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 03, 2022
Q2 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
4.39KNew |
$223K - $233K
|
4.39K
$228K
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.62KNew |
$184K - $192K
|
3.62K
$188K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.53K+ 18.19% |
$180K - $187K
|
22.9K
$1.19M
|
|
|
Aug 05, 2022
Q2 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3.03K+ 1.11% |
$154K - $161K
|
275K
$14.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
2.66K+ 6.36% |
$135K - $141K
|
44.4K
$2.31M
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
2.58K+ 50.95% |
$131K - $136K
|
7.63K
$396K
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
2.46K+ 49.18% |
$125K - $130K
|
7.46K
$387K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.42K+ 18.84% |
$123K - $128K
|
15.3K
$792K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.22K+ 43.82% |
$113K - $118K
|
7.28K
$378K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.97K+ 9.49% |
$100K - $104K
|
22.7K
$1.18M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.45KNew |
$73.8K - $76.8K
|
1.45K
$75.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.36K+ 681.41% |
$69K - $71.8K
|
1.56K
$80.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.26K+ 33.82% |
$64.4K - $67K
|
5K
$260K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.17K+ 8.16% |
$59.6K - $62K
|
15.5K
$805K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.06K+ 17.62% |
$54K - $56.2K
|
7.08K
$367K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.03K+ 18.99% |
$52.3K - $54.4K
|
6.44K
$334K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
911+ 1.54% |
$46.4K - $48.3K
|
60.2K
$3.13M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
615New |
$31.3K - $32.6K
|
615
$31.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
256New |
$13K - $13.6K
|
256
$13.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
194New |
$9.88K - $10.3K
|
194
$10.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
65New |
$3.31K - $3.44K
|
65
$3.37K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
22+ 0.38% |
$1.12K - $1.17K
|
5.78K
$300K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12+ 0.13% |
$611 - $636
|
9.49K
$493K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
12+ 0.18% |
$611 - $636
|
6.76K
$351K
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.06% |
$204 - $212
|
6.99K
$363K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2+ 0.42% |
$102 - $106
|
475
$24.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.07% |
$50.9 - $53
|
1.34K
$69.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.49% |
$50.9 - $53
|
204
$10.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3- 0.06% |
$153 - $159
|
5.05K
$262K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-30Closed |
$1.53K - $1.59K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-35- 24.14% |
$1.78K - $1.85K
|
110
$5.71K
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-74- 0.34% |
$3.77K - $3.92K
|
21.4K
$1.11M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-97- 0.41% |
$4.94K - $5.14K
|
23.3K
$1.21M
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-112- 0.28% |
$5.7K - $5.93K
|
39.6K
$2.05M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-164- 4.41% |
$8.35K - $8.69K
|
3.55K
$184K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-222- 1.15% |
$11.3K - $11.8K
|
19.1K
$989K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-272Closed |
$13.8K - $14.4K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-276Closed |
$14.1K - $14.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-276- 4.62% |
$14.1K - $14.6K
|
5.7K
$296K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-283- 4.01% |
$14.4K - $15K
|
6.78K
$352K
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-300- 6.17% |
$15.3K - $15.9K
|
4.56K
$237K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-332- 3.82% |
$16.9K - $17.6K
|
8.37K
$434K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-332Closed |
$16.9K - $17.6K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-366- 3.04% |
$18.6K - $19.4K
|
11.7K
$607K
|
|
|
Aug 09, 2022
Q2 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-368- 0.76% |
$18.7K - $19.5K
|
47.9K
$2.49M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-517- 21.35% |
$26.3K - $27.4K
|
1.91K
$98.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-534- 11.7% |
$27.2K - $28.3K
|
4.03K
$209K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-623- 3.67% |
$31.7K - $33K
|
16.3K
$849K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-680- 27.76% |
$34.6K - $36K
|
1.77K
$91.9K
|