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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-180- 1.53% |
$9.02K - $9.48K
|
11.6K
$602K
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-230- 1.08% |
$11.5K - $12.1K
|
21.2K
$1.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-245- 6.42% |
$12.3K - $12.9K
|
3.57K
$185K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-256Closed |
$12.8K - $13.5K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-319- 4.71% |
$16K - $16.8K
|
6.46K
$335K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-380- 18.62% |
$19K - $20K
|
1.66K
$86.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 21.0% |
$20K - $21.1K
|
1.51K
$78.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-405- 4.84% |
$20.3K - $21.3K
|
7.96K
$413K
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-572- 6.92% |
$28.7K - $30.1K
|
7.7K
$400K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-674- 5.19% |
$33.8K - $35.5K
|
12.3K
$639K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-674- 5.19% |
$33.8K - $35.5K
|
12.3K
$639K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-741- 3.18% |
$37.1K - $39K
|
22.6K
$1.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1K- 54.05% |
$50.1K - $52.7K
|
850
$44.1K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.07K- 6.02% |
$53.5K - $56.3K
|
16.7K
$866K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.13K- 5.28% |
$56.5K - $59.4K
|
20.2K
$1.05M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.25K- 70.62% |
$62.7K - $65.9K
|
520
$27K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.36K- 87.2% |
$68K - $71.4K
|
199
$10.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.6K- 28.04% |
$80.1K - $84.2K
|
4.1K
$213K
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.63K- 12.34% |
$81.6K - $85.8K
|
11.6K
$601K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-1.93K- 13.37% |
$96.7K - $102K
|
12.5K
$649K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.95K- 28.85% |
$97.7K - $103K
|
4.81K
$250K
|
|
|
Nov 02, 2022
Q3 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-1.95K- 5.49% |
$97.7K - $103K
|
33.6K
$1.74M
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-2.17K- 18.57% |
$109K - $114K
|
9.52K
$494K
|
|
|
Nov 14, 2022
Q3 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-2.28K- 0.83% |
$114K - $120K
|
273K
$14.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-2.76K- 6.2% |
$138K - $145K
|
41.7K
$2.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.91K- 16.93% |
$146K - $153K
|
14.3K
$741K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.94K- 17.35% |
$197K - $207K
|
18.8K
$974K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-4.15K- 14.26% |
$208K - $219K
|
25K
$1.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-7K- 11.8% |
$351K - $369K
|
52.3K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.38K- 24.75% |
$370K - $389K
|
22.4K
$1.16M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.57K- 2.16% |
$379K - $399K
|
343K
$17.8M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.19K- 79.03% |
$410K - $431K
|
2.17K
$113K
|
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-8.79K- 32.57% |
$440K - $463K
|
18.2K
$944K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.3K- 36.23% |
$616K - $648K
|
21.6K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.8K- 8.25% |
$1.14M - $1.2M
|
254K
$13.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-23.2K- 94.92% |
$1.16M - $1.22M
|
1.24K
$64.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
SELL
|
- |
-36.2K- 27.66% |
$1.82M - $1.91M
|
94.7K
$4.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-46.8K- 9.38% |
$2.34M - $2.46M
|
452K
$23.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-50.7K- 37.45% |
$2.54M - $2.67M
|
84.6K
$4.39M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-59.1K- 25.48% |
$2.96M - $3.12M
|
173K
$8.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-65.3K- 92.82% |
$3.27M - $3.44M
|
5.04K
$262K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-373K- 97.96% |
$18.7M - $19.6M
|
7.77K
$403K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-466K- 38.25% |
$23.3M - $24.5M
|
752K
$39M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.04M- 95.64% |
$52M - $54.7M
|
47.4K
$2.46M
|