Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
236K+ 19.17% |
$12.2M - $12.5M
|
1.47M
$76.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
227K+ 25.6% |
$11.8M - $12M
|
1.11M
$58M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
207K+ 63.08% |
$10.7M - $11M
|
535K
$27.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
152K+ 122.42% |
$7.87M - $8.05M
|
276K
$14.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
148K+ 11.2% |
$7.66M - $7.84M
|
1.47M
$76.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105K+ 9.2% |
$5.46M - $5.59M
|
1.25M
$65.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
94.3K+ 152.76% |
$4.88M - $4.99M
|
156K
$8.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
88K+ 304.76% |
$4.56M - $4.66M
|
117K
$6.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.8K+ 5.89% |
$4.39M - $4.49M
|
1.53M
$79.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
72.4K+ 38.71% |
$3.75M - $3.83M
|
259K
$13.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
62.1K+ 37.57% |
$3.21M - $3.29M
|
227K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51.3K+ 19.35% |
$2.65M - $2.72M
|
316K
$16.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
44.8K+ 61.58% |
$2.32M - $2.38M
|
118K
$6.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
40.6K+ 10.75% |
$2.1M - $2.15M
|
418K
$21.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.4K+ 12.07% |
$2.09M - $2.14M
|
375K
$19.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36K+ 21.14% |
$1.86M - $1.91M
|
206K
$10.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
34.6K+ 10.25% |
$1.79M - $1.84M
|
373K
$19.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
30KNew |
$1.55M - $1.59M
|
30K
$1.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
29.3KNew |
$1.52M - $1.55M
|
29.3K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.9K+ 76.74% |
$1.4M - $1.43M
|
62K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
26.9K+ 18.23% |
$1.39M - $1.43M
|
175K
$9.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
23.3K+ 336.42% |
$1.21M - $1.24M
|
30.2K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
23.1K+ 25.13% |
$1.19M - $1.22M
|
115K
$5.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20.8K+ 18.34% |
$1.08M - $1.1M
|
134K
$6.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.7K+ 17.41% |
$1.07M - $1.1M
|
139K
$7.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.6K+ 93.2% |
$1.02M - $1.04M
|
40.7K
$2.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
19.6K+ 67.69% |
$1.01M - $1.04M
|
48.5K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.2K+ 306.17% |
$996K - $1.02M
|
25.5K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
17.5K+ 26.65% |
$907K - $928K
|
83.3K
$4.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
16KNew |
$829K - $848K
|
16K
$834K
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
15.2KNew |
$786K - $804K
|
15.2K
$791K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
15.1K+ 14.73% |
$783K - $801K
|
118K
$6.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.5K+ 10.73% |
$701K - $718K
|
140K
$7.28M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.3KNew |
$689K - $705K
|
13.3K
$694K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12.7K+ 144.75% |
$659K - $674K
|
21.5K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
12.2KNew |
$632K - $646K
|
12.2K
$636K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
12K+ 160.81% |
$621K - $635K
|
19.4K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
11.5K+ 13.02% |
$594K - $608K
|
99.6K
$5.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
11.1K+ 21.07% |
$575K - $589K
|
63.8K
$3.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7K+ 32.54% |
$554K - $567K
|
43.6K
$2.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.6K+ 3.51% |
$551K - $564K
|
314K
$16.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.1K+ 5.98% |
$523K - $535K
|
179K
$9.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10K+ 70.48% |
$520K - $532K
|
24.3K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.73KNew |
$504K - $515K
|
9.73K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.73KNew |
$504K - $515K
|
9.73K
$507K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.46K+ 176.75% |
$490K - $501K
|
14.8K
$772K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
9.03K+ 70.9% |
$468K - $478K
|
21.8K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8.75K+ 9614.29% |
$453K - $464K
|
8.84K
$461K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8.04KNew |
$416K - $426K
|
8.04K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.59K+ 5.06% |
$393K - $402K
|
158K
$8.21M
|