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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.35KNew |
$11.7K - $13.4K
|
1.35K
$11K
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-968K- 88.94% |
$8.36M - $9.57M
|
120K
$980K
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.5KNew |
$143K - $163K
|
16.5K
$135K
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.16K- 20.03% |
$61.9K - $70.8K
|
28.6K
$233K
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
32.7KNew |
$283K - $324K
|
32.7K
$266K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.05KNew |
$17.7K - $20.3K
|
2.05K
$16.7K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
4.33KNew |
$37.4K - $42.9K
|
4.33K
$35.3K
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
11K+ 90.97% |
$95.3K - $109K
|
23.1K
$188K
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
8.23KNew |
$71.1K - $81.3K
|
8.23K
$67K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6KNew |
$51.8K - $59.3K
|
6K
$48.8K
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-500- 2.04% |
$4.32K - $4.95K
|
24K
$195K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
15.8KNew |
$137K - $156K
|
15.8K
$129K
|
|
Q3 2022 | |||||||
Nov 16, 2022
Q3 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
50KNew |
$476K - $605K
|
50K
$407K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-153K- 91.78% |
$1.46M - $1.85M
|
13.7K
$112K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
271+ 0.99% |
$2.58K - $3.28K
|
27.7K
$225K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
21+ 1.56% |
$200 - $254
|
1.37K
$11.1K
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
5KNew |
$47.7K - $60.5K
|
5K
$40.7K
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
300New |
$2.86K - $3.63K
|
300
$2.44K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
21.5KNew |
$204K - $260K
|
21.5K
$175K
|
|
Nov 01, 2022
Q3 2022
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-979- 3.66% |
$9.33K - $11.8K
|
25.7K
$210K
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
24.4KNew |
$233K - $295K
|
24.4K
$199K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
20.5K+ 31.75% |
$195K - $248K
|
85.1K
$693K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-15KClosed |
$152K - $177K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.04K- 8.29% |
$30.8K - $35.9K
|
33.6K
$274K
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-13.3KClosed |
$135K - $158K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.4KNew |
$105K - $123K
|
10.4K
$84.8K
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-11KClosed |
$111K - $130K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3KClosed |
$30.4K - $35.5K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-11KClosed |
$111K - $130K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10.5KNew |
$106K - $124K
|
10.5K
$85.5K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1.08KClosed |
$10.9K - $12.7K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
20+ 2.23% |
$202 - $236
|
918
$7.47K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-526- 11.32% |
$5.32K - $6.22K
|
4.12K
$33.5K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-8.73KClosed |
$88.3K - $103K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bank Of Stockton
|
SELL
|
- |
-10KClosed |
$101K - $118K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-25KClosed |
$253K - $296K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-4.1KClosed |
$41.5K - $48.5K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
11.7K+ 4.37% |
$119K - $139K
|
280K
$2.28M
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1K- 4.57% |
$10.1K - $11.8K
|
20.9K
$170K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 15.82% |
$2.24K - $2.91K
|
1.06K
$8.66K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-15.8KClosed |
$177K - $231K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.9KClosed |
$32.5K - $42.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-35.3KClosed |
$395K - $513K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
3.5KNew |
$39.2K - $50.9K
|
3.5K
$28.5K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-59Closed |
$661 - $858
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-22.6KClosed |
$253K - $329K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-506Closed |
$5.67K - $7.36K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-28.9K- 99.31% |
$324K - $421K
|
200
$1.63K
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-8KClosed |
$89.6K - $116K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
9KNew |
$125K - $133K
|
9K
$73.3K
|