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 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-10.1K- 6.21% |
$519K - $533K
|
152K
$7.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-11K- 56.81% |
$570K - $584K
|
8.4K
$438K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-11.2K- 42.94% |
$578K - $593K
|
14.9K
$777K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-11.9K- 18.96% |
$612K - $628K
|
50.7K
$2.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13.5K- 74.9% |
$694K - $712K
|
4.51K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-13.9K- 6.02% |
$716K - $734K
|
217K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-15K- 15.01% |
$771K - $791K
|
84.7K
$4.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.3K- 12.21% |
$943K - $967K
|
131K
$6.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-18.4K- 33.02% |
$949K - $974K
|
37.3K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-18.4K- 13.21% |
$950K - $974K
|
121K
$6.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.8K- 46.07% |
$967K - $992K
|
22K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-19.2K- 65.52% |
$992K - $1.02M
|
10.1K
$528K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20K- 47.02% |
$1.03M - $1.06M
|
22.5K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-28.5K- 21.28% |
$1.47M - $1.51M
|
105K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-40.9K- 4.92% |
$2.11M - $2.17M
|
791K
$41.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-44.4K- 17.39% |
$2.29M - $2.35M
|
211K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-46.9K- 14.67% |
$2.42M - $2.48M
|
273K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-114K- 72.81% |
$5.86M - $6.01M
|
42.4K
$2.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-189K- 43.3% |
$9.76M - $10M
|
248K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-277K- 51.74% |
$14.3M - $14.7M
|
258K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-386K- 87.05% |
$19.9M - $20.4M
|
57.5K
$3M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-822K- 98.92% |
$42.4M - $43.5M
|
8.98K
$469K
|