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 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
65New |
$3.31K - $3.44K
|
65
$3.37K
|
|
Aug 01, 2022
Q2 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-35.3KClosed |
$1.8M - $1.87M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.45KNew |
$73.8K - $76.8K
|
1.45K
$75.2K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-272Closed |
$13.8K - $14.4K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
71.2KNew |
$3.63M - $3.77M
|
71.2K
$3.69M
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
8.02KNew |
$409K - $425K
|
8.02K
$416K
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.62KNew |
$184K - $192K
|
3.62K
$188K
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-50Closed |
$2.65K - $2.81K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-7.31KClosed |
$387K - $411K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-204- 17.82% |
$10.8K - $11.5K
|
941
$48.8K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.86KClosed |
$98.4K - $105K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
SELL
|
- |
-24.7KClosed |
$1.31M - $1.39M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.96KClosed |
$262K - $279K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.44K- 18.97% |
$76.2K - $81K
|
6.15K
$319K
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6.76KNew |
$358K - $380K
|
6.76K
$351K
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.07KClosed |
$56.5K - $60.1K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
SELL
|
- |
-15.1KClosed |
$801K - $851K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-18.3KClosed |
$968K - $1.03M
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.28KNew |
$296K - $298K
|
5.28K
$274K
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.99KClosed |
$224K - $225K
|
0
$0
|
|
Q3 2021 | |||||||
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-5.89KClosed |
$332K - $336K
|
0
$0
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-22.6KClosed |
$1.27M - $1.29M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.6KClosed |
$203K - $206K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.5KClosed |
$704K - $713K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.41KClosed |
$136K - $138K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-42.7KClosed |
$2.41M - $2.44M
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.75KClosed |
$267K - $271K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-8.92KClosed |
$501K - $507K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.32KClosed |
$187K - $189K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.16KClosed |
$290K - $294K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-29.7KClosed |
$1.67M - $1.69M
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
6.51KNew |
$365K - $370K
|
6.51K
$337K
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.19KClosed |
$292K - $295K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-38Closed |
$2.13K - $2.17K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
115+ 1.8% |
$6.45K - $6.57K
|
6.51K
$337K
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.58KNew |
$201K - $204K
|
3.58K
$186K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Cooper Financial Group
|
SELL
|
- |
-11.2KClosed |
$627K - $638K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.74KClosed |
$376K - $383K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-5.57KClosed |
$311K - $316K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Ethic Inc.
New York, NY |
SELL
|
- |
-16.5KClosed |
$922K - $938K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
501New |
$28K - $28.5K
|
501
$26K
|
|
Jan 29, 2021
Q4 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-352Closed |
$19.7K - $20K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-44KClosed |
$2.46M - $2.5M
|
0
$0
|
|
Q3 2020 | |||||||
Jun 23, 2021
Q3 2020
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-31.7KClosed |
$1.77M - $1.8M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.33KClosed |
$73.9K - $75.2K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.8KClosed |
$156K - $159K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
5.19KNew |
$289K - $294K
|
5.19K
$269K
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-291Closed |
$16.2K - $16.5K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19+ 0.33% |
$1.01K - $1.06K
|
5.74K
$298K
|
|
Aug 24, 2020
Q2 2020
|
Stephens Inc
|
SELL
|
- |
-6KClosed |
$319K - $335K
|
0
$0
|