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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.28K+ 44.8% |
$261K - $280K
|
17.1K
$887K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.03KNew |
$249K - $267K
|
5.03K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4.98K+ 54.09% |
$246K - $264K
|
14.2K
$737K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.78K+ 89.79% |
$237K - $254K
|
10.1K
$525K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.76K+ 32.71% |
$235K - $252K
|
19.3K
$1M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.76K+ 80.8% |
$235K - $252K
|
10.6K
$552K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
4.63K+ 105.95% |
$229K - $245K
|
9K
$467K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.54K+ 8.1% |
$225K - $241K
|
60.6K
$3.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.52KNew |
$223K - $239K
|
4.52K
$235K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.49KNew |
$222K - $238K
|
4.49K
$233K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.35K+ 18.56% |
$215K - $230K
|
27.8K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.22K+ 5.74% |
$209K - $224K
|
77.7K
$4.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
4.19K+ 1013.8% |
$207K - $222K
|
4.6K
$239K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4.06K+ 9.87% |
$201K - $215K
|
45.2K
$2.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.02K+ 3.06% |
$199K - $213K
|
135K
$7.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.01KNew |
$198K - $212K
|
4.01K
$208K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4K+ 9.15% |
$198K - $212K
|
47.7K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.97K+ 12.69% |
$196K - $210K
|
35.2K
$1.83M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.85KNew |
$190K - $204K
|
3.85K
$200K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.8KNew |
$188K - $201K
|
3.8K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.8KNew |
$188K - $201K
|
3.8K
$197K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.35K+ 15.73% |
$166K - $178K
|
24.7K
$1.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.24K+ 15.92% |
$160K - $172K
|
23.6K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.14K+ 37.25% |
$155K - $167K
|
11.6K
$601K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.13KNew |
$155K - $166K
|
3.13K
$162K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.42K+ 14.7% |
$119K - $128K
|
18.8K
$979K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.23K+ 34.26% |
$110K - $118K
|
8.75K
$454K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.07K+ 10.94% |
$103K - $110K
|
21K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.06K+ 12.48% |
$102K - $109K
|
18.6K
$963K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.93K+ 21.67% |
$95.5K - $102K
|
10.8K
$563K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.87KNew |
$92.6K - $99.3K
|
1.87K
$97.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.74KNew |
$85.9K - $92.1K
|
1.74K
$90.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.6K+ 6.49% |
$79.1K - $84.8K
|
26.3K
$1.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.43K+ 23.36% |
$70.5K - $75.6K
|
7.53K
$391K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 8.04% |
$67.2K - $72.1K
|
18.3K
$948K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.35K+ 718.09% |
$66.8K - $71.6K
|
1.54K
$79.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.21K+ 3.75% |
$60K - $64.4K
|
33.6K
$1.74M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.2KNew |
$59.3K - $63.6K
|
1.2K
$62.3K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
1.1KNew |
$54.4K - $58.3K
|
1.1K
$57.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.06K+ 23.77% |
$52.5K - $56.3K
|
5.53K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
998+ 3.99% |
$49.4K - $52.9K
|
26K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
924New |
$45.7K - $49K
|
924
$48K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
786New |
$38.9K - $41.7K
|
786
$40.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
744+ 12.6% |
$36.8K - $39.4K
|
6.65K
$345K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
730New |
$36.1K - $38.7K
|
730
$37.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
694+ 5.43% |
$34.3K - $36.8K
|
13.5K
$700K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
659+ 5.24% |
$32.6K - $34.9K
|
13.2K
$687K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
649+ 5.13% |
$32.1K - $34.4K
|
13.3K
$691K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
611+ 9.52% |
$30.2K - $32.4K
|
7.03K
$365K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
576+ 5.53% |
$28.5K - $30.5K
|
11K
$570K
|