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 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
9.82KNew |
$506K - $513K
|
9.82K
$510K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.15KNew |
$472K - $478K
|
9.15K
$475K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
8.22K+ 6.51% |
$424K - $430K
|
135K
$6.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
7.73K+ 44.68% |
$398K - $404K
|
25K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.15KNew |
$368K - $374K
|
7.15K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.88KNew |
$355K - $360K
|
6.88K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.87K+ 4.23% |
$354K - $359K
|
169K
$8.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.74KNew |
$347K - $352K
|
6.74K
$350K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
6.68K+ 6.08% |
$344K - $349K
|
117K
$6.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.64K+ 61.09% |
$342K - $347K
|
17.5K
$908K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.34K+ 23.91% |
$327K - $332K
|
32.9K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.29KNew |
$324K - $329K
|
6.29K
$326K
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
6.03KNew |
$311K - $315K
|
6.03K
$313K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
5.55K+ 3.37% |
$286K - $290K
|
170K
$8.84M
|
|
|
Jul 03, 2024
Q2 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5.26K+ 7.0% |
$271K - $275K
|
80.4K
$4.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
4.7K+ 15.59% |
$242K - $246K
|
34.9K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.7K+ 6.16% |
$242K - $246K
|
81K
$4.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.58K+ 30.72% |
$236K - $240K
|
19.5K
$1.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.44KNew |
$229K - $232K
|
4.44K
$231K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.07K+ 75.91% |
$210K - $213K
|
9.42K
$489K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
4K+ 14.23% |
$206K - $209K
|
32.1K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.91KNew |
$201K - $204K
|
3.91K
$203K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.9KNew |
$201K - $204K
|
3.9K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
3.88K+ 34.28% |
$200K - $203K
|
15.2K
$788K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.87KNew |
$199K - $202K
|
3.87K
$201K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.81K+ 129.55% |
$196K - $199K
|
6.75K
$351K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.45K+ 18.21% |
$178K - $180K
|
22.4K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.43KNew |
$177K - $179K
|
3.43K
$178K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.4K+ 30.01% |
$175K - $178K
|
14.7K
$765K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.35K+ 15.74% |
$173K - $175K
|
24.7K
$1.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3.21K+ 23.38% |
$166K - $168K
|
17K
$880K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.18K+ 4.21% |
$164K - $166K
|
78.7K
$4.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.15K+ 23.15% |
$162K - $165K
|
16.8K
$870K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
3.02K+ 68.22% |
$156K - $158K
|
7.45K
$387K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.48K+ 22.79% |
$128K - $130K
|
13.4K
$694K
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.43K+ 5.19% |
$125K - $127K
|
49.2K
$2.55M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.37K+ 27.18% |
$122K - $124K
|
11.1K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.36K+ 4.5% |
$122K - $123K
|
54.7K
$2.84M
|
|
|
Jul 11, 2024
Q2 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.21K+ 7.89% |
$114K - $116K
|
30.3K
$1.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.08K+ 5.08% |
$107K - $109K
|
43K
$2.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.07K+ 14.24% |
$107K - $108K
|
16.6K
$860K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 7.64% |
$106K - $107K
|
29K
$1.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.97K+ 24.79% |
$101K - $103K
|
9.89K
$513K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.93K+ 2.33% |
$99.3K - $101K
|
84.6K
$4.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.86K+ 13.17% |
$95.8K - $97.2K
|
16K
$829K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.8K+ 39.3% |
$92.8K - $94.2K
|
6.38K
$331K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.75K+ 3.34% |
$90K - $91.2K
|
53.9K
$2.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.75K+ 3.34% |
$90K - $91.2K
|
53.9K
$2.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.64K+ 2.88% |
$84.4K - $85.7K
|
58.4K
$3.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.43K+ 31.33% |
$73.5K - $74.6K
|
5.98K
$310K
|