Latest Institutional Transactions on Pimco Municipal Income Fund Ii (PML)
This table provides information on the latest institutional transactions involving Pimco Municipal Income Fund Ii (PML) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
8K+ 43.06% |
$67.2K - $75.1K
|
26.6K
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.09K- 4.35% |
$9.16K - $10.2K
|
24K
$178K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$8.4K - $9.39K
|
1K
$7.43K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
40KNew |
$336K - $376K
|
40K
$297K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.46KNew |
$11.8K - $12.7K
|
1.46K
$10.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-24.4K- 13.14% |
$198K - $212K
|
161K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
350New |
$2.84K - $3.04K
|
350
$2.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.5KNew |
$44.7K - $47.7K
|
5.5K
$40.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.3KNew |
$10.6K - $11.3K
|
1.3K
$9.66K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
35KNew |
$284K - $304K
|
35K
$260K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
135New |
$1.1K - $1.17K
|
135
$1K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-918- 36.91% |
$7.45K - $7.97K
|
1.57K
$11.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-4.19K- 12.97% |
$34K - $36.4K
|
28.1K
$209K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.46KNew |
$52.3K - $55.7K
|
6.46K
$48K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.5KNew |
$84.7K - $90.2K
|
10.5K
$77.7K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.3KNew |
$116K - $124K
|
14.3K
$106K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.2K+ 2.76% |
$34K - $36.2K
|
156K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.85K+ 77.71% |
$63.6K - $67.8K
|
18K
$133K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
5.85KNew |
$47.4K - $50.5K
|
5.85K
$43.5K
|
|
|
May 13, 2024
Q1 2024
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
5K+ 0.92% |
$40.5K - $43.2K
|
547K
$4.07M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
26.7KNew |
$216K - $230K
|
26.7K
$198K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6.4K+ 10.73% |
$51.8K - $55.2K
|
66K
$490K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.61K- 2.42% |
$13K - $13.9K
|
64.9K
$482K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
186+ 1.39% |
$1.51K - $1.61K
|
13.5K
$101K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.28K- 9.5% |
$18.4K - $19.6K
|
21.7K
$161K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-94K- 57.28% |
$762K - $811K
|
70.1K
$521K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1K- 3.92% |
$8.1K - $8.63K
|
24.5K
$182K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.05KNew |
$24.7K - $26.3K
|
3.05K
$22.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.99K- 13.49% |
$16.1K - $17.2K
|
12.8K
$94.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
17.5KNew |
$142K - $151K
|
17.5K
$130K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.78K+ 56.66% |
$71.1K - $75.7K
|
24.3K
$180K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
10.9KNew |
$88.3K - $94.1K
|
10.9K
$81K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.1K- 22.36% |
$25.1K - $26.7K
|
10.8K
$79.9K
|
|
| Q4 2023 | |||||||
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-23.7K- 21.58% |
$166K - $200K
|
86.3K
$641K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
36.6KNew |
$256K - $308K
|
36.6K
$272K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-23.1K- 62.85% |
$161K - $194K
|
13.6K
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$70.6K - $85K
|
10.1K
$75K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.2KNew |
$99.2K - $120K
|
14.2K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
59.8KNew |
$418K - $504K
|
59.8K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.26K+ 100.49% |
$15.8K - $19.1K
|
4.52K
$33.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
84.2KNew |
$589K - $709K
|
84.2K
$626K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.33KNew |
$23.3K - $28K
|
3.33K
$24.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1KNew |
$7.02K - $8.45K
|
1K
$7.46K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.91K- 20.68% |
$20.3K - $24.5K
|
11.2K
$82.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-1K- 8.77% |
$6.99K - $8.42K
|
10.4K
$77.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10KNew |
$69.9K - $84.2K
|
10K
$74.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
18+ 1.5% |
$126 - $152
|
1.22K
$9.05K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.13K- 5.4% |
$8.61K - $10.5K
|
19.8K
$147K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
20.9KNew |
$159K - $194K
|
20.9K
$155K
|
|