Purchases and Sales Made in Q4 2023 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 2023. 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 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
17.9KNew |
$886K - $950K
|
17.9K
$931K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
17.4KNew |
$861K - $923K
|
17.4K
$904K
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
17.3KNew |
$855K - $917K
|
17.3K
$898K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
14.8KNew |
$730K - $782K
|
14.8K
$766K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
14.1K+ 315.25% |
$699K - $750K
|
18.6K
$967K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.9KNew |
$688K - $737K
|
13.9K
$722K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
13.7K+ 85.49% |
$675K - $724K
|
29.6K
$1.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
13.3K+ 13.06% |
$657K - $705K
|
115K
$5.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.6KNew |
$622K - $667K
|
12.6K
$653K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
12.4KNew |
$615K - $659K
|
12.4K
$645K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
12.4KNew |
$611K - $656K
|
12.4K
$642K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
12.1K+ 8.63% |
$600K - $643K
|
153K
$7.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12KNew |
$596K - $639K
|
12K
$625K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12K+ 2877.51% |
$595K - $638K
|
12.4K
$646K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.2K+ 13.36% |
$555K - $595K
|
95.2K
$4.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
11.1K+ 57.93% |
$550K - $590K
|
30.3K
$1.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.8KNew |
$533K - $571K
|
10.8K
$559K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.4K+ 9.92% |
$516K - $553K
|
116K
$6M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
10.4KNew |
$512K - $549K
|
10.4K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1K+ 9.57% |
$501K - $537K
|
116K
$6.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.93KNew |
$491K - $526K
|
9.93K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.74K+ 86.96% |
$482K - $516K
|
20.9K
$1.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.48KNew |
$469K - $503K
|
9.48K
$492K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
9.46K+ 81.53% |
$468K - $501K
|
21.1K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.37K+ 14.87% |
$463K - $497K
|
72.4K
$3.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.22KNew |
$456K - $489K
|
9.22K
$478K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
9.18KNew |
$454K - $487K
|
9.18K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.94KNew |
$442K - $474K
|
8.94K
$464K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
8.94KNew |
$442K - $474K
|
8.94K
$464K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.83KNew |
$437K - $468K
|
8.83K
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.69K+ 423.9% |
$430K - $461K
|
10.7K
$558K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
8.69K+ 423.9% |
$430K - $461K
|
10.7K
$558K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
8.46K+ 13.05% |
$418K - $449K
|
73.3K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.39K+ 11.54% |
$415K - $445K
|
81.1K
$4.21M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.1KNew |
$400K - $429K
|
8.1K
$420K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
8.08KNew |
$399K - $428K
|
8.08K
$419K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.79K+ 36.57% |
$385K - $413K
|
29.1K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
7.58KNew |
$375K - $402K
|
7.58K
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.51K+ 345.9% |
$372K - $398K
|
9.69K
$503K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6.93KNew |
$342K - $367K
|
6.93K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.82K+ 50.45% |
$337K - $362K
|
20.3K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6.77K+ 12.27% |
$335K - $359K
|
62K
$3.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.53KNew |
$323K - $346K
|
6.53K
$339K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
6.44KNew |
$318K - $341K
|
6.44K
$334K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
6.4KNew |
$316K - $339K
|
6.4K
$332K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6.24K+ 16.92% |
$309K - $331K
|
43.1K
$2.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6.24K+ 16.92% |
$309K - $331K
|
43.1K
$2.24M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
6.13K+ 73.18% |
$303K - $325K
|
14.5K
$754K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.91KNew |
$292K - $314K
|
5.91K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
5.36K+ 6.99% |
$265K - $284K
|
81.9K
$4.25M
|