Purchases and Sales Made in Q3 2025 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 2025. 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 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
90.4KNew |
$4.6M - $4.73M
|
90.4K
$4.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
71.5K+ 34.93% |
$3.64M - $3.75M
|
276K
$14.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
40.9K+ 60.77% |
$2.08M - $2.14M
|
108K
$5.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
39.7K+ 169.67% |
$2.02M - $2.08M
|
63.1K
$3.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
39.4K+ 4.77% |
$2.01M - $2.06M
|
866K
$45.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
23.1K+ 34.49% |
$1.18M - $1.21M
|
90K
$4.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
18.7K+ 60.62% |
$953K - $981K
|
49.6K
$2.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
17.1KNew |
$872K - $897K
|
17.1K
$900K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16.8KNew |
$857K - $882K
|
16.8K
$885K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
15.8K+ 2.97% |
$806K - $829K
|
548K
$28.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
14.6K+ 42.64% |
$745K - $766K
|
48.9K
$2.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
12.2KNew |
$620K - $637K
|
12.2K
$640K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
11.6KNew |
$590K - $607K
|
11.6K
$610K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.6K+ 115.27% |
$588K - $605K
|
21.6K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
10.8KNew |
$550K - $566K
|
10.8K
$568K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
10.7K+ 88.41% |
$542K - $558K
|
22.7K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.74KNew |
$445K - $458K
|
8.74K
$459K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.14K+ 1.87% |
$414K - $426K
|
442K
$23.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
8.08K+ 22.14% |
$411K - $423K
|
44.5K
$2.34M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
7.54K+ 7.65% |
$384K - $395K
|
106K
$5.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
7.43K+ 4.65% |
$378K - $389K
|
167K
$8.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.42K+ 53.43% |
$377K - $388K
|
21.3K
$1.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
6.54KNew |
$333K - $342K
|
6.54K
$344K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.43K+ 18.83% |
$327K - $337K
|
40.6K
$2.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
6.26K+ 95.87% |
$319K - $328K
|
12.8K
$673K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
5.74KNew |
$292K - $301K
|
5.74K
$302K
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.11KNew |
$260K - $267K
|
5.11K
$268K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4K+ 9.31% |
$204K - $209K
|
47K
$2.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
3.92KNew |
$200K - $205K
|
3.92K
$206K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.9KNew |
$199K - $204K
|
3.9K
$205K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
3.51K+ 7.14% |
$179K - $184K
|
52.7K
$2.77M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.27K+ 28.69% |
$166K - $171K
|
14.7K
$771K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.09K+ 21.46% |
$157K - $162K
|
17.5K
$920K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.03KNew |
$154K - $159K
|
3.03K
$159K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.85K+ 6.49% |
$145K - $149K
|
46.7K
$2.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
2.67K+ 58.56% |
$136K - $140K
|
7.22K
$380K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.99K+ 15.28% |
$101K - $104K
|
15K
$790K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.99K+ 6.48% |
$101K - $104K
|
32.7K
$1.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.91K+ 16.18% |
$97.2K - $100K
|
13.7K
$721K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.83K+ 31.32% |
$93.1K - $95.8K
|
7.67K
$403K
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
1.8KNew |
$91.6K - $94.3K
|
1.8K
$94.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.64K+ 1.29% |
$83.2K - $85.6K
|
128K
$6.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.6K+ 8.99% |
$81.3K - $83.6K
|
19.4K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.5K+ 18.35% |
$76.3K - $78.5K
|
9.67K
$508K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.34K+ 13440.0% |
$68.4K - $70.4K
|
1.35K
$71.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
1.22K+ 9.2% |
$62.3K - $64.1K
|
14.5K
$764K
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.15K+ 5.81% |
$58.3K - $60K
|
20.9K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
662+ 11.38% |
$33.7K - $34.7K
|
6.48K
$341K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
634+ 11.21% |
$32.3K - $33.2K
|
6.29K
$331K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
597+ 2.49% |
$30.4K - $31.3K
|
24.6K
$1.29M
|