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 |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.39K+ 11.07% |
$120K - $124K
|
24K
$1.23M
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-39.8K- 25.03% |
$2M - $2.06M
|
119K
$6.09M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.34K+ 41.33% |
$319K - $329K
|
21.7K
$1.11M
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-67.9K- 57.32% |
$3.42M - $3.52M
|
50.6K
$2.59M
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
659+ 13.02% |
$33.2K - $34.2K
|
5.72K
$293K
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
10+ 0.18% |
$503 - $519
|
5.53K
$283K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.07% |
$403 - $415
|
11.5K
$590K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.13KNew |
$208K - $214K
|
4.13K
$211K
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
591+ 9.95% |
$29.8K - $30.6K
|
6.53K
$334K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
64+ 0.53% |
$3.22K - $3.32K
|
12.1K
$617K
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-19K- 24.82% |
$955K - $984K
|
57.5K
$2.94M
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
126+ 0.29% |
$6.34K - $6.53K
|
43.1K
$2.21M
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-2.58K- 12.73% |
$130K - $134K
|
17.7K
$904K
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
55.2K+ 52.78% |
$2.78M - $2.86M
|
160K
$8.18M
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-829- 0.42% |
$41.7K - $43K
|
196K
$10M
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
15.2K+ 44.75% |
$766K - $789K
|
49.2K
$2.52M
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
7.37KNew |
$371K - $382K
|
7.37K
$377K
|
|
Q1 2025 | |||||||
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-123- 0.62% |
$6.3K - $6.46K
|
19.6K
$1M
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
6.24K+ 21.46% |
$320K - $328K
|
35.3K
$1.81M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
85.2K+ 354983.34% |
$4.37M - $4.48M
|
85.2K
$4.36M
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
16.2KNew |
$832K - $853K
|
16.2K
$831K
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
462New |
$23.7K - $24.3K
|
462
$23.6K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.36K- 15.94% |
$69.9K - $71.7K
|
7.19K
$368K
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
825+ 0.19% |
$42.3K - $43.3K
|
433K
$22.1M
|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
60KNew |
$3.08M - $3.15M
|
60K
$3.07M
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11.3KNew |
$577K - $591K
|
11.3K
$576K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.13KNew |
$58K - $59.5K
|
1.13K
$57.9K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.4KNew |
$787K - $807K
|
15.4K
$786K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
455+ 0.81% |
$23.3K - $23.9K
|
56.6K
$2.9M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
585+ 5.06% |
$30K - $30.7K
|
12.1K
$621K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.06K+ 5.22% |
$106K - $108K
|
41.6K
$2.13M
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
25.8KNew |
$1.32M - $1.36M
|
25.8K
$1.32M
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
18.6K+ 75.2% |
$953K - $977K
|
43.3K
$2.22M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
126K+ 6.23% |
$6.47M - $6.63M
|
2.15M
$110M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
279K+ 15.89% |
$14.3M - $14.7M
|
2.04M
$104M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.17KNew |
$419K - $429K
|
8.17K
$418K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.7K+ 3.71% |
$602K - $617K
|
328K
$16.8M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42.6K+ 68.9% |
$2.19M - $2.24M
|
105K
$5.35M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
51+ 0.98% |
$2.61K - $2.68K
|
5.27K
$270K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.4K- 7.94% |
$535K - $548K
|
121K
$6.19M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-113K- 59.87% |
$5.78M - $5.92M
|
75.6K
$3.87M
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
63+ 0.51% |
$3.23K - $3.31K
|
12.5K
$638K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.98K- 1.15% |
$101K - $104K
|
170K
$8.69M
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-518- 0.44% |
$26.6K - $27.2K
|
118K
$6.02M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-600- 0.73% |
$30.8K - $31.5K
|
82.2K
$4.2M
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
130K+ 73.65% |
$6.67M - $6.84M
|
307K
$15.7M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
232+ 1.24% |
$11.9K - $12.2K
|
19K
$971K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-21- 0.52% |
$1.08K - $1.1K
|
3.98K
$204K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
66.2K+ 433.2% |
$3.39M - $3.47M
|
81.4K
$4.17M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.53K- 4.58% |
$78.6K - $80.6K
|
32K
$1.64M
|