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 |
---|---|---|---|---|---|---|---|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.57K+ 112.7% |
$439K - $450K
|
16.2K
$828K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.12K- 17.09% |
$57.5K - $58.9K
|
5.44K
$278K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-320- 50.0% |
$16.4K - $16.8K
|
320
$16.4K
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
37+ 0.8% |
$1.9K - $1.94K
|
4.64K
$237K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.86KNew |
$198K - $203K
|
3.86K
$198K
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
4.24KNew |
$217K - $222K
|
4.24K
$217K
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-8.05K- 15.87% |
$412K - $423K
|
42.7K
$2.18M
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.3KNew |
$66.4K - $68K
|
1.3K
$66.3K
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
654+ 4.14% |
$33.5K - $34.4K
|
16.5K
$842K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-191- 0.09% |
$9.79K - $10K
|
217K
$11.1M
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.36K+ 91.83% |
$377K - $386K
|
15.4K
$786K
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
6.45K+ 7.52% |
$330K - $339K
|
92.2K
$4.72M
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-1.89K- 31.72% |
$96.7K - $99.1K
|
4.06K
$208K
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
21.4K+ 31.69% |
$1.1M - $1.12M
|
88.8K
$4.55M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.38K- 22.39% |
$122K - $125K
|
8.25K
$422K
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-227- 0.66% |
$11.6K - $11.9K
|
34.3K
$1.76M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
367+ 0.83% |
$18.8K - $19.3K
|
44.7K
$2.29M
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
8.37KNew |
$429K - $440K
|
8.37K
$428K
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
3.92KNew |
$201K - $206K
|
3.92K
$201K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
10.2KNew |
$522K - $535K
|
10.2K
$521K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.84K+ 1.03% |
$299K - $307K
|
572K
$29.3M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-8.2K- 20.88% |
$420K - $431K
|
31.1K
$1.59M
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-34- 0.4% |
$1.74K - $1.79K
|
8.37K
$428K
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.18K+ 2.32% |
$60.2K - $61.7K
|
51.9K
$2.66M
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-138K- 65.57% |
$7.09M - $7.26M
|
72.6K
$3.71M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
5.91KNew |
$303K - $311K
|
5.91K
$303K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-254- 2.88% |
$13K - $13.3K
|
8.58K
$439K
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
796+ 9.75% |
$40.8K - $41.8K
|
8.96K
$458K
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
73+ 0.81% |
$3.74K - $3.83K
|
9.05K
$463K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
664+ 3.81% |
$34K - $34.9K
|
18.1K
$925K
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
361+ 6.27% |
$18.5K - $19K
|
6.12K
$313K
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
16.7K+ 50.79% |
$855K - $876K
|
49.5K
$2.53M
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
241+ 4.23% |
$12.4K - $12.7K
|
5.94K
$304K
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.98K+ 13.07% |
$102K - $104K
|
17.1K
$877K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.69KNew |
$343K - $351K
|
6.69K
$342K
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4K- 8.52% |
$205K - $210K
|
43K
$2.2M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-271K- 78.23% |
$14M - $14.3M
|
75.4K
$3.86M
|
|
Apr 29, 2025
Q4 2024
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
5.95KNew |
$307K - $315K
|
5.95K
$304K
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-2.5K- 25.44% |
$129K - $132K
|
7.32K
$374K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.1K- 28.79% |
$366K - $376K
|
17.6K
$898K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.71KNew |
$88.3K - $90.5K
|
1.71K
$87.6K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-668- 11.83% |
$34.5K - $35.3K
|
4.98K
$255K
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-386K- 87.05% |
$19.9M - $20.4M
|
57.5K
$2.94M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.8K- 46.07% |
$967K - $992K
|
22K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-535- 8.16% |
$27.6K - $28.3K
|
6.02K
$308K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.94KNew |
$461K - $473K
|
8.94K
$457K
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-834- 1.56% |
$43K - $44.1K
|
52.5K
$2.69M
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.79KNew |
$247K - $254K
|
4.79K
$245K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.8KNew |
$1.74M - $1.79M
|
33.8K
$1.73M
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
10.8KNew |
$557K - $572K
|
10.8K
$553K
|