Purchases and Sales Made in Q3 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.18K+ 14.93% |
$210K - $220K
|
32.2K
$1.67M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.15K+ 8.33% |
$208K - $218K
|
53.9K
$2.8M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.94K+ 4.05% |
$197K - $208K
|
101K
$5.25M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.9K+ 53.53% |
$195K - $205K
|
11.2K
$580K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.42K+ 22.45% |
$172K - $180K
|
18.7K
$970K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.82K+ 2.45% |
$141K - $148K
|
118K
$6.1M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.4KNew |
$120K - $126K
|
2.4K
$125K
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.2K+ 9.14% |
$110K - $116K
|
26.3K
$1.36M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.13K+ 28.17% |
$107K - $112K
|
9.67K
$502K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.7KNew |
$85.2K - $89.6K
|
1.7K
$88.3K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.67K+ 25.04% |
$83.7K - $88K
|
8.34K
$433K
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.65K+ 23.69% |
$82.6K - $86.9K
|
8.61K
$447K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.46K+ 7.64% |
$73K - $76.7K
|
20.5K
$1.06M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.4KNew |
$70.2K - $73.8K
|
1.4K
$72.7K
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.35K+ 13.1% |
$67.8K - $71.3K
|
11.7K
$606K
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.3K+ 3.27% |
$64.9K - $68.2K
|
40.8K
$2.12M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.27K+ 24.95% |
$63.8K - $67.1K
|
6.38K
$331K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.24K+ 19.24% |
$62K - $65.2K
|
7.67K
$398K
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.2K+ 9.66% |
$60.1K - $63.2K
|
13.6K
$708K
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.1K+ 18.02% |
$54.9K - $57.7K
|
7.18K
$373K
|
|
Oct 20, 2022
Q3 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.05K+ 23.92% |
$52.6K - $55.3K
|
5.44K
$282K
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
993+ 13.51% |
$49.8K - $52.3K
|
8.34K
$433K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
825+ 70.21% |
$41.3K - $43.5K
|
2K
$104K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
714+ 4.37% |
$35.8K - $37.6K
|
17.1K
$886K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
693+ 5.61% |
$34.7K - $36.5K
|
13K
$677K
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
632+ 8.47% |
$31.7K - $33.3K
|
8.09K
$420K
|
|
Oct 12, 2022
Q3 2022
|
Signify Wealth
|
BUY
|
- |
618+ 0.89% |
$31K - $32.6K
|
70.4K
$3.65M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
610+ 2.66% |
$30.6K - $32.1K
|
23.5K
$1.22M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
355New |
$17.8K - $18.7K
|
355
$18.4K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
333New |
$16.7K - $17.5K
|
333
$17.3K
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
289+ 0.41% |
$14.5K - $15.2K
|
71.1K
$3.69M
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
262New |
$13.1K - $13.8K
|
262
$13.6K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
235+ 1.44% |
$11.8K - $12.4K
|
16.6K
$862K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
190+ 5.35% |
$9.52K - $10K
|
3.74K
$194K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
113+ 2.0% |
$5.66K - $5.95K
|
5.76K
$299K
|
|
Nov 08, 2022
Q3 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
110New |
$5.51K - $5.8K
|
110
$5.71K
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
92+ 0.61% |
$4.61K - $4.85K
|
15.3K
$794K
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
44+ 0.44% |
$2.21K - $2.32K
|
10.2K
$527K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
42+ 0.21% |
$2.11K - $2.21K
|
19.9K
$1.03M
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
26+ 0.45% |
$1.3K - $1.37K
|
5.81K
$301K
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
26+ 0.52% |
$1.3K - $1.37K
|
5.02K
$261K
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
23+ 0.5% |
$1.15K - $1.21K
|
4.58K
$238K
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5+ 0.07% |
$251 - $263
|
7K
$363K
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
2+ 0.02% |
$100 - $105
|
12.7K
$659K
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1+ 0.63% |
$50.1 - $52.7
|
161
$8.36K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.49% |
$50.1 - $52.7
|
205
$10.6K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-41- 3.99% |
$2.05K - $2.16K
|
986
$51.2K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-113- 23.79% |
$5.66K - $5.95K
|
362
$18.8K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-159- 1.66% |
$7.97K - $8.38K
|
9.45K
$490K
|