Latest Institutional Transactions on Pimco ETF Tr Inter Mun Bd Acti (MUNI)
This table provides information on the latest institutional transactions involving Pimco ETF Tr Inter Mun Bd Acti (MUNI) 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
700+ 10.76% |
$36.1K - $37K
|
7.21K
$373K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.63K+ 11.73% |
$187K - $192K
|
34.5K
$1.79M
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
93+ 15.53% |
$4.8K - $4.92K
|
692
$35.8K
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-869- 11.57% |
$44.8K - $46K
|
6.64K
$344K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.43KNew |
$331K - $340K
|
6.43K
$333K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 0.81% |
$567 - $582
|
1.37K
$70.9K
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.39K- 2.27% |
$71.4K - $73.3K
|
59.6K
$3.09M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
126+ 0.25% |
$6.5K - $6.67K
|
49.7K
$2.57M
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
11.8KNew |
$606K - $622K
|
11.8K
$608K
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-63- 0.12% |
$3.25K - $3.33K
|
50.7K
$2.63M
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
9.23K+ 6.01% |
$476K - $488K
|
163K
$8.43M
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
410+ 5.29% |
$21.1K - $21.7K
|
8.16K
$422K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.92% |
$103 - $106
|
220
$11.4K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
289New |
$14.9K - $15.3K
|
289
$15K
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
145+ 1.24% |
$7.48K - $7.67K
|
11.8K
$613K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10+ 0.13% |
$516 - $529
|
7.6K
$394K
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.49K+ 2.99% |
$129K - $132K
|
85.8K
$4.44M
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.63K+ 82.94% |
$187K - $192K
|
8.01K
$415K
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$608K - $623K
|
11.8K
$610K
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.95K+ 12.98% |
$204K - $209K
|
34.3K
$1.78M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-44.4K- 17.39% |
$2.29M - $2.35M
|
211K
$10.9M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
43.9KNew |
$2.26M - $2.32M
|
43.9K
$2.27M
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-11.2K- 42.94% |
$578K - $593K
|
14.9K
$771K
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-13.9K- 6.02% |
$716K - $734K
|
217K
$11.2M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
526+ 7.79% |
$27.1K - $27.8K
|
7.28K
$377K
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-686- 11.02% |
$35.4K - $36.3K
|
5.54K
$287K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.17K+ 26.24% |
$421K - $432K
|
39.3K
$2.03M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
39.6KNew |
$2.04M - $2.09M
|
39.6K
$2.05M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.01K+ 20.11% |
$155K - $159K
|
18K
$931K
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.01K+ 13.13% |
$207K - $212K
|
34.5K
$1.79M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-133- 0.61% |
$6.86K - $7.04K
|
21.8K
$1.13M
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
24.7KNew |
$1.27M - $1.31M
|
24.7K
$1.28M
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-388- 2.18% |
$20K - $20.5K
|
17.4K
$901K
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
6.75KNew |
$348K - $357K
|
6.75K
$349K
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
22.2KNew |
$1.15M - $1.18M
|
22.2K
$1.15M
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
9.3K+ 190.32% |
$480K - $492K
|
14.2K
$734K
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
91.4KNew |
$4.71M - $4.84M
|
91.4K
$4.73M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
750+ 16.01% |
$38.7K - $39.7K
|
5.44K
$281K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-786- 0.35% |
$40.5K - $41.6K
|
226K
$11.7M
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.13K- 3.73% |
$58.3K - $59.8K
|
29.1K
$1.51M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.1K+ 109.08% |
$729K - $748K
|
27.1K
$1.4M
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
8.41KNew |
$434K - $445K
|
8.41K
$435K
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
101+ 2.59% |
$5.21K - $5.34K
|
4K
$207K
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.22K+ 7.79% |
$166K - $170K
|
44.5K
$2.3M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
465+ 1.06% |
$24K - $24.6K
|
44.4K
$2.3M
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
26.7KNew |
$1.38M - $1.41M
|
26.7K
$1.38M
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-15K- 15.01% |
$771K - $791K
|
84.7K
$4.38M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20.5K+ 97.79% |
$1.06M - $1.08M
|
41.4K
$2.14M
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-19.2K- 65.52% |
$992K - $1.02M
|
10.1K
$524K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-427- 6.46% |
$22K - $22.6K
|
6.18K
$320K
|