Latest Institutional Transactions on Pimco ETF Tr Municipal Income (MINO)
This table provides information on the latest institutional transactions involving Pimco ETF Tr Municipal Income (MINO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
20+ 5.05% |
$889 - $917
|
416
$18.3K
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.79K+ 6.54% |
$124K - $128K
|
45.5K
$2.01M
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.09K+ 5.77% |
$48.3K - $49.8K
|
19.9K
$878K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
14.6K+ 3.56% |
$651K - $671K
|
426K
$18.8M
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
1.97K+ 4.06% |
$87.4K - $90.1K
|
50.4K
$2.22M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
10.3KNew |
$458K - $473K
|
10.3K
$455K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.8K+ 45.45% |
$2.48M - $2.56M
|
179K
$7.88M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
84.3K+ 105.5% |
$3.75M - $3.86M
|
164K
$7.24M
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.87K+ 46.94% |
$350K - $361K
|
24.6K
$1.09M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.52KNew |
$67.3K - $69.4K
|
1.52K
$66.8K
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-47K- 29.86% |
$2.09M - $2.15M
|
110K
$4.86M
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-191- 1.09% |
$8.49K - $8.75K
|
17.3K
$763K
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
8.85K+ 29.89% |
$393K - $406K
|
38.5K
$1.7M
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.74KNew |
$211K - $217K
|
4.74K
$209K
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.08KNew |
$226K - $233K
|
5.08K
$224K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
882+ 61.94% |
$39.2K - $40.4K
|
2.31K
$102K
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-11.4K- 18.73% |
$506K - $522K
|
49.4K
$2.18M
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
9.69KNew |
$431K - $444K
|
9.69K
$428K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.74K- 3.51% |
$166K - $172K
|
103K
$4.53M
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
3KNew |
$133K - $137K
|
3K
$132K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
310+ 4.17% |
$13.8K - $14.2K
|
7.74K
$341K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
231+ 1.5% |
$10.3K - $10.6K
|
15.6K
$689K
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
40+ 0.63% |
$1.78K - $1.83K
|
6.35K
$280K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
18.1KNew |
$804K - $829K
|
18.1K
$798K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.47K+ 56.83% |
$154K - $159K
|
9.58K
$423K
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
605+ 9.79% |
$26.9K - $27.7K
|
6.79K
$299K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9.18K- 53.11% |
$408K - $421K
|
8.11K
$358K
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.06K+ 1.29% |
$47.1K - $48.6K
|
83.5K
$3.68M
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-40- 0.2% |
$1.78K - $1.83K
|
20.4K
$900K
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
4.17K+ 24.39% |
$185K - $191K
|
21.3K
$938K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.1K- 25.4% |
$1.8M - $1.85M
|
118K
$5.19M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$44.9 - $46.1
|
1
$44.1
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-159- 0.48% |
$7.15K - $7.33K
|
32.9K
$1.45M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.23KNew |
$55.1K - $56.4K
|
1.23K
$54K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15K- 55.43% |
$674K - $691K
|
12.1K
$532K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
490+ 63.23% |
$22K - $22.6K
|
1.27K
$55.8K
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
6KNew |
$270K - $276K
|
6K
$265K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
49.3KNew |
$2.22M - $2.27M
|
49.3K
$2.18M
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-200- 83.33% |
$8.99K - $9.21K
|
40
$1.76K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96+ 11.57% |
$4.31K - $4.42K
|
926
$40.8K
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4.59KNew |
$206K - $211K
|
4.59K
$202K
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-198- 0.86% |
$8.9K - $9.12K
|
23K
$1.01M
|
|
Q3 2024 | |||||||
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
546New |
$24.6K - $25.2K
|
546
$24.1K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.78KNew |
$261K - $267K
|
5.78K
$255K
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
5.22K+ 42.02% |
$235K - $241K
|
17.6K
$778K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.49KNew |
$112K - $115K
|
2.49K
$110K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.76KNew |
$124K - $127K
|
2.76K
$122K
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-28.3K- 86.61% |
$1.28M - $1.31M
|
4.38K
$193K
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5.78KNew |
$261K - $267K
|
5.78K
$255K
|
|
Q2 2024 | |||||||
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.06K+ 18.67% |
$47.8K - $48.6K
|
6.76K
$298K
|