Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.6K- 8.27% |
$606K - $613K
|
129K
$6.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12K- 11.8% |
$628K - $635K
|
89.8K
$4.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-12.8K- 43.91% |
$667K - $675K
|
16.3K
$846K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-13K- 19.61% |
$681K - $688K
|
53.4K
$2.77M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-24.8K- 5.98% |
$1.3M - $1.31M
|
391K
$20.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-29.9K- 3.33% |
$1.56M - $1.58M
|
869K
$45.1M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-33K- 41.4% |
$1.73M - $1.75M
|
46.8K
$2.42M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-38K- 13.2% |
$1.98M - $2M
|
250K
$12.9M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-62.8K- 28.28% |
$3.28M - $3.32M
|
159K
$8.25M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-71.6K- 13.49% |
$3.74M - $3.78M
|
459K
$23.8M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-86.3K- 33.25% |
$4.51M - $4.56M
|
173K
$8.99M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-133K- 9.25% |
$6.96M - $7.04M
|
1.31M
$67.8M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-150K- 21.74% |
$7.85M - $7.94M
|
541K
$28.1M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-154K- 18.52% |
$8.04M - $8.13M
|
677K
$35.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-228K- 14.88% |
$11.9M - $12.1M
|
1.31M
$67.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-228K- 14.88% |
$11.9M - $12.1M
|
1.31M
$67.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-231K- 45.34% |
$12M - $12.2M
|
278K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-375K- 70.99% |
$19.6M - $19.8M
|
153K
$7.94M
|