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 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.47K- 10.18% |
$75.2K - $77.1K
|
12.9K
$672K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.56K- 6.74% |
$79.9K - $81.9K
|
21.6K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.6K- 4.7% |
$82.2K - $84.2K
|
32.5K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.95K- 7.12% |
$100K - $102K
|
25.4K
$1.32M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.04K- 9.97% |
$105K - $107K
|
18.4K
$956K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.11K- 5.5% |
$108K - $111K
|
36.2K
$1.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.11K- 5.5% |
$108K - $111K
|
36.2K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.13K- 1.85% |
$109K - $112K
|
113K
$5.88M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.46K- 22.12% |
$126K - $129K
|
8.66K
$450K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.84K- 23.97% |
$145K - $149K
|
8.99K
$467K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.84K- 23.97% |
$145K - $149K
|
8.99K
$467K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.99K- 1.05% |
$154K - $157K
|
281K
$14.6M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.3K- 23.34% |
$169K - $174K
|
10.8K
$563K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.73K- 9.71% |
$191K - $196K
|
34.7K
$1.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.51K- 30.37% |
$231K - $237K
|
10.3K
$537K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.59K- 6.22% |
$235K - $241K
|
69.2K
$3.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-4.63K- 9.57% |
$237K - $243K
|
43.8K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.21K- 2.8% |
$267K - $274K
|
181K
$9.39M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.24K- 1.85% |
$320K - $328K
|
331K
$17.2M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.91K- 2.14% |
$406K - $416K
|
362K
$18.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.01K- 17.72% |
$411K - $421K
|
37.2K
$1.93M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-9.46K- 60.75% |
$485K - $498K
|
6.11K
$317K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.47K- 1.53% |
$486K - $498K
|
611K
$31.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.75K- 24.38% |
$500K - $513K
|
30.2K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.8K- 64.38% |
$554K - $568K
|
5.98K
$310K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-13.9K- 13.73% |
$713K - $731K
|
87.4K
$4.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-16.5K- 6.86% |
$845K - $866K
|
224K
$11.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-29.4K- 23.28% |
$1.51M - $1.55M
|
97K
$5.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-39.9K- 83.54% |
$2.05M - $2.1M
|
7.87K
$409K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-53.1K- 31.54% |
$2.72M - $2.79M
|
115K
$5.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-113K- 20.4% |
$5.8M - $5.95M
|
441K
$22.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-130K- 59.61% |
$6.66M - $6.83M
|
88K
$4.57M
|