Latest Institutional Purchases of Pimco ETF Tr Inter Mun Bd Acti (MUNI)
This list provides information on the latest institutional transactions involving Pimco ETF Tr Inter Mun Bd Acti (MUNI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
5.36KNew |
$277K - $284K
|
5.36K
$274K
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
4.8KNew |
$247K - $254K
|
4.8K
$246K
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.79KNew |
$247K - $254K
|
4.79K
$245K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4KNew |
$206K - $212K
|
4K
$205K
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.83K+ 30.34% |
$198K - $203K
|
16.5K
$842K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.15K+ 19.15% |
$162K - $167K
|
19.6K
$1M
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
3.13KNew |
$161K - $165K
|
3.13K
$160K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.01K+ 20.11% |
$155K - $159K
|
18K
$920K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.49K+ 3.9% |
$128K - $132K
|
66.3K
$3.39M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.92KNew |
$98.8K - $101K
|
1.92K
$98K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.9K+ 15.1% |
$98K - $101K
|
14.5K
$741K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.71KNew |
$88.3K - $90.5K
|
1.71K
$87.6K
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.16KNew |
$60K - $61.5K
|
1.16K
$59.5K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
750+ 16.01% |
$38.7K - $39.7K
|
5.44K
$278K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
647+ 52.05% |
$33.4K - $34.2K
|
1.89K
$96.7K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
335New |
$17.3K - $17.7K
|
335
$17.1K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
289New |
$14.9K - $15.3K
|
289
$14.8K
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
286New |
$14.8K - $15.1K
|
286
$14.6K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
200+ 0.69% |
$10.3K - $10.6K
|
29.2K
$1.5M
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
167+ 7.99% |
$8.61K - $8.84K
|
2.26K
$115K
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
101+ 2.59% |
$5.21K - $5.34K
|
4K
$205K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21+ 0.9% |
$1.08K - $1.11K
|
2.36K
$121K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
19New |
$980 - $1.01K
|
19
$972
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
72.4K+ 38.71% |
$3.75M - $3.83M
|
259K
$13.3M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.5K+ 10.73% |
$701K - $718K
|
140K
$7.15M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10K+ 70.48% |
$520K - $532K
|
24.3K
$1.24M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.73KNew |
$504K - $515K
|
9.73K
$498K
|
|
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
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.8KNew |
$197K - $201K
|
3.8K
$194K
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.29K+ 10.04% |
$119K - $121K
|
25.1K
$1.29M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.87KNew |
$96.9K - $99.2K
|
1.87K
$95.8K
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.56KNew |
$80.5K - $82.4K
|
1.56K
$79.6K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.3KNew |
$67.3K - $68.9K
|
1.3K
$66.5K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1K+ 20.49% |
$51.8K - $53K
|
5.89K
$301K
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
500+ 5.56% |
$25.9K - $26.5K
|
9.5K
$486K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
300+ 21.43% |
$15.5K - $15.9K
|
1.7K
$87K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
129New |
$6.68K - $6.83K
|
129
$6.6K
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
69+ 0.57% |
$3.57K - $3.66K
|
12.2K
$622K
|
|
Q2 2024 | |||||||
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 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.1K+ 4.4% |
$570K - $579K
|
263K
$13.4M
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
8.22K+ 6.51% |
$424K - $430K
|
135K
$6.88M
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
6.68K+ 6.08% |
$344K - $349K
|
117K
$5.96M
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
3.88K+ 34.28% |
$200K - $203K
|
15.2K
$777K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.87KNew |
$199K - $202K
|
3.87K
$198K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.37K+ 27.18% |
$122K - $124K
|
11.1K
$567K
|
|
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
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1KNew |
$51.6K - $52.3K
|
1K
$51.2K
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
450New |
$23.2K - $23.5K
|
450
$23K
|