Purchases and Sales Made in Q1 2025 in Pimco ETF Tr Municipal Income (MINO)
This table provides information about the institutional ownership of Pimco ETF Tr Municipal Income (MINO) during Q1 2025. The information is specifically focused on institutions that hold shares of PIMCO ETF TR MUNICIPAL INCOME .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.52KNew |
$67.3K - $69.4K
|
1.52K
$66.8K
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.09K+ 5.77% |
$48.3K - $49.8K
|
19.9K
$878K
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.06K+ 1.29% |
$47.1K - $48.6K
|
83.5K
$3.68M
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
884+ 2.47% |
$39.3K - $40.5K
|
36.7K
$1.62M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
882+ 61.94% |
$39.2K - $40.4K
|
2.31K
$102K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
612+ 4.46% |
$27.2K - $28K
|
14.3K
$632K
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
605+ 9.79% |
$26.9K - $27.7K
|
6.79K
$299K
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
361+ 4.21% |
$16K - $16.5K
|
8.95K
$394K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
310+ 4.17% |
$13.8K - $14.2K
|
7.74K
$341K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300New |
$13.3K - $13.7K
|
300
$13.2K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
231+ 1.5% |
$10.3K - $10.6K
|
15.6K
$689K
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
194+ 0.17% |
$8.62K - $8.89K
|
115K
$5.08M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
58+ 0.43% |
$2.58K - $2.66K
|
13.7K
$603K
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
40+ 0.63% |
$1.78K - $1.83K
|
6.35K
$280K
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
20+ 5.05% |
$889 - $917
|
416
$18.3K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-40- 0.2% |
$1.78K - $1.83K
|
20.4K
$900K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-78- 2.12% |
$3.47K - $3.57K
|
3.6K
$159K
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-191- 1.09% |
$8.49K - $8.75K
|
17.3K
$763K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-321- 1.33% |
$14.3K - $14.7K
|
23.8K
$1.05M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-639- 91.68% |
$28.4K - $29.3K
|
58
$2.56K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.25K- 24.77% |
$100K - $103K
|
6.83K
$301K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.74K- 3.51% |
$166K - $172K
|
103K
$4.53M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.64K- 10.85% |
$206K - $213K
|
38.1K
$1.68M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.07K- 42.03% |
$225K - $232K
|
7K
$309K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9.18K- 53.11% |
$408K - $421K
|
8.11K
$358K
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-11.4K- 18.73% |
$506K - $522K
|
49.4K
$2.18M
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-47K- 29.86% |
$2.09M - $2.15M
|
110K
$4.86M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-63.8K- 92.29% |
$2.83M - $2.92M
|
5.32K
$235K
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-74.6K- 78.72% |
$3.31M - $3.42M
|
20.2K
$889K
|