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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-750- 1.57% |
$39.2K - $39.6K
|
47K
$2.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
132New |
$6.89K - $6.97K
|
132
$6.77K
|
|
| Q4 2023 | |||||||
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.85KNew |
$190K - $204K
|
3.85K
$197K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.2KNew |
$59.3K - $63.6K
|
1.2K
$61.5K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.76K+ 80.8% |
$235K - $252K
|
10.6K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.74KNew |
$85.9K - $92.1K
|
1.74K
$89.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.01KNew |
$198K - $212K
|
4.01K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.53KNew |
$323K - $346K
|
6.53K
$335K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
14.8KNew |
$730K - $782K
|
14.8K
$756K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
69.9KNew |
$3.46M - $3.71M
|
69.9K
$3.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.02K- 83.58% |
$50.3K - $54K
|
200
$10.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.93KNew |
$491K - $526K
|
9.93K
$509K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-183- 4.28% |
$9.05K - $9.7K
|
4.09K
$210K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
730New |
$36.1K - $38.7K
|
730
$37.4K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
611+ 9.52% |
$30.2K - $32.4K
|
7.03K
$360K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-186- 0.4% |
$9.2K - $9.86K
|
45.8K
$2.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-32K- 63.49% |
$1.58M - $1.7M
|
18.4K
$943K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.35K+ 18.56% |
$215K - $230K
|
27.8K
$1.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-13.3K- 66.64% |
$656K - $703K
|
6.64K
$340K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6.93KNew |
$342K - $367K
|
6.93K
$355K
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-3.88K- 44.27% |
$192K - $205K
|
4.88K
$250K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
18.6KNew |
$919K - $985K
|
18.6K
$952K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.91KNew |
$292K - $314K
|
5.91K
$303K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
1.1KNew |
$54.4K - $58.3K
|
1.1K
$56.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
75.2KNew |
$3.72M - $3.99M
|
75.2K
$3.86M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
12.4KNew |
$611K - $656K
|
12.4K
$634K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
8.69K+ 423.9% |
$430K - $461K
|
10.7K
$551K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
6.13K+ 73.18% |
$303K - $325K
|
14.5K
$744K
|
|
| Q3 2023 | |||||||
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.31K+ 7.91% |
$65.4K - $67.9K
|
17.8K
$914K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
956+ 15.03% |
$47.8K - $49.7K
|
7.32K
$375K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.12KNew |
$206K - $214K
|
4.12K
$211K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3+ 0.03% |
$150 - $156
|
10.1K
$515K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-300- 75.0% |
$15K - $15.6K
|
100
$5.13K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
792+ 17.41% |
$39.6K - $41.2K
|
5.34K
$274K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
3+ 0.02% |
$150 - $156
|
12.7K
$652K
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-23.1K- 34.87% |
$1.16M - $1.2M
|
43.1K
$2.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7+ 0.11% |
$350 - $364
|
6.12K
$314K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-17.3K- 49.61% |
$863K - $897K
|
17.5K
$898K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.29KNew |
$265K - $275K
|
5.29K
$271K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12.1KNew |
$607K - $630K
|
12.1K
$621K
|
|
| Q2 2023 | |||||||
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
708New |
$36.3K - $37.2K
|
708
$36.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-200- 99.01% |
$10.3K - $10.5K
|
2
$103
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.6K- 4.7% |
$82.2K - $84.2K
|
32.5K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.25K+ 7.42% |
$64.1K - $65.7K
|
18.1K
$927K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
730New |
$37.4K - $38.4K
|
730
$37.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-20- 57.14% |
$1.03K - $1.05K
|
15
$769
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-290- 1.97% |
$14.9K - $15.2K
|
14.4K
$739K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 2.56% |
$51.3 - $52.6
|
40
$2.05K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4.85KNew |
$249K - $255K
|
4.85K
$249K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-16- 0.25% |
$821 - $841
|
6.3K
$323K
|
|