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 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.21K- 39.59% |
$165K - $169K
|
4.91K
$255K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.22K- 80.3% |
$165K - $169K
|
790
$41K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.6K- 6.69% |
$185K - $189K
|
50.2K
$2.61M
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-3.64K- 1.34% |
$186K - $191K
|
268K
$13.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.81K- 1.11% |
$195K - $200K
|
338K
$17.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.03K- 2.28% |
$207K - $212K
|
173K
$8.98M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-5.04K- 36.86% |
$258K - $265K
|
8.63K
$448K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.92K- 10.48% |
$304K - $311K
|
50.6K
$2.63M
|
|
|
Apr 20, 2023
Q1 2023
|
Signify Wealth
|
SELL
|
- |
-6.01K- 8.8% |
$308K - $316K
|
62.2K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.34KClosed |
$325K - $333K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-7.71K- 34.29% |
$395K - $405K
|
14.8K
$767K
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-7.8K- 35.56% |
$400K - $410K
|
14.1K
$734K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-7.86K- 14.57% |
$403K - $413K
|
46.1K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-8.44K- 19.83% |
$433K - $444K
|
34.1K
$1.77M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-9.5K- 12.16% |
$487K - $499K
|
68.6K
$3.56M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-9.57K- 55.75% |
$491K - $503K
|
7.6K
$394K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.67K- 75.92% |
$496K - $508K
|
3.07K
$159K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10K- 14.96% |
$514K - $527K
|
57K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.8K- 8.14% |
$551K - $566K
|
121K
$6.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-11.3K- 10.06% |
$581K - $596K
|
101K
$5.26M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-13.5K- 22.39% |
$693K - $711K
|
46.9K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.6K- 45.86% |
$695K - $713K
|
16K
$831K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-13.7K- 40.71% |
$701K - $719K
|
19.9K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.4K- 47.16% |
$843K - $865K
|
18.4K
$957K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-17.5K- 31.39% |
$898K - $921K
|
38.3K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.1K- 94.84% |
$929K - $953K
|
986
$51.2K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-19.7K- 45.11% |
$1.01M - $1.04M
|
24K
$1.25M
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-25.1K- 35.63% |
$1.29M - $1.32M
|
45.4K
$2.36M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-28.7K- 10.68% |
$1.47M - $1.51M
|
240K
$12.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-39.8K- 83.27% |
$2.04M - $2.09M
|
8K
$415K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-45.6K- 17.31% |
$2.34M - $2.4M
|
218K
$11.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-47.4K- 51.2% |
$2.43M - $2.49M
|
45.2K
$2.35M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-58.6K- 91.85% |
$3M - $3.08M
|
5.2K
$270K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-66.3K- 5.94% |
$3.4M - $3.49M
|
1.05M
$54.6M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-68.7K- 56.94% |
$3.52M - $3.61M
|
52K
$2.7M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81.8K- 11.19% |
$4.2M - $4.3M
|
649K
$33.7M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-106K- 16.0% |
$5.41M - $5.55M
|
554K
$28.8M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-174K- 45.02% |
$8.9M - $9.12M
|
212K
$11M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-188K- 97.59% |
$9.64M - $9.89M
|
4.65K
$241K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-282K- 62.67% |
$14.5M - $14.9M
|
168K
$8.74M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-369K- 98.95% |
$18.9M - $19.4M
|
3.93K
$204K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-665K- 84.02% |
$34.1M - $35M
|
126K
$6.56M
|