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
|
Madison Wealth Partners, Inc
|
BUY
|
- |
450+ 3.6% |
$22.3K - $23.9K
|
13K
$673K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
413+ 3.78% |
$20.4K - $21.9K
|
11.3K
$589K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
409+ 7.47% |
$20.2K - $21.7K
|
5.88K
$305K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
390+ 3.15% |
$19.3K - $20.7K
|
12.8K
$662K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
370+ 2.18% |
$18.3K - $19.6K
|
17.4K
$902K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
361+ 1.77% |
$17.9K - $19.1K
|
20.8K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
360+ 5.01% |
$17.8K - $19.1K
|
7.55K
$392K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 0.8% |
$14.8K - $15.9K
|
37.9K
$1.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
271+ 0.72% |
$13.4K - $14.4K
|
37.7K
$1.96M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
267+ 6.25% |
$13.2K - $14.2K
|
4.54K
$236K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
193+ 2.29% |
$9.54K - $10.2K
|
8.64K
$448K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
127+ 0.73% |
$6.28K - $6.73K
|
17.6K
$912K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
122+ 1.72% |
$6.03K - $6.47K
|
7.23K
$375K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
96+ 2.04% |
$4.75K - $5.09K
|
4.81K
$250K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
91+ 0.18% |
$4.5K - $4.82K
|
51.3K
$2.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
38+ 0.37% |
$1.88K - $2.01K
|
10.4K
$539K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
13+ 0.1% |
$643 - $689
|
12.9K
$672K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13+ 0.16% |
$643 - $689
|
7.89K
$410K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.95% |
$98.9 - $106
|
213
$11.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1+ 0.01% |
$49.5 - $53
|
7.5K
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-11- 6.36% |
$544 - $583
|
162
$8.41K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-17- 0.33% |
$841 - $901
|
5.1K
$265K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-43- 0.26% |
$2.13K - $2.28K
|
16.7K
$869K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-43- 8.33% |
$2.13K - $2.28K
|
473
$24.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-66- 1.12% |
$3.26K - $3.5K
|
5.84K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-70- 1.49% |
$3.46K - $3.71K
|
4.64K
$241K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-79- 0.62% |
$3.91K - $4.19K
|
12.6K
$655K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-85- 0.81% |
$4.2K - $4.51K
|
10.4K
$542K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-103- 1.24% |
$5.09K - $5.46K
|
8.2K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-138- 0.84% |
$6.82K - $7.32K
|
16.4K
$850K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-183- 4.28% |
$9.05K - $9.7K
|
4.09K
$212K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-186- 0.36% |
$9.2K - $9.86K
|
52.2K
$2.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-186- 0.4% |
$9.2K - $9.86K
|
45.8K
$2.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-186- 0.4% |
$9.2K - $9.86K
|
45.8K
$2.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 26.67% |
$9.89K - $10.6K
|
550
$28.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-211- 2.73% |
$10.4K - $11.2K
|
7.51K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-348- 3.7% |
$17.2K - $18.5K
|
9.06K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-365- 2.87% |
$18K - $19.4K
|
12.3K
$640K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-492- 4.46% |
$24.3K - $26.1K
|
10.5K
$547K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-575- 1.12% |
$28.4K - $30.5K
|
50.6K
$2.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-698- 0.46% |
$34.5K - $37K
|
150K
$7.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-780- 14.27% |
$38.6K - $41.4K
|
4.69K
$243K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-926- 41.16% |
$45.8K - $49.1K
|
1.32K
$68.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1K- 20.64% |
$49.5K - $53K
|
3.85K
$200K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.02K- 83.58% |
$50.3K - $54K
|
200
$10.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.19K- 35.9% |
$58.6K - $62.9K
|
2.12K
$110K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.28K- 8.4% |
$63.3K - $67.9K
|
14K
$725K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.44K- 9.52% |
$71K - $76.1K
|
13.6K
$708K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.69K- 2.6% |
$83.7K - $89.8K
|
63.4K
$3.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.84K- 3.99% |
$90.8K - $97.3K
|
44.1K
$2.29M
|