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 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
597+ 2.49% |
$30.4K - $31.3K
|
24.6K
$1.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
591+ 5.49% |
$30.1K - $31K
|
11.4K
$597K
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
376+ 4.74% |
$19.1K - $19.7K
|
8.31K
$437K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
371+ 0.35% |
$18.9K - $19.4K
|
105K
$5.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
328+ 5.93% |
$16.7K - $17.2K
|
5.86K
$308K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
292+ 6.45% |
$14.9K - $15.3K
|
4.82K
$253K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
81+ 1.53% |
$4.12K - $4.24K
|
5.37K
$282K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
80+ 0.69% |
$4.07K - $4.19K
|
11.6K
$611K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
73+ 1.06% |
$3.72K - $3.82K
|
6.97K
$366K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
BUY
|
- |
57+ 0.2% |
$2.9K - $2.99K
|
29K
$1.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
35+ 0.1% |
$1.78K - $1.83K
|
36.4K
$1.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
22+ 0.55% |
$1.12K - $1.15K
|
4.02K
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12+ 0.86% |
$611 - $628
|
1.41K
$73.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 0.49% |
$305 - $314
|
1.24K
$65.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-10- 0.12% |
$509 - $524
|
8.58K
$451K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-15- -0.0% |
$764 - $786
|
303K
$15.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-74- 0.53% |
$3.77K - $3.88K
|
13.9K
$729K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-120- 0.74% |
$6.11K - $6.28K
|
16.1K
$844K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-157- 0.27% |
$7.99K - $8.22K
|
57.2K
$3.01M
|
|
|
Oct 07, 2025
Q3 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-176- 0.31% |
$8.96K - $9.22K
|
57.3K
$3.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-242- 0.56% |
$12.3K - $12.7K
|
42.9K
$2.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-282- 1.46% |
$14.4K - $14.8K
|
19K
$997K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-416- 0.68% |
$21.2K - $21.8K
|
60.4K
$3.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-493- 3.39% |
$25.1K - $25.8K
|
14.1K
$739K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-712- 11.19% |
$36.2K - $37.3K
|
5.65K
$297K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-752- 11.81% |
$38.3K - $39.4K
|
5.61K
$295K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-957- 6.44% |
$48.7K - $50.1K
|
13.9K
$731K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-978- 5.91% |
$49.8K - $51.2K
|
15.6K
$818K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-1.12K- 2.14% |
$57K - $58.7K
|
51.2K
$2.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.6K- 7.28% |
$81.4K - $83.8K
|
20.4K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.94K- 26.52% |
$98.5K - $101K
|
5.36K
$282K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.23K- 11.73% |
$113K - $117K
|
16.8K
$881K
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-2.67K- 15.19% |
$136K - $140K
|
14.9K
$783K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.69K- 15.36% |
$137K - $141K
|
14.8K
$779K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.94K- 2.47% |
$150K - $154K
|
116K
$6.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.33K- 18.24% |
$170K - $174K
|
14.9K
$785K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-3.37K- 41.87% |
$172K - $177K
|
4.68K
$246K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.56K- 36.27% |
$181K - $186K
|
6.25K
$329K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-4.59K- 2.34% |
$233K - $240K
|
191K
$10.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.1K- 14.92% |
$260K - $267K
|
29.1K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-5.78K- 6.15% |
$294K - $303K
|
88.1K
$4.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 12.93% |
$546K - $562K
|
72.2K
$3.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.7K- 22.76% |
$646K - $664K
|
43K
$2.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-15K- 7.79% |
$764K - $786K
|
178K
$9.34M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-15.6K- 15.48% |
$794K - $817K
|
85.2K
$4.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-24.2K- 14.12% |
$1.23M - $1.27M
|
147K
$7.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-28.1K- 55.62% |
$1.43M - $1.47M
|
22.4K
$1.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-49.3K- 30.17% |
$2.51M - $2.58M
|
114K
$6M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-201K- 88.54% |
$10.2M - $10.5M
|
26K
$1.37M
|