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 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.93KNew |
$491K - $526K
|
9.93K
$518K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
8.69K+ 423.9% |
$430K - $461K
|
10.7K
$560K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6.93KNew |
$342K - $367K
|
6.93K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.53KNew |
$323K - $346K
|
6.53K
$341K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
6.44KNew |
$318K - $341K
|
6.44K
$336K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
6.13K+ 73.18% |
$303K - $325K
|
14.5K
$756K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.91KNew |
$292K - $314K
|
5.91K
$308K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.76K+ 80.8% |
$235K - $252K
|
10.6K
$555K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.35K+ 18.56% |
$215K - $230K
|
27.8K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.01KNew |
$198K - $212K
|
4.01K
$209K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.85KNew |
$190K - $204K
|
3.85K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.74KNew |
$85.9K - $92.1K
|
1.74K
$90.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.35K+ 718.09% |
$66.8K - $71.6K
|
1.54K
$80.2K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.2KNew |
$59.3K - $63.6K
|
1.2K
$62.5K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
1.1KNew |
$54.4K - $58.3K
|
1.1K
$57.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
730New |
$36.1K - $38.7K
|
730
$38K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
611+ 9.52% |
$30.2K - $32.4K
|
7.03K
$366K
|
|
| Q3 2023 | |||||||
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12.1KNew |
$607K - $630K
|
12.1K
$632K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.29KNew |
$265K - $275K
|
5.29K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.12KNew |
$206K - $214K
|
4.12K
$215K
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.31K+ 7.91% |
$65.4K - $67.9K
|
17.8K
$929K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
956+ 15.03% |
$47.8K - $49.7K
|
7.32K
$381K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
792+ 17.41% |
$39.6K - $41.2K
|
5.34K
$278K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7+ 0.11% |
$350 - $364
|
6.12K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3+ 0.03% |
$150 - $156
|
10.1K
$524K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
3+ 0.02% |
$150 - $156
|
12.7K
$663K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4.85KNew |
$249K - $255K
|
4.85K
$253K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.25K+ 7.42% |
$64.1K - $65.7K
|
18.1K
$942K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.21KNew |
$62.3K - $63.8K
|
1.21K
$63.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
730New |
$37.4K - $38.4K
|
730
$38K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
708New |
$36.3K - $37.2K
|
708
$36.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
271+ 2.84% |
$13.9K - $14.2K
|
9.81K
$511K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 2.56% |
$51.3 - $52.6
|
40
$2.08K
|
|
| Q1 2023 | |||||||
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6KNew |
$308K - $316K
|
6K
$313K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.65K+ 73.25% |
$187K - $192K
|
8.62K
$449K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.62K+ 11.7% |
$82.9K - $85K
|
15.4K
$804K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
355New |
$18.2K - $18.7K
|
355
$18.5K
|
|
| Q4 2022 | |||||||
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
77.7KNew |
$3.86M - $4.03M
|
77.7K
$4.05M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
66.6KNew |
$3.3M - $3.45M
|
66.6K
$3.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
29KNew |
$1.44M - $1.51M
|
29K
$1.51M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
20.9K+ 71.76% |
$1.04M - $1.08M
|
50.1K
$2.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
13.6K+ 297.27% |
$676K - $706K
|
18.2K
$949K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
12.9KNew |
$638K - $667K
|
12.9K
$670K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
12.7KNew |
$633K - $661K
|
12.7K
$664K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
11.1KNew |
$553K - $578K
|
11.1K
$581K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.1KNew |
$550K - $575K
|
11.1K
$578K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.06K+ 4.87% |
$450K - $470K
|
195K
$10.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
8.97KNew |
$445K - $465K
|
8.97K
$467K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
8.14KNew |
$404K - $422K
|
8.14K
$424K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.29KNew |
$263K - $274K
|
5.29K
$276K
|
|