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 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
60.7K+ 115.97% |
$3.11M - $3.19M
|
113K
$5.78M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
840New |
$43.1K - $44.1K
|
840
$43K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-65.9K- 6.59% |
$3.38M - $3.46M
|
934K
$47.8M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-96.6K- 38.98% |
$4.95M - $5.07M
|
151K
$7.74M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-5.06K- 24.59% |
$260K - $266K
|
15.5K
$794K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
79.1K+ 5.21% |
$4.06M - $4.16M
|
1.6M
$81.8M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-123K- 65.5% |
$6.31M - $6.46M
|
64.8K
$3.32M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
43+ 0.95% |
$2.2K - $2.26K
|
4.58K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-745- 8.83% |
$38.2K - $39.1K
|
7.69K
$393K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-357- 2.08% |
$18.3K - $18.8K
|
16.8K
$859K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
55+ 0.48% |
$2.82K - $2.89K
|
11.5K
$588K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.32K+ 41.37% |
$478K - $489K
|
31.8K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.06K+ 21.78% |
$259K - $266K
|
28.3K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.51K+ 19.41% |
$77.6K - $79.5K
|
9.31K
$476K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-80.4K- 21.79% |
$4.12M - $4.22M
|
288K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
818+ 0.78% |
$41.9K - $43K
|
106K
$5.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-16.3K- 12.6% |
$835K - $856K
|
113K
$5.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
138+ 0.11% |
$7.07K - $7.25K
|
121K
$6.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
6.15KNew |
$315K - $323K
|
6.15K
$315K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.03KNew |
$207K - $212K
|
4.03K
$206K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
34.6K+ 83.37% |
$1.77M - $1.82M
|
76.1K
$3.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-146- 2.07% |
$7.48K - $7.67K
|
6.89K
$353K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.07K+ 17.9% |
$106K - $109K
|
13.7K
$699K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.91% |
$103 - $105
|
222
$11.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.56KNew |
$131K - $134K
|
2.56K
$131K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
112+ 0.31% |
$5.74K - $5.88K
|
36.3K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.1K+ 7.75% |
$1.44M - $1.48M
|
391K
$20M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-4.8K- 69.59% |
$246K - $252K
|
2.1K
$107K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
30.6KNew |
$1.57M - $1.61M
|
30.6K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2K+ 27.75% |
$103K - $105K
|
9.21K
$471K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
22.6K+ 30.67% |
$1.16M - $1.19M
|
96.3K
$4.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-524- 8.63% |
$26.9K - $27.5K
|
5.55K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-3K- 1.84% |
$154K - $157K
|
160K
$8.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.58K- 4.43% |
$80.7K - $82.7K
|
34K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
4.67K+ 5.51% |
$239K - $245K
|
89.3K
$4.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
5.47KNew |
$280K - $287K
|
5.47K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-63- 1.07% |
$3.23K - $3.31K
|
5.82K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.82K- 1.4% |
$196K - $201K
|
269K
$13.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.56K+ 8.87% |
$131K - $134K
|
31.4K
$1.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.34K- 14.13% |
$120K - $123K
|
14.2K
$729K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
27.7K+ 19.56% |
$1.42M - $1.45M
|
169K
$8.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.8K+ 260.26% |
$92.3K - $94.6K
|
2.49K
$128K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-399- 1.13% |
$20.5K - $21K
|
34.9K
$1.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-283- 3.05% |
$14.5K - $14.9K
|
8.99K
$460K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
5.08KNew |
$260K - $267K
|
5.08K
$260K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
36.1K+ 5.74% |
$1.85M - $1.9M
|
666K
$34.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 1.94% |
$72.3K - $74.1K
|
74.3K
$3.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-16- 0.04% |
$820 - $840
|
41.4K
$2.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-39- 0.22% |
$2K - $2.05K
|
17.7K
$907K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 0.8% |
$564 - $578
|
1.38K
$70.7K
|