Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
628KNew |
$35.4M - $35.8M
|
628K
$32.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
274KNew |
$15.4M - $15.6M
|
274K
$14.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
93.4KNew |
$5.26M - $5.33M
|
93.4K
$4.87M
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
65.6KNew |
$3.7M - $3.74M
|
65.6K
$3.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
50.6KNew |
$2.85M - $2.89M
|
50.6K
$2.63M
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
47.8K+ 488.16% |
$2.7M - $2.73M
|
57.6K
$3M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
27.9K+ 34.48% |
$1.57M - $1.59M
|
109K
$5.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26K+ 17.05% |
$1.47M - $1.49M
|
179K
$9.32M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22.6KNew |
$1.27M - $1.29M
|
22.6K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.3K+ 30.01% |
$1.26M - $1.27M
|
96.5K
$5.03M
|
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
21.1KNew |
$1.19M - $1.21M
|
21.1K
$1.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.9K+ 9.3% |
$1.07M - $1.08M
|
223K
$11.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.8K+ 419.22% |
$945K - $958K
|
20.8K
$1.08M
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
15.7KNew |
$886K - $897K
|
15.7K
$819K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
14.1K+ 87.32% |
$795K - $805K
|
30.2K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.3K+ 3.48% |
$749K - $758K
|
395K
$20.6M
|
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
12.4KNew |
$701K - $710K
|
12.4K
$648K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
12.2K+ 3.95% |
$690K - $699K
|
322K
$16.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11.4K+ 3.72% |
$644K - $652K
|
319K
$16.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.8KNew |
$606K - $614K
|
10.8K
$560K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.62K+ 15.98% |
$429K - $435K
|
55.3K
$2.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.18K+ 7.16% |
$405K - $410K
|
107K
$5.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.17K+ 21.06% |
$348K - $352K
|
35.5K
$1.85M
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5.99KNew |
$338K - $342K
|
5.99K
$312K
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
BUY
|
- |
5.39K+ 14.08% |
$304K - $308K
|
43.7K
$2.28M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.96KNew |
$279K - $283K
|
4.96K
$258K
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.71K+ 13.91% |
$266K - $269K
|
38.6K
$2.01M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
4.5KNew |
$254K - $257K
|
4.5K
$235K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.89KNew |
$219K - $222K
|
3.89K
$202K
|
|
|
Nov 03, 2021
Q3 2021
|
Leisure Capital Management
|
BUY
|
- |
3.46K+ 33.19% |
$195K - $198K
|
13.9K
$724K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.33K+ 60.41% |
$187K - $190K
|
8.83K
$460K
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
3.16K+ 2.49% |
$178K - $180K
|
130K
$6.78M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.1K+ 21.84% |
$175K - $177K
|
17.3K
$902K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.97K+ 19.51% |
$167K - $170K
|
18.2K
$948K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.96K+ 16.09% |
$167K - $169K
|
21.3K
$1.11M
|
|
|
Nov 01, 2021
Q3 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
2.78K+ 18.73% |
$157K - $159K
|
17.6K
$918K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.61K+ 22.56% |
$147K - $149K
|
14.2K
$740K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.6K+ 36.54% |
$147K - $149K
|
9.72K
$507K
|
|
|
Oct 20, 2021
Q3 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
2.5K+ 5.61% |
$141K - $143K
|
47.1K
$2.45M
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
2.41K+ 14.03% |
$136K - $137K
|
19.6K
$1.02M
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2K+ 9.46% |
$113K - $114K
|
23.1K
$1.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
1.98K+ 12.08% |
$111K - $113K
|
18.3K
$955K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.76K+ 47.08% |
$98.9K - $100K
|
5.48K
$286K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.45KNew |
$81.7K - $82.8K
|
1.45K
$75.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.44K+ 1.36% |
$80.9K - $82K
|
107K
$5.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
1.42K+ 3.32% |
$79.9K - $81K
|
44.1K
$2.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.22K+ 3.02% |
$68.6K - $69.5K
|
41.5K
$2.16M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.1K+ 0.99% |
$61.9K - $62.7K
|
112K
$5.86M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.08K+ 2.95% |
$61K - $61.8K
|
37.9K
$1.97M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.04K+ 13.68% |
$58.6K - $59.4K
|
8.64K
$450K
|