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
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
900+ 100.0% |
$50.3K - $51.1K
|
1.8K
$93.7K
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
716+ 5.02% |
$40K - $40.7K
|
15K
$780K
|
|
Jan 02, 2024
Q4 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
700+ 6.93% |
$39.1K - $39.8K
|
10.8K
$562K
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
580+ 11.48% |
$32.4K - $33K
|
5.63K
$293K
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
501New |
$28K - $28.5K
|
501
$26.1K
|
|
Jan 19, 2021
Q4 2020
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
500+ 1.09% |
$27.9K - $28.4K
|
46.6K
$2.42M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
390+ 5.69% |
$21.8K - $22.2K
|
7.24K
$377K
|
|
Jan 28, 2021
Q4 2020
|
Kingfisher Capital LLC
|
BUY
|
- |
171+ 0.96% |
$9.55K - $9.72K
|
18K
$938K
|
|
Jan 13, 2021
Q4 2020
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
163+ 4.48% |
$9.11K - $9.26K
|
3.8K
$198K
|
|
Feb 01, 2021
Q4 2020
|
Vicus Capital
State College, PA |
BUY
|
- |
79+ 1.74% |
$4.41K - $4.49K
|
4.61K
$240K
|
|
Feb 08, 2021
Q4 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
70+ 1.09% |
$3.91K - $3.98K
|
6.47K
$337K
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48+ 0.16% |
$2.68K - $2.73K
|
30.7K
$1.6M
|
|
Jan 27, 2023
Q4 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26+ 0.67% |
$1.45K - $1.48K
|
3.93K
$204K
|
|
Feb 16, 2021
Q4 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26+ 0.67% |
$1.45K - $1.48K
|
3.93K
$204K
|
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
24+ 0.45% |
$1.34K - $1.36K
|
5.3K
$276K
|
|
Feb 01, 2021
Q4 2020
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
20+ 0.1% |
$1.12K - $1.14K
|
20.9K
$1.09M
|
|
Feb 16, 2021
Q4 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.42% |
$391 - $398
|
1.66K
$86.5K
|
|
Feb 03, 2021
Q4 2020
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7- 0.52% |
$391 - $398
|
1.34K
$69.8K
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-133- 0.58% |
$7.43K - $7.56K
|
22.8K
$1.19M
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-182- 27.53% |
$10.2K - $10.3K
|
479
$24.9K
|
|
Feb 12, 2021
Q4 2020
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-304- 1.04% |
$17K - $17.3K
|
29.1K
$1.51M
|
|
Jan 29, 2021
Q4 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-352Closed |
$19.7K - $20K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-380- 6.83% |
$21.2K - $21.6K
|
5.18K
$270K
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-404- 7.3% |
$22.6K - $23K
|
5.13K
$267K
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-553- 3.49% |
$30.9K - $31.4K
|
15.3K
$797K
|
|
Feb 02, 2021
Q4 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-650- 3.88% |
$36.3K - $36.9K
|
16.1K
$839K
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-828- 4.2% |
$46.3K - $47K
|
18.9K
$983K
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.19K- 1.45% |
$66.2K - $67.3K
|
80.3K
$4.18M
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.19K- 3.5% |
$66.7K - $67.8K
|
32.9K
$1.71M
|
|
Jan 25, 2021
Q4 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-1.43K- 5.96% |
$79.8K - $81.2K
|
22.5K
$1.17M
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.3K- 90.25% |
$128K - $130K
|
248
$12.9K
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.33K- 23.4% |
$186K - $189K
|
10.9K
$567K
|
|
Feb 08, 2021
Q4 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3.46K- 5.13% |
$193K - $196K
|
64K
$3.33M
|
|
Jan 26, 2021
Q4 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4.12K- 13.03% |
$230K - $234K
|
27.5K
$1.43M
|
|
Feb 16, 2021
Q4 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.27KClosed |
$239K - $243K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-4.59K- 18.58% |
$257K - $261K
|
20.1K
$1.05M
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.44K- 26.03% |
$304K - $309K
|
15.5K
$805K
|
|
Feb 12, 2021
Q4 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-5.57KClosed |
$311K - $316K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.74KClosed |
$376K - $383K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.44KClosed |
$471K - $479K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.1KClosed |
$565K - $575K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Cooper Financial Group
|
SELL
|
- |
-11.2KClosed |
$627K - $638K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-14.4K- 52.63% |
$806K - $820K
|
13K
$676K
|
|
Feb 16, 2021
Q4 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-14.7K- 10.05% |
$821K - $835K
|
132K
$6.85M
|
|
Jan 29, 2021
Q4 2020
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-15.9KClosed |
$890K - $905K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Ethic Inc.
New York, NY |
SELL
|
- |
-16.5KClosed |
$922K - $938K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-44KClosed |
$2.46M - $2.5M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
SELL
|
- |
-44.4K- 13.06% |
$2.48M - $2.52M
|
295K
$15.4M
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
- |
-189K- 22.24% |
$10.6M - $10.7M
|
661K
$34.4M
|