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
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.33K+ 13.11% |
$165K - $172K
|
28.7K
$1.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.14K+ 40.95% |
$156K - $163K
|
10.8K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.09KNew |
$153K - $160K
|
3.09K
$160K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
2.99K+ 31.7% |
$149K - $155K
|
12.4K
$646K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.99KNew |
$148K - $155K
|
2.99K
$155K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.94K+ 14.76% |
$146K - $152K
|
22.9K
$1.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.91K+ 20.37% |
$144K - $151K
|
17.2K
$891K
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.7K+ 31.31% |
$134K - $140K
|
11.3K
$587K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.56K+ 4.75% |
$127K - $133K
|
56.5K
$2.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2KNew |
$99.2K - $104K
|
2K
$104K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.85K+ 19.09% |
$91.6K - $95.7K
|
11.5K
$598K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.76K+ 2.7% |
$87.5K - $91.4K
|
67K
$3.48M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.6K+ 355.56% |
$79.4K - $82.9K
|
2.05K
$106K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.6K+ 355.56% |
$79.4K - $82.9K
|
2.05K
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.46K+ 2.79% |
$72.5K - $75.8K
|
53.8K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.32K+ 10.54% |
$65.3K - $68.3K
|
13.8K
$717K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.2K+ 9.66% |
$59.5K - $62.2K
|
13.6K
$708K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.15K+ 23.9% |
$57K - $59.6K
|
5.96K
$309K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.14K+ 9.84% |
$56.6K - $59.1K
|
12.7K
$661K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.13K+ 75.15% |
$56.1K - $58.6K
|
2.64K
$137K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1K+ 4.9% |
$49.8K - $52K
|
21.5K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
800+ 4.28% |
$39.7K - $41.5K
|
19.5K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
491+ 13.75% |
$24.4K - $25.5K
|
4.06K
$211K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
438+ 5.69% |
$21.7K - $22.7K
|
8.14K
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
348+ 2.04% |
$17.3K - $18K
|
17.4K
$904K
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
310+ 1.31% |
$15.4K - $16.1K
|
24K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
268+ 7.16% |
$13.3K - $13.9K
|
4.01K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
255+ 5.87% |
$12.7K - $13.2K
|
4.6K
$239K
|
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
100+ 1.84% |
$4.96K - $5.18K
|
5.54K
$288K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
34+ 0.67% |
$1.69K - $1.76K
|
5.08K
$264K
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
3+ 0.02% |
$149 - $156
|
12.7K
$660K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.49% |
$49.6 - $51.8
|
206
$10.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.17% |
$49.6 - $51.8
|
575
$29.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-16- 9.94% |
$794 - $829
|
145
$7.53K
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-35- 31.82% |
$1.74K - $1.81K
|
75
$3.89K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-40- 7.69% |
$1.98K - $2.07K
|
480
$24.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-95- 5.72% |
$4.71K - $4.92K
|
1.57K
$81.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100- 38.46% |
$4.96K - $5.18K
|
160
$8.31K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-175- 2.52% |
$8.68K - $9.07K
|
6.76K
$351K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-219- 2.63% |
$10.9K - $11.4K
|
8.12K
$422K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-283- 4.87% |
$14K - $14.7K
|
5.52K
$287K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-426- 4.47% |
$21.1K - $22.1K
|
9.1K
$472K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-802- 15.24% |
$39.8K - $41.6K
|
4.46K
$232K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-894- 12.77% |
$44.4K - $46.3K
|
6.11K
$317K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.2K- 60.0% |
$59.5K - $62.2K
|
800
$41.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.26K- 1.61% |
$62.3K - $65.1K
|
76.7K
$3.98M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.3K- 97.09% |
$64.5K - $67.3K
|
39
$2.02K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.32K- 3.0% |
$65.7K - $68.6K
|
42.8K
$2.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.35K- 7.2% |
$67K - $70K
|
17.4K
$904K
|