Purchases and Sales Made in Q2 2023 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 2023. 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 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
218+ 1.04% |
$11.2K - $11.5K
|
21.3K
$1.1M
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
116+ 1.34% |
$5.95K - $6.1K
|
8.74K
$454K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
116+ 0.67% |
$5.95K - $6.1K
|
17.3K
$899K
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
99+ 0.22% |
$5.08K - $5.21K
|
45.6K
$2.37M
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
98+ 1.19% |
$5.03K - $5.15K
|
8.3K
$431K
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
87+ 0.76% |
$4.46K - $4.57K
|
11.5K
$597K
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
82+ 0.21% |
$4.21K - $4.31K
|
39.6K
$2.06M
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
74+ 0.52% |
$3.8K - $3.89K
|
14.3K
$741K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
17+ 0.77% |
$872 - $894
|
2.23K
$116K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
9+ 0.2% |
$462 - $473
|
4.55K
$236K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$308 - $315
|
6
$312
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
3+ 0.02% |
$154 - $158
|
12.7K
$660K
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$154 - $158
|
6.12K
$318K
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1+ 0.71% |
$51.3 - $52.6
|
141
$7.32K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 2.56% |
$51.3 - $52.6
|
40
$2.08K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.48% |
$51.3 - $52.6
|
209
$10.9K
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1- 0.01% |
$51.3 - $52.6
|
7.6K
$394K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-16- 0.25% |
$821 - $841
|
6.3K
$327K
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-20- 57.14% |
$1.03K - $1.05K
|
15
$779
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-39- -0.0% |
$2K - $2.05K
|
1.05M
$54.5M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-65- 0.37% |
$3.33K - $3.42K
|
17.5K
$909K
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-80- 0.28% |
$4.1K - $4.21K
|
28.3K
$1.47M
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-83- 0.95% |
$4.26K - $4.36K
|
8.66K
$449K
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-84- 0.35% |
$4.31K - $4.42K
|
23.9K
$1.24M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-126- 0.97% |
$6.46K - $6.63K
|
12.9K
$671K
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-140- 2.53% |
$7.18K - $7.36K
|
5.4K
$280K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-141- 0.43% |
$7.23K - $7.41K
|
32.3K
$1.68M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-162- 2.2% |
$8.31K - $8.52K
|
7.21K
$374K
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-197- 0.98% |
$10.1K - $10.4K
|
20K
$1.04M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-200- 99.01% |
$10.3K - $10.5K
|
2
$104
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-200- 1.75% |
$10.3K - $10.5K
|
11.2K
$582K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-232- 0.39% |
$11.9K - $12.2K
|
58.7K
$3.05M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-236- 4.81% |
$12.1K - $12.4K
|
4.67K
$242K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-290- 1.97% |
$14.9K - $15.2K
|
14.4K
$749K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-366- 5.44% |
$18.8K - $19.2K
|
6.36K
$330K
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-380- 2.55% |
$19.5K - $20K
|
14.5K
$753K
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-475- 0.95% |
$24.4K - $25K
|
49.7K
$2.58M
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-500- 3.79% |
$25.6K - $26.3K
|
12.7K
$659K
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-666- 4.85% |
$34.2K - $35K
|
13.1K
$679K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-689- 5.27% |
$35.3K - $36.2K
|
12.4K
$643K
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-800- 2.12% |
$41K - $42.1K
|
37K
$1.92M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-800- 3.62% |
$41K - $42.1K
|
21.3K
$1.11M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-822- 4.03% |
$42.2K - $43.2K
|
19.6K
$1.02M
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-900- 1.58% |
$46.2K - $47.3K
|
56.2K
$2.92M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-922- 16.41% |
$47.3K - $48.5K
|
4.7K
$244K
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-953- 1.99% |
$48.9K - $50.1K
|
46.9K
$2.44M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.01K- 5.5% |
$52K - $53.3K
|
17.4K
$904K
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.02K- 0.67% |
$52.4K - $53.7K
|
151K
$7.82M
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.08K- 6.47% |
$55.1K - $56.5K
|
15.5K
$807K
|