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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.15K- 32.28% |
$54.6K - $66.5K
|
15K
$112K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.9KNew |
$152K - $185K
|
19.9K
$148K
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.3KNew |
$116K - $142K
|
15.3K
$113K
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
992+ 2.36% |
$7.57K - $9.23K
|
43K
$319K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
95+ 0.39% |
$725 - $884
|
24.5K
$182K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
14.5KNew |
$111K - $135K
|
14.5K
$108K
|
|
Oct 19, 2023
Q3 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-822- 2.99% |
$6.27K - $7.64K
|
26.6K
$198K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.93KNew |
$30K - $36.5K
|
3.93K
$29.2K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.2K- 33.72% |
$124K - $151K
|
31.9K
$237K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.01K- 4.34% |
$26.3K - $28.4K
|
66.3K
$493K
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
30KNew |
$263K - $283K
|
30K
$223K
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
17.7K+ 114.98% |
$155K - $167K
|
33K
$245K
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
104+ 0.42% |
$911 - $982
|
24.6K
$183K
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
10.4KNew |
$91.4K - $98.5K
|
10.4K
$77.6K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-10K- 40.0% |
$89.2K - $96.9K
|
15K
$111K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.03KNew |
$9.14K - $9.93K
|
1.03K
$7.62K
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
10KNew |
$89.2K - $96.9K
|
10K
$74.3K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.15K- 53.4% |
$10.2K - $11.1K
|
1K
$7.43K
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.13KNew |
$10.1K - $11K
|
1.13K
$8.42K
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.65K- 10.13% |
$23.7K - $25.7K
|
23.5K
$175K
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.4K- 22.62% |
$30.3K - $32.9K
|
11.6K
$86.4K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.35KNew |
$11.7K - $13.4K
|
1.35K
$10K
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-968K- 88.94% |
$8.36M - $9.57M
|
120K
$894K
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.16K- 20.03% |
$61.9K - $70.8K
|
28.6K
$212K
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
32.7KNew |
$283K - $324K
|
32.7K
$243K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.05KNew |
$17.7K - $20.3K
|
2.05K
$15.2K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
4.33KNew |
$37.4K - $42.9K
|
4.33K
$32.2K
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
11K+ 90.97% |
$95.3K - $109K
|
23.1K
$172K
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
8.23KNew |
$71.1K - $81.3K
|
8.23K
$61.1K
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-500- 2.04% |
$4.32K - $4.95K
|
24K
$178K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6KNew |
$51.8K - $59.3K
|
6K
$44.6K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
15.8KNew |
$137K - $156K
|
15.8K
$118K
|
|
Q3 2022 | |||||||
Nov 16, 2022
Q3 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
50KNew |
$476K - $605K
|
50K
$372K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
21+ 1.56% |
$200 - $254
|
1.37K
$10.1K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-153K- 91.78% |
$1.46M - $1.85M
|
13.7K
$102K
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
5KNew |
$47.7K - $60.5K
|
5K
$37.2K
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
300New |
$2.86K - $3.63K
|
300
$2.23K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
21.5KNew |
$204K - $260K
|
21.5K
$159K
|
|
Nov 01, 2022
Q3 2022
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-979- 3.66% |
$9.33K - $11.8K
|
25.7K
$191K
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
24.4KNew |
$233K - $295K
|
24.4K
$181K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
20.5K+ 31.75% |
$195K - $248K
|
85.1K
$632K
|
|
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
$250K
|
|
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
$77.4K
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-11KClosed |
$111K - $130K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
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 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1.08KClosed |
$10.9K - $12.7K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10.5KNew |
$106K - $124K
|
10.5K
$78K
|