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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.85K+ 2.16% |
$95.2K - $97.6K
|
87.2K
$4.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.49K+ 3.9% |
$128K - $132K
|
66.3K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
285+ 18.53% |
$14.7K - $15.1K
|
1.82K
$93.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
20+ 0.48% |
$1.03K - $1.06K
|
4.18K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.01K+ 10.04% |
$104K - $106K
|
22K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-6.73K- 11.3% |
$347K - $356K
|
52.8K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-10.1K- 6.21% |
$519K - $533K
|
152K
$7.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
19New |
$980 - $1.01K
|
19
$974
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.46K- 46.08% |
$230K - $236K
|
5.22K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-114K- 72.81% |
$5.86M - $6.01M
|
42.4K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-18.4K- 13.21% |
$950K - $974K
|
121K
$6.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
25.1KNew |
$1.29M - $1.33M
|
25.1K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 7.58% |
$106K - $109K
|
29.3K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
647+ 52.05% |
$33.4K - $34.2K
|
1.89K
$96.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.3K+ 9.7% |
$1.87M - $1.92M
|
411K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
410+ 0.47% |
$21.1K - $21.7K
|
87.7K
$4.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.23K+ 2.05% |
$167K - $171K
|
161K
$8.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32K+ 216.32% |
$1.65M - $1.69M
|
46.8K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.4K+ 61.57% |
$641K - $657K
|
32.6K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.69K+ 28.49% |
$139K - $142K
|
12.1K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
344+ 0.11% |
$17.7K - $18.2K
|
317K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
159+ 1.22% |
$8.2K - $8.41K
|
13.2K
$679K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.4K- 17.41% |
$485K - $497K
|
44.6K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
478+ 0.86% |
$24.7K - $25.3K
|
56.2K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4- 0.02% |
$206 - $212
|
16.6K
$850K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
9.55K+ 62.93% |
$493K - $505K
|
24.7K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
567KNew |
$29.2M - $30M
|
567K
$29M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1K+ 16.52% |
$51.6K - $52.9K
|
7.05K
$362K
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
15.2KNew |
$782K - $802K
|
15.2K
$777K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-66- 1.49% |
$3.4K - $3.49K
|
4.37K
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1.58K- 16.07% |
$81.3K - $83.4K
|
8.24K
$422K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
619+ 7.07% |
$31.9K - $32.8K
|
9.38K
$481K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.08K+ 41.81% |
$159K - $163K
|
10.5K
$536K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.3K- 12.21% |
$943K - $967K
|
131K
$6.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
529K+ 47.5% |
$27.3M - $28M
|
1.64M
$84.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
268New |
$13.8K - $14.2K
|
268
$13.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-364- 20.34% |
$18.8K - $19.3K
|
1.43K
$73.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.6K+ 15.47% |
$2.51M - $2.57M
|
363K
$18.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.6K+ 3.16% |
$2.04M - $2.09M
|
1.29M
$66.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
67.4KNew |
$3.48M - $3.57M
|
67.4K
$3.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
36.2KNew |
$1.87M - $1.91M
|
36.2K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.4K+ 2.11% |
$72.4K - $74.3K
|
67.9K
$3.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
188KNew |
$9.71M - $9.96M
|
188K
$9.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.29K+ 2.86% |
$170K - $174K
|
118K
$6.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
10.9KNew |
$560K - $574K
|
10.9K
$556K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8+ 0.2% |
$413 - $423
|
4K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
21.5K+ 71.67% |
$1.11M - $1.14M
|
51.4K
$2.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4KNew |
$206K - $212K
|
4K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
7.4K+ 20.88% |
$382K - $391K
|
42.8K
$2.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
15.7K+ 325.85% |
$807K - $828K
|
20.5K
$1.05M
|