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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
677+ 1.94% |
$35.4K - $35.8K
|
35.5K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
631+ 4.68% |
$33K - $33.3K
|
14.1K
$732K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
629+ 29.7% |
$32.8K - $33.2K
|
2.75K
$143K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
618+ 3.33% |
$32.3K - $32.6K
|
19.2K
$996K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
602+ 4.33% |
$31.4K - $31.8K
|
14.5K
$753K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
590+ 3.21% |
$30.8K - $31.2K
|
18.9K
$984K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
578+ 44.7% |
$30.2K - $30.5K
|
1.87K
$97.1K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
564+ 0.59% |
$29.5K - $29.8K
|
95.7K
$4.97M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
555+ 5.36% |
$29K - $29.3K
|
10.9K
$566K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
539+ 12.09% |
$28.1K - $28.5K
|
5K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
516+ 2.52% |
$26.9K - $27.3K
|
21K
$1.09M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
397+ 4.38% |
$20.7K - $21K
|
9.46K
$491K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
396+ 3.14% |
$20.7K - $20.9K
|
13K
$675K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
389+ 4.93% |
$20.3K - $20.5K
|
8.28K
$430K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
381+ 5.07% |
$19.9K - $20.1K
|
7.89K
$410K
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
375+ 4.97% |
$19.6K - $19.8K
|
7.93K
$411K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
359+ 3.91% |
$18.7K - $19K
|
9.54K
$495K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
327+ 6.5% |
$17.1K - $17.3K
|
5.36K
$278K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
320+ 3.04% |
$16.7K - $16.9K
|
10.9K
$564K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
255+ 1.42% |
$13.3K - $13.5K
|
18.2K
$944K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
178+ 0.85% |
$9.3K - $9.4K
|
21.2K
$1.1M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
175+ 0.35% |
$9.14K - $9.24K
|
50.6K
$2.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
144+ 0.39% |
$7.52K - $7.61K
|
37.4K
$1.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
132+ 0.75% |
$6.89K - $6.97K
|
17.7K
$919K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
132New |
$6.89K - $6.97K
|
132
$6.85K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$5.22K - $5.28K
|
100
$5.19K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
95+ 1.51% |
$4.96K - $5.02K
|
6.4K
$332K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
73+ 0.66% |
$3.81K - $3.86K
|
11.1K
$574K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
70New |
$3.66K - $3.7K
|
70
$3.63K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
69+ 1.18% |
$3.6K - $3.64K
|
5.91K
$307K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.12% |
$679 - $687
|
10.8K
$560K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
12+ 0.12% |
$627 - $634
|
10.4K
$540K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 0.83% |
$574 - $581
|
1.34K
$69.3K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8New |
$418 - $423
|
8
$415
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6+ 0.76% |
$313 - $317
|
792
$41.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.94% |
$104 - $106
|
215
$11.2K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1- 0.01% |
$52.2 - $52.8
|
7.5K
$389K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1- 0.62% |
$52.2 - $52.8
|
161
$8.36K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-65- 7.03% |
$3.39K - $3.43K
|
859
$44.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-91- 1.96% |
$4.75K - $4.81K
|
4.55K
$236K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-101- 0.13% |
$5.27K - $5.33K
|
76.1K
$3.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-101- 0.27% |
$5.27K - $5.33K
|
37.8K
$1.96M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-116- 0.9% |
$6.06K - $6.13K
|
12.8K
$666K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-119- 1.45% |
$6.21K - $6.29K
|
8.08K
$419K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-120- 0.62% |
$6.27K - $6.34K
|
19.2K
$997K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-148- 0.49% |
$7.73K - $7.82K
|
30.2K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-166- 1.25% |
$8.67K - $8.77K
|
13.1K
$679K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-174- 2.15% |
$9.09K - $9.19K
|
7.9K
$410K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-185- 2.14% |
$9.66K - $9.77K
|
8.45K
$439K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-200- 42.28% |
$10.4K - $10.6K
|
273
$14.2K
|