Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
899KNew |
$44.5M - $47.7M
|
899K
$46.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
806K+ 3265.21% |
$39.9M - $42.8M
|
831K
$43.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
561K+ 57.6% |
$27.8M - $29.8M
|
1.54M
$79.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
325K+ 86.71% |
$16.1M - $17.3M
|
701K
$36.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
268K+ 1412.44% |
$13.3M - $14.2M
|
287K
$14.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
261K+ 60.54% |
$12.9M - $13.8M
|
692K
$35.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
260K+ 39.41% |
$12.8M - $13.8M
|
919K
$47.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
249K+ 95.63% |
$12.3M - $13.2M
|
509K
$26.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
243KNew |
$12M - $12.9M
|
243K
$12.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
242K+ 1383.7% |
$12M - $12.8M
|
260K
$13.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
232KNew |
$11.5M - $12.3M
|
232K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
222KNew |
$11M - $11.8M
|
222K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
207K+ 22.64% |
$10.3M - $11M
|
1.12M
$58.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
151K+ 13.81% |
$7.48M - $8.02M
|
1.25M
$64.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
137K+ 12.59% |
$6.79M - $7.28M
|
1.23M
$63.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
117KNew |
$5.81M - $6.23M
|
117K
$6.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
104KNew |
$5.16M - $5.53M
|
104K
$5.41M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
95.2K+ 6.61% |
$4.71M - $5.05M
|
1.54M
$79.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
94.1KNew |
$4.65M - $4.99M
|
94.1K
$4.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
79.4K+ 444.55% |
$3.93M - $4.21M
|
97.3K
$5.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
76.3KNew |
$3.78M - $4.05M
|
76.3K
$3.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
76.3K+ 22.48% |
$3.77M - $4.05M
|
416K
$21.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
75.2KNew |
$3.72M - $3.99M
|
75.2K
$3.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
69.9KNew |
$3.46M - $3.71M
|
69.9K
$3.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
65.4KNew |
$3.23M - $3.47M
|
65.4K
$3.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59.5K+ 27.51% |
$2.94M - $3.16M
|
276K
$14.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
52.9K+ 187.12% |
$2.62M - $2.81M
|
81.2K
$4.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
50.6KNew |
$2.5M - $2.68M
|
50.6K
$2.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
42.8K+ 20.17% |
$2.12M - $2.27M
|
255K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
39.8K+ 398.48% |
$1.97M - $2.11M
|
49.8K
$2.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
39.3KNew |
$1.94M - $2.09M
|
39.3K
$2.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
37.5KNew |
$1.85M - $1.99M
|
37.5K
$1.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
35.3K+ 62.77% |
$1.75M - $1.87M
|
91.6K
$4.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
34.2K+ 58.18% |
$1.69M - $1.81M
|
92.9K
$4.82M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
33.4K+ 48.81% |
$1.65M - $1.77M
|
102K
$5.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
31K+ 68.48% |
$1.53M - $1.64M
|
76.2K
$3.95M
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
29.4KNew |
$1.45M - $1.56M
|
29.4K
$1.52M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
26.2KNew |
$1.3M - $1.39M
|
26.2K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.5K+ 19.45% |
$1.11M - $1.19M
|
138K
$7.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
22.2KNew |
$1.1M - $1.18M
|
22.2K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
20.8K+ 35.17% |
$1.03M - $1.1M
|
79.8K
$4.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
20.1KNew |
$995K - $1.07M
|
20.1K
$1.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
19.9K+ 106.44% |
$984K - $1.05M
|
38.6K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.7K+ 19.43% |
$976K - $1.05M
|
121K
$6.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
19.7KNew |
$974K - $1.04M
|
19.7K
$1.02M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
18.8K+ 17.65% |
$930K - $997K
|
125K
$6.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
18.6KNew |
$919K - $985K
|
18.6K
$963K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
18.4KNew |
$908K - $973K
|
18.4K
$952K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
18.3K+ 5.2% |
$904K - $969K
|
370K
$19.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.2K+ 81.79% |
$900K - $965K
|
40.5K
$2.1M
|