Purchases and Sales Made in Q4 2022 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 2022. 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 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
620K+ 244.42% |
$30.8M - $32.1M
|
873K
$45.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
451KNew |
$22.4M - $23.4M
|
451K
$23.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
365K+ 4517.4% |
$18.1M - $18.9M
|
373K
$19.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
323K+ 69.14% |
$16.1M - $16.8M
|
791K
$41M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
264KNew |
$13.1M - $13.7M
|
264K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
226K+ 44.83% |
$11.2M - $11.7M
|
731K
$37.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
193KNew |
$9.57M - $9.99M
|
193K
$10M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
180K+ 37.44% |
$8.93M - $9.32M
|
660K
$34.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
168K+ 97.37% |
$8.37M - $8.73M
|
341K
$17.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
108K+ 1866.89% |
$5.34M - $5.57M
|
113K
$5.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
89.2K+ 19.74% |
$4.43M - $4.63M
|
541K
$28.1M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
82.3KNew |
$4.09M - $4.26M
|
82.3K
$4.27M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
81.2K+ 27.94% |
$4.03M - $4.21M
|
372K
$19.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
77.7KNew |
$3.86M - $4.03M
|
77.7K
$4.03M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
66.6KNew |
$3.31M - $3.45M
|
66.6K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
63.8KNew |
$3.17M - $3.31M
|
63.8K
$3.31M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
59K+ 509.8% |
$2.93M - $3.06M
|
70.5K
$3.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
58.3KNew |
$2.89M - $3.02M
|
58.3K
$3.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
54K+ 47.87% |
$2.68M - $2.8M
|
167K
$8.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
53.4K+ 33.4% |
$2.65M - $2.77M
|
213K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
47.8KNew |
$2.37M - $2.48M
|
47.8K
$2.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
47.7KNew |
$2.37M - $2.47M
|
47.7K
$2.48M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
43KNew |
$2.13M - $2.23M
|
43K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
42.6KNew |
$2.11M - $2.21M
|
42.6K
$2.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
41.3KNew |
$2.05M - $2.14M
|
41.3K
$2.14M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39.9K+ 507.36% |
$1.98M - $2.07M
|
47.8K
$2.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
37.9K+ 27.24% |
$1.88M - $1.96M
|
177K
$9.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
35.2KNew |
$1.75M - $1.82M
|
35.2K
$1.82M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
34.4KNew |
$1.71M - $1.78M
|
34.4K
$1.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.3K+ 106.64% |
$1.7M - $1.78M
|
66.5K
$3.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
33.6K+ 2699.12% |
$1.67M - $1.74M
|
34.8K
$1.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
33K+ 1940.76% |
$1.64M - $1.71M
|
34.7K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.9K+ 29.54% |
$1.63M - $1.7M
|
144K
$7.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
31.9KNew |
$1.58M - $1.65M
|
31.9K
$1.65M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
31.8K+ 157.26% |
$1.58M - $1.65M
|
51.9K
$2.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
30.6KNew |
$1.52M - $1.59M
|
30.6K
$1.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
30.6K+ 173.92% |
$1.52M - $1.58M
|
48.1K
$2.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.9K+ 48.62% |
$1.48M - $1.55M
|
91.4K
$4.74M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
29.2K+ 176.08% |
$1.45M - $1.52M
|
45.9K
$2.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
29KNew |
$1.44M - $1.51M
|
29K
$1.51M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
28.3KNew |
$1.41M - $1.47M
|
28.3K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.2K+ 33.3% |
$1.4M - $1.46M
|
113K
$5.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
25.6K+ 219.14% |
$1.27M - $1.33M
|
37.3K
$1.93M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
25.5KNew |
$1.27M - $1.32M
|
25.5K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25KNew |
$1.24M - $1.3M
|
25K
$1.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
24KNew |
$1.19M - $1.25M
|
24K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
21KNew |
$1.04M - $1.09M
|
21K
$1.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.3KNew |
$1.01M - $1.05M
|
20.3K
$1.05M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.1KNew |
$997K - $1.04M
|
20.1K
$1.04M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.1K+ 1838.13% |
$900K - $940K
|
19.1K
$992K
|
|