Purchases and Sales Made in Q4 2024 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 2024. 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, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
91.4KNew |
$4.71M - $4.84M
|
91.4K
$4.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
39.6KNew |
$2.04M - $2.09M
|
39.6K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
26.7KNew |
$1.38M - $1.41M
|
26.7K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
24.8K+ 308.57% |
$1.28M - $1.31M
|
32.8K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
24.7KNew |
$1.27M - $1.31M
|
24.7K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
22.2KNew |
$1.15M - $1.18M
|
22.2K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20.5K+ 97.79% |
$1.06M - $1.08M
|
41.4K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.1K+ 109.08% |
$729K - $748K
|
27.1K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
11.9KNew |
$614K - $630K
|
11.9K
$617K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$608K - $623K
|
11.8K
$610K
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
9.3K+ 190.32% |
$480K - $492K
|
14.2K
$734K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.12K+ 7.75% |
$471K - $483K
|
127K
$6.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
8.41KNew |
$434K - $445K
|
8.41K
$435K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.17K+ 26.24% |
$421K - $432K
|
39.3K
$2.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
6.75KNew |
$348K - $357K
|
6.75K
$349K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
6.27K+ 3.68% |
$323K - $332K
|
177K
$9.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
4.32K+ 4.34% |
$223K - $229K
|
104K
$5.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.27K+ 43.66% |
$220K - $226K
|
14.1K
$727K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.01K+ 13.13% |
$207K - $212K
|
34.5K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.95K+ 12.98% |
$204K - $209K
|
34.3K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.83K+ 30.34% |
$198K - $203K
|
16.5K
$852K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.63K+ 82.94% |
$187K - $192K
|
8.01K
$415K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.22K+ 7.79% |
$166K - $170K
|
44.5K
$2.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.15K+ 19.15% |
$162K - $167K
|
19.6K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.01K+ 20.11% |
$155K - $159K
|
18K
$931K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.32K+ 20.89% |
$120K - $123K
|
13.4K
$694K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.92K+ 8.94% |
$99.1K - $102K
|
23.4K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.92KNew |
$98.8K - $101K
|
1.92K
$99.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
923+ 0.78% |
$47.6K - $48.8K
|
119K
$6.14M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
897+ 1.7% |
$46.3K - $47.5K
|
53.5K
$2.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
750+ 16.01% |
$38.7K - $39.7K
|
5.44K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
526+ 7.79% |
$27.1K - $27.8K
|
7.28K
$377K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
465+ 1.06% |
$24K - $24.6K
|
44.4K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
455+ 0.99% |
$23.5K - $24.1K
|
46.5K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
347+ 3.89% |
$17.9K - $18.4K
|
9.27K
$480K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
263+ 1.13% |
$13.6K - $13.9K
|
23.5K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
222+ 1.09% |
$11.5K - $11.7K
|
20.6K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
101+ 2.59% |
$5.21K - $5.34K
|
4K
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$258 - $265
|
8.83K
$457K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-19- 0.35% |
$980 - $1.01K
|
5.48K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-133- 0.61% |
$6.86K - $7.04K
|
21.8K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-147- 0.82% |
$7.58K - $7.78K
|
17.8K
$920K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-305- 1.74% |
$15.7K - $16.1K
|
17.2K
$891K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-388- 2.18% |
$20K - $20.5K
|
17.4K
$901K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-405- 0.25% |
$20.9K - $21.4K
|
161K
$8.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-427- 6.46% |
$22K - $22.6K
|
6.18K
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-686- 11.02% |
$35.4K - $36.3K
|
5.54K
$287K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-730- 2.43% |
$37.7K - $38.6K
|
29.3K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-786- 0.35% |
$40.5K - $41.6K
|
226K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.13K- 3.73% |
$58.3K - $59.8K
|
29.1K
$1.51M
|