Institutional Ownership 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). We have compiled data on the 303 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
104,008
shares
|
$5.39 Million
0.68% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
99,633
shares
|
$5.17 Million
2.04% of portfolio
|
Q3 2024
Added 13.02%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
99,560
shares
|
$5.16 Million
4.31% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
92,213
shares
|
$4.78 Million
1.77% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
89,190
shares
|
$4.62 Million
0.11% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
87,244
shares
|
$4.52 Million
0.29% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
85,839
shares
|
$4.45 Million
1.97% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
85,312
shares
|
$4.42 Million
0.86% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
83,263
shares
|
$4.32 Million
1.48% of portfolio
|
Q3 2024
Added 26.65%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
82,245
shares
|
$4.26 Million
0.01% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
75,223
shares
|
$3.9 Million
1.75% of portfolio
|
Q4 2023
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
73,791
shares
|
$3.83 Million
2.31% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 04, 2024 Q3 2024 |
73,428
shares
|
$3.81 Million
1.27% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
66,481
shares
|
$3.45 Million
0.66% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
66,208
shares
|
$3.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
63,820
shares
|
$3.31 Million
0.29% of portfolio
|
Q3 2024
Added 21.07%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
62,582
shares
|
$3.24 Million
1.88% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
62,046
shares
|
$3.22 Million
0.04% of portfolio
|
Q3 2024
Added 76.74%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
61,019
shares
|
$3.16 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
60,319
shares
|
$3.13 Million
1.02% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
59,555
shares
|
$3.09 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
55,740
shares
|
$2.89 Million
0.64% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
55,678
shares
|
$2.89 Million
0.15% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
53,989
shares
|
$2.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
53,338
shares
|
$2.77 Million
1.65% of portfolio
|
Q3 2024
Added 4.96%
|