Purchases and Sales Made in Q4 2025 in 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) during Q4 2025. The information is specifically focused on institutions that hold shares of PIMCO ETF TR INTER MUN BD ACTI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
161KNew |
$8.4M - $8.49M
|
161K
$8.44M
|
|
|
Jan 21, 2026
Q4 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
130K+ 2356.16% |
$6.81M - $6.88M
|
136K
$7.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
50.6K+ 881.56% |
$2.64M - $2.67M
|
56.3K
$2.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
46.7KNew |
$2.44M - $2.46M
|
46.7K
$2.45M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
33.1K+ 36.73% |
$1.73M - $1.74M
|
123K
$6.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
31.3K+ 5.71% |
$1.63M - $1.65M
|
580K
$30.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Financial Planning Navigators Corp
Maple Grove, MN |
BUY
|
- |
27.9KNew |
$1.46M - $1.47M
|
27.9K
$1.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.8K+ 35.63% |
$1.03M - $1.04M
|
75.2K
$3.95M
|
|
|
Jan 15, 2026
Q4 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
19.5KNew |
$1.02M - $1.03M
|
19.5K
$1.02M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
18.7K+ 45.95% |
$974K - $983K
|
59.2K
$3.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
18.5K+ 17.88% |
$964K - $974K
|
122K
$6.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
16KNew |
$837K - $845K
|
16K
$841K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
13.5K+ 3.05% |
$704K - $711K
|
456K
$23.9M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.72KNew |
$508K - $512K
|
9.72K
$510K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
9.23K+ 8.71% |
$482K - $487K
|
115K
$6.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.64KNew |
$399K - $403K
|
7.64K
$401K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7.45K+ 42.57% |
$389K - $393K
|
25K
$1.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
7.27K+ 20.93% |
$379K - $383K
|
42K
$2.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.83K+ 6.88% |
$356K - $360K
|
106K
$5.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
6.45KNew |
$337K - $340K
|
6.45K
$338K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.92KNew |
$309K - $312K
|
5.92K
$311K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.31K+ 21.6% |
$277K - $280K
|
29.9K
$1.57M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
4.77K+ 86.67% |
$249K - $252K
|
10.3K
$539K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.93KNew |
$205K - $207K
|
3.93K
$206K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.92K+ 11.25% |
$205K - $207K
|
38.8K
$2.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.85KNew |
$201K - $203K
|
3.85K
$202K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.66K+ 7.72% |
$191K - $193K
|
51K
$2.68M
|
|
|
Jan 21, 2026
Q4 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.16K+ 6.91% |
$165K - $167K
|
48.9K
$2.57M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
3K+ 15.51% |
$157K - $158K
|
22.4K
$1.17M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2.85K+ 228.88% |
$149K - $150K
|
4.09K
$214K
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
2.74K+ 17.37% |
$143K - $144K
|
18.5K
$971K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.76K+ 11.79% |
$91.9K - $92.8K
|
16.7K
$876K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.72K+ 1.33% |
$89.6K - $90.5K
|
130K
$6.84M
|
|
|
Jan 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
1.64K+ 11.3% |
$85.7K - $86.6K
|
16.2K
$848K
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.59K+ 13.7% |
$83K - $83.8K
|
13.2K
$692K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.39K+ 6.13% |
$72.6K - $73.3K
|
24.1K
$1.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 1.39% |
$65.6K - $66.2K
|
91.6K
$4.81M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
962New |
$50.2K - $50.7K
|
962
$50.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
907+ 9.85% |
$47.4K - $47.8K
|
10.1K
$531K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
861+ 6.73% |
$45K - $45.4K
|
13.7K
$716K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
675+ 10.39% |
$35.2K - $35.6K
|
7.17K
$376K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
527+ 13.43% |
$27.5K - $27.8K
|
4.45K
$233K
|
|
|
Jan 23, 2026
Q4 2025
|
Steph & CO
|
BUY
|
- |
417+ 0.49% |
$21.8K - $22K
|
85.6K
$4.49M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
412+ 7.34% |
$21.5K - $21.7K
|
6.03K
$316K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
337+ 4.67% |
$17.6K - $17.8K
|
7.56K
$396K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
198+ 2.31% |
$10.3K - $10.4K
|
8.78K
$460K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
112New |
$5.85K - $5.9K
|
112
$5.88K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
81+ 0.5% |
$4.23K - $4.27K
|
16.1K
$847K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
33+ 0.28% |
$1.72K - $1.74K
|
11.6K
$611K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16+ 0.41% |
$835 - $844
|
3.88K
$203K
|
|