Purchases and Sales Made in Q2 2024 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 2024. 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 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
320K+ 59.18% |
$16.5M - $16.8M
|
862K
$44.9M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
199K+ 302.47% |
$10.3M - $10.4M
|
265K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
191K+ 49.69% |
$9.86M - $10M
|
576K
$30M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
148KNew |
$7.62M - $7.73M
|
148K
$7.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 10.19% |
$6.87M - $6.97M
|
1.44M
$75.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 10.19% |
$6.87M - $6.97M
|
1.44M
$75.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
114K+ 11.07% |
$5.9M - $5.98M
|
1.15M
$59.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
98.1K+ 7.49% |
$5.06M - $5.13M
|
1.41M
$73.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
94.7KNew |
$4.88M - $4.95M
|
94.7K
$4.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
84K+ 18.29% |
$4.33M - $4.39M
|
543K
$28.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
74.9K+ 152.47% |
$3.86M - $3.92M
|
124K
$6.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
63.6K+ 20.23% |
$3.28M - $3.32M
|
378K
$19.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.9K+ 4.84% |
$2.93M - $2.98M
|
1.23M
$64.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
55.2KNew |
$2.85M - $2.89M
|
55.2K
$2.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.3K+ 31.01% |
$2.28M - $2.31M
|
187K
$9.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.8K+ 34.63% |
$2.26M - $2.29M
|
170K
$8.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
42.1K+ 91.41% |
$2.17M - $2.2M
|
88.2K
$4.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39K+ 44.74% |
$2.01M - $2.04M
|
126K
$6.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
31.7K+ 8.92% |
$1.63M - $1.66M
|
387K
$20.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
29.4KNew |
$1.52M - $1.54M
|
29.4K
$1.53M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.1K+ 9.55% |
$1.5M - $1.52M
|
334K
$17.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
28.9K+ 9.34% |
$1.49M - $1.51M
|
338K
$17.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
28.9KNew |
$1.49M - $1.51M
|
28.9K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.8K+ 84.52% |
$1.48M - $1.51M
|
62.8K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
27.4K+ 455.27% |
$1.41M - $1.43M
|
33.4K
$1.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
26.3KNew |
$1.35M - $1.37M
|
26.3K
$1.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.2K+ 9.08% |
$1.3M - $1.32M
|
303K
$15.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.9K+ 19.89% |
$1.28M - $1.3M
|
150K
$7.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
23.9K+ 26.7% |
$1.23M - $1.25M
|
113K
$5.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.8K+ 2.75% |
$1.22M - $1.24M
|
886K
$46.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23K+ 24.05% |
$1.19M - $1.2M
|
119K
$6.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.6K+ 95.14% |
$1.17M - $1.18M
|
46.4K
$2.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
20.7K+ 5.17% |
$1.07M - $1.08M
|
421K
$21.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
19.4K+ 26.81% |
$1M - $1.01M
|
91.8K
$4.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18.5KNew |
$952K - $966K
|
18.5K
$963K
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
18K+ 82.67% |
$929K - $943K
|
39.8K
$2.08M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
17.7KNew |
$910K - $923K
|
17.7K
$920K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
16.8K+ 38.25% |
$865K - $878K
|
60.7K
$3.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
14.4K+ 10.08% |
$744K - $755K
|
158K
$8.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
14.3K+ 27.86% |
$739K - $749K
|
65.7K
$3.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.1K+ 10.69% |
$728K - $739K
|
146K
$7.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
13.7KNew |
$708K - $719K
|
13.7K
$716K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.8KNew |
$658K - $668K
|
12.8K
$665K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
12.4K+ 13.79% |
$641K - $650K
|
103K
$5.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
11.9K+ 109.32% |
$615K - $623K
|
22.8K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
11.8K+ 10.31% |
$607K - $616K
|
126K
$6.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.8K+ 50.41% |
$606K - $615K
|
35.1K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.6K+ 9.01% |
$598K - $607K
|
140K
$7.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 289.74% |
$591K - $600K
|
15.4K
$804K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.1K+ 4.4% |
$570K - $579K
|
263K
$13.7M
|