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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.56K- 24.18% |
$77.5K - $81K
|
4.9K
$254K
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-1.56K- 0.57% |
$77.6K - $81.1K
|
271K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-1.64K- 1.34% |
$81.3K - $84.9K
|
121K
$6.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.02K- 25.4% |
$100K - $105K
|
5.94K
$308K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.05K- 85.53% |
$102K - $106K
|
347
$18K
|
|
|
Jan 18, 2023
Q4 2022
|
Signify Wealth
|
SELL
|
- |
-2.11K- 3.0% |
$105K - $109K
|
68.3K
$3.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.34K- 5.72% |
$116K - $121K
|
38.5K
$2M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-3.02K- 13.38% |
$150K - $157K
|
19.6K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3.58K- 7.55% |
$177K - $185K
|
43.8K
$2.27M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.07K- 20.14% |
$202K - $211K
|
16.2K
$839K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.13K- 6.74% |
$205K - $214K
|
57.1K
$2.97M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-4.54K- 37.93% |
$225K - $235K
|
7.43K
$386K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.75K- 34.45% |
$285K - $298K
|
10.9K
$568K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-5.78K- 27.34% |
$287K - $300K
|
15.4K
$797K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-6.34K- 34.83% |
$314K - $328K
|
11.9K
$616K
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-6.36K- 30.06% |
$316K - $330K
|
14.8K
$769K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.47K- 27.47% |
$321K - $335K
|
17.1K
$887K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.83K- 52.4% |
$339K - $354K
|
6.21K
$322K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.08K- 36.93% |
$401K - $419K
|
13.8K
$716K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-9.31K- 35.48% |
$462K - $483K
|
16.9K
$879K
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
SELL
|
- |
-9.35K- 90.34% |
$464K - $485K
|
1K
$51.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.4K- 1.89% |
$567K - $593K
|
593K
$30.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-12.1K- 28.96% |
$599K - $626K
|
29.6K
$1.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-18.3K- 69.24% |
$907K - $948K
|
8.12K
$422K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-21K- 35.02% |
$1.04M - $1.09M
|
39.1K
$2.03M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
SELL
|
- |
-24.6K- 25.97% |
$1.22M - $1.28M
|
70.1K
$3.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27K- 22.99% |
$1.34M - $1.4M
|
90.5K
$4.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-34.1K- 73.72% |
$1.69M - $1.77M
|
12.2K
$631K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-47.4K- 46.85% |
$2.35M - $2.46M
|
53.8K
$2.79M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-48.8K- 30.23% |
$2.42M - $2.53M
|
113K
$5.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-65.6K- 8.73% |
$3.26M - $3.4M
|
686K
$35.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-74.2K- 21.63% |
$3.68M - $3.85M
|
269K
$14M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-152K- 11.99% |
$7.55M - $7.89M
|
1.12M
$58M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-242K- 50.83% |
$12M - $12.5M
|
234K
$12.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-318K- 90.77% |
$15.8M - $16.5M
|
32.3K
$1.68M
|