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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
83+ 0.72% |
$4.28K - $4.39K
|
11.6K
$603K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21+ 0.9% |
$1.08K - $1.11K
|
2.36K
$123K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 0.81% |
$567 - $582
|
1.37K
$71.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10+ 0.13% |
$516 - $529
|
7.6K
$396K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6+ 0.06% |
$309 - $317
|
9.73K
$506K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$258 - $265
|
8.83K
$459K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.92% |
$103 - $106
|
220
$11.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-19- 0.35% |
$980 - $1.01K
|
5.48K
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-63- 0.12% |
$3.25K - $3.33K
|
50.7K
$2.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-131- 0.18% |
$6.76K - $6.93K
|
73.7K
$3.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-133- 0.61% |
$6.86K - $7.04K
|
21.8K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-147- 0.82% |
$7.58K - $7.78K
|
17.8K
$924K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-219- 2.97% |
$11.3K - $11.6K
|
7.17K
$373K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-245- 2.82% |
$12.6K - $13K
|
8.44K
$439K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-305- 1.74% |
$15.7K - $16.1K
|
17.2K
$896K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-388- 2.18% |
$20K - $20.5K
|
17.4K
$905K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-405- 0.25% |
$20.9K - $21.4K
|
161K
$8.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-427- 6.46% |
$22K - $22.6K
|
6.18K
$321K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-428- 3.22% |
$22.1K - $22.6K
|
12.9K
$670K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-434- 1.21% |
$22.4K - $23K
|
35.5K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-686- 11.02% |
$35.4K - $36.3K
|
5.54K
$288K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-709- 10.45% |
$36.6K - $37.5K
|
6.08K
$316K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-730- 2.43% |
$37.7K - $38.6K
|
29.3K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-786- 0.35% |
$40.5K - $41.6K
|
226K
$11.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-851- 8.9% |
$43.9K - $45K
|
8.72K
$453K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-869- 11.57% |
$44.8K - $46K
|
6.64K
$345K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.13K- 3.73% |
$58.3K - $59.8K
|
29.1K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.32K- 18.77% |
$67.9K - $69.6K
|
5.69K
$296K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.36K- 4.5% |
$70.1K - $71.9K
|
28.8K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.39K- 2.27% |
$71.4K - $73.3K
|
59.6K
$3.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.72K- 2.0% |
$88.6K - $90.9K
|
84.1K
$4.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 1.98% |
$90.9K - $93.2K
|
87.4K
$4.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.77K- 3.7% |
$91.3K - $93.7K
|
46.1K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-2.01K- 5.75% |
$103K - $106K
|
32.9K
$1.71M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-2.05K- 2.79% |
$106K - $108K
|
71.4K
$3.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.16K- 11.16% |
$111K - $114K
|
17.2K
$892K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.51K- 46.85% |
$181K - $186K
|
3.99K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.78K- 1.01% |
$195K - $200K
|
369K
$19.2M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.59K- 95.29% |
$288K - $296K
|
276
$14.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.67K- 25.38% |
$293K - $300K
|
16.7K
$868K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-8.24K- 8.93% |
$425K - $436K
|
84K
$4.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-9.05K- 34.29% |
$467K - $479K
|
17.3K
$902K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-11K- 56.81% |
$570K - $584K
|
8.4K
$437K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-11.2K- 42.94% |
$578K - $593K
|
14.9K
$775K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-11.9K- 18.96% |
$612K - $628K
|
50.7K
$2.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13.5K- 74.9% |
$694K - $712K
|
4.51K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-13.9K- 6.02% |
$716K - $734K
|
217K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-15K- 15.01% |
$771K - $791K
|
84.7K
$4.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-19.2K- 65.52% |
$992K - $1.02M
|
10.1K
$526K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20K- 47.02% |
$1.03M - $1.06M
|
22.5K
$1.17M
|