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 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
7.58KNew |
$392K - $401K
|
7.58K
$393K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.53K+ 369.2% |
$390K - $399K
|
9.57K
$497K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
6.62KNew |
$343K - $351K
|
6.62K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.45K+ 38.5% |
$334K - $342K
|
23.2K
$1.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6.25K+ 61.2% |
$323K - $331K
|
16.5K
$854K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.87KNew |
$304K - $311K
|
5.87K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.51KNew |
$285K - $292K
|
5.51K
$286K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.5K+ 28.43% |
$285K - $291K
|
24.8K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
5.18K+ 59.48% |
$268K - $274K
|
13.9K
$721K
|
|
|
Oct 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
4.89KNew |
$253K - $259K
|
4.89K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.88K+ 5.79% |
$253K - $259K
|
89.2K
$4.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
4.87K+ 5.14% |
$252K - $258K
|
99.6K
$5.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.85K+ 27.74% |
$251K - $257K
|
22.4K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.68K+ 7.57% |
$242K - $248K
|
66.5K
$3.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.38KNew |
$227K - $232K
|
4.38K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.34KNew |
$225K - $230K
|
4.34K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.16KNew |
$215K - $220K
|
4.16K
$216K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4.16K+ 9.15% |
$215K - $220K
|
49.6K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.05K+ 25.35% |
$210K - $214K
|
20K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4KNew |
$207K - $212K
|
4K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.97KNew |
$206K - $210K
|
3.97K
$206K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.85K+ 11.52% |
$199K - $204K
|
37.3K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.8KNew |
$197K - $201K
|
3.8K
$197K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.8KNew |
$197K - $201K
|
3.8K
$197K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
3.79KNew |
$196K - $201K
|
3.79K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.76K+ 17.81% |
$194K - $199K
|
24.8K
$1.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.3K+ 16.0% |
$171K - $175K
|
23.9K
$1.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.74K+ 8.51% |
$142K - $145K
|
34.9K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.71K+ 15.33% |
$140K - $143K
|
20.4K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.52K+ 4.96% |
$130K - $134K
|
53.3K
$2.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2.48K+ 25.08% |
$128K - $131K
|
12.4K
$642K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.29K+ 10.04% |
$119K - $121K
|
25.1K
$1.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.19K+ 11.71% |
$114K - $116K
|
20.9K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2K+ 52.02% |
$104K - $106K
|
5.85K
$303K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
1.91K+ 3.14% |
$98.7K - $101K
|
62.6K
$3.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.89K+ 68.6% |
$97.6K - $99.9K
|
4.63K
$241K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.87KNew |
$96.9K - $99.2K
|
1.87K
$97.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.82KNew |
$94.3K - $96.5K
|
1.82K
$94.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.77K+ 36.64% |
$91.7K - $93.8K
|
6.61K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.64K+ 11.93% |
$84.9K - $86.9K
|
15.4K
$799K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.56KNew |
$80.5K - $82.4K
|
1.56K
$80.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.51K+ 182.17% |
$78.3K - $80.1K
|
2.34K
$122K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.37K+ 40.06% |
$71.1K - $72.8K
|
4.8K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.3KNew |
$67.3K - $68.9K
|
1.3K
$67.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.25K+ 12.24% |
$64.9K - $66.4K
|
11.5K
$597K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.24K+ 7.21% |
$64.2K - $65.6K
|
18.4K
$957K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.2K+ 1.48% |
$62.1K - $63.6K
|
82.2K
$4.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.19K+ 4.08% |
$61.7K - $63.1K
|
30.4K
$1.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.11K+ 5.83% |
$57.5K - $58.9K
|
20.2K
$1.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.1K+ 4.4% |
$57K - $58.3K
|
26.1K
$1.36M
|