Purchases and Sales Made in Q4 2019 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 Q4 2019. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 14, 2021
Q4 2019
|
Cwm, LLC
|
BUY
|
- |
850KNew |
$46.6M - $47.2M
|
850K
$44.1M
|
|
|
Feb 24, 2020
Q4 2019
|
Steph & CO
|
BUY
|
- |
89.1KNew |
$4.88M - $4.95M
|
89.1K
$4.62M
|
|
|
Feb 06, 2020
Q4 2019
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
32.3KNew |
$1.77M - $1.8M
|
32.3K
$1.68M
|
|
|
Feb 13, 2020
Q4 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.8K+ 53.89% |
$1.69M - $1.71M
|
87.9K
$4.56M
|
|
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
25.6KNew |
$1.4M - $1.42M
|
25.6K
$1.33M
|
|
|
Feb 11, 2020
Q4 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.9K+ 135.9% |
$979K - $993K
|
31K
$1.61M
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Group Ag
|
BUY
|
- |
16.1K+ 4.31% |
$885K - $897K
|
391K
$20.3M
|
|
|
Feb 14, 2020
Q4 2019
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.9KNew |
$870K - $882K
|
15.9K
$823K
|
|
|
Feb 14, 2020
Q4 2019
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.3K+ 15.05% |
$786K - $797K
|
110K
$5.68M
|
|
|
Feb 14, 2020
Q4 2019
|
Truist Financial Corp
|
BUY
|
- |
11.7KNew |
$643K - $652K
|
11.7K
$609K
|
|
|
Feb 05, 2020
Q4 2019
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
9.53K+ 17.86% |
$522K - $530K
|
62.9K
$3.26M
|
|
|
Jan 16, 2020
Q4 2019
|
Hanson & Doremus Investment Management
|
BUY
|
- |
9.35KNew |
$512K - $519K
|
9.35K
$485K
|
|
|
Feb 12, 2020
Q4 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.31K+ 50.07% |
$510K - $517K
|
27.9K
$1.45M
|
|
|
Feb 06, 2020
Q4 2019
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.23K+ 8.06% |
$506K - $513K
|
124K
$6.41M
|
|
|
May 22, 2020
Q4 2019
|
Ethic Inc.
New York, NY |
BUY
|
- |
8.57K+ 111.89% |
$469K - $476K
|
16.2K
$841K
|
|
|
Feb 14, 2020
Q4 2019
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.42KNew |
$461K - $468K
|
8.42K
$437K
|
|
|
Feb 13, 2020
Q4 2019
|
Ethic Inc.
New York, NY |
BUY
|
- |
7.66KNew |
$420K - $425K
|
7.66K
$397K
|
|
|
Jan 14, 2020
Q4 2019
|
Patten Group, Inc.
|
BUY
|
- |
5.27K+ 46.87% |
$289K - $293K
|
16.5K
$856K
|
|
|
Feb 10, 2020
Q4 2019
|
Private Advisor Group, LLC
|
BUY
|
- |
5.08K+ 10.97% |
$278K - $282K
|
51.3K
$2.66M
|
|
|
Jan 24, 2020
Q4 2019
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.9KNew |
$269K - $272K
|
4.9K
$254K
|
|
|
Feb 13, 2020
Q4 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.73K+ 1718.18% |
$259K - $263K
|
5K
$259K
|
|
|
Feb 10, 2020
Q4 2019
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.5KNew |
$247K - $250K
|
4.5K
$233K
|
|
|
Jun 23, 2021
Q4 2019
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.91K+ 15.85% |
$214K - $217K
|
28.5K
$1.48M
|
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.86KNew |
$212K - $215K
|
3.86K
$200K
|
|
|
Feb 10, 2020
Q4 2019
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
3.8KNew |
$208K - $211K
|
3.8K
$197K
|
|
|
Feb 20, 2020
Q4 2019
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.79K+ 40.69% |
$208K - $211K
|
13.1K
$680K
|
|
|
Feb 18, 2020
Q4 2019
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.64KNew |
$200K - $202K
|
3.64K
$189K
|
|
|
Jan 23, 2020
Q4 2019
|
Avondale Wealth Management
|
BUY
|
- |
3.5K+ 42.68% |
$192K - $194K
|
11.7K
$607K
|
|
|
Feb 27, 2020
Q4 2019
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.1KNew |
$170K - $172K
|
3.1K
$161K
|
|
|
Feb 06, 2020
Q4 2019
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.9KNew |
$159K - $161K
|
2.9K
$150K
|
|
|
Mar 24, 2023
Q4 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.37K+ 46.97% |
$130K - $132K
|
7.43K
$385K
|
|
|
Feb 04, 2020
Q4 2019
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.29K+ 38.46% |
$125K - $127K
|
8.23K
$427K
|
|
|
Feb 27, 2020
Q4 2019
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.85KNew |
$101K - $103K
|
1.85K
$95.9K
|
|
|
Feb 05, 2020
Q4 2019
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.73K+ 4.33% |
$94.6K - $96K
|
41.6K
$2.16M
|
|
|
Feb 06, 2020
Q4 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.73K+ 208.84% |
$94.5K - $95.9K
|
2.55K
$132K
|
|
|
Feb 20, 2020
Q4 2019
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.7K+ 5.64% |
$93K - $94.3K
|
31.8K
$1.65M
|
|
|
Feb 14, 2020
Q4 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 1.0% |
$84.9K - $86.1K
|
156K
$8.09M
|
|
|
Feb 06, 2020
Q4 2019
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.25K+ 1.81% |
$68.5K - $69.5K
|
70.4K
$3.65M
|
|
|
Feb 06, 2020
Q4 2019
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.11K+ 21.86% |
$60.6K - $61.5K
|
6.17K
$320K
|
|
|
Jan 29, 2020
Q4 2019
|
Retirement Planning Group
|
BUY
|
- |
654+ 2.51% |
$35.8K - $36.3K
|
26.8K
$1.39M
|
|
|
Sep 07, 2021
Q4 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
650+ 25.22% |
$35.6K - $36.1K
|
3.23K
$167K
|
|
|
Jan 31, 2020
Q4 2019
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
501New |
$27.5K - $27.8K
|
501
$26K
|
|
|
Feb 13, 2020
Q4 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
404+ 6.9% |
$22.1K - $22.5K
|
6.26K
$325K
|
|
|
Jan 16, 2020
Q4 2019
|
Occidental Asset Management, LLC
|
BUY
|
- |
360+ 1.79% |
$19.7K - $20K
|
20.5K
$1.06M
|
|
|
Feb 10, 2020
Q4 2019
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
346+ 9.22% |
$19K - $19.2K
|
4.1K
$212K
|
|
|
Feb 12, 2020
Q4 2019
|
Prospera Financial Services Inc
|
BUY
|
- |
230+ 1.97% |
$12.6K - $12.8K
|
11.9K
$618K
|
|
|
Jan 23, 2020
Q4 2019
|
Davis R M Inc
Portland, ME |
BUY
|
- |
215+ 5.36% |
$11.8K - $11.9K
|
4.23K
$219K
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200New |
$11K - $11.1K
|
200
$10.4K
|
|
|
Feb 13, 2020
Q4 2019
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
152New |
$8.33K - $8.45K
|
152
$7.88K
|
|
|
Jan 21, 2020
Q4 2019
|
Janney Montgomery Scott LLC
|
BUY
|
- |
137+ 0.64% |
$7.51K - $7.61K
|
21.7K
$1.12M
|