Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
461KNew |
$25.8M - $26M
|
461K
$24M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
119K+ 13.99% |
$6.66M - $6.71M
|
969K
$50.5M
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
52.2KNew |
$2.93M - $2.95M
|
52.2K
$2.72M
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
42.5KNew |
$2.38M - $2.4M
|
42.5K
$2.22M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
41.1KNew |
$2.3M - $2.32M
|
41.1K
$2.14M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
26.2KNew |
$1.47M - $1.48M
|
26.2K
$1.37M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.9K+ 115.23% |
$1.45M - $1.46M
|
48.4K
$2.52M
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
25.5KNew |
$1.43M - $1.44M
|
25.5K
$1.33M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25.2KNew |
$1.41M - $1.42M
|
25.2K
$1.32M
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
18KNew |
$1.01M - $1.02M
|
18K
$939K
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
16.2K+ 117.2% |
$909K - $915K
|
30.1K
$1.57M
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
14.9KNew |
$834K - $839K
|
14.9K
$776K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.8K+ 7.02% |
$831K - $836K
|
226K
$11.8M
|
|
Jan 31, 2022
Q4 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
14.2K+ 67.29% |
$796K - $801K
|
35.3K
$1.84M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13K+ 7.25% |
$726K - $731K
|
192K
$9.99M
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.1K+ 21.28% |
$677K - $682K
|
68.9K
$3.59M
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
10.9K+ 78.13% |
$608K - $612K
|
24.7K
$1.29M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4K+ 9.73% |
$585K - $589K
|
118K
$6.14M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.45K+ 1.51% |
$530K - $533K
|
637K
$33.2M
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.44KNew |
$529K - $532K
|
9.44K
$492K
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.98K+ 143.82% |
$503K - $506K
|
15.2K
$793K
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
8.97KNew |
$502K - $506K
|
8.97K
$467K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.95K+ 49.19% |
$501K - $505K
|
27.1K
$1.41M
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
8.29KNew |
$464K - $468K
|
8.29K
$432K
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
7.83K+ 13.58% |
$438K - $441K
|
65.4K
$3.41M
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7.49KNew |
$419K - $422K
|
7.49K
$390K
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7.38K+ 24.41% |
$414K - $416K
|
37.6K
$1.96M
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
7.03KNew |
$394K - $397K
|
7.03K
$367K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
6.74KNew |
$377K - $380K
|
6.74K
$351K
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.39KNew |
$358K - $360K
|
6.39K
$333K
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5.49KNew |
$308K - $310K
|
5.49K
$286K
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.33KNew |
$298K - $300K
|
5.33K
$278K
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.28KNew |
$296K - $298K
|
5.28K
$275K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.74K+ 33.39% |
$266K - $267K
|
18.9K
$987K
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.99KNew |
$223K - $225K
|
3.99K
$208K
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.83KNew |
$215K - $216K
|
3.83K
$200K
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.8KNew |
$213K - $214K
|
3.8K
$198K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.75KNew |
$210K - $211K
|
3.75K
$195K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.71K+ 5.05% |
$208K - $209K
|
77.1K
$4.02M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.56KNew |
$200K - $201K
|
3.56K
$186K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
3.26K+ 1.01% |
$183K - $184K
|
325K
$16.9M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.85K+ 27.75% |
$160K - $161K
|
13.1K
$684K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2.85KNew |
$160K - $161K
|
2.85K
$149K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.83K+ 3.03% |
$158K - $159K
|
96.2K
$5.02M
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.61K+ 23.39% |
$146K - $147K
|
13.7K
$716K
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.61K+ 23.39% |
$146K - $147K
|
13.7K
$716K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.55KNew |
$143K - $144K
|
2.55K
$133K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.38K+ 132.5% |
$133K - $134K
|
4.17K
$217K
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.31K+ 33.94% |
$129K - $130K
|
9.12K
$475K
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.99K+ 14.71% |
$111K - $112K
|
15.5K
$808K
|