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 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
4.92KNew |
$244K - $255K
|
4.92K
$256K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.46KNew |
$221K - $231K
|
4.46K
$232K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.9KNew |
$194K - $202K
|
3.9K
$203K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2KNew |
$99.2K - $104K
|
2K
$104K
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
9.49K+ 41.88% |
$475K - $500K
|
32.1K
$1.67M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.46KNew |
$274K - $288K
|
5.46K
$284K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.26KNew |
$264K - $277K
|
5.26K
$274K
|
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.1K+ 18.02% |
$54.9K - $57.7K
|
7.18K
$374K
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
993+ 13.51% |
$49.8K - $52.3K
|
8.34K
$434K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
333New |
$16.7K - $17.5K
|
333
$17.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
110New |
$5.51K - $5.8K
|
110
$5.73K
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
92+ 0.61% |
$4.61K - $4.85K
|
15.3K
$796K
|
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
26+ 0.52% |
$1.3K - $1.37K
|
5.02K
$262K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
71.2KNew |
$3.63M - $3.77M
|
71.2K
$3.71M
|
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
8.02KNew |
$409K - $425K
|
8.02K
$418K
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.8KNew |
$346K - $360K
|
6.8K
$354K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.65KNew |
$288K - $299K
|
5.65K
$294K
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.62KNew |
$184K - $192K
|
3.62K
$189K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.45KNew |
$73.8K - $76.8K
|
1.45K
$75.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.26K+ 33.82% |
$64.4K - $67K
|
5K
$260K
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
194New |
$9.88K - $10.3K
|
194
$10.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
65New |
$3.31K - $3.44K
|
65
$3.38K
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6.76KNew |
$358K - $380K
|
6.76K
$352K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.28KNew |
$296K - $298K
|
5.28K
$275K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
6.51KNew |
$365K - $370K
|
6.51K
$339K
|
|
| Q1 2021 | |||||||
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.58KNew |
$201K - $204K
|
3.58K
$186K
|
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
115+ 1.8% |
$6.45K - $6.57K
|
6.51K
$339K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
501New |
$28K - $28.5K
|
501
$26.1K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
5.19KNew |
$289K - $294K
|
5.19K
$270K
|
|
| Q2 2020 | |||||||
|
Jul 14, 2020
Q2 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.8KNew |
$202K - $212K
|
3.8K
$198K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19+ 0.33% |
$1.01K - $1.06K
|
5.74K
$299K
|
|
| Q1 2020 | |||||||
|
Jan 09, 2023
Q1 2020
|
Values First Advisors, Inc.
|
BUY
|
- |
114New |
$5.75K - $6.44K
|
114
$5.93K
|
|
| Q4 2019 | |||||||
|
Jan 31, 2020
Q4 2019
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
501New |
$27.5K - $27.8K
|
501
$26.1K
|
|
| Q4 2018 | |||||||
|
Feb 27, 2020
Q4 2018
|
Jsf Financial, LLC
|
BUY
|
- |
4KNew |
N/A
|
4K
$208K
|
|
| Q2 2018 | |||||||
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
10+ 0.63% |
N/A
|
1.59K
$82.6K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$52.1
|
|