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 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
630KNew |
$32.5M - $33.3M
|
630K
$32.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
135K+ 252.32% |
$6.94M - $7.12M
|
188K
$9.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
102K+ 470.86% |
$5.29M - $5.42M
|
124K
$6.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
91.4KNew |
$4.71M - $4.84M
|
91.4K
$4.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
43.9KNew |
$2.26M - $2.32M
|
43.9K
$2.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
39.6KNew |
$2.04M - $2.09M
|
39.6K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
26.7KNew |
$1.38M - $1.41M
|
26.7K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
24.8K+ 308.57% |
$1.28M - $1.31M
|
32.8K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
24.7KNew |
$1.27M - $1.31M
|
24.7K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
24.6K+ 21.04% |
$1.27M - $1.3M
|
141K
$7.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
24.3K+ 50.1% |
$1.25M - $1.29M
|
72.9K
$3.78M
|
|
|
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
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.2K+ 414.0% |
$836K - $858K
|
20.1K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.1K+ 109.08% |
$729K - $748K
|
27.1K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.8K+ 11.98% |
$714K - $732K
|
129K
$6.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
11.9KNew |
$614K - $630K
|
11.9K
$618K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$608K - $623K
|
11.8K
$612K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
11.8KNew |
$606K - $622K
|
11.8K
$610K
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
9.3K+ 190.32% |
$480K - $492K
|
14.2K
$736K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
9.23K+ 6.01% |
$476K - $488K
|
163K
$8.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.12K+ 7.75% |
$471K - $483K
|
127K
$6.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
8.41KNew |
$434K - $445K
|
8.41K
$436K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.19K+ 57.18% |
$423K - $433K
|
22.5K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.17K+ 26.24% |
$421K - $432K
|
39.3K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8.1K+ 13.44% |
$418K - $429K
|
68.4K
$3.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.8KNew |
$402K - $413K
|
7.8K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.12K+ 157.08% |
$367K - $377K
|
11.7K
$605K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
6.75KNew |
$348K - $357K
|
6.75K
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.43KNew |
$331K - $340K
|
6.43K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
6.27K+ 3.68% |
$323K - $332K
|
177K
$9.17M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.89KNew |
$304K - $311K
|
5.89K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
5.69KNew |
$293K - $301K
|
5.69K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
4.32K+ 4.34% |
$223K - $229K
|
104K
$5.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.27K+ 43.66% |
$220K - $226K
|
14.1K
$730K
|
|
|
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
$855K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.63K+ 82.94% |
$187K - $192K
|
8.01K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.63K+ 11.73% |
$187K - $192K
|
34.5K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.22K+ 7.79% |
$166K - $170K
|
44.5K
$2.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.15K+ 19.15% |
$162K - $167K
|
19.6K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.01K+ 20.11% |
$155K - $159K
|
18K
$934K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.49K+ 2.99% |
$129K - $132K
|
85.8K
$4.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.32K+ 20.89% |
$120K - $123K
|
13.4K
$697K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.08K+ 1.19% |
$107K - $110K
|
177K
$9.18M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.92K+ 8.94% |
$99.1K - $102K
|
23.4K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.92KNew |
$98.8K - $101K
|
1.92K
$99.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.9K+ 15.1% |
$98K - $101K
|
14.5K
$752K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.42K+ 8.87% |
$73.2K - $75.1K
|
17.4K
$904K
|