Purchases and Sales Made in Q1 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
209K+ 30.49% |
$10.7M - $11M
|
895K
$46.7M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
149K+ 402.3% |
$7.64M - $7.84M
|
186K
$9.7M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.5K+ 11.05% |
$4.95M - $5.08M
|
970K
$50.5M
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
82.4K+ 49.39% |
$4.23M - $4.33M
|
249K
$13M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
67.6KNew |
$3.47M - $3.55M
|
67.6K
$3.52M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
58.2KNew |
$2.98M - $3.06M
|
58.2K
$3.03M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
57.2K+ 249.99% |
$2.93M - $3.01M
|
80K
$4.17M
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
57.1KNew |
$2.93M - $3M
|
57.1K
$2.98M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
51.4KNew |
$2.63M - $2.7M
|
51.4K
$2.68M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.1K+ 21.42% |
$2.57M - $2.64M
|
284K
$14.8M
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
48KNew |
$2.46M - $2.53M
|
48K
$2.5M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
42.2KNew |
$2.16M - $2.22M
|
42.2K
$2.2M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39.8K+ 497.79% |
$2.04M - $2.09M
|
47.8K
$2.49M
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
39.5KNew |
$2.03M - $2.08M
|
39.5K
$2.06M
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
37.3K+ 6.89% |
$1.91M - $1.96M
|
578K
$30.1M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.1K+ 36.57% |
$1.7M - $1.74M
|
124K
$6.44M
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
32.3KNew |
$1.66M - $1.7M
|
32.3K
$1.68M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27K+ 4.54% |
$1.38M - $1.42M
|
620K
$32.3M
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
25KNew |
$1.28M - $1.31M
|
25K
$1.3M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.6K+ 26.94% |
$1.26M - $1.29M
|
116K
$6.04M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.1K+ 80.57% |
$1.19M - $1.22M
|
51.8K
$2.7M
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
23.1KNew |
$1.18M - $1.22M
|
23.1K
$1.2M
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
22.6KNew |
$1.16M - $1.19M
|
22.6K
$1.18M
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
22.4KNew |
$1.15M - $1.18M
|
22.4K
$1.17M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
19.7K+ 97.22% |
$1.01M - $1.04M
|
40K
$2.08M
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
15.6KNew |
$801K - $822K
|
15.6K
$815K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.1K+ 62.04% |
$774K - $794K
|
39.4K
$2.05M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.8K+ 6.96% |
$761K - $780K
|
228K
$11.9M
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10.3KNew |
$527K - $540K
|
10.3K
$536K
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.1KNew |
$520K - $534K
|
10.1K
$529K
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
8.81KNew |
$452K - $463K
|
8.81K
$459K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8.8KNew |
$451K - $463K
|
8.8K
$459K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
8.57K+ 33.54% |
$439K - $451K
|
34.1K
$1.78M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.32KNew |
$427K - $438K
|
8.32K
$434K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.22K+ 12.36% |
$421K - $432K
|
74.7K
$3.9M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.27KNew |
$373K - $382K
|
7.27K
$379K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.12KNew |
$365K - $374K
|
7.12K
$371K
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.96K+ 21.54% |
$357K - $366K
|
39.3K
$2.05M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.73KNew |
$345K - $354K
|
6.73K
$351K
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
6.72KNew |
$344K - $353K
|
6.72K
$350K
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6KNew |
$308K - $316K
|
6K
$313K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.58KNew |
$286K - $293K
|
5.58K
$291K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.22K+ 9.71% |
$268K - $275K
|
59K
$3.07M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.05K+ 3.11% |
$259K - $266K
|
167K
$8.71M
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.85KNew |
$248K - $255K
|
4.85K
$253K
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.19KNew |
$215K - $220K
|
4.19K
$218K
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.16K+ 51.18% |
$213K - $219K
|
12.3K
$640K
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
4.13K+ 7.96% |
$212K - $217K
|
56.1K
$2.92M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.03K+ 2.79% |
$206K - $212K
|
148K
$7.73M
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.01KNew |
$205K - $211K
|
4.01K
$209K
|