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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
271+ 2.84% |
$13.9K - $14.2K
|
9.81K
$503K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.21KNew |
$62.3K - $63.8K
|
1.21K
$62.2K
|
|
| Q1 2023 | |||||||
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6KNew |
$308K - $316K
|
6K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.34KClosed |
$325K - $333K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.57K- 23.74% |
$132K - $135K
|
8.25K
$423K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.62K+ 11.7% |
$82.9K - $85K
|
15.4K
$791K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-7.71K- 34.29% |
$395K - $405K
|
14.8K
$757K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.22K- 80.3% |
$165K - $169K
|
790
$40.5K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.65K+ 73.25% |
$187K - $192K
|
8.62K
$442K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-339- 6.68% |
$17.4K - $17.8K
|
4.74K
$243K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
355New |
$18.2K - $18.7K
|
355
$18.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-160- 33.33% |
$8.2K - $8.41K
|
320
$16.4K
|
|
| Q4 2022 | |||||||
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
66.6KNew |
$3.3M - $3.45M
|
66.6K
$3.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100- 38.46% |
$4.96K - $5.18K
|
160
$8.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
11.1KNew |
$553K - $578K
|
11.1K
$571K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.9KNew |
$194K - $202K
|
3.9K
$200K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
12.7KNew |
$633K - $661K
|
12.7K
$653K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.29KNew |
$263K - $274K
|
5.29K
$271K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
8.97KNew |
$445K - $465K
|
8.97K
$460K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.06K+ 4.87% |
$450K - $470K
|
195K
$10M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.2K- 60.0% |
$59.5K - $62.2K
|
800
$41K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
12.9KNew |
$638K - $667K
|
12.9K
$659K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
4.92KNew |
$244K - $255K
|
4.92K
$252K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.46KNew |
$221K - $231K
|
4.46K
$229K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-9.31K- 35.48% |
$462K - $483K
|
16.9K
$868K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
8.14KNew |
$404K - $422K
|
8.14K
$417K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-21K- 35.02% |
$1.04M - $1.09M
|
39.1K
$2M
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
77.7KNew |
$3.86M - $4.03M
|
77.7K
$3.98M
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
13.6K+ 297.27% |
$676K - $706K
|
18.2K
$933K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2KNew |
$99.2K - $104K
|
2K
$103K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.1KNew |
$550K - $575K
|
11.1K
$569K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5KNew |
$248K - $259K
|
5K
$256K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
20.9K+ 71.76% |
$1.04M - $1.08M
|
50.1K
$2.57M
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
SELL
|
- |
-9.35K- 90.34% |
$464K - $485K
|
1K
$51.3K
|
|
| Q3 2022 | |||||||
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
26+ 0.52% |
$1.3K - $1.37K
|
5.02K
$258K
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
92+ 0.61% |
$4.61K - $4.85K
|
15.3K
$784K
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
993+ 13.51% |
$49.8K - $52.3K
|
8.34K
$428K
|
|
|
Nov 08, 2022
Q3 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
110New |
$5.51K - $5.8K
|
110
$5.64K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1K- 54.05% |
$50.1K - $52.7K
|
850
$43.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-113- 23.79% |
$5.66K - $5.95K
|
362
$18.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.26KNew |
$264K - $277K
|
5.26K
$270K
|
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.1K+ 18.02% |
$54.9K - $57.7K
|
7.18K
$368K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
333New |
$16.7K - $17.5K
|
333
$17.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.46KNew |
$274K - $288K
|
5.46K
$280K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
9.49K+ 41.88% |
$475K - $500K
|
32.1K
$1.65M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-4.15K- 14.26% |
$208K - $219K
|
25K
$1.28M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-256Closed |
$12.8K - $13.5K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-16.3KClosed |
$829K - $862K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.65KNew |
$288K - $299K
|
5.65K
$290K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-16.1KClosed |
$821K - $855K
|
0
$0
|
|