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 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.1K+ 1838.13% |
$899K - $940K
|
19.1K
$992K
|
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
17.7KNew |
$881K - $920K
|
17.7K
$921K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.7K+ 12.25% |
$878K - $917K
|
162K
$8.42M
|
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
15.9KNew |
$787K - $823K
|
15.9K
$824K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
15.1K+ 205.79% |
$751K - $784K
|
22.5K
$1.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
15KNew |
$745K - $778K
|
15K
$779K
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
14.8KNew |
$736K - $769K
|
14.8K
$770K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.7KNew |
$728K - $761K
|
14.7K
$762K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
14.6KNew |
$726K - $758K
|
14.6K
$760K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.4K+ 18.45% |
$716K - $748K
|
92.7K
$4.81M
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
14.1KNew |
$699K - $731K
|
14.1K
$732K
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
13.6K+ 297.27% |
$676K - $706K
|
18.2K
$945K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
13.2K+ 61.15% |
$657K - $686K
|
34.9K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.1K+ 117.61% |
$652K - $681K
|
24.3K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.9KNew |
$642K - $671K
|
12.9K
$672K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
12.9KNew |
$638K - $667K
|
12.9K
$668K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
12.7KNew |
$633K - $661K
|
12.7K
$662K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
12.5K+ 8.81% |
$618K - $646K
|
154K
$7.99M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
11.3K+ 26.54% |
$561K - $586K
|
53.9K
$2.8M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
11.3K+ 106.13% |
$560K - $585K
|
21.9K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
11.1KNew |
$553K - $578K
|
11.1K
$579K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.1KNew |
$550K - $575K
|
11.1K
$576K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
10.9KNew |
$542K - $567K
|
10.9K
$568K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.2K+ 172.12% |
$504K - $526K
|
16K
$833K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.06K+ 4.87% |
$450K - $470K
|
195K
$10.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
8.97KNew |
$445K - $465K
|
8.97K
$466K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.7K+ 60.42% |
$432K - $451K
|
23.1K
$1.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
8.14KNew |
$404K - $422K
|
8.14K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.74KNew |
$384K - $401K
|
7.74K
$402K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.13K+ 31.81% |
$354K - $370K
|
29.6K
$1.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7.05K+ 9.92% |
$350K - $366K
|
78.1K
$4.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.78KNew |
$336K - $351K
|
6.78K
$352K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
6.75K+ 83.45% |
$335K - $350K
|
14.8K
$771K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.74K+ 22.24% |
$334K - $349K
|
37.1K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.74KNew |
$334K - $349K
|
6.74K
$350K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5.9K+ 75.91% |
$293K - $306K
|
13.7K
$709K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.86K+ 84.53% |
$291K - $304K
|
12.8K
$664K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.79KNew |
$287K - $300K
|
5.79K
$300K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.72KNew |
$284K - $296K
|
5.72K
$297K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.29KNew |
$263K - $274K
|
5.29K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.19KNew |
$258K - $269K
|
5.19K
$270K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5KNew |
$248K - $259K
|
5K
$260K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.96K+ 64.0% |
$246K - $257K
|
12.7K
$660K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
4.92KNew |
$244K - $255K
|
4.92K
$256K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.46KNew |
$221K - $231K
|
4.46K
$232K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
4.33K+ 6.62% |
$215K - $224K
|
69.7K
$3.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.27KNew |
$212K - $221K
|
4.27K
$222K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.14KNew |
$205K - $215K
|
4.14K
$215K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.91KNew |
$194K - $203K
|
3.91K
$203K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.9KNew |
$194K - $202K
|
3.9K
$202K
|