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 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-867- 6.12% |
$44.1K - $45.9K
|
13.3K
$690K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-948- 7.13% |
$48.3K - $50.2K
|
12.4K
$641K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-1K- 45.98% |
$50.9K - $53K
|
1.18K
$61K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.16K- 5.65% |
$59K - $61.4K
|
19.3K
$1M
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.22K- 19.3% |
$62.1K - $64.6K
|
5.1K
$265K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.28K- 18.51% |
$65.3K - $68K
|
5.65K
$293K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.32K- 3.35% |
$67.2K - $69.9K
|
38K
$1.97M
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-1.78K- 6.27% |
$90.8K - $94.5K
|
26.7K
$1.38M
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-1.81K- 11.16% |
$92.3K - $96.1K
|
14.4K
$749K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.82K- 15.91% |
$92.5K - $96.3K
|
9.6K
$499K
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
SELL
|
- |
-2K- 16.19% |
$102K - $106K
|
10.4K
$537K
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.13K- 14.09% |
$108K - $113K
|
13K
$674K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.13K- 14.09% |
$108K - $113K
|
13K
$674K
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-2.19K- 14.73% |
$112K - $116K
|
12.7K
$659K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.3K- 37.6% |
$117K - $122K
|
3.82K
$198K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.5K- 81.35% |
$127K - $133K
|
574
$29.8K
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.74K- 17.89% |
$191K - $198K
|
17.2K
$892K
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-3.8KClosed |
$193K - $201K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.8K- 6.02% |
$193K - $201K
|
59.3K
$3.08M
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-3.85KClosed |
$196K - $204K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.9K- 32.58% |
$199K - $207K
|
8.08K
$419K
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-3.92K- 11.87% |
$200K - $208K
|
29.1K
$1.51M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.09KClosed |
$208K - $216K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.26K- 19.35% |
$217K - $226K
|
17.7K
$921K
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.48KClosed |
$228K - $237K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.74KClosed |
$242K - $251K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.94K- 6.56% |
$251K - $262K
|
70.3K
$3.65M
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5.71K- 36.09% |
$291K - $303K
|
10.1K
$525K
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-5.75K- 19.29% |
$293K - $305K
|
24.1K
$1.25M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-5.76KClosed |
$293K - $305K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.79K- 27.57% |
$295K - $307K
|
15.2K
$789K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.96K- 4.94% |
$303K - $316K
|
115K
$5.96M
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-6K- 13.1% |
$306K - $318K
|
39.8K
$2.07M
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-7.28K- 22.93% |
$371K - $386K
|
24.5K
$1.27M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.48KClosed |
$381K - $396K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.59K- 5.79% |
$386K - $402K
|
124K
$6.41M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.46K- 52.85% |
$430K - $448K
|
7.54K
$392K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8.76K- 81.1% |
$446K - $464K
|
2.04K
$106K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.9K- 16.91% |
$453K - $471K
|
43.7K
$2.27M
|
|
Jul 13, 2022
Q2 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-9.19K- 19.35% |
$468K - $487K
|
38.3K
$1.99M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.9K- 35.33% |
$553K - $576K
|
19.9K
$1.03M
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.1K- 34.22% |
$566K - $589K
|
21.4K
$1.11M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.8KClosed |
$599K - $624K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-16.1KClosed |
$821K - $855K
|
0
$0
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-16.3KClosed |
$829K - $862K
|
0
$0
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-17.7K- 24.05% |
$900K - $936K
|
55.8K
$2.9M
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-18K- 58.22% |
$915K - $953K
|
12.9K
$670K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.8KClosed |
$958K - $997K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-19.1K- 63.34% |
$970K - $1.01M
|
11K
$572K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-23.5K- 29.84% |
$1.2M - $1.24M
|
55.2K
$2.87M
|