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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-66- 1.49% |
$3.4K - $3.49K
|
4.37K
$225K
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1.58K- 16.07% |
$81.3K - $83.4K
|
8.24K
$424K
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
619+ 7.07% |
$31.9K - $32.8K
|
9.38K
$483K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.08K+ 41.81% |
$159K - $163K
|
10.5K
$538K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.3K- 12.21% |
$943K - $967K
|
131K
$6.76M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
529K+ 47.5% |
$27.3M - $28M
|
1.64M
$84.5M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
268New |
$13.8K - $14.2K
|
268
$13.8K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-364- 20.34% |
$18.8K - $19.3K
|
1.43K
$73.4K
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
10.9KNew |
$560K - $574K
|
10.9K
$558K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.6K+ 15.47% |
$2.51M - $2.57M
|
363K
$18.7M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.6K+ 3.16% |
$2.04M - $2.09M
|
1.29M
$66.5M
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
67.4KNew |
$3.48M - $3.57M
|
67.4K
$3.47M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
36.2KNew |
$1.87M - $1.91M
|
36.2K
$1.86M
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.4K+ 2.11% |
$72.4K - $74.3K
|
67.9K
$3.49M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
188KNew |
$9.71M - $9.96M
|
188K
$9.69M
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.29K+ 2.86% |
$170K - $174K
|
118K
$6.08M
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
15.7K+ 325.85% |
$807K - $828K
|
20.5K
$1.05M
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
7.4K+ 20.88% |
$382K - $391K
|
42.8K
$2.2M
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4KNew |
$206K - $212K
|
4K
$206K
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
21.5K+ 71.67% |
$1.11M - $1.14M
|
51.4K
$2.65M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8+ 0.2% |
$413 - $423
|
4K
$206K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.68K- 92.09% |
$86.5K - $88.7K
|
144
$7.41K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
245K+ 23.13% |
$12.6M - $13M
|
1.3M
$67M
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.51KNew |
$284K - $291K
|
5.51K
$283K
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
77+ 0.48% |
$3.97K - $4.07K
|
16.1K
$826K
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
5.36KNew |
$277K - $284K
|
5.36K
$276K
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-18.4K- 33.02% |
$949K - $974K
|
37.3K
$1.92M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.31K+ 7.62% |
$119K - $122K
|
32.6K
$1.67M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.74K- 12.86% |
$348K - $357K
|
45.7K
$2.35M
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
14.1KNew |
$727K - $746K
|
14.1K
$725K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
167+ 7.99% |
$8.61K - $8.84K
|
2.26K
$116K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
330+ 0.72% |
$17K - $17.5K
|
46.4K
$2.39M
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
23.2KNew |
$1.2M - $1.23M
|
23.2K
$1.2M
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
7.7KNew |
$397K - $407K
|
7.7K
$396K
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
860+ 5.76% |
$44.4K - $45.5K
|
15.8K
$813K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.08K+ 6.25% |
$468K - $480K
|
154K
$7.94M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.74% |
$722 - $741
|
1.91K
$98.3K
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.52K+ 16.72% |
$130K - $133K
|
17.6K
$905K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.6KNew |
$548K - $563K
|
10.6K
$547K
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
4.6KNew |
$237K - $243K
|
4.6K
$237K
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-900- 15.4% |
$46.4K - $47.6K
|
4.95K
$254K
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
34KNew |
$1.75M - $1.8M
|
34K
$1.75M
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
74+ 0.4% |
$3.82K - $3.92K
|
18.5K
$952K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.7K+ 3.04% |
$656K - $673K
|
431K
$22.2M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.47K- 53.25% |
$127K - $131K
|
2.17K
$111K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
43.5K+ 491.99% |
$2.24M - $2.3M
|
52.3K
$2.69M
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
11.6KNew |
$598K - $614K
|
11.6K
$597K
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
4.8KNew |
$247K - $254K
|
4.8K
$247K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.12K+ 13.77% |
$470K - $482K
|
75.3K
$3.88M
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
34.8K+ 12.59% |
$1.79M - $1.84M
|
311K
$16M
|