Purchases and Sales Made in Q3 2023 in Pimco ETF Tr Municipal Income (MINO)
This table provides information about the institutional ownership of Pimco ETF Tr Municipal Income (MINO) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
136K+ 123.22% |
$5.82M - $6.1M
|
246K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84.3K+ 165.67% |
$3.61M - $3.78M
|
135K
$6.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
62.7K+ 34.12% |
$2.68M - $2.81M
|
246K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.4K+ 940.11% |
$1.94M - $2.04M
|
50.2K
$2.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
35.4K+ 22.59% |
$1.51M - $1.59M
|
192K
$8.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
30.8KNew |
$1.32M - $1.38M
|
30.8K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.2KNew |
$779K - $816K
|
18.2K
$821K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.7KNew |
$716K - $751K
|
16.7K
$756K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
12.8K+ 72.34% |
$546K - $572K
|
30.4K
$1.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
7.92KNew |
$339K - $355K
|
7.92K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.81K+ 30.77% |
$334K - $350K
|
33.2K
$1.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.56KNew |
$280K - $294K
|
6.56K
$296K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.34K+ 29.29% |
$271K - $284K
|
28K
$1.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
6.17K+ 15.87% |
$264K - $277K
|
45K
$2.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.21K+ 160.72% |
$223K - $234K
|
8.45K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.81KNew |
$206K - $216K
|
4.81K
$217K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.52K+ 25.27% |
$151K - $158K
|
17.5K
$788K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.12K+ 3.12% |
$133K - $140K
|
103K
$4.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.78K+ 3.0% |
$76.2K - $79.9K
|
61.2K
$2.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.4K+ 14.42% |
$60K - $63K
|
11.1K
$503K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.13KNew |
$48.1K - $50.4K
|
1.13K
$50.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
591+ 5.75% |
$25.3K - $26.5K
|
10.9K
$490K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
324+ 2.0% |
$13.9K - $14.5K
|
16.5K
$745K
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
132+ 244.44% |
$5.65K - $5.92K
|
186
$8.39K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
98+ 2.01% |
$4.19K - $4.39K
|
4.96K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35New |
$1.5K - $1.57K
|
35
$1.58K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 0.99% |
$556 - $583
|
1.33K
$60K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-3- 0.02% |
$128 - $135
|
14K
$633K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.82K- 3.62% |
$121K - $126K
|
75.2K
$3.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-6.55K- 12.56% |
$280K - $294K
|
45.6K
$2.06M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-38.5K- 44.69% |
$1.64M - $1.72M
|
47.6K
$2.15M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-53K- 21.5% |
$2.27M - $2.38M
|
193K
$8.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-64.7K- 89.63% |
$2.77M - $2.9M
|
7.49K
$338K
|