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PIMCO Intermediate Municipal Bond Exchange-Traded Fund (MUNI) Institutional Ownership

PIMCO Intermediate Municipal Bond Exchange-Traded Fund logo
$51.26 -0.10 (-0.19%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Intermediate Municipal Bond Exchange-Traded Fund (NYSEARCA:MUNI)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$123.95M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$7.57M
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MUNI Institutional Buying and Selling by Quarter

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PIMCO Intermediate Municipal Bond Exchange-Traded Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/24/2025 Ameriflex Group Inc.1,711$89K0.0%N/A0.005%
2/18/2025 Sunbelt Securities Inc.6,558$340K0.0%-4.4%0.024%
2/18/2025 49 Wealth Management LLC7,796$403K0.1%+11.5%0.028%
2/18/2025 Novem Group17,778$920K0.1%N/A0.064%
2/18/2025 Continuum Advisory LLC4,980$258K0.0%-11.8%0.018%
2/17/2025 Security National Bank of Sioux City Iowa IA10,805$559K0.4%N/A0.039%
2/17/2025 Elyxium Wealth LLC5,986$310K0.2%N/A0.021%
2/17/2025 Captrust Financial Advisors28,764$1.49M0.0%+15.8%0.103%
2/17/2025 Baird Financial Group Inc.82,757$4.28M0.0%+0.6%0.297%
2/14/2025 Keyvantage Wealth LLC56,406$2.92M2.1%N/A0.202%
2/14/2025 IHT Wealth Management LLC21,959$1.14M0.0%-46.1%0.079%
2/13/2025 Sagespring Wealth Partners LLC566,606$29.31M0.3%N/A2.032%
2/13/2025 Legacy Financial Advisors Inc.52,825$2.73M0.5%-11.3%0.189%
2/12/2025 OLD Mission Capital LLC188,295$9.74M0.1%N/A0.675%
2/12/2025 CIBC Private Wealth Group LLC1,426$74K0.0%-20.3%0.005%
2/12/2025 JPMorgan Chase & Co.1,642,212$84.95M0.0%+47.5%5.888%
2/11/2025 Millstone Evans Group LLC4,000$207K0.1%N/A0.014%
2/10/2025 Cozad Asset Management Inc.4,945$256K0.0%-15.4%0.018%
2/10/2025 Farther Finance Advisors LLC12,121$627K0.0%-17.9%0.043%
2/7/2025 Davis R M Inc.310,750$16.08M0.3%+12.6%1.114%
2/7/2025 Kendall Capital Management11,600$600K0.2%N/A0.042%
2/6/2025 Jones Financial Companies Lllp73,698$3.81M0.0%+188.7%0.264%
2/5/2025 Goodwin Investment Advisory84,121$4.35M2.3%-2.0%0.302%
2/5/2025 Private Trust Co. NA35,542$1.84M0.2%-1.2%0.127%
2/5/2025 Magnolia Private Wealth LLC7,845$406K0.2%N/A0.028%
2/4/2025 Sterling Investment Advisors Ltd.12,900$667K0.2%N/A0.046%
2/4/2025 Bank of New York Mellon Corp5,519$285K0.0%N/A0.020%
2/4/2025 Transcendent Capital Group LLC17,152$887K0.5%-11.2%0.061%
1/31/2025 Morton Brown Family Wealth LLC141,434$7.32M2.5%+21.0%0.507%
1/28/2025 Compass Financial Services Inc1,163$60K0.0%N/A0.004%
1/28/2025 Quotient Wealth Partners LLC368,856$19.08M0.6%-1.0%1.323%
1/24/2025 Princeton Global Asset Management LLC17,421$901K0.2%+8.9%0.062%
1/23/2025 Foster & Motley Inc.59,634$3.09M0.2%-2.3%0.214%
1/23/2025 Orrstown Financial Services Inc.11,750$608K0.2%N/A0.042%
1/21/2025 Duncan Williams Asset Management LLC34,538$1.79M0.7%+13.1%0.124%
1/21/2025 AlphaMark Advisors LLC17,980$930K0.4%+20.1%0.064%
1/17/2025 Janney Montgomery Scott LLC27,086$1.40M0.0%+109.1%0.097%
1/17/2025 Janney Capital Management LLC29,127$1.51M0.1%-3.7%0.104%
1/17/2025 Beaumont Financial Advisors LLC5,435$281K0.0%+16.0%0.019%
1/15/2025 Trust Co. of Vermont1,915$99K0.0%N/A0.007%
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1/14/2025 Steph & Co.83,977$4.34M1.5%-8.9%0.301%
1/14/2025 Rockland Trust Co.17,335$897K0.0%-34.3%0.062%
1/13/2025 AdvisorNet Financial Inc4,511$233K0.0%-74.9%0.016%
1/10/2025 ORG Partners LLC17,215$891K0.1%-1.7%0.062%
1/10/2025 First International Bank & Trust71,381$3.69M1.2%-2.8%0.256%
1/3/2025 GAMMA Investing LLC23,428$1.21M0.1%+8.9%0.084%
12/26/2024 JPMorgan Chase & Co.1,113,341$58.99M0.0%+25.6%3.992%
11/20/2024 Westside Investment Management Inc.35,291$1.87M0.4%-3.0%0.127%
11/18/2024 Sunbelt Securities Inc.6,861$364K0.0%+14.8%0.025%
11/15/2024 Continuum Advisory LLC5,648$294K0.0%-8.4%0.020%
11/15/2024 IHT Wealth Management LLC40,714$2.16M0.1%+93.2%0.146%
11/15/2024 Integrated Wealth Concepts LLC62,046$3.29M0.0%+76.7%0.222%
11/14/2024 Captrust Financial Advisors24,845$1.32M0.0%+17.8%0.089%
11/14/2024Kingfisher Capital LLC12,232$648K0.1%-7.7%0.044%
11/13/2024 Private Trust Co. NA35,976$1.91M0.2%-1.8%0.129%
11/13/2024 Davis R M Inc.276,000$14.62M0.3%+122.4%0.990%
11/8/2024 First Horizon Advisors Inc.5,866$311K0.0%N/A0.021%
11/6/2024 Natixis Advisors LLC15,076$799K0.0%+7.4%0.054%
11/2/2024 Transcendent Capital Group LLC19,307$1.02M0.5%-21.5%0.069%
10/31/2024 Cozad Asset Management Inc.5,845$310K0.0%+52.0%0.021%
10/30/2024 Foster & Motley Inc.61,019$3.23M0.2%-2.3%0.219%
10/30/2024 Crestwood Advisors Group LLC3,800$201K0.0%N/A0.014%
10/29/2024 Centennial Bank AR 6,898$365K0.2%-33.9%0.025%
10/29/2024 Princeton Global Asset Management LLC16,002$848K0.2%N/A0.057%
10/29/2024 Farther Finance Advisors LLC14,761$782K0.0%-4.3%0.053%
10/25/2024 Farmers & Merchants Investments Inc.1,555$82K0.0%N/A0.006%
10/24/2024 Morton Brown Family Wealth LLC116,847$6.19M2.2%+304.8%0.419%
10/17/2024 AlphaMark Advisors LLC14,970$793K0.3%+1.6%0.054%
10/11/2024 ORG Partners LLC17,520$928K0.1%-5.2%0.063%
10/9/2024 Quotient Wealth Partners LLC372,636$19.74M0.6%+10.3%1.336%
10/7/2024 GAMMA Investing LLC21,506$1.14M0.1%+144.7%0.077%
10/5/2024 First International Bank & Trust73,428$3.89M1.2%-8.7%0.263%
10/3/2024 Duncan Williams Asset Management LLC30,530$1.62M0.9%+0.9%0.109%
8/16/2024 Sunbelt Securities Inc.5,977$311K0.0%+31.3%0.021%
8/14/2024 Clear Point Advisors Inc.7,089$369K0.3%-10.3%0.025%
8/14/2024 Certified Advisory Corp16,754$872K0.1%+23.2%0.060%
8/13/2024 Legacy Financial Advisors Inc.60,052$3.13M0.6%-3.3%0.215%
8/12/2024 WCG Wealth Advisors LLC543,290$28.28M2.1%+18.3%1.948%
8/9/2024 Hanson & Doremus Investment Management45,410$2.36M0.4%-2.7%0.163%
8/3/2024 Foster & Motley Inc.62,469$3.25M0.2%-2.4%0.224%
7/31/2024 Farther Finance Advisors LLC15,426$799K0.0%+289.7%0.055%
7/26/2024 Bank of New York Mellon Corp5,929$309K0.0%-70.5%0.021%
7/24/2024 Transcendent Capital Group LLC24,581$1.28M0.7%-0.9%0.088%
7/24/2024 Quotient Wealth Partners LLC337,987$17.60M0.6%+9.3%1.212%
7/23/2024 Rockland Trust Co.26,913$1.40M0.1%+0.8%0.096%
7/23/2024 Vicus Capital8,028$418K0.0%-22.8%0.029%
7/17/2024 Westside Investment Management Inc.36,391$1.90M0.4%-3.7%0.130%
7/17/2024 AlphaMark Advisors LLC14,730$767K0.3%+30.0%0.053%
7/16/2024 ORG Partners LLC18,475$957K0.1%N/A0.066%
7/11/2024 Duncan Williams Asset Management LLC30,264$1.58M1.3%+7.9%0.109%
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7/9/2024Arden Trust Co133,361$6.94M1.0%+0.8%0.478%
7/3/2024 First International Bank & Trust80,418$4.19M1.4%+7.0%0.288%
7/2/2024 GAMMA Investing LLC8,787$457K0.1%-44.9%0.032%
5/17/2024 Comerica Bank19,037$999K0.0%-35.8%0.068%
5/15/2024 Transcendent Capital Group LLC24,802$1.30M0.7%-5.5%0.089%
5/11/2024 Davis R M Inc.49,150$2.58M0.1%-2.9%0.181%
5/9/2024 Dorsey & Whitney Trust CO LLC6,295$330K0.0%-31.7%0.023%
5/7/2024 49 Wealth Management LLC7,845$410K0.1%-3.1%0.029%
5/1/2024 Janney Montgomery Scott LLC10,880$571K0.0%-4.0%0.040%
4/24/2024 Private Trust Co. NA36,669$1.92M0.2%-2.7%0.137%
(Data available from 1/1/2016 forward)

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MUNI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MUNI shares?

During the previous two years, 85 institutional investors and hedge funds held shares of PIMCO Intermediate Municipal Bond Exchange-Traded Fund. The most heavily invested institutionals were JPMorgan Chase & Co. ($84.95M), Sagespring Wealth Partners LLC ($29.31M), WCG Wealth Advisors LLC ($28.28M), Quotient Wealth Partners LLC ($19.08M), Davis R M Inc. ($16.08M), OLD Mission Capital LLC ($9.74M), and Morton Brown Family Wealth LLC ($7.32M).Learn more on MUNI's institutional investors.

Which institutional investors have been buying PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock?

Of the 75 institutional investors that purchased PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($755.83K), Sagespring Wealth Partners LLC ($566.61K), OLD Mission Capital LLC ($188.30K), Davis R M Inc. ($186.66K), Arden Trust Co ($133.36K), Vantage Financial Partners Ltd. Inc. ($117.45K), and Morton Brown Family Wealth LLC ($112.57K).

How much institutional buying is happening at PIMCO Intermediate Municipal Bond Exchange-Traded Fund?

Institutional investors have bought a total of 3,116,227 shares in the last 24 months. This purchase volume represents approximately $162.32M in transactions.

Which PIMCO Intermediate Municipal Bond Exchange-Traded Fund major shareholders have been selling company stock?

Of the 35 institutional investors that sold PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Steph & Co. ($27.74K), Rockland Trust Co. ($23.83K), ORG Partners LLC ($21.86K), IHT Wealth Management LLC ($18.76K), Foster & Motley Inc. ($15.78K), First International Bank & Trust ($15.17K), and Bank of New York Mellon Corp ($14.20K).

How much institutional selling is happening at PIMCO Intermediate Municipal Bond Exchange-Traded Fund?

Institutional investors have sold a total of 250,970 shares in the last 24 months. This volume of shares sold represents approximately $12.99M in transactions.


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This page (NYSEARCA:MUNI) was last updated on 3/27/2025 by MarketBeat.com Staff
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