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 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.97K+ 1.75% |
$110K - $111K
|
114K
$5.94M
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.87K+ 34.05% |
$105K - $105K
|
7.35K
$382K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.86KNew |
$104K - $105K
|
1.86K
$96.5K
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
1.69K+ 8.62% |
$94.5K - $95.1K
|
21.2K
$1.1M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.58K+ 20.11% |
$88.6K - $89.2K
|
9.44K
$490K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.45K+ 3.5% |
$81.5K - $82K
|
43K
$2.23M
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.36K+ 25.3% |
$76.2K - $76.7K
|
6.74K
$350K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.26K+ 7.28% |
$70.7K - $71.1K
|
18.6K
$964K
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.13K+ 3.25% |
$63.4K - $63.8K
|
35.9K
$1.86M
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.11K+ 21.89% |
$62.1K - $62.5K
|
6.17K
$320K
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 11.26% |
$61.3K - $61.7K
|
10.8K
$561K
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1.07KNew |
$59.8K - $60.2K
|
1.07K
$55.5K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
1.01K+ 22.5% |
$56.8K - $57.1K
|
5.52K
$286K
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1K+ 9.26% |
$56K - $56.4K
|
11.8K
$613K
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
821+ 2.31% |
$46K - $46.3K
|
36.3K
$1.88M
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
670+ 3.8% |
$37.5K - $37.8K
|
18.3K
$950K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
568+ 222.75% |
$31.8K - $32K
|
823
$42.7K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
534+ 4.03% |
$29.9K - $30.1K
|
13.8K
$716K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
470+ 1.63% |
$26.3K - $26.5K
|
29.3K
$1.52M
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
425+ 8.32% |
$23.8K - $24K
|
5.53K
$287K
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
207+ 0.97% |
$11.6K - $11.7K
|
21.5K
$1.12M
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
193+ 0.29% |
$10.8K - $10.9K
|
65.8K
$3.41M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
135+ 28.48% |
$7.56K - $7.61K
|
609
$31.6K
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
94New |
$5.27K - $5.3K
|
94
$4.88K
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
86+ 2.09% |
$4.82K - $4.85K
|
4.19K
$218K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
60+ 0.32% |
$3.36K - $3.38K
|
18.8K
$979K
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
56+ 0.36% |
$3.14K - $3.16K
|
15.8K
$819K
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
54+ 0.26% |
$3.03K - $3.05K
|
20.6K
$1.07M
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
47New |
$2.63K - $2.65K
|
47
$2.44K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
$1.68K - $1.69K
|
30
$1.56K
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
25+ 0.4% |
$1.4K - $1.41K
|
6.3K
$327K
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
24+ 0.4% |
$1.34K - $1.35K
|
6.01K
$312K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
22+ 0.41% |
$1.23K - $1.24K
|
5.39K
$280K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6+ 0.12% |
$336 - $338
|
5.06K
$263K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.36% |
$336 - $338
|
1.69K
$87.7K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 0.36% |
$280 - $282
|
1.41K
$73.2K
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 0.09% |
$280 - $282
|
5.78K
$300K
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$112 - $113
|
6.99K
$363K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2+ 0.03% |
$112 - $113
|
5.97K
$310K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.0% |
$56 - $56.4
|
20.1K
$1.05M
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.5% |
$56 - $56.4
|
202
$10.5K
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.21% |
$56 - $56.4
|
472
$24.5K
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1- 0.02% |
$56 - $56.4
|
5.2K
$270K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-71- 1.94% |
$3.98K - $4K
|
3.58K
$186K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-75- 0.37% |
$4.2K - $4.23K
|
19.9K
$1.04M
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-88- 0.17% |
$4.93K - $4.96K
|
51.2K
$2.66M
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-105- 0.98% |
$5.88K - $5.92K
|
10.6K
$553K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-150- 3.35% |
$8.4K - $8.46K
|
4.33K
$225K
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-162- 0.23% |
$9.08K - $9.14K
|
70.1K
$3.64M
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-185- 0.48% |
$10.4K - $10.4K
|
38.4K
$1.99M
|