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 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
3.13KNew |
$161K - $165K
|
3.13K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-335- 6.5% |
$17.3K - $17.7K
|
4.82K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
19New |
$980 - $1.01K
|
19
$972
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.49K+ 3.9% |
$128K - $132K
|
66.3K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
647+ 52.05% |
$33.4K - $34.2K
|
1.89K
$96.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.4K- 17.41% |
$485K - $497K
|
44.6K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
10.9KNew |
$560K - $574K
|
10.9K
$555K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1.58K- 16.07% |
$81.3K - $83.4K
|
8.24K
$421K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4KNew |
$206K - $212K
|
4K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.51KNew |
$284K - $291K
|
5.51K
$282K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
5.36KNew |
$277K - $284K
|
5.36K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-900- 15.4% |
$46.4K - $47.6K
|
4.95K
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
14.1KNew |
$727K - $746K
|
14.1K
$721K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
7.7KNew |
$397K - $407K
|
7.7K
$394K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
167+ 7.99% |
$8.61K - $8.84K
|
2.26K
$115K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
11.6KNew |
$598K - $614K
|
11.6K
$594K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
4.8KNew |
$247K - $254K
|
4.8K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
184KNew |
$9.5M - $9.75M
|
184K
$9.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.51K- 46.85% |
$181K - $186K
|
3.99K
$204K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-11K- 56.81% |
$570K - $584K
|
8.4K
$430K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.59K- 95.29% |
$288K - $296K
|
276
$14.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
286New |
$14.8K - $15.1K
|
286
$14.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-428- 3.22% |
$22.1K - $22.6K
|
12.9K
$659K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
200+ 0.69% |
$10.3K - $10.6K
|
29.2K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21+ 0.9% |
$1.08K - $1.11K
|
2.36K
$121K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
335New |
$17.3K - $17.7K
|
335
$17.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.9K+ 15.1% |
$98K - $101K
|
14.5K
$741K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.16KNew |
$60K - $61.5K
|
1.16K
$59.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-851- 8.9% |
$43.9K - $45K
|
8.72K
$446K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
5.69KNew |
$293K - $301K
|
5.69K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-869- 11.57% |
$44.8K - $46K
|
6.64K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
289New |
$14.9K - $15.3K
|
289
$14.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
11.8KNew |
$606K - $622K
|
11.8K
$601K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
43.9KNew |
$2.26M - $2.32M
|
43.9K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.01K+ 20.11% |
$155K - $159K
|
18K
$920K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
750+ 16.01% |
$38.7K - $39.7K
|
5.44K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
101+ 2.59% |
$5.21K - $5.34K
|
4K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.92KNew |
$98.8K - $101K
|
1.92K
$98K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-427- 6.46% |
$22K - $22.6K
|
6.18K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-19.2K- 65.52% |
$992K - $1.02M
|
10.1K
$518K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.15K+ 19.15% |
$162K - $167K
|
19.6K
$1M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.83K+ 30.34% |
$198K - $203K
|
16.5K
$842K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
69+ 0.57% |
$3.57K - $3.66K
|
12.2K
$622K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.02K- 7.71% |
$52.9K - $54.1K
|
12.2K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.34KNew |
$225K - $230K
|
4.34K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.8KNew |
$197K - $201K
|
3.8K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
300+ 21.43% |
$15.5K - $15.9K
|
1.7K
$87K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.73KNew |
$504K - $515K
|
9.73K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
500+ 5.56% |
$25.9K - $26.5K
|
9.5K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10K+ 70.48% |
$520K - $532K
|
24.3K
$1.24M
|
|