K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
11.7K
+ 59.5%
$584K - $606K
31.3K $1.62M
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
11.4K
+ 18.51%
$568K - $590K
72.7K $3.77M
Nov 07, 2023 Q3 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
10.4K
New
$521K - $541K
10.4K $540K
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
10K
+ 198.2%
$501K - $521K
15.1K $782K
Dec 06, 2023 Q3 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
9.79K
New
$490K - $509K
9.79K $508K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
8.47K
+ 29.26%
$424K - $440K
37.4K $1.94M
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
8.02K
New
$401K - $417K
8.02K $416K
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
7.98K
+ 2.41%
$399K - $415K
339K $17.6M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
7.6K
+ 9.95%
$380K - $395K
83.9K $4.35M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
7.53K
New
$377K - $391K
7.53K $390K
Oct 13, 2023 Q3 2023
Landmark Wealth Management, LLC

BUY
 -
7.31K
+ 55.95%
$366K - $380K
20.4K $1.06M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
7.21K
+ 157.25%
$361K - $375K
11.8K $612K
Oct 30, 2023 Q3 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
7.02K
+ 33.0%
$351K - $365K
28.3K $1.47M
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
6.63K
+ 39.46%
$332K - $344K
23.4K $1.21M
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
6.59K
New
$330K - $342K
6.59K $341K
Oct 17, 2023 Q3 2023
1900 Wealth Management LLC

BUY
 -
6.42K
New
$321K - $334K
6.42K $333K
Oct 12, 2023 Q3 2023
First International Bank & Trust

Watford City, ND
BUY
 -
6.37K
+ 8.82%
$319K - $331K
78.6K $4.08M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
6.31K
+ 10.74%
$316K - $328K
65.1K $3.37M
Oct 10, 2023 Q3 2023
Wbh Advisory Inc

BUY
 -
5.91K
New
$296K - $307K
5.91K $306K
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
5.89K
New
$294K - $306K
5.89K $305K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.35K
+ 5.55%
$268K - $278K
102K $5.27M

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