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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.9K+ 2.67% |
$611K - $626K
|
458K
$23.4M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.4K+ 103.86% |
$1.2M - $1.23M
|
45.8K
$2.35M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 1.73% |
$77.6K - $79.5K
|
85.9K
$4.4M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.7K+ 1.02% |
$855K - $876K
|
1.66M
$84.9M
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.59K+ 7.23% |
$81.7K - $83.7K
|
23.6K
$1.21M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19K+ 47.99% |
$974K - $998K
|
58.6K
$3M
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-318- 1.72% |
$16.3K - $16.7K
|
18.2K
$930K
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-2.04K- 6.01% |
$105K - $107K
|
32K
$1.64M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
13K+ 63.78% |
$669K - $685K
|
33.5K
$1.71M
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
6KNew |
$308K - $315K
|
6K
$307K
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13.6K- 36.33% |
$695K - $712K
|
23.8K
$1.22M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.09K- 13.33% |
$312K - $320K
|
39.6K
$2.03M
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-31.7K- 61.6% |
$1.62M - $1.66M
|
19.8K
$1.01M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.33K- 3.22% |
$427K - $437K
|
250K
$12.8M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-434- 0.28% |
$22.2K - $22.8K
|
154K
$7.87M
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
175+ 0.81% |
$8.97K - $9.19K
|
21.8K
$1.12M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.65K+ 38.01% |
$392K - $402K
|
27.8K
$1.42M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
942+ 142.08% |
$48.3K - $49.5K
|
1.61K
$82.1K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-615- 0.57% |
$31.5K - $32.3K
|
107K
$5.47M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.04K+ 11.85% |
$53.3K - $54.6K
|
9.81K
$502K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.7KNew |
$87.1K - $89.3K
|
1.7K
$87K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
687+ 5.19% |
$35.2K - $36.1K
|
13.9K
$713K
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.18K+ 3.66% |
$112K - $115K
|
61.8K
$3.16M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1K+ 5.7% |
$51.4K - $52.7K
|
18.6K
$952K
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-7.81K- 2.51% |
$400K - $410K
|
303K
$15.5M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.97K+ 90.77% |
$101K - $103K
|
4.13K
$211K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.74K+ 7.42% |
$89.3K - $91.5K
|
25.2K
$1.29M
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-7.18K- 15.59% |
$368K - $377K
|
38.9K
$1.99M
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
1.46K+ 14.53% |
$74.9K - $76.8K
|
11.5K
$590K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74K+ 5.68% |
$3.79M - $3.89M
|
1.38M
$70.5M
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
187+ 0.75% |
$9.59K - $9.82K
|
25.2K
$1.29M
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
78.5K+ 139.15% |
$4.02M - $4.12M
|
135K
$6.9M
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
12.9K+ 28.0% |
$662K - $678K
|
59K
$3.02M
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.66K- 21.26% |
$85K - $87.1K
|
6.14K
$314K
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
240+ 0.56% |
$12.3K - $12.6K
|
43.1K
$2.2M
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-52.9K- 62.85% |
$2.71M - $2.78M
|
31.3K
$1.6M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.74K+ 13.39% |
$397K - $406K
|
65.5K
$3.35M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.5K+ 10.09% |
$2.13M - $2.18M
|
452K
$23.2M
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.94K+ 3.37% |
$151K - $154K
|
90.1K
$4.61M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
960+ 9.87% |
$49.2K - $50.4K
|
10.7K
$547K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
578+ 2.34% |
$29.6K - $30.4K
|
25.3K
$1.29M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.9KNew |
$1.12M - $1.15M
|
21.9K
$1.12M
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
24.7K+ 412.2% |
$1.26M - $1.3M
|
30.7K
$1.57M
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2.51K+ 18.19% |
$128K - $132K
|
16.3K
$833K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.24K- 25.6% |
$63.6K - $65.2K
|
3.61K
$185K
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
9.77KNew |
$501K - $513K
|
9.77K
$500K
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-8- 2.9% |
$410 - $420
|
268
$13.7K
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
8.39K+ 24.42% |
$430K - $441K
|
42.7K
$2.19M
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.89K+ 8.68% |
$302K - $310K
|
73.8K
$3.78M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
60.7K+ 115.97% |
$3.11M - $3.19M
|
113K
$5.78M
|