Purchases and Sales Made in Q4 2020 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 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2021
Q4 2020
|
Signify Wealth
|
BUY
|
- |
406KNew |
$22.7M - $23M
|
406K
$21M
|
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
189K+ 28.59% |
$10.6M - $10.7M
|
850K
$44M
|
|
|
Feb 11, 2021
Q4 2020
|
Compass Ion Advisors, LLC
|
BUY
|
- |
144K+ 302.51% |
$8.02M - $8.16M
|
191K
$9.89M
|
|
|
Feb 16, 2021
Q4 2020
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
80.3KNew |
$4.48M - $4.56M
|
80.3K
$4.16M
|
|
|
Feb 16, 2021
Q4 2020
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
58.8KNew |
$3.28M - $3.34M
|
58.8K
$3.04M
|
|
|
May 31, 2023
Q4 2020
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
46.9KNew |
$2.62M - $2.67M
|
46.9K
$2.43M
|
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23K+ 262.62% |
$1.28M - $1.3M
|
31.7K
$1.64M
|
|
|
Oct 28, 2021
Q4 2020
|
Innova Wealth Partners
|
BUY
|
- |
15.1KNew |
$846K - $860K
|
15.1K
$784K
|
|
|
Feb 02, 2021
Q4 2020
|
Orser Capital Management, LLC
|
BUY
|
- |
14.8KNew |
$824K - $839K
|
14.8K
$764K
|
|
|
Feb 02, 2021
Q4 2020
|
Patten Group, Inc.
|
BUY
|
- |
11.7K+ 44.29% |
$653K - $665K
|
38.1K
$1.97M
|
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.6K+ 9.3% |
$647K - $658K
|
136K
$7.05M
|
|
|
Jan 29, 2021
Q4 2020
|
Steph & CO
|
BUY
|
- |
10.8K+ 9.9% |
$605K - $615K
|
120K
$6.23M
|
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.6K+ 6.62% |
$593K - $603K
|
171K
$8.86M
|
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.6K+ 3.86% |
$591K - $602K
|
285K
$14.8M
|
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.5K+ 7531.43% |
$589K - $599K
|
10.7K
$553K
|
|
|
Feb 17, 2021
Q4 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.92KNew |
$554K - $564K
|
9.92K
$514K
|
|
|
Feb 12, 2021
Q4 2020
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
8.92KNew |
$498K - $507K
|
8.92K
$462K
|
|
|
Jan 28, 2021
Q4 2020
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
8.8KNew |
$491K - $500K
|
8.8K
$455K
|
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.62K+ 13.93% |
$481K - $490K
|
70.5K
$3.65M
|
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.57KNew |
$479K - $487K
|
8.57K
$444K
|
|
|
Jan 26, 2021
Q4 2020
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8.14K+ 41.26% |
$455K - $463K
|
27.9K
$1.44M
|
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8KNew |
$447K - $454K
|
8K
$414K
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7.04KNew |
$393K - $400K
|
7.04K
$364K
|
|
|
Jan 13, 2021
Q4 2020
|
Davenport & CO LLC
|
BUY
|
- |
6.39KNew |
$357K - $363K
|
6.39K
$331K
|
|
|
Jan 29, 2021
Q4 2020
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.97KNew |
$334K - $339K
|
5.97K
$309K
|
|
|
Mar 09, 2021
Q4 2020
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.95KNew |
$333K - $338K
|
5.95K
$308K
|
|
|
Mar 01, 2021
Q4 2020
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.64KNew |
$315K - $320K
|
5.64K
$292K
|
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.01K+ 24.74% |
$280K - $285K
|
25.3K
$1.31M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.94K+ 109.76% |
$276K - $281K
|
9.44K
$489K
|
|
|
Jan 26, 2021
Q4 2020
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.5KNew |
$251K - $256K
|
4.5K
$233K
|
|
|
Jan 27, 2021
Q4 2020
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.47KNew |
$250K - $254K
|
4.47K
$231K
|
|
|
Feb 16, 2021
Q4 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.98KNew |
$222K - $226K
|
3.98K
$206K
|
|
|
Feb 16, 2021
Q4 2020
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.55KNew |
$198K - $202K
|
3.55K
$184K
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
3.38K+ 93.76% |
$189K - $192K
|
6.98K
$362K
|
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.31K+ 83.1% |
$185K - $188K
|
7.28K
$377K
|
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.3K+ 14.82% |
$184K - $187K
|
25.6K
$1.32M
|
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.57K+ 4.69% |
$143K - $146K
|
57.3K
$2.97M
|
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.51K+ 1.95% |
$140K - $142K
|
131K
$6.78M
|
|
|
Feb 04, 2021
Q4 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.46K+ 20.02% |
$137K - $140K
|
14.7K
$762K
|
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.51K+ 34.79% |
$84.1K - $85.5K
|
5.83K
$302K
|
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
1.4K+ 2.18% |
$78.1K - $79.4K
|
65.4K
$3.39M
|
|
|
Feb 01, 2021
Q4 2020
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.39K+ 8.61% |
$77.6K - $79K
|
17.5K
$908K
|
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.31K+ 1.26% |
$73.3K - $74.5K
|
105K
$5.45M
|
|
|
Jan 27, 2021
Q4 2020
|
Retirement Planning Group
|
BUY
|
- |
1.31K+ 4.64% |
$73.3K - $74.5K
|
29.6K
$1.53M
|
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
1.3KNew |
$72.6K - $73.8K
|
1.3K
$67.3K
|
|
|
Feb 01, 2021
Q4 2020
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.26K+ 2.44% |
$70.1K - $71.3K
|
52.6K
$2.72M
|
|
|
Feb 10, 2021
Q4 2020
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.24K+ 14.64% |
$69.1K - $70.3K
|
9.69K
$502K
|
|
|
Feb 04, 2021
Q4 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.23K+ 2.3% |
$68.5K - $69.7K
|
54.6K
$2.82M
|
|
|
Feb 04, 2021
Q4 2020
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.12K+ 3.75% |
$62.5K - $63.5K
|
30.9K
$1.6M
|
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 0.54% |
$60.5K - $61.5K
|
203K
$10.5M
|