Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.89K- 1.16% |
$97.3K - $98.7K
|
161K
$8.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.01K- 9.97% |
$103K - $105K
|
18.1K
$940K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.05K- 3.3% |
$106K - $107K
|
60.1K
$3.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.22K- 21.98% |
$115K - $116K
|
7.89K
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.35K- 1.35% |
$121K - $123K
|
171K
$8.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.37K- 22.82% |
$122K - $124K
|
8.03K
$416K
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.65K- 2.85% |
$137K - $139K
|
90.5K
$4.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.66K- 6.26% |
$137K - $139K
|
39.8K
$2.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-2.68K- 2.85% |
$138K - $140K
|
91.4K
$4.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.81K- 5.54% |
$145K - $147K
|
47.8K
$2.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.16K- 1.22% |
$163K - $165K
|
256K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.67K- 18.14% |
$241K - $244K
|
21.1K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-4.69K- 37.76% |
$242K - $245K
|
7.74K
$401K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.51K- 6.13% |
$284K - $288K
|
84.3K
$4.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.37K- 47.42% |
$328K - $333K
|
7.06K
$366K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-7.17K- 44.95% |
$370K - $375K
|
8.79K
$456K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-7.36K- 19.69% |
$380K - $385K
|
30K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.81K- 2.32% |
$403K - $408K
|
328K
$17M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.68K- 31.29% |
$447K - $454K
|
19.1K
$988K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-13K- 3.32% |
$668K - $678K
|
378K
$19.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-14.4K- 18.99% |
$744K - $755K
|
61.6K
$3.19M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-15.2K- 1.14% |
$786K - $797K
|
1.32M
$68.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-15.3K- 6.13% |
$788K - $799K
|
234K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-21.9K- 12.4% |
$1.13M - $1.14M
|
155K
$8.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-32.3K- 16.34% |
$1.66M - $1.69M
|
165K
$8.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-33.5K- 3.85% |
$1.73M - $1.75M
|
836K
$43.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.4K- 47.26% |
$1.82M - $1.85M
|
39.5K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-84.3K- 55.08% |
$4.35M - $4.41M
|
68.8K
$3.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-97.5K- 61.24% |
$5.03M - $5.1M
|
61.7K
$3.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-160K- 23.62% |
$8.25M - $8.36M
|
517K
$26.8M
|