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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-131- 0.18% |
$6.76K - $6.93K
|
73.7K
$3.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-133- 0.61% |
$6.86K - $7.04K
|
21.8K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-147- 0.82% |
$7.58K - $7.78K
|
17.8K
$927K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-166- 0.27% |
$8.56K - $8.78K
|
61.9K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-219- 2.97% |
$11.3K - $11.6K
|
7.17K
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-245- 2.82% |
$12.6K - $13K
|
8.44K
$440K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-303- 4.42% |
$15.6K - $16K
|
6.56K
$342K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-305- 1.74% |
$15.7K - $16.1K
|
17.2K
$898K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-335- 6.5% |
$17.3K - $17.7K
|
4.82K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-364- 20.34% |
$18.8K - $19.3K
|
1.43K
$74.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-388- 2.18% |
$20K - $20.5K
|
17.4K
$908K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-405- 0.25% |
$20.9K - $21.4K
|
161K
$8.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-427- 6.46% |
$22K - $22.6K
|
6.18K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-428- 3.22% |
$22.1K - $22.6K
|
12.9K
$672K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-434- 1.21% |
$22.4K - $23K
|
35.5K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-535- 8.16% |
$27.6K - $28.3K
|
6.02K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-668- 11.83% |
$34.5K - $35.3K
|
4.98K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-686- 11.02% |
$35.4K - $36.3K
|
5.54K
$289K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-709- 10.45% |
$36.6K - $37.5K
|
6.08K
$317K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-730- 2.43% |
$37.7K - $38.6K
|
29.3K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-786- 0.35% |
$40.5K - $41.6K
|
226K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-834- 1.56% |
$43K - $44.1K
|
52.5K
$2.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-851- 8.9% |
$43.9K - $45K
|
8.72K
$455K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-869- 11.57% |
$44.8K - $46K
|
6.64K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-900- 15.4% |
$46.4K - $47.6K
|
4.95K
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.13K- 3.73% |
$58.3K - $59.8K
|
29.1K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.32K- 18.77% |
$67.9K - $69.6K
|
5.69K
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.36K- 4.5% |
$70.1K - $71.9K
|
28.8K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.39K- 2.27% |
$71.4K - $73.3K
|
59.6K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.45K- 8.66% |
$74.7K - $76.6K
|
15.3K
$797K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1.58K- 16.07% |
$81.3K - $83.4K
|
8.24K
$430K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.68K- 92.09% |
$86.5K - $88.7K
|
144
$7.51K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.72K- 2.0% |
$88.6K - $90.9K
|
84.1K
$4.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 1.98% |
$90.9K - $93.2K
|
87.4K
$4.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.77K- 3.7% |
$91.3K - $93.7K
|
46.1K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-2.01K- 5.75% |
$103K - $106K
|
32.9K
$1.72M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-2.05K- 2.79% |
$106K - $108K
|
71.4K
$3.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.16K- 11.16% |
$111K - $114K
|
17.2K
$895K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.47K- 53.25% |
$127K - $131K
|
2.17K
$113K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.64K- 17.88% |
$136K - $140K
|
12.1K
$632K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.51K- 46.85% |
$181K - $186K
|
3.99K
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.78K- 1.01% |
$195K - $200K
|
369K
$19.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.46K- 46.08% |
$230K - $236K
|
5.22K
$272K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.59K- 95.29% |
$288K - $296K
|
276
$14.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.67K- 25.38% |
$293K - $300K
|
16.7K
$870K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-6.73K- 11.3% |
$347K - $356K
|
52.8K
$2.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.74K- 12.86% |
$348K - $357K
|
45.7K
$2.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-8.24K- 8.93% |
$425K - $436K
|
84K
$4.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-9.05K- 34.29% |
$467K - $479K
|
17.3K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.4K- 17.41% |
$485K - $497K
|
44.6K
$2.33M
|