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 |
|---|---|---|---|---|---|---|---|
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-49.3KClosed |
$2.62M - $2.75M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-3.8KClosed |
$202K - $212K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.85KClosed |
$205K - $215K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.8KNew |
$202K - $212K
|
3.8K
$195K
|
|
|
Jul 13, 2020
Q2 2020
|
Veracity Capital LLC
|
SELL
|
- |
-7.37KClosed |
$392K - $411K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 09, 2023
Q1 2020
|
Values First Advisors, Inc.
|
BUY
|
- |
114New |
$5.75K - $6.44K
|
114
$5.86K
|
|
|
May 15, 2020
Q1 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.68KClosed |
$236K - $265K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.1KClosed |
$156K - $175K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.86KClosed |
$195K - $218K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 31, 2020
Q4 2019
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
501New |
$27.5K - $27.8K
|
501
$25.8K
|
|
|
Jan 31, 2020
Q4 2019
|
Whittier Trust CO
|
SELL
|
- |
-501Closed |
$27.5K - $27.8K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-43.2KClosed |
$2.37M - $2.39M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.2KClosed |
$121K - $122K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-220Closed |
$12.1K - $12.2K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
South State Corp
|
SELL
|
- |
-4.37KClosed |
$240K - $242K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-700Closed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
James Investment Research Inc
|
SELL
|
- |
-750- 84.94% |
N/A
|
133
$6.84K
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-44.4KClosed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Essex Savings Bank
|
SELL
|
- |
-733Closed |
N/A
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.8KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 27, 2020
Q4 2018
|
Jsf Financial, LLC
|
BUY
|
- |
4KNew |
N/A
|
4K
$206K
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.16KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-41Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.04KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.5KClosed |
N/A
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Old National Bancorp
|
SELL
|
- |
-5.27KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-196Closed |
N/A
|
0
$0
|
|
|
Oct 18, 2018
Q3 2018
|
Strategic Advisors LLC
|
SELL
|
- |
-4.45KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 07, 2018
Q2 2018
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4KClosed |
N/A
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
10+ 0.63% |
N/A
|
1.59K
$81.6K
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-14.4KClosed |
N/A
|
0
$0
|
|
|
Jul 16, 2018
Q2 2018
|
West Coast Financial LLC
|
SELL
|
- |
-3.84KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 16, 2018
Q1 2018
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.66KClosed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-7.1KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$51.4
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-11.4K- 91.95% |
N/A
|
1K
$51.4K
|
|