Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.09MNew |
$55.3M - $57.5M
|
1.09M
$56.6M
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
488K+ 4411.12% |
$24.8M - $25.8M
|
499K
$26M
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
373K+ 5086.24% |
$19M - $19.8M
|
381K
$19.8M
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
351KNew |
$17.8M - $18.6M
|
351K
$18.3M
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
330KNew |
$16.8M - $17.5M
|
330K
$17.2M
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
326K+ 308.48% |
$16.6M - $17.3M
|
432K
$22.5M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
302K+ 33.04% |
$15.4M - $16M
|
1.22M
$63.4M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
261K+ 147.08% |
$13.3M - $13.8M
|
438K
$22.8M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
224K+ 78.93% |
$11.4M - $11.9M
|
508K
$26.5M
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
212KNew |
$10.8M - $11.2M
|
212K
$11.1M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
160KNew |
$8.17M - $8.5M
|
160K
$8.36M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
134K+ 39.77% |
$6.8M - $7.08M
|
470K
$24.5M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
118KNew |
$5.99M - $6.24M
|
118K
$6.14M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
111K+ 11.17% |
$5.63M - $5.86M
|
1.1M
$57.4M
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
71.2KNew |
$3.63M - $3.77M
|
71.2K
$3.71M
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
70K+ 114.82% |
$3.56M - $3.71M
|
131K
$6.83M
|
|
Jul 18, 2022
Q2 2022
|
Signify Wealth
|
BUY
|
- |
59K+ 546.54% |
$3M - $3.12M
|
69.7K
$3.63M
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
54.1KNew |
$2.75M - $2.87M
|
54.1K
$2.82M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
48.1K+ 2835.61% |
$2.45M - $2.55M
|
49.8K
$2.59M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.6K+ 59.86% |
$2.32M - $2.42M
|
122K
$6.35M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42K+ 45.04% |
$2.14M - $2.23M
|
135K
$7.05M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39K+ 16.42% |
$1.98M - $2.06M
|
276K
$14.4M
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
32.3K+ 45.85% |
$1.65M - $1.71M
|
103K
$5.36M
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
BUY
|
- |
26.1KNew |
$1.33M - $1.38M
|
26.1K
$1.36M
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
22.6KNew |
$1.15M - $1.2M
|
22.6K
$1.18M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
20.2K+ 68.92% |
$1.03M - $1.07M
|
49.5K
$2.58M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.4K+ 223.81% |
$985K - $1.03M
|
28K
$1.46M
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
19K+ 12.23% |
$970K - $1.01M
|
175K
$9.11M
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
18.7K+ 224.77% |
$951K - $989K
|
27K
$1.41M
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
17.6K+ 33.13% |
$897K - $933K
|
70.8K
$3.69M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
17.4K+ 387.48% |
$885K - $921K
|
21.9K
$1.14M
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
15.1K+ 33.45% |
$766K - $797K
|
60.1K
$3.13M
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
13.2KNew |
$672K - $699K
|
13.2K
$688K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
11.8KNew |
$599K - $624K
|
11.8K
$614K
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.1KNew |
$563K - $586K
|
11.1K
$576K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11K+ 211.71% |
$560K - $582K
|
16.2K
$843K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
8.94KNew |
$455K - $474K
|
8.94K
$466K
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8.6KNew |
$438K - $456K
|
8.6K
$448K
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
8.27KNew |
$421K - $438K
|
8.27K
$431K
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
8.02KNew |
$409K - $425K
|
8.02K
$418K
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.75KNew |
$395K - $411K
|
7.75K
$404K
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
7.43K+ 19.54% |
$378K - $394K
|
45.5K
$2.37M
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.96KNew |
$354K - $369K
|
6.96K
$363K
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.8KNew |
$346K - $360K
|
6.8K
$354K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.67KNew |
$339K - $353K
|
6.67K
$348K
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6.15K+ 60.11% |
$313K - $326K
|
16.4K
$853K
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.65KNew |
$288K - $299K
|
5.65K
$294K
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5.2K+ 101.35% |
$265K - $275K
|
10.3K
$538K
|
|
May 15, 2023
Q2 2022
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
5KNew |
$254K - $265K
|
5K
$260K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.95KNew |
$252K - $262K
|
4.95K
$258K
|