Purchases and Sales Made in Q1 2022 in Pimco ETF Tr Inter Mun Bd Acti (MUNI)
This table provides information about the institutional ownership of Pimco ETF Tr Inter Mun Bd Acti (MUNI) during Q1 2022. The information is specifically focused on institutions that hold shares of PIMCO ETF TR INTER MUN BD ACTI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
700+ 3.77% |
$37K - $39.4K
|
19.3K
$1M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
559+ 2.97% |
$29.6K - $31.4K
|
19.4K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
487+ 12.21% |
$25.8K - $27.4K
|
4.48K
$232K
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
479+ 2.23% |
$25.3K - $26.9K
|
22K
$1.14M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
450New |
$23.8K - $25.3K
|
450
$23.4K
|
|
|
May 10, 2022
Q1 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
415+ 0.88% |
$22K - $23.3K
|
47.5K
$2.47M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
411+ 2.0% |
$21.7K - $23.1K
|
21K
$1.09M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
380+ 2.76% |
$20.1K - $21.4K
|
14.2K
$735K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
332New |
$17.6K - $18.7K
|
332
$17.2K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
327+ 4.86% |
$17.3K - $18.4K
|
7.06K
$367K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
305+ 1.94% |
$16.1K - $17.2K
|
16K
$831K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
276New |
$14.6K - $15.5K
|
276
$14.3K
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
227+ 4.1% |
$12K - $12.8K
|
5.76K
$299K
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
224+ 1.05% |
$11.9K - $12.6K
|
21.5K
$1.11M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
204+ 24.79% |
$10.8K - $11.5K
|
1.03K
$53.3K
|
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
160New |
$8.47K - $9K
|
160
$8.31K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
56+ 0.36% |
$2.96K - $3.15K
|
15.8K
$822K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
38+ 0.4% |
$2.01K - $2.14K
|
9.48K
$492K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
27+ 0.53% |
$1.43K - $1.52K
|
5.08K
$264K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
25+ 0.4% |
$1.32K - $1.41K
|
6.32K
$328K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
21+ 0.39% |
$1.11K - $1.18K
|
5.41K
$281K
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
15+ 0.39% |
$794 - $844
|
3.85K
$200K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
11+ 0.16% |
$582 - $619
|
6.75K
$350K
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
8+ 0.05% |
$423 - $450
|
14.9K
$773K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.41% |
$370 - $394
|
1.7K
$88.1K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6+ 0.07% |
$317 - $337
|
8.65K
$449K
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.04% |
$159 - $169
|
6.99K
$363K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.14% |
$106 - $112
|
1.41K
$73.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.21% |
$52.9 - $56.2
|
473
$24.6K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.5% |
$52.9 - $56.2
|
203
$10.5K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1+ 0.02% |
$52.9 - $56.2
|
5.97K
$310K
|
|
|
May 04, 2022
Q1 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-45- 23.68% |
$2.38K - $2.53K
|
145
$7.53K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-50Closed |
$2.65K - $2.81K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-78- 0.64% |
$4.13K - $4.39K
|
12.1K
$626K
|
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-93- 1.32% |
$4.92K - $5.23K
|
6.94K
$360K
|
|
|
May 03, 2022
Q1 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-94Closed |
$4.97K - $5.29K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-183- 0.78% |
$9.68K - $10.3K
|
23.4K
$1.22M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-204- 17.82% |
$10.8K - $11.5K
|
941
$48.9K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-371- 5.81% |
$19.6K - $20.9K
|
6.02K
$312K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-446- 2.09% |
$23.6K - $25.1K
|
20.9K
$1.09M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-454- 10.88% |
$24K - $25.5K
|
3.72K
$193K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-609Closed |
$32.2K - $34.3K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-651- 11.26% |
$34.4K - $36.6K
|
5.13K
$266K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-747- 7.91% |
$39.5K - $42K
|
8.7K
$452K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-838- 15.73% |
$44.3K - $47.1K
|
4.49K
$233K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-881- 1.14% |
$46.6K - $49.5K
|
76.2K
$3.96M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-889- 4.11% |
$47K - $50K
|
20.7K
$1.08M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-952- 17.26% |
$50.4K - $53.5K
|
4.56K
$237K
|
|
|
May 06, 2022
Q1 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-994- 0.36% |
$52.6K - $55.9K
|
272K
$14.1M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1K- 35.09% |
$52.9K - $56.2K
|
1.85K
$96.1K
|