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 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-203- 1.61% |
$10.6K - $10.7K
|
12.4K
$645K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-209- 1.96% |
$10.9K - $11K
|
10.4K
$542K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-250- 1.44% |
$13.1K - $13.2K
|
17.1K
$889K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-252- 3.11% |
$13.2K - $13.3K
|
7.85K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-273Closed |
$14.3K - $14.4K
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-284- 1.81% |
$14.8K - $15K
|
15.4K
$801K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-299- 1.15% |
$15.6K - $15.8K
|
25.7K
$1.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-382- 0.87% |
$19.9K - $20.2K
|
43.7K
$2.27M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-436- 1.96% |
$22.8K - $23K
|
21.8K
$1.13M
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-436- 1.96% |
$22.8K - $23K
|
21.8K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-455- 3.21% |
$23.8K - $24K
|
13.7K
$713K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-457- 4.03% |
$23.9K - $24.1K
|
10.9K
$565K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-600- 2.89% |
$31.3K - $31.7K
|
20.2K
$1.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-632- 27.54% |
$33K - $33.4K
|
1.66K
$86.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-701- 5.49% |
$36.6K - $37K
|
12.1K
$626K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-731- 12.43% |
$38.2K - $38.6K
|
5.15K
$267K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-750- 1.57% |
$39.2K - $39.6K
|
47K
$2.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-895- 0.78% |
$46.7K - $47.3K
|
114K
$5.93M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-979- 4.3% |
$51.1K - $51.7K
|
21.8K
$1.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1K- 2.65% |
$52.2K - $52.8K
|
36.7K
$1.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.02K- 2.77% |
$53.3K - $53.9K
|
35.8K
$1.86M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.32K- 2.02% |
$68.9K - $69.7K
|
64K
$3.32M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.39K- 11.98% |
$72.4K - $73.3K
|
10.2K
$529K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.44K- 5.5% |
$75.4K - $76.2K
|
24.8K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.46K- 8.92% |
$76.2K - $77.1K
|
14.9K
$774K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.48K- 2.92% |
$77.3K - $78.2K
|
49.2K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.49K- 2.9% |
$77.7K - $78.6K
|
49.8K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.54K- 11.05% |
$80.5K - $81.4K
|
12.4K
$645K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.6K- 35.22% |
$83.5K - $84.5K
|
2.94K
$153K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.7K- 5.98% |
$88.6K - $89.6K
|
26.7K
$1.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.92K- 5.93% |
$100K - $101K
|
30.4K
$1.58M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2.18K- 2.8% |
$114K - $115K
|
75.5K
$3.92M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.65K- 84.77% |
$138K - $140K
|
476
$24.7K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.92K- 31.69% |
$152K - $154K
|
6.3K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.15K- 35.23% |
$165K - $166K
|
5.79K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3.27K- 5.0% |
$171K - $173K
|
62.1K
$3.22M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.35K- 13.59% |
$175K - $177K
|
21.3K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.43K- 6.15% |
$179K - $181K
|
52.3K
$2.72M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.74K- 34.78% |
$195K - $197K
|
7.01K
$364K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4.13K- 4.25% |
$216K - $218K
|
93.1K
$4.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.5K- 33.84% |
$235K - $238K
|
8.8K
$457K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.57K- 10.37% |
$343K - $347K
|
56.8K
$2.95M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.11K- 4.17% |
$371K - $375K
|
163K
$8.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.3K- 42.73% |
$381K - $385K
|
9.78K
$508K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.49K- 77.36% |
$391K - $396K
|
2.19K
$114K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.5K- 21.29% |
$392K - $396K
|
27.7K
$1.44M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.62K- 55.87% |
$398K - $403K
|
6.02K
$313K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.26K- 4.99% |
$484K - $489K
|
176K
$9.16M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-9.57K- 11.68% |
$500K - $506K
|
72.4K
$3.76M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-10.6K- 35.76% |
$553K - $560K
|
19K
$988K
|