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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.3K- 2.1% |
$67.1K - $68.7K
|
60.3K
$3.13M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.49K- 2.75% |
$76.9K - $78.7K
|
52.6K
$2.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1K+ 20.49% |
$51.8K - $53K
|
5.89K
$305K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.15K- 0.45% |
$59.3K - $60.7K
|
255K
$13.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.78K- 14.26% |
$144K - $147K
|
16.7K
$867K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-955- 5.17% |
$49.4K - $50.6K
|
17.5K
$908K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-65- 1.46% |
$3.37K - $3.44K
|
4.38K
$227K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
575+ 1.95% |
$29.8K - $30.5K
|
30K
$1.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-407- 6.9% |
$21.1K - $21.6K
|
5.5K
$285K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.19K+ 11.71% |
$114K - $116K
|
20.9K
$1.09M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-618- 7.38% |
$32K - $32.7K
|
7.75K
$402K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
116+ 1.68% |
$6.01K - $6.15K
|
7.01K
$363K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
34.6K+ 10.25% |
$1.79M - $1.84M
|
373K
$19.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-362- 0.22% |
$18.7K - $19.2K
|
161K
$8.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-4.94K- 0.59% |
$256K - $262K
|
831K
$43.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.74K+ 8.51% |
$142K - $145K
|
34.9K
$1.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
148K+ 11.2% |
$7.66M - $7.84M
|
1.47M
$76.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-210- 1.16% |
$10.9K - $11.1K
|
17.9K
$929K
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
29.3KNew |
$1.52M - $1.55M
|
29.3K
$1.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.87KNew |
$96.9K - $99.2K
|
1.87K
$97.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
375+ 0.82% |
$19.4K - $19.9K
|
46.1K
$2.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10+ 0.11% |
$518 - $530
|
8.82K
$458K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-25.9K- 54.08% |
$1.34M - $1.37M
|
22K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.1K+ 4.4% |
$57K - $58.3K
|
26.1K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
904+ 0.88% |
$46.8K - $47.9K
|
104K
$5.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6.25K+ 61.2% |
$323K - $331K
|
16.5K
$853K
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
4.87K+ 5.14% |
$252K - $258K
|
99.6K
$5.16M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-6.99K- 8.69% |
$362K - $370K
|
73.4K
$3.81M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.63K- 1.55% |
$188K - $192K
|
231K
$12M
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
44.8K+ 61.58% |
$2.32M - $2.38M
|
118K
$6.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
23.3K+ 336.42% |
$1.21M - $1.24M
|
30.2K
$1.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.85K+ 27.74% |
$251K - $257K
|
22.4K
$1.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12.7K+ 144.75% |
$659K - $674K
|
21.5K
$1.12M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8.04KNew |
$416K - $426K
|
8.04K
$417K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-530- 1.97% |
$27.4K - $28.1K
|
26.4K
$1.37M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
266+ 0.88% |
$13.8K - $14.1K
|
30.5K
$1.58M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-643- 11.69% |
$33.3K - $34.1K
|
4.86K
$252K
|
|
| Q2 2024 | |||||||
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
6.68K+ 6.08% |
$344K - $349K
|
117K
$6.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.37K+ 27.18% |
$122K - $124K
|
11.1K
$574K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-763- 5.72% |
$39.3K - $39.9K
|
12.6K
$652K
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
3.88K+ 34.28% |
$200K - $203K
|
15.2K
$787K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
155+ 2.42% |
$7.99K - $8.1K
|
6.55K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
8.22K+ 6.51% |
$424K - $430K
|
135K
$6.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.74KNew |
$347K - $352K
|
6.74K
$350K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1+ 0.01% |
$51.6 - $52.3
|
7.5K
$389K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-516- 5.06% |
$26.6K - $27K
|
9.67K
$502K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5New |
$258 - $261
|
5
$259
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.91KNew |
$201K - $204K
|
3.91K
$203K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.15KNew |
$368K - $374K
|
7.15K
$371K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.87KNew |
$199K - $202K
|
3.87K
$201K
|
|