Purchases and Sales Made in Q4 2024 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 2024. 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 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4KNew |
$206K - $212K
|
4K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.95K+ 12.98% |
$204K - $209K
|
34.3K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.92K+ 15.77% |
$202K - $207K
|
28.8K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.83K+ 30.34% |
$198K - $203K
|
16.5K
$859K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.63K+ 82.94% |
$187K - $192K
|
8.01K
$418K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.63K+ 11.73% |
$187K - $192K
|
34.5K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.29K+ 2.86% |
$170K - $174K
|
118K
$6.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.23K+ 2.05% |
$167K - $171K
|
161K
$8.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.22K+ 7.79% |
$166K - $170K
|
44.5K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.15K+ 19.15% |
$162K - $167K
|
19.6K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
3.13KNew |
$161K - $165K
|
3.13K
$163K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.08K+ 41.81% |
$159K - $163K
|
10.5K
$546K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.01K+ 20.11% |
$155K - $159K
|
18K
$938K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.69K+ 28.49% |
$139K - $142K
|
12.1K
$632K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.68K+ 7.19% |
$138K - $142K
|
40K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.52K+ 16.72% |
$130K - $133K
|
17.6K
$918K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.49K+ 2.99% |
$129K - $132K
|
85.8K
$4.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.49K+ 3.9% |
$128K - $132K
|
66.3K
$3.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.32K+ 20.89% |
$120K - $123K
|
13.4K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.32K+ 12.01% |
$119K - $122K
|
21.6K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.31K+ 7.62% |
$119K - $122K
|
32.6K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.22K+ 5.06% |
$115K - $118K
|
46.1K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.09KNew |
$108K - $110K
|
2.09K
$109K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.08K+ 1.19% |
$107K - $110K
|
177K
$9.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 7.58% |
$106K - $109K
|
29.3K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.01K+ 10.04% |
$104K - $106K
|
22K
$1.15M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.92K+ 8.94% |
$99.1K - $102K
|
23.4K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.92KNew |
$98.8K - $101K
|
1.92K
$99.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.9K+ 15.1% |
$98K - $101K
|
14.5K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.85K+ 2.16% |
$95.2K - $97.6K
|
87.2K
$4.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.42K+ 8.87% |
$73.2K - $75.1K
|
17.4K
$909K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.4K+ 2.11% |
$72.4K - $74.3K
|
67.9K
$3.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.4K+ 11.32% |
$72.2K - $74.1K
|
13.8K
$718K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.32K+ 7.59% |
$68.2K - $69.9K
|
18.7K
$978K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.16KNew |
$60K - $61.5K
|
1.16K
$60.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1K+ 6.5% |
$51.6K - $52.9K
|
16.4K
$855K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1K+ 16.52% |
$51.6K - $52.9K
|
7.05K
$368K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
923+ 0.78% |
$47.6K - $48.8K
|
119K
$6.19M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
897+ 1.7% |
$46.3K - $47.5K
|
53.5K
$2.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
894+ 0.86% |
$46.1K - $47.3K
|
105K
$5.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
860+ 5.76% |
$44.4K - $45.5K
|
15.8K
$824K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
818+ 16.56% |
$42.2K - $43.3K
|
5.76K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
805+ 11.51% |
$41.5K - $42.6K
|
7.8K
$407K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
791+ 3.31% |
$40.8K - $41.9K
|
24.7K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
750+ 16.01% |
$38.7K - $39.7K
|
5.44K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
700+ 10.76% |
$36.1K - $37K
|
7.21K
$376K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
691+ 10.44% |
$35.6K - $36.6K
|
7.31K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
647+ 52.05% |
$33.4K - $34.2K
|
1.89K
$98.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
619+ 7.07% |
$31.9K - $32.8K
|
9.38K
$489K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
526+ 7.79% |
$27.1K - $27.8K
|
7.28K
$380K
|