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

PIMCO Intermediate Municipal Bond Exchange-Traded Fund logo
$52.06 +0.08 (+0.15%)
(As of 11/15/2024 ET)
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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)
45
Total
Institutional Inflows
(last 12 months)
$51.84M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$5.07M
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MUNI Institutional Buying and Selling by Quarter

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
11/15/2024Continuum 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%
11/14/2024 Kingfisher 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%
8/16/2024Sunbelt 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%
8/9/2024Hanson & 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%
7/17/2024Westside 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%
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7/11/2024 Duncan Williams Asset Management LLC30,264$1.58M1.3%+7.9%0.109%
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%
4/23/2024Hanson & Doremus Investment Management46,669$2.45M0.4%+3.3%0.175%
4/22/2024 Ashton Thomas Private Wealth LLC17,424$914K0.1%+62.5%0.065%
4/18/2024 AlphaMark Advisors LLC11,330$594K0.2%+8.6%0.042%
4/12/2024 Steph & Co.94,056$4.94M1.7%+2.7%0.353%
4/5/2024 GAMMA Investing LLC15,961$837K0.2%+68.3%0.081%
4/3/2024 Duncan Williams Asset Management LLC28,050$1.47M1.3%N/A0.143%
4/3/2024Arden Trust Co132,352$6.95M1.0%+5.6%0.676%
3/8/2024ICA Group Wealth Management LLC1,200$63K0.0%N/A0.006%
3/1/2024 Transcendent Capital Group LLC26,245$1.39M0.9%N/A0.134%
2/16/2024 Security National Bank of Sioux City Iowa IA6,440$340K0.3%N/A0.033%
2/15/2024Bartlett & CO. Wealth Management LLC10,740$568K0.0%+423.9%0.055%
2/15/2024 Comerica Bank29,632$1.57M0.0%+85.5%0.151%
2/14/2024 Kingfisher Capital LLC13,236$699K0.2%+5.2%0.068%
2/14/2024Vantage Financial Partners Ltd. Inc.117,453$6.20M1.9%N/A0.600%
2/14/2024 Vermillion & White Wealth Management Group LLC924$49K0.0%N/A0.005%
2/12/2024 Dorsey & Whitney Trust CO LLC9,215$487K0.0%N/A0.047%
2/9/2024 Davis R M Inc.50,630$2.67M0.1%-1.1%0.258%
2/9/2024 Certified Advisory Corp8,751$462K0.1%+34.3%0.045%
2/8/2024 Janney Montgomery Scott LLC11,337$599K0.0%+3.8%0.058%
2/8/2024 Janney Capital Management LLC30,342$1.60M0.1%+57.9%0.155%
2/6/2024 Legacy Financial Advisors Inc.65,367$3.45M0.7%N/A0.334%
2/5/2024 Cozad Asset Management Inc.3,845$203K0.0%-20.6%0.020%
2/1/2024 GAMMA Investing LLC9,484$500K0.1%N/A0.048%
2/1/2024 Foster & Motley Inc.65,301$3.45M0.3%-3.9%0.333%
1/31/2024 Red Tortoise LLC1,324$70K0.0%-41.2%0.007%
1/31/2024 Steph & Co.91,619$4.84M2.4%+62.8%0.468%
1/29/2024 Crestwood Advisors Group LLC3,800$201K0.0%N/A0.019%
1/25/2024Hanson & Doremus Investment Management45,182$2.39M0.5%+9.9%0.231%
1/24/2024 Private Trust Co. NA37,669$1.99M0.2%+0.7%0.192%
1/18/2024 Planned Solutions Inc.1,872$99K0.0%N/A0.010%
1/12/2024 GPS Wealth Strategies Group LLC550$29K0.0%-26.7%0.003%
1/12/2024Westside Investment Management Inc.37,893$2.00M0.5%+0.8%0.193%
1/11/2024 Rockland Trust Co.28,388$1.50M0.1%-34.2%0.145%
1/11/2024 Orrstown Financial Services Inc.37,495$1.98M1.6%N/A0.191%
1/9/2024 First International Bank & Trust72,478$3.83M1.5%-7.8%0.370%
1/8/2024Bartlett & Co. LLC10,740$568K0.0%+423.9%0.055%
1/4/2024Arden Trust Co125,365$6.62M1.0%+17.7%0.640%
1/3/2024EisnerAmper Wealth Management Corporate Benefits LLC14,514$766K0.3%+73.2%0.074%
1/2/2024Anchor Investment Management LLC12,427$656K0.1%N/A0.063%
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11/16/2023Westside Investment Management Inc.37,593$1.88M0.5%+1.6%0.192%
11/15/2023 Kingfisher Capital LLC12,577$630K0.2%-2.8%0.064%
11/13/2023 Natixis Advisors L.P.12,688$635K0.0%+20.7%0.065%
11/13/2023 Certified Advisory Corp6,518$326K0.0%+26.1%0.033%
11/13/2023 Cary Street Partners Investment Advisory LLC4,486$225K0.0%+16.1%0.023%
11/13/2023 WCG Wealth Advisors LLC629,301$33.23M2.4%+3.2%3.212%
11/13/2023 Financial Engines Advisors L.L.C.64,227$3.22M0.0%+3.6%0.328%
11/8/2023 Janney Montgomery Scott LLC10,924$547K0.0%-37.6%0.056%
11/8/2023 Janney Capital Management LLC19,212$962K0.1%-3.8%0.098%
11/8/2023 Newman Dignan & Sheerar Inc.10,411$521K0.2%N/A0.053%
(Data available from 1/1/2016 forward)

MUNI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MUNI shares?

During the previous two years, 77 institutional investors and hedge funds held shares of PIMCO Intermediate Municipal Bond Exchange-Traded Fund. The most heavily invested institutionals were WCG Wealth Advisors LLC ($28.28M), Quotient Wealth Partners LLC ($19.74M), Davis R M Inc. ($14.62M), Arden Trust Co ($6.94M), Baird Financial Group Inc. ($6.79M), Vantage Financial Partners Ltd. Inc. ($6.20M), and Morton Brown Family Wealth LLC ($6.19M).Learn more on MUNI's institutional investors.

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

Of the 66 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: Davis R M Inc. ($151.91K), Arden Trust Co ($133.36K), Vantage Financial Partners Ltd. Inc. ($117.45K), WCG Wealth Advisors LLC ($103.61K), Morton Brown Family Wealth LLC ($87.98K), Legacy Financial Advisors Inc. ($65.37K), and Quotient Wealth Partners LLC ($63.52K).

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

Institutional investors have bought a total of 1,549,674 shares in the last 24 months. This purchase volume represents approximately $80.91M in transactions.

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

Of the 33 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: Miracle Mile Advisors LLC ($317.66K), Baird Financial Group Inc. ($147.22K), Steph & Co. ($44.10K), ORG Partners LLC ($21.55K), Foster & Motley Inc. ($15.65K), Rockland Trust Co. ($14.78K), 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 694,425 shares in the last 24 months. This volume of shares sold represents approximately $35.74M in transactions.


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This page (NYSEARCA:MUNI) was last updated on 11/17/2024 by MarketBeat.com Staff
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