Institutional Ownership Pimco ETF Tr Inter Mun Bd Acti (MUNI)
This table provides information about the institutional ownership of Pimco ETF Tr Inter Mun Bd Acti (MUNI). We have compiled data on the 316 institutions that hold shares in the stock, with a total of 24.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
116,517
shares
|
$6.05 Million
2.59% of portfolio
|
Q2 2024
Added 6.08%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
114,812
shares
|
$5.96 Million
0.54% of portfolio
|
Q3 2024
Added 25.13%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
104,902
shares
|
$5.45 Million
0.67% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
103,884
shares
|
$5.39 Million
4.5% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
91,397
shares
|
$4.75 Million
2.61% of portfolio
|
Q4 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
89,190
shares
|
$4.63 Million
0.11% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
87,244
shares
|
$4.53 Million
0.29% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
85,839
shares
|
$4.46 Million
1.97% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
85,755
shares
|
$4.45 Million
1.47% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
85,312
shares
|
$4.43 Million
0.86% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
84,677
shares
|
$4.4 Million
1.72% of portfolio
|
Q4 2024
Reduced 15.01%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
83,977
shares
|
$4.36 Million
1.7% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
82,245
shares
|
$4.27 Million
0.01% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
75,223
shares
|
$3.91 Million
1.75% of portfolio
|
Q4 2023
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
73,660
shares
|
$3.82 Million
2.25% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
72,867
shares
|
$3.78 Million
1.21% of portfolio
|
Q4 2024
Added 50.1%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
71,381
shares
|
$3.71 Million
1.21% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
68,423
shares
|
$3.55 Million
1.09% of portfolio
|
Q4 2024
Added 13.44%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
66,481
shares
|
$3.45 Million
0.66% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
66,208
shares
|
$3.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
63,820
shares
|
$3.31 Million
0.29% of portfolio
|
Q3 2024
Added 21.07%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
62,046
shares
|
$3.22 Million
0.04% of portfolio
|
Q3 2024
Added 76.74%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
59,634
shares
|
$3.1 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
59,555
shares
|
$3.09 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
55,740
shares
|
$2.89 Million
0.64% of portfolio
|
Q3 2024
Added 0.16%
|