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 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.68K- 92.09% |
$86.5K - $88.7K
|
144
$7.38K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
245K+ 23.13% |
$12.6M - $13M
|
1.3M
$66.8M
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.51KNew |
$284K - $291K
|
5.51K
$282K
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
77+ 0.48% |
$3.97K - $4.07K
|
16.1K
$823K
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
5.36KNew |
$277K - $284K
|
5.36K
$275K
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-18.4K- 33.02% |
$949K - $974K
|
37.3K
$1.91M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.31K+ 7.62% |
$119K - $122K
|
32.6K
$1.67M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.74K- 12.86% |
$348K - $357K
|
45.7K
$2.34M
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
14.1KNew |
$727K - $746K
|
14.1K
$723K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
330+ 0.72% |
$17K - $17.5K
|
46.4K
$2.38M
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
23.2KNew |
$1.2M - $1.23M
|
23.2K
$1.19M
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
7.7KNew |
$397K - $407K
|
7.7K
$395K
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
860+ 5.76% |
$44.4K - $45.5K
|
15.8K
$810K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.08K+ 6.25% |
$468K - $480K
|
154K
$7.91M
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
167+ 7.99% |
$8.61K - $8.84K
|
2.26K
$116K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.74% |
$722 - $741
|
1.91K
$98K
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.52K+ 16.72% |
$130K - $133K
|
17.6K
$902K
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
4.6KNew |
$237K - $243K
|
4.6K
$236K
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-900- 15.4% |
$46.4K - $47.6K
|
4.95K
$253K
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
34KNew |
$1.75M - $1.8M
|
34K
$1.74M
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
74+ 0.4% |
$3.82K - $3.92K
|
18.5K
$948K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.7K+ 3.04% |
$656K - $673K
|
431K
$22.1M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.6KNew |
$548K - $563K
|
10.6K
$545K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.47K- 53.25% |
$127K - $131K
|
2.17K
$111K
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
11.6KNew |
$598K - $614K
|
11.6K
$595K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
43.5K+ 491.99% |
$2.24M - $2.3M
|
52.3K
$2.68M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.12K+ 13.77% |
$470K - $482K
|
75.3K
$3.86M
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
34.8K+ 12.59% |
$1.79M - $1.84M
|
311K
$15.9M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
184KNew |
$9.5M - $9.75M
|
184K
$9.44M
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
196+ 0.79% |
$10.1K - $10.4K
|
25K
$1.28M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-46.9K- 14.67% |
$2.42M - $2.48M
|
273K
$14M
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
4.8KNew |
$247K - $254K
|
4.8K
$246K
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.28K+ 11.49% |
$221K - $226K
|
41.5K
$2.13M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.64K- 17.88% |
$136K - $140K
|
12.1K
$621K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.2K+ 32.6% |
$733K - $752K
|
57.8K
$2.96M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.51K- 46.85% |
$181K - $186K
|
3.99K
$204K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-277K- 51.74% |
$14.3M - $14.7M
|
258K
$13.2M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20K- 47.02% |
$1.03M - $1.06M
|
22.5K
$1.15M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
108KNew |
$5.55M - $5.69M
|
108K
$5.51M
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-2.01K- 5.75% |
$103K - $106K
|
32.9K
$1.69M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
446KNew |
$23M - $23.6M
|
446K
$22.9M
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.36K- 4.5% |
$70.1K - $71.9K
|
28.8K
$1.48M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.32K+ 7.59% |
$68.2K - $69.9K
|
18.7K
$961K
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-11K- 56.81% |
$570K - $584K
|
8.4K
$430K
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
788K+ 370.98% |
$40.6M - $41.7M
|
1M
$51.3M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-434- 1.21% |
$22.4K - $23K
|
35.5K
$1.82M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.68K+ 7.19% |
$138K - $142K
|
40K
$2.05M
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-28.5K- 21.28% |
$1.47M - $1.51M
|
105K
$5.41M
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.72K- 2.0% |
$88.6K - $90.9K
|
84.1K
$4.31M
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-189K- 43.3% |
$9.76M - $10M
|
248K
$12.7M
|