Purchases and Sales Made in Q3 2023 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 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 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.26K- 43.62% |
$163K - $169K
|
4.21K
$218K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.49K- 5.86% |
$175K - $181K
|
56.1K
$2.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.63K- 39.86% |
$182K - $189K
|
5.47K
$283K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-4.19K- 8.85% |
$210K - $218K
|
43.2K
$2.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.26K- 19.77% |
$213K - $221K
|
17.3K
$895K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4.51K- 9.88% |
$226K - $234K
|
41.1K
$2.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.76K- 34.84% |
$238K - $248K
|
8.91K
$461K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-5K- 8.89% |
$250K - $260K
|
51.2K
$2.65M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.02K- 25.02% |
$251K - $261K
|
15.1K
$779K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-6.45K- 26.93% |
$323K - $335K
|
17.5K
$906K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.59K- 37.63% |
$330K - $343K
|
10.9K
$566K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.29K- 6.44% |
$365K - $379K
|
106K
$5.48M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.19K- 79.03% |
$410K - $426K
|
2.17K
$112K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-8.78K- 10.29% |
$439K - $456K
|
76.6K
$3.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.93K- 29.52% |
$447K - $464K
|
21.3K
$1.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.1K- 2.29% |
$506K - $526K
|
431K
$22.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-11.4K- 5.09% |
$570K - $592K
|
212K
$11M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-13.3K- 19.42% |
$666K - $691K
|
55.2K
$2.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-14.2K- 23.61% |
$711K - $739K
|
46K
$2.38M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.7K- 12.97% |
$784K - $814K
|
105K
$5.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-17K- 60.16% |
$853K - $886K
|
11.3K
$584K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-17.3K- 49.61% |
$863K - $897K
|
17.5K
$907K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-17.5K- 23.72% |
$876K - $910K
|
56.3K
$2.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.9K- 10.16% |
$948K - $984K
|
168K
$8.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-20.6K- 81.39% |
$1.03M - $1.07M
|
4.71K
$244K
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-23.1K- 34.87% |
$1.16M - $1.2M
|
43.1K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-23.5K- 81.06% |
$1.17M - $1.22M
|
5.49K
$284K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-26.5K- 70.6% |
$1.33M - $1.38M
|
11K
$571K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-28.5K- 29.43% |
$1.43M - $1.48M
|
68.4K
$3.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-60.6K- 82.07% |
$3.03M - $3.15M
|
13.2K
$686K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-64.7K- 83.64% |
$3.24M - $3.36M
|
12.7K
$655K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-96.2K- 83.5% |
$4.81M - $5M
|
19K
$984K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-177K- 45.95% |
$8.86M - $9.21M
|
208K
$10.8M
|