Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
55.2K+ 52.78% |
$2.78M - $2.86M
|
160K
$8.18M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
54.7K+ 87.21% |
$2.75M - $2.84M
|
117K
$6.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
21.7K+ 27.47% |
$1.09M - $1.13M
|
101K
$5.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.6K+ 78.56% |
$1.09M - $1.12M
|
49.1K
$2.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19.7KNew |
$992K - $1.02M
|
19.7K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19KNew |
$956K - $985K
|
19K
$972K
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
17.6KNew |
$884K - $910K
|
17.6K
$898K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
15.2K+ 44.75% |
$766K - $789K
|
49.2K
$2.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 33.35% |
$702K - $723K
|
55.7K
$2.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
11.4KNew |
$572K - $589K
|
11.4K
$581K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
11K+ 8.38% |
$552K - $568K
|
142K
$7.25M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
7.37KNew |
$371K - $382K
|
7.37K
$377K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.34K+ 41.33% |
$319K - $329K
|
21.7K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6.11K+ 11.93% |
$308K - $317K
|
57.4K
$2.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4.3K+ 24.33% |
$216K - $223K
|
22K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.13KNew |
$208K - $214K
|
4.13K
$211K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.84K+ 26.26% |
$193K - $199K
|
18.5K
$945K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.57K+ 128.05% |
$180K - $185K
|
6.37K
$326K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.29K+ 3.46% |
$166K - $171K
|
98.5K
$5.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
3.12K+ 2.95% |
$157K - $162K
|
109K
$5.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.39K+ 11.07% |
$120K - $124K
|
24K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.94K+ 15.53% |
$97.6K - $101K
|
14.4K
$738K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
1.32K+ 11.01% |
$66.4K - $68.5K
|
13.3K
$681K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
768+ 2.3% |
$38.7K - $39.8K
|
34.2K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
659+ 13.02% |
$33.2K - $34.2K
|
5.72K
$293K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
640+ 8.05% |
$32.2K - $33.2K
|
8.59K
$439K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
591+ 9.95% |
$29.8K - $30.6K
|
6.53K
$334K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
554+ 0.39% |
$27.9K - $28.7K
|
144K
$7.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
126+ 0.29% |
$6.34K - $6.53K
|
43.1K
$2.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
64+ 0.53% |
$3.22K - $3.32K
|
12.1K
$617K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
62+ 0.82% |
$3.12K - $3.22K
|
7.58K
$388K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
30+ 0.11% |
$1.51K - $1.56K
|
27.4K
$1.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
12+ 0.17% |
$604 - $622
|
7.1K
$363K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
10+ 0.18% |
$503 - $519
|
5.53K
$283K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.07% |
$403 - $415
|
11.5K
$590K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.74% |
$101 - $104
|
271
$13.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-15- 0.1% |
$755 - $778
|
14.9K
$760K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-50- 0.33% |
$2.52K - $2.59K
|
14.9K
$764K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-53- 0.33% |
$2.67K - $2.75K
|
16.2K
$828K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-312- 1.06% |
$15.7K - $16.2K
|
29K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-430- 3.64% |
$21.6K - $22.3K
|
11.4K
$583K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-565- 8.15% |
$28.4K - $29.3K
|
6.37K
$326K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-829- 0.42% |
$41.7K - $43K
|
196K
$10M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.31K- 15.02% |
$66K - $68K
|
7.42K
$380K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.48K- 18.68% |
$74.6K - $76.9K
|
6.45K
$330K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.67K- 12.26% |
$84K - $86.6K
|
11.9K
$611K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.69K- 7.91% |
$85.3K - $87.9K
|
19.7K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.22K- 0.97% |
$112K - $115K
|
227K
$11.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-2.58K- 12.73% |
$130K - $134K
|
17.7K
$904K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.87K- 8.5% |
$145K - $149K
|
30.9K
$1.58M
|