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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.3KNew |
$67.3K - $68.9K
|
1.3K
$66.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
129New |
$6.68K - $6.83K
|
129
$6.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-129- 7.98% |
$6.68K - $6.83K
|
1.49K
$76.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-800- 11.34% |
$41.4K - $42.4K
|
6.26K
$320K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.29K+ 10.04% |
$119K - $121K
|
25.1K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.8KNew |
$197K - $201K
|
3.8K
$194K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-162- 3.61% |
$8.39K - $8.58K
|
4.32K
$221K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.56KNew |
$80.5K - $82.4K
|
1.56K
$79.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 6.89% |
$57.4K - $58.8K
|
15K
$766K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.5K+ 10.73% |
$701K - $718K
|
140K
$7.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
72.4K+ 38.71% |
$3.75M - $3.83M
|
259K
$13.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-168- 0.48% |
$8.7K - $8.9K
|
34.7K
$1.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1K+ 20.49% |
$51.8K - $53K
|
5.89K
$301K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-65- 1.46% |
$3.37K - $3.44K
|
4.38K
$224K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.87KNew |
$96.9K - $99.2K
|
1.87K
$95.8K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-643- 11.69% |
$33.3K - $34.1K
|
4.86K
$248K
|
|
| Q2 2024 | |||||||
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
6.68K+ 6.08% |
$344K - $349K
|
117K
$5.96M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.37K+ 27.18% |
$122K - $124K
|
11.1K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
8.22K+ 6.51% |
$424K - $430K
|
135K
$6.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
3.88K+ 34.28% |
$200K - $203K
|
15.2K
$777K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5New |
$258 - $261
|
5
$256
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.87KNew |
$199K - $202K
|
3.87K
$198K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
26.3KNew |
$1.35M - $1.37M
|
26.3K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
375New |
$19.3K - $19.6K
|
375
$19.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
450New |
$23.2K - $23.5K
|
450
$23K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.1K+ 4.4% |
$570K - $579K
|
263K
$13.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
437New |
$22.5K - $22.9K
|
437
$22.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1KNew |
$51.6K - $52.3K
|
1K
$51.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 18.18% |
$5.16K - $5.23K
|
450
$23K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
300+ 15000.0% |
$15.5K - $15.7K
|
302
$15.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.75K+ 3.34% |
$90K - $91.2K
|
53.9K
$2.76M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
1.01K+ 0.76% |
$52K - $52.8K
|
133K
$6.82M
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
70New |
$3.66K - $3.7K
|
70
$3.58K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.88KNew |
$203K - $205K
|
3.88K
$198K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8New |
$418 - $423
|
8
$409
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.5K+ 8.51% |
$1.23M - $1.24M
|
299K
$15.3M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.92K- 31.69% |
$152K - $154K
|
6.3K
$322K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.71K+ 9.18% |
$89.3K - $90.3K
|
20.3K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.93KNew |
$362K - $366K
|
6.93K
$355K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-284- 1.81% |
$14.8K - $15K
|
15.4K
$789K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
7.78KNew |
$406K - $411K
|
7.78K
$398K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
359+ 3.91% |
$18.7K - $19K
|
9.54K
$488K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
132New |
$6.89K - $6.97K
|
132
$6.75K
|
|
| Q4 2023 | |||||||
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.85KNew |
$190K - $204K
|
3.85K
$197K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.2KNew |
$59.3K - $63.6K
|
1.2K
$61.4K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.76K+ 80.8% |
$235K - $252K
|
10.6K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.01KNew |
$198K - $212K
|
4.01K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.74KNew |
$85.9K - $92.1K
|
1.74K
$88.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.53KNew |
$323K - $346K
|
6.53K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
14.8KNew |
$730K - $782K
|
14.8K
$755K
|
|