Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.21KNew |
$324K - $328K
|
6.21K
$322K
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
5.53K+ 5.3% |
$289K - $292K
|
110K
$5.7M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.5K+ 26.15% |
$287K - $291K
|
26.5K
$1.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.22K+ 22.11% |
$273K - $276K
|
28.9K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.21K+ 8.59% |
$272K - $275K
|
65.8K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.15K+ 6.35% |
$269K - $272K
|
86.2K
$4.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.08K+ 4.18% |
$265K - $268K
|
126K
$6.56M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.85K+ 55.46% |
$253K - $256K
|
13.6K
$706K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
4.69KNew |
$245K - $248K
|
4.69K
$244K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.66K+ 3.37% |
$243K - $246K
|
143K
$7.41M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.6KNew |
$240K - $243K
|
4.6K
$239K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.59K+ 51.91% |
$239K - $242K
|
13.4K
$697K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.54K+ 1.78% |
$237K - $240K
|
260K
$13.5M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
4.49K+ 10.79% |
$234K - $237K
|
46.1K
$2.39M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.43KNew |
$231K - $234K
|
4.43K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.42KNew |
$231K - $233K
|
4.42K
$229K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.07K+ 1.23% |
$213K - $215K
|
336K
$17.4M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.96K+ 93.9% |
$207K - $209K
|
8.17K
$424K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.96KNew |
$207K - $209K
|
3.96K
$205K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.92K+ 10.16% |
$205K - $207K
|
42.5K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.88KNew |
$203K - $205K
|
3.88K
$201K
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
3.81KNew |
$199K - $201K
|
3.81K
$198K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
3.72K+ 49.12% |
$194K - $197K
|
11.3K
$587K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.6KNew |
$188K - $190K
|
3.6K
$187K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.2K+ 8.13% |
$167K - $169K
|
42.5K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3K+ 14.74% |
$157K - $158K
|
23.3K
$1.21M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.84K+ 29.01% |
$148K - $150K
|
12.6K
$656K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.77K+ 8.26% |
$145K - $146K
|
36.3K
$1.89M
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.68K+ 3.7% |
$140K - $142K
|
75.2K
$3.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.65K+ 22.84% |
$138K - $140K
|
14.3K
$740K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.49K+ 2.03% |
$130K - $131K
|
125K
$6.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
2.44K+ 2.66% |
$127K - $129K
|
94.1K
$4.88M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
2.31K+ 36.05% |
$120K - $122K
|
8.71K
$452K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.71K+ 9.18% |
$89.3K - $90.3K
|
20.3K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.67K+ 8.87% |
$87.3K - $88.3K
|
20.5K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.6K+ 6.04% |
$83.7K - $84.7K
|
28.1K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.54KNew |
$80.4K - $81.3K
|
1.54K
$79.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.49K+ 3.29% |
$77.7K - $78.5K
|
46.7K
$2.42M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.47K+ 1.81% |
$77K - $77.9K
|
82.7K
$4.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.46K+ 11.27% |
$76.3K - $77.2K
|
14.4K
$749K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.44K+ 31.86% |
$75.1K - $76K
|
5.96K
$309K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.38K+ 18.34% |
$72.1K - $72.9K
|
8.91K
$462K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.36K+ 20.41% |
$70.9K - $71.7K
|
8.01K
$416K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.24K+ 7.13% |
$64.9K - $65.6K
|
18.7K
$968K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
903+ 1.73% |
$47.2K - $47.7K
|
53.1K
$2.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
900+ 8.63% |
$47K - $47.5K
|
11.3K
$588K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
773+ 10.69% |
$40.4K - $40.8K
|
8K
$416K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
770+ 15.1% |
$40.2K - $40.7K
|
5.87K
$305K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
763+ 6.07% |
$39.8K - $40.3K
|
13.3K
$693K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
736+ 13.31% |
$38.4K - $38.9K
|
6.27K
$325K
|