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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1K+ 6.5% |
$51.6K - $52.9K
|
16.4K
$843K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.8K+ 11.98% |
$714K - $732K
|
129K
$6.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21+ 0.9% |
$1.08K - $1.11K
|
2.36K
$122K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
200+ 0.69% |
$10.3K - $10.6K
|
29.2K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.12K+ 157.08% |
$367K - $377K
|
11.7K
$600K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
630KNew |
$32.5M - $33.3M
|
630K
$32.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.4K+ 11.32% |
$72.2K - $74.1K
|
13.8K
$708K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
285New |
$14.7K - $15.1K
|
285
$14.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.9K+ 15.1% |
$98K - $101K
|
14.5K
$745K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.78K- 1.01% |
$195K - $200K
|
369K
$19M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.16KNew |
$60K - $61.5K
|
1.16K
$59.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8.1K+ 13.44% |
$418K - $429K
|
68.4K
$3.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-131- 0.18% |
$6.76K - $6.93K
|
73.7K
$3.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
97+ 0.86% |
$5K - $5.13K
|
11.4K
$588K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.19K+ 57.18% |
$423K - $433K
|
22.5K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-11.9K- 18.96% |
$612K - $628K
|
50.7K
$2.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
24.3K+ 50.1% |
$1.25M - $1.29M
|
72.9K
$3.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
135K+ 252.32% |
$6.94M - $7.12M
|
188K
$9.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-709- 10.45% |
$36.6K - $37.5K
|
6.08K
$313K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-851- 8.9% |
$43.9K - $45K
|
8.72K
$448K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
894+ 0.86% |
$46.1K - $47.3K
|
105K
$5.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
700+ 10.76% |
$36.1K - $37K
|
7.21K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.43KNew |
$331K - $340K
|
6.43K
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-869- 11.57% |
$44.8K - $46K
|
6.64K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
93+ 15.53% |
$4.8K - $4.92K
|
692
$35.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.63K+ 11.73% |
$187K - $192K
|
34.5K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 0.81% |
$567 - $582
|
1.37K
$70.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
5.69KNew |
$293K - $301K
|
5.69K
$293K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-63- 0.12% |
$3.25K - $3.33K
|
50.7K
$2.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
11.8KNew |
$606K - $622K
|
11.8K
$605K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
126+ 0.25% |
$6.5K - $6.67K
|
49.7K
$2.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.39K- 2.27% |
$71.4K - $73.3K
|
59.6K
$3.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
9.23K+ 6.01% |
$476K - $488K
|
163K
$8.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.92% |
$103 - $106
|
220
$11.3K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
289New |
$14.9K - $15.3K
|
289
$14.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
145+ 1.24% |
$7.48K - $7.67K
|
11.8K
$610K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10+ 0.13% |
$516 - $529
|
7.6K
$391K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.49K+ 2.99% |
$129K - $132K
|
85.8K
$4.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.63K+ 82.94% |
$187K - $192K
|
8.01K
$412K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$608K - $623K
|
11.8K
$606K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.95K+ 12.98% |
$204K - $209K
|
34.3K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-44.4K- 17.39% |
$2.29M - $2.35M
|
211K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
43.9KNew |
$2.26M - $2.32M
|
43.9K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-11.2K- 42.94% |
$578K - $593K
|
14.9K
$767K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-13.9K- 6.02% |
$716K - $734K
|
217K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
526+ 7.79% |
$27.1K - $27.8K
|
7.28K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-133- 0.61% |
$6.86K - $7.04K
|
21.8K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.17K+ 26.24% |
$421K - $432K
|
39.3K
$2.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
39.6KNew |
$2.04M - $2.09M
|
39.6K
$2.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.01K+ 20.11% |
$155K - $159K
|
18K
$925K
|