Purchases and Sales Made in Q3 2024 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 2024. 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, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.3K- 2.1% |
$67.1K - $68.7K
|
60.3K
$3.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.31K- 10.62% |
$67.8K - $69.4K
|
11K
$571K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.34K- 2.73% |
$69.6K - $71.2K
|
47.8K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.45K- 2.32% |
$75.1K - $76.8K
|
61K
$3.16M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.49K- 2.75% |
$76.9K - $78.7K
|
52.6K
$2.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.81K- 25.9% |
$93.9K - $96.1K
|
5.19K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.26K- 4.13% |
$117K - $120K
|
52.4K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.55K- 3.71% |
$132K - $135K
|
66.2K
$3.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.78K- 14.26% |
$144K - $147K
|
16.7K
$866K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.85K- 23.23% |
$148K - $151K
|
9.43K
$488K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.54K- 33.88% |
$183K - $187K
|
6.9K
$357K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.63K- 1.55% |
$188K - $192K
|
231K
$11.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-4K- 2.54% |
$207K - $212K
|
154K
$7.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.21K- 51.8% |
$218K - $223K
|
3.92K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.44K- 7.6% |
$230K - $235K
|
54K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4.64K- 5.13% |
$240K - $246K
|
85.8K
$4.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4.89K- 6.22% |
$253K - $259K
|
73.8K
$3.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.91K- 3.18% |
$254K - $260K
|
150K
$7.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-4.94K- 0.59% |
$256K - $262K
|
831K
$43M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-5.27K- 21.46% |
$273K - $279K
|
19.3K
$1M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-6.99K- 8.69% |
$362K - $370K
|
73.4K
$3.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-8.72K- 21.88% |
$451K - $462K
|
31.1K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-8.74K- 5.11% |
$453K - $463K
|
162K
$8.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-10.4K- 8.29% |
$540K - $553K
|
115K
$5.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.8K- 26.72% |
$869K - $889K
|
46K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-18.3K- 89.78% |
$950K - $972K
|
2.09K
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-19.1K- 41.28% |
$991K - $1.01M
|
27.2K
$1.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-25.9K- 54.08% |
$1.34M - $1.37M
|
22K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-30.4K- 3.53% |
$1.57M - $1.61M
|
832K
$43.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-34.7K- 87.9% |
$1.8M - $1.84M
|
4.78K
$247K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-37K- 98.41% |
$1.92M - $1.96M
|
599
$31K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-58.1K- 15.36% |
$3.01M - $3.08M
|
320K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-75.9K- 13.97% |
$3.93M - $4.02M
|
467K
$24.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-80.2K- 15.5% |
$4.15M - $4.25M
|
437K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-132K- 22.99% |
$6.86M - $7.02M
|
444K
$23M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-174K- 45.08% |
$9.03M - $9.24M
|
212K
$11M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-350K- 24.84% |
$18.1M - $18.5M
|
1.06M
$54.8M
|