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 |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
313+ 3.44% |
$15.7K - $16.3K
|
9.41K
$489K
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
289+ 0.49% |
$14.5K - $15K
|
59K
$3.07M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
257+ 99.23% |
$12.9K - $13.4K
|
516
$26.8K
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
172+ 1.39% |
$8.61K - $8.94K
|
12.5K
$650K
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
140+ 0.59% |
$7.01K - $7.28K
|
23.9K
$1.24M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
126+ 0.73% |
$6.31K - $6.55K
|
17.4K
$905K
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
94+ 0.82% |
$4.7K - $4.89K
|
11.6K
$602K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
43+ 0.92% |
$2.15K - $2.24K
|
4.71K
$245K
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
32+ 22.7% |
$1.6K - $1.66K
|
173
$8.98K
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
25+ 0.02% |
$1.25K - $1.3K
|
151K
$7.82M
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 0.81% |
$901 - $936
|
2.25K
$117K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12+ 0.15% |
$600 - $624
|
7.88K
$409K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
12+ 0.09% |
$600 - $624
|
12.9K
$671K
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
12+ 0.12% |
$600 - $624
|
10.4K
$537K
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7+ 0.11% |
$350 - $364
|
6.12K
$318K
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
3+ 0.02% |
$150 - $156
|
12.7K
$660K
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3+ 0.03% |
$150 - $156
|
10.1K
$522K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$100 - $104
|
2
$104
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.96% |
$100 - $104
|
211
$11K
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-3- 0.04% |
$150 - $156
|
8.3K
$431K
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-33- 0.1% |
$1.65K - $1.72K
|
34.6K
$1.8M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46- 1.07% |
$2.3K - $2.39K
|
4.27K
$222K
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-97- 1.28% |
$4.85K - $5.04K
|
7.5K
$389K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-98- 1.36% |
$4.9K - $5.09K
|
7.11K
$369K
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-168- 0.54% |
$8.41K - $8.73K
|
31.1K
$1.61M
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-194- 1.79% |
$9.71K - $10.1K
|
10.6K
$553K
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-200- 0.44% |
$10K - $10.4K
|
45.2K
$2.35M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-212- 4.51% |
$10.6K - $11K
|
4.49K
$233K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-212- 3.47% |
$10.6K - $11K
|
5.9K
$306K
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-212- 2.45% |
$10.6K - $11K
|
8.45K
$438K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-300- 75.0% |
$15K - $15.6K
|
100
$5.19K
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-310- 1.99% |
$15.5K - $16.1K
|
15.2K
$791K
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-350- 2.18% |
$17.5K - $18.2K
|
15.7K
$815K
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-357- 2.76% |
$17.9K - $18.6K
|
12.6K
$653K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-375- 1.48% |
$18.8K - $19.5K
|
25K
$1.3M
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-499- 3.88% |
$25K - $25.9K
|
12.4K
$642K
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-501- 8.35% |
$25.1K - $26K
|
5.5K
$286K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-568- 57.61% |
$28.4K - $29.5K
|
418
$21.7K
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-737- 8.18% |
$36.9K - $38.3K
|
8.27K
$429K
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-752- 3.77% |
$37.6K - $39.1K
|
19.2K
$997K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-800- 5.87% |
$40K - $41.6K
|
12.8K
$666K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-935- 17.96% |
$46.8K - $48.6K
|
4.27K
$222K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-940- 10.86% |
$47K - $48.9K
|
7.72K
$401K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-979- 5.62% |
$49K - $50.9K
|
16.4K
$853K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.01K- 45.21% |
$50.3K - $52.2K
|
1.22K
$63.2K
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.22K- 1.76% |
$60.8K - $63.2K
|
68K
$3.53M
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.41K- 2.96% |
$70.7K - $73.4K
|
46.4K
$2.41M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.08K- 1.77% |
$104K - $108K
|
116K
$6M
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-2.45K- 21.87% |
$123K - $127K
|
8.75K
$455K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.55K- 5.26% |
$128K - $133K
|
46K
$2.39M
|