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 |
|---|---|---|---|---|---|---|---|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-5.89KClosed |
$332K - $336K
|
0
$0
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-22.6KClosed |
$1.27M - $1.29M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.6KClosed |
$203K - $206K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.5KClosed |
$704K - $713K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-42.7KClosed |
$2.41M - $2.44M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-8.92KClosed |
$501K - $507K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.75KClosed |
$267K - $271K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.32KClosed |
$187K - $189K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.16KClosed |
$290K - $294K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-29.7KClosed |
$1.67M - $1.69M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
6.51KNew |
$365K - $370K
|
6.51K
$342K
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.19KClosed |
$292K - $295K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-38Closed |
$2.13K - $2.17K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.58KNew |
$201K - $204K
|
3.58K
$188K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Cooper Financial Group
|
SELL
|
- |
-11.2KClosed |
$627K - $638K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.74KClosed |
$376K - $383K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-5.57KClosed |
$311K - $316K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Ethic Inc.
New York, NY |
SELL
|
- |
-16.5KClosed |
$922K - $938K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
501New |
$28K - $28.5K
|
501
$26.3K
|
|
|
Jan 29, 2021
Q4 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-352Closed |
$19.7K - $20K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Jun 23, 2021
Q3 2020
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-31.7KClosed |
$1.77M - $1.8M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.33KClosed |
$73.9K - $75.2K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.8KClosed |
$156K - $159K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
5.19KNew |
$289K - $294K
|
5.19K
$273K
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-291Closed |
$16.2K - $16.5K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19+ 0.33% |
$1.01K - $1.06K
|
5.74K
$302K
|
|
|
Aug 24, 2020
Q2 2020
|
Stephens Inc
|
SELL
|
- |
-6KClosed |
$319K - $335K
|
0
$0
|
|
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-49.3KClosed |
$2.62M - $2.75M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-3.8KClosed |
$202K - $212K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.85KClosed |
$205K - $215K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.8KNew |
$202K - $212K
|
3.8K
$200K
|
|
|
Jul 13, 2020
Q2 2020
|
Veracity Capital LLC
|
SELL
|
- |
-7.37KClosed |
$392K - $411K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 09, 2023
Q1 2020
|
Values First Advisors, Inc.
|
BUY
|
- |
114New |
$5.75K - $6.44K
|
114
$5.99K
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.1KClosed |
$156K - $175K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.86KClosed |
$195K - $218K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 31, 2020
Q4 2019
|
Whittier Trust CO
|
SELL
|
- |
-501Closed |
$27.5K - $27.8K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
501New |
$27.5K - $27.8K
|
501
$26.3K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.2KClosed |
$121K - $122K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-43.2KClosed |
$2.37M - $2.39M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-220Closed |
$12.1K - $12.2K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
South State Corp
|
SELL
|
- |
-4.37KClosed |
$240K - $242K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-700Closed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
James Investment Research Inc
|
SELL
|
- |
-750- 84.94% |
N/A
|
133
$6.99K
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-44.4KClosed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Essex Savings Bank
|
SELL
|
- |
-733Closed |
N/A
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.8KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 27, 2020
Q4 2018
|
Jsf Financial, LLC
|
BUY
|
- |
4KNew |
N/A
|
4K
$210K
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.16KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-41Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.04KClosed |
N/A
|
0
$0
|
|