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 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
512+ 0.62% |
$26.4K - $27.1K
|
82.8K
$4.32M
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
498+ 2.41% |
$25.7K - $26.3K
|
21.2K
$1.11M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
478+ 0.86% |
$24.7K - $25.3K
|
56.2K
$2.93M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
465+ 1.06% |
$24K - $24.6K
|
44.4K
$2.32M
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
455+ 0.99% |
$23.5K - $24.1K
|
46.5K
$2.43M
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
410+ 5.29% |
$21.1K - $21.7K
|
8.16K
$426K
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
410+ 0.47% |
$21.1K - $21.7K
|
87.7K
$4.57M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
347+ 3.89% |
$17.9K - $18.4K
|
9.27K
$484K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
344+ 0.11% |
$17.7K - $18.2K
|
317K
$16.5M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
335New |
$17.3K - $17.7K
|
335
$17.5K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
330+ 0.72% |
$17K - $17.5K
|
46.4K
$2.42M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
289New |
$14.9K - $15.3K
|
289
$15.1K
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
286New |
$14.8K - $15.1K
|
286
$14.9K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
285+ 18.53% |
$14.7K - $15.1K
|
1.82K
$95.1K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
285New |
$14.7K - $15.1K
|
285
$14.9K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
268New |
$13.8K - $14.2K
|
268
$14K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
263+ 1.13% |
$13.6K - $13.9K
|
23.5K
$1.22M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
237+ 3.68% |
$12.2K - $12.5K
|
6.68K
$349K
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
222+ 1.09% |
$11.5K - $11.7K
|
20.6K
$1.07M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
200+ 0.69% |
$10.3K - $10.6K
|
29.2K
$1.53M
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
196+ 0.79% |
$10.1K - $10.4K
|
25K
$1.31M
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
184+ 0.86% |
$9.49K - $9.74K
|
21.7K
$1.13M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
182+ 3.9% |
$9.39K - $9.63K
|
4.85K
$253K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
167+ 7.99% |
$8.61K - $8.84K
|
2.26K
$118K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
159+ 1.22% |
$8.2K - $8.41K
|
13.2K
$691K
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
145+ 1.24% |
$7.48K - $7.67K
|
11.8K
$618K
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
140+ 1.74% |
$7.22K - $7.41K
|
8.18K
$427K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
126+ 0.25% |
$6.5K - $6.67K
|
49.7K
$2.59M
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
118+ 74.68% |
$6.09K - $6.24K
|
276
$14.4K
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
101+ 2.59% |
$5.21K - $5.34K
|
4K
$209K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
97+ 0.86% |
$5K - $5.13K
|
11.4K
$597K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
93+ 15.53% |
$4.8K - $4.92K
|
692
$36.1K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
83+ 0.72% |
$4.28K - $4.39K
|
11.6K
$604K
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
77+ 0.48% |
$3.97K - $4.07K
|
16.1K
$838K
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
74+ 0.4% |
$3.82K - $3.92K
|
18.5K
$965K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21+ 0.9% |
$1.08K - $1.11K
|
2.36K
$123K
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
20+ 0.48% |
$1.03K - $1.06K
|
4.18K
$218K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
19New |
$980 - $1.01K
|
19
$991
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.74% |
$722 - $741
|
1.91K
$99.7K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 0.81% |
$567 - $582
|
1.37K
$71.5K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10+ 0.13% |
$516 - $529
|
7.6K
$397K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8+ 0.2% |
$413 - $423
|
4K
$209K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6+ 0.06% |
$309 - $317
|
9.73K
$508K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$258 - $265
|
8.83K
$461K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.92% |
$103 - $106
|
220
$11.5K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4- 0.02% |
$206 - $212
|
16.6K
$865K
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-19- 0.35% |
$980 - $1.01K
|
5.48K
$286K
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-52- 5.73% |
$2.68K - $2.75K
|
856
$44.7K
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-63- 0.12% |
$3.25K - $3.33K
|
50.7K
$2.65M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-66- 1.49% |
$3.4K - $3.49K
|
4.37K
$228K
|