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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.92K- 0.36% |
$94.7K - $102K
|
528K
$27.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.97K- 23.78% |
$97.3K - $104K
|
6.3K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.32K- 6.69% |
$115K - $123K
|
32.3K
$1.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-2.33K- 4.41% |
$115K - $123K
|
50.4K
$2.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.5K- 4.35% |
$124K - $133K
|
55K
$2.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.69K- 3.95% |
$133K - $142K
|
65.3K
$3.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.72K- 33.89% |
$134K - $144K
|
5.3K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.83K- 31.43% |
$140K - $150K
|
6.16K
$320K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.83K- 1.63% |
$140K - $150K
|
170K
$8.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-3.15K- 29.52% |
$156K - $167K
|
7.51K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.31K- 44.0% |
$164K - $176K
|
4.22K
$219K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.38K- 8.84% |
$167K - $179K
|
34.8K
$1.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-3.42K- 14.32% |
$169K - $181K
|
20.4K
$1.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.6K- 44.71% |
$178K - $191K
|
4.46K
$231K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3.66K- 8.94% |
$181K - $194K
|
37.2K
$1.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-3.88K- 44.27% |
$192K - $205K
|
4.88K
$253K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.33K- 28.75% |
$214K - $229K
|
10.7K
$556K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-4.42K- 9.62% |
$219K - $235K
|
41.6K
$2.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-4.54K- 14.61% |
$225K - $241K
|
26.5K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.29K- 18.86% |
$262K - $281K
|
22.8K
$1.18M
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-6.13K- 7.8% |
$303K - $325K
|
72.5K
$3.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.47K- 13.18% |
$419K - $449K
|
55.8K
$2.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-9.9K- 21.17% |
$490K - $525K
|
36.9K
$1.91M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-11.3K- 51.49% |
$558K - $599K
|
10.6K
$552K
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-13.3K- 66.64% |
$656K - $703K
|
6.64K
$344K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-14.8K- 34.24% |
$731K - $784K
|
28.4K
$1.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15K- 86.73% |
$742K - $795K
|
2.3K
$119K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-15.4K- 15.76% |
$761K - $816K
|
82.3K
$4.27M
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-17.6K- 44.16% |
$870K - $933K
|
22.2K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18K- 6.71% |
$889K - $954K
|
250K
$13M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.6K- 10.84% |
$1.12M - $1.2M
|
186K
$9.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-31.2K- 31.97% |
$1.54M - $1.66M
|
66.5K
$3.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-32K- 63.49% |
$1.58M - $1.7M
|
18.4K
$954K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-32.9K- 9.02% |
$1.63M - $1.74M
|
332K
$17.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-33.7K- 72.76% |
$1.67M - $1.79M
|
12.6K
$655K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-44.9K- 26.79% |
$2.22M - $2.38M
|
123K
$6.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-98.4K- 15.63% |
$4.86M - $5.22M
|
531K
$27.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-218K- 75.19% |
$10.8M - $11.6M
|
72K
$3.73M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-413K- 37.07% |
$20.4M - $21.9M
|
701K
$36.3M
|