Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.33KNew |
$267K - $277K
|
5.33K
$277K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.29KNew |
$265K - $275K
|
5.29K
$275K
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5.12KNew |
$256K - $266K
|
5.12K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.02K+ 101.25% |
$251K - $261K
|
9.98K
$518K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.58KNew |
$229K - $238K
|
4.58K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
4.37KNew |
$219K - $227K
|
4.37K
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.12KNew |
$206K - $214K
|
4.12K
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.08K+ 93.84% |
$204K - $212K
|
8.43K
$438K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.02K+ 61.77% |
$201K - $209K
|
10.5K
$546K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.62K+ 81.39% |
$181K - $188K
|
8.06K
$419K
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.14K+ 41.78% |
$157K - $163K
|
10.7K
$553K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.12K+ 0.86% |
$156K - $162K
|
365K
$18.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3K+ 6.86% |
$150K - $156K
|
46.8K
$2.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
2.99K+ 55.49% |
$150K - $155K
|
8.38K
$435K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.94K+ 29.89% |
$147K - $153K
|
12.8K
$664K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.8K+ 33.31% |
$140K - $145K
|
11.2K
$582K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.66K+ 13.58% |
$133K - $138K
|
22.3K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
2.5K+ 17.51% |
$125K - $130K
|
16.8K
$871K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.42K+ 3.87% |
$121K - $126K
|
64.9K
$3.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.4K+ 16.57% |
$120K - $125K
|
16.9K
$878K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.24K+ 3.61% |
$112K - $116K
|
64.2K
$3.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.17K+ 20.68% |
$109K - $113K
|
12.7K
$659K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
2.01K+ 8.86% |
$101K - $104K
|
24.7K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.59K+ 9.17% |
$79.7K - $82.8K
|
19K
$984K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.54K+ 10.3% |
$77.2K - $80.2K
|
16.5K
$857K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.5K+ 3.02% |
$75.1K - $78K
|
51.2K
$2.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.38K+ 10.49% |
$69.2K - $71.8K
|
14.6K
$756K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.36K+ 3.05% |
$68.2K - $70.8K
|
46K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.36K+ 3.05% |
$68.2K - $70.8K
|
46K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.35K+ 26.07% |
$67.5K - $70.1K
|
6.52K
$338K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.31K+ 3.3% |
$65.4K - $67.9K
|
40.9K
$2.12M
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.31K+ 7.91% |
$65.4K - $67.9K
|
17.8K
$925K
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.2K+ 20.03% |
$60K - $62.4K
|
7.19K
$373K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.13K+ 9.15% |
$56.7K - $58.9K
|
13.5K
$702K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
956+ 15.03% |
$47.8K - $49.7K
|
7.32K
$380K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
832+ 1.6% |
$41.6K - $43.2K
|
52.7K
$2.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
792+ 17.41% |
$39.6K - $41.2K
|
5.34K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
707+ 1.95% |
$35.4K - $36.7K
|
36.9K
$1.92M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
707+ 1.95% |
$35.4K - $36.7K
|
36.9K
$1.92M
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
630+ 3.85% |
$31.5K - $32.7K
|
17K
$883K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
621+ 16.07% |
$31.1K - $32.3K
|
4.49K
$233K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
600+ 1.62% |
$30K - $31.2K
|
37.6K
$1.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
576+ 0.79% |
$28.8K - $29.9K
|
73.5K
$3.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
503+ 2.52% |
$25.2K - $26.1K
|
20.4K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
502+ 12.66% |
$25.1K - $26.1K
|
4.47K
$232K
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
469+ 5.36% |
$23.5K - $24.4K
|
9.21K
$478K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
466+ 0.82% |
$23.3K - $24.2K
|
57.5K
$2.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
431+ 15.0% |
$21.6K - $22.4K
|
3.3K
$172K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
368New |
$18.4K - $19.1K
|
368
$19.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
339+ 1.22% |
$17K - $17.6K
|
28.1K
$1.46M
|