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 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.45K+ 18.21% |
$178K - $180K
|
22.4K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.81K- 50.28% |
$93.3K - $94.6K
|
1.79K
$92.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
9.82KNew |
$506K - $513K
|
9.82K
$509K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
26.3KNew |
$1.35M - $1.37M
|
26.3K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
375New |
$19.3K - $19.6K
|
375
$19.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
450New |
$23.2K - $23.5K
|
450
$23.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-358- 7.17% |
$18.5K - $18.7K
|
4.64K
$240K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1K- 60.13% |
$51.6K - $52.3K
|
663
$34.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.1K+ 4.4% |
$570K - $579K
|
263K
$13.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
209+ 0.41% |
$10.8K - $10.9K
|
50.8K
$2.63M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.9KNew |
$201K - $204K
|
3.9K
$202K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
20.7K+ 5.17% |
$1.07M - $1.08M
|
421K
$21.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
437New |
$22.5K - $22.9K
|
437
$22.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1KNew |
$51.6K - $52.3K
|
1K
$51.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 18.18% |
$5.16K - $5.23K
|
450
$23.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
752+ 12.63% |
$38.8K - $39.3K
|
6.71K
$348K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
300+ 15000.0% |
$15.5K - $15.7K
|
302
$15.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
764+ 9.54% |
$39.4K - $39.9K
|
8.77K
$455K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.75K+ 3.34% |
$90K - $91.2K
|
53.9K
$2.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
1.01K+ 0.76% |
$52K - $52.8K
|
133K
$6.91M
|
|
| Q1 2024 | |||||||
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-436- 1.96% |
$22.8K - $23K
|
21.8K
$1.13M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
70New |
$3.66K - $3.7K
|
70
$3.63K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.88KNew |
$203K - $205K
|
3.88K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8New |
$418 - $423
|
8
$415
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.5K+ 8.51% |
$1.23M - $1.24M
|
299K
$15.5M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.92K- 31.69% |
$152K - $154K
|
6.3K
$326K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.71K+ 9.18% |
$89.3K - $90.3K
|
20.3K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.93KNew |
$362K - $366K
|
6.93K
$359K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$5.22K - $5.28K
|
100
$5.19K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-284- 1.81% |
$14.8K - $15K
|
15.4K
$800K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
7.78KNew |
$406K - $411K
|
7.78K
$403K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
359+ 3.91% |
$18.7K - $19K
|
9.54K
$495K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-750- 1.57% |
$39.2K - $39.6K
|
47K
$2.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
132New |
$6.89K - $6.97K
|
132
$6.84K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.84K+ 29.01% |
$148K - $150K
|
12.6K
$655K
|
|
| Q4 2023 | |||||||
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.85KNew |
$190K - $204K
|
3.85K
$200K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.2KNew |
$59.3K - $63.6K
|
1.2K
$62.2K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.76K+ 80.8% |
$235K - $252K
|
10.6K
$552K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
6.44KNew |
$318K - $341K
|
6.44K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.74KNew |
$85.9K - $92.1K
|
1.74K
$90.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.01KNew |
$198K - $212K
|
4.01K
$208K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.53KNew |
$323K - $346K
|
6.53K
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
69.9KNew |
$3.46M - $3.71M
|
69.9K
$3.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
14.8KNew |
$730K - $782K
|
14.8K
$765K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.02K- 83.58% |
$50.3K - $54K
|
200
$10.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.35K+ 718.09% |
$66.8K - $71.6K
|
1.54K
$79.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.93KNew |
$491K - $526K
|
9.93K
$515K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-183- 4.28% |
$9.05K - $9.7K
|
4.09K
$212K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
730New |
$36.1K - $38.7K
|
730
$37.9K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
611+ 9.52% |
$30.2K - $32.4K
|
7.03K
$365K
|
|