Purchases and Sales Made in Q3 2024 in Pimco ETF Tr Municipal Income (MINO)
This table provides information about the institutional ownership of Pimco ETF Tr Municipal Income (MINO) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
167KNew |
$7.54M - $7.72M
|
167K
$7.55M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
71.4K+ 21.44% |
$3.22M - $3.3M
|
405K
$18.3M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
59K+ 44.56% |
$2.66M - $2.72M
|
191K
$8.64M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.1K+ 18.34% |
$1.99M - $2.04M
|
285K
$12.8M
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
40.9K+ 38.95% |
$1.84M - $1.89M
|
146K
$6.58M
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
39K+ 45.73% |
$1.76M - $1.8M
|
124K
$5.61M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.7K+ 37.57% |
$1.47M - $1.51M
|
120K
$5.4M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.5KNew |
$1.42M - $1.45M
|
31.5K
$1.42M
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
28.4K+ 405.6% |
$1.28M - $1.31M
|
35.4K
$1.6M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.1KNew |
$1.22M - $1.25M
|
27.1K
$1.22M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.9KNew |
$1.08M - $1.11M
|
23.9K
$1.08M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.4K+ 24.53% |
$830K - $850K
|
93.5K
$4.22M
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
17.1KNew |
$771K - $790K
|
17.1K
$772K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
15.3K+ 212.09% |
$690K - $707K
|
22.5K
$1.02M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.8K+ 24.18% |
$530K - $543K
|
60.4K
$2.73M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$527K - $540K
|
11.7K
$528K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7K+ 28.59% |
$481K - $492K
|
48K
$2.16M
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
10.4KNew |
$470K - $482K
|
10.4K
$471K
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
9.28KNew |
$418K - $428K
|
9.28K
$419K
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
8.87K+ 24.42% |
$400K - $409K
|
45.2K
$2.04M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.2K+ 8.36% |
$324K - $332K
|
93.3K
$4.21M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.52K+ 18.96% |
$294K - $301K
|
40.9K
$1.85M
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
6.44K+ 8.83% |
$290K - $297K
|
79.3K
$3.58M
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5.78KNew |
$261K - $267K
|
5.78K
$261K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.78KNew |
$261K - $267K
|
5.78K
$261K
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
5.22K+ 42.02% |
$235K - $241K
|
17.6K
$796K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.94KNew |
$223K - $228K
|
4.94K
$223K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.69K+ 335.1% |
$211K - $216K
|
6.09K
$275K
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
4.22K+ 6.22% |
$190K - $195K
|
72.1K
$3.25M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.39K+ 19.96% |
$153K - $157K
|
20.4K
$920K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.88K+ 2.66% |
$130K - $133K
|
111K
$5.01M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.76KNew |
$124K - $127K
|
2.76K
$125K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.49KNew |
$112K - $115K
|
2.49K
$112K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.67K+ 3.23% |
$75.3K - $77.1K
|
53.4K
$2.41M
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.4K+ 11.15% |
$62.9K - $64.4K
|
13.9K
$628K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.28K+ 18.93% |
$57.7K - $59.1K
|
8.04K
$363K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
812+ 14.57% |
$36.6K - $37.5K
|
6.39K
$288K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
657+ 12.36% |
$29.6K - $30.3K
|
5.97K
$269K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
640+ 5.98% |
$28.8K - $29.5K
|
11.4K
$512K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
610+ 277.27% |
$27.5K - $28.2K
|
830
$37.4K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
546New |
$24.6K - $25.2K
|
546
$24.6K
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
523+ 2.77% |
$23.6K - $24.1K
|
19.4K
$875K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
394+ 103.41% |
$17.8K - $18.2K
|
775
$35K
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
306+ 2.01% |
$13.8K - $14.1K
|
15.5K
$699K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
257+ 0.98% |
$11.6K - $11.9K
|
26.6K
$1.2M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
63+ 0.31% |
$2.84K - $2.91K
|
20.2K
$912K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 0.64% |
$406 - $415
|
1.42K
$63.8K
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6+ 2.8% |
$270 - $277
|
220
$9.93K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-25- 14.37% |
$1.13K - $1.15K
|
149
$6.72K
|