Latest Institutional Transactions on Pimco ETF Tr Inter Mun Bd Acti (MUNI)
This table provides information on the latest institutional transactions involving Pimco ETF Tr Inter Mun Bd Acti (MUNI) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-516- 8.37% |
$26.7K - $27.3K
|
5.65K
$294K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.11K+ 5.83% |
$57.5K - $58.9K
|
20.2K
$1.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.91K- 3.18% |
$254K - $260K
|
150K
$7.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.97KNew |
$206K - $210K
|
3.97K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.9K+ 76.74% |
$1.4M - $1.43M
|
62K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
207K+ 63.08% |
$10.7M - $11M
|
535K
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51.3K+ 19.35% |
$2.65M - $2.72M
|
316K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-511- 6.48% |
$26.5K - $27.1K
|
7.38K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-431- 6.27% |
$22.3K - $22.8K
|
6.45K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
977+ 2.36% |
$50.6K - $51.8K
|
42.4K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.01% |
$51.8 - $53
|
6.75K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.88K+ 5.79% |
$253K - $259K
|
89.2K
$4.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.64K+ 11.93% |
$84.9K - $86.9K
|
15.4K
$801K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
69+ 0.57% |
$3.57K - $3.66K
|
12.2K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.44K- 7.6% |
$230K - $235K
|
54K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-30.4K- 3.53% |
$1.57M - $1.61M
|
832K
$43.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
862+ 2.74% |
$44.6K - $45.7K
|
32.3K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
860+ 16.56% |
$44.5K - $45.6K
|
6.05K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.59K+ 5.06% |
$393K - $402K
|
158K
$8.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.52K+ 4.96% |
$130K - $134K
|
53.3K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.6K+ 93.2% |
$1.02M - $1.04M
|
40.7K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-34.7K- 87.9% |
$1.8M - $1.84M
|
4.78K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
88+ 0.16% |
$4.56K - $4.66K
|
55.7K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
26.9K+ 18.23% |
$1.39M - $1.43M
|
175K
$9.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-132K- 22.99% |
$6.86M - $7.02M
|
444K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
486+ 0.88% |
$25.2K - $25.7K
|
55.7K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.76K+ 17.81% |
$194K - $199K
|
24.8K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.1K- 0.78% |
$56.9K - $58.2K
|
139K
$7.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.51KNew |
$285K - $292K
|
5.51K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
236K+ 19.17% |
$12.2M - $12.5M
|
1.47M
$76.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.8K+ 5.89% |
$4.39M - $4.49M
|
1.53M
$79.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.02K- 7.71% |
$52.9K - $54.1K
|
12.2K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-659- 3.31% |
$34.1K - $34.9K
|
19.3K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.16KNew |
$215K - $220K
|
4.16K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.34KNew |
$225K - $230K
|
4.34K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.8K- 26.72% |
$869K - $889K
|
46K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.69% |
$673 - $689
|
1.9K
$98.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
12K+ 160.81% |
$621K - $635K
|
19.4K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.05K+ 25.35% |
$210K - $214K
|
20K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-2- 0.22% |
$104 - $106
|
908
$47.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.8KNew |
$197K - $201K
|
3.8K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
300+ 21.43% |
$15.5K - $15.9K
|
1.7K
$88.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.68K+ 7.57% |
$242K - $248K
|
66.5K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-653- 1.78% |
$33.8K - $34.6K
|
36K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
9.03K+ 70.9% |
$468K - $478K
|
21.8K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7K+ 32.54% |
$554K - $567K
|
43.6K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
94.3K+ 152.76% |
$4.88M - $4.99M
|
156K
$8.12M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.85K- 23.23% |
$148K - $151K
|
9.43K
$491K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105K+ 9.2% |
$5.46M - $5.59M
|
1.25M
$65.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
15.2KNew |
$786K - $804K
|
15.2K
$790K
|