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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
114+ 0.67% |
$5.84K - $6K
|
17.2K
$893K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
105+ 0.74% |
$5.38K - $5.52K
|
14.2K
$737K
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
71+ 0.87% |
$3.64K - $3.73K
|
8.21K
$426K
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
64+ 0.3% |
$3.28K - $3.37K
|
21.1K
$1.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
47+ 0.5% |
$2.41K - $2.47K
|
9.54K
$495K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32+ 0.22% |
$1.64K - $1.68K
|
14.7K
$764K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
14+ 0.25% |
$718 - $736
|
5.54K
$288K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
8+ 0.13% |
$410 - $421
|
6.11K
$317K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
5+ 0.03% |
$256 - $263
|
14.8K
$771K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.97% |
$103 - $105
|
208
$10.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
2+ 0.02% |
$103 - $105
|
12.7K
$660K
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-5- 3.45% |
$256 - $263
|
140
$7.27K
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-40- 53.33% |
$2.05K - $2.1K
|
35
$1.82K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-82- 0.28% |
$4.2K - $4.31K
|
29.5K
$1.53M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-90- 5.75% |
$4.61K - $4.73K
|
1.48K
$76.6K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-134- 0.35% |
$6.87K - $7.05K
|
38.4K
$1.99M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-160- 33.33% |
$8.2K - $8.41K
|
320
$16.6K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-200- 3.22% |
$10.3K - $10.5K
|
6.01K
$312K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-220- 1.48% |
$11.3K - $11.6K
|
14.6K
$759K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-250- 4.37% |
$12.8K - $13.1K
|
5.47K
$284K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-338- 5.67% |
$17.3K - $17.8K
|
5.62K
$292K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-339- 6.68% |
$17.4K - $17.8K
|
4.74K
$246K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-355- 3.9% |
$18.2K - $18.7K
|
8.74K
$454K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-380- 2.53% |
$19.5K - $20K
|
14.6K
$760K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-402- 2.72% |
$20.6K - $21.1K
|
14.4K
$748K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-485- 3.94% |
$24.9K - $25.5K
|
11.8K
$614K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-485- 3.94% |
$24.9K - $25.5K
|
11.8K
$614K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-531- 0.65% |
$27.2K - $27.9K
|
81.7K
$4.24M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-560- 13.12% |
$28.7K - $29.5K
|
3.71K
$193K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-599- 4.34% |
$30.7K - $31.5K
|
13.2K
$685K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-620- 10.44% |
$31.8K - $32.6K
|
5.32K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-710- 5.59% |
$36.4K - $37.3K
|
12K
$623K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-725- 0.64% |
$37.2K - $38.1K
|
113K
$5.84M
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-750- 6.17% |
$38.5K - $39.4K
|
11.4K
$592K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-772- 25.85% |
$39.6K - $40.6K
|
2.22K
$115K
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-939- 3.91% |
$48.1K - $49.4K
|
23.1K
$1.2M
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-939- 3.91% |
$48.1K - $49.4K
|
23.1K
$1.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-989- 5.68% |
$50.7K - $52K
|
16.4K
$853K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1K- 4.33% |
$51.3K - $52.6K
|
22.1K
$1.15M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.09K- 5.09% |
$56.1K - $57.5K
|
20.4K
$1.06M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.88K- 3.22% |
$96.2K - $98.7K
|
56.4K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.89K- 61.1% |
$96.6K - $99.1K
|
1.2K
$62.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.9K- 5.52% |
$97.4K - $99.9K
|
32.5K
$1.69M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-1.99K- 2.84% |
$102K - $105K
|
68.2K
$3.54M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 0.58% |
$111K - $114K
|
370K
$19.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-2.2K- 7.18% |
$113K - $115K
|
28.4K
$1.47M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.37K- 1.54% |
$121K - $124K
|
152K
$7.87M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.57K- 23.74% |
$132K - $135K
|
8.25K
$428K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.95K- 3.84% |
$151K - $155K
|
73.8K
$3.83M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-3.08K- 10.89% |
$158K - $162K
|
25.2K
$1.31M
|