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

PIMCO Intermediate Municipal Bond Exchange-Traded Fund logo
$51.44 +0.04 (+0.08%)
Closing price 04:10 PM Eastern
Extended Trading
$51.44 0.00 (-0.01%)
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)
53
Total
Institutional Inflows
(last 12 months)
$227.66M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$52.74M
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MUNI Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2025 Goodman Advisory Group LLC503$26K0.0%N/A0.001%
8/15/2025 Captrust Financial Advisors14,595$750K0.0%-24.2%0.036%
8/13/2025 Baird Financial Group Inc.103,739$5.33M0.0%+26.3%0.258%
8/13/2025 WCG Wealth Advisors LLC327,476$16.82M1.1%-21.3%0.815%
8/12/2025 JPMorgan Chase & Co.1,168,929$60.04M0.0%-29.5%2.910%
8/8/2025 Keyvantage Wealth LLC134,162$6.89M3.1%-0.5%0.340%
8/7/2025 49 Wealth Management LLC8,442$434K0.0%-9.3%0.021%
8/7/2025 Davis R M Inc.315,353$16.20M0.3%+4.1%0.799%
8/5/2025 Elyxium Wealth LLC50,736$2.61M1.0%+65.5%0.128%
8/5/2025 Westside Investment Management Inc.34,492$1.77M0.3%-1.1%0.087%
7/30/2025 Cullen Frost Bankers Inc.2,382$122K0.0%+183.6%0.006%
7/29/2025 Quotient Wealth Partners LLC302,947$15.56M0.5%+5.0%0.767%
7/29/2025 Foster & Motley Inc.66,938$3.44M0.2%+8.3%0.170%
7/29/2025 Private Trust Co. NA34,172$1.76M0.2%+0.6%0.087%
7/24/2025 Morton Brown Family Wealth LLC192,730$9.90M3.0%+14.0%0.488%
7/22/2025 Duncan Williams Asset Management LLC34,560$1.78M0.3%+0.7%0.088%
7/21/2025 Ameriflex Group Inc.7,399$379K0.2%+332.4%0.019%
7/18/2025 Vicus Capital14,546$747K0.1%+70.7%0.037%
7/18/2025 Newman Dignan & Sheerar Inc.67,285$3.46M0.8%N/A0.170%
7/18/2025 Bartlett & CO. Wealth Management LLC4,741$243K0.0%-8.7%0.012%
7/18/2025 Magnolia Private Wealth LLC20,585$1.06M0.8%+162.4%0.052%
7/17/2025 Sterling Investment Advisors Ltd.21,975$1.13M0.3%+24.3%0.056%
7/17/2025 Janney Capital Management LLC28,987$1.49M0.1%-1.1%0.073%
7/17/2025 Janney Montgomery Scott LLC23,417$1.20M0.0%-27.3%0.059%
7/17/2025 Hanson & Doremus Investment Management57,372$2.95M0.4%+11.9%0.145%
7/16/2025 Steph & Co.100,831$5.18M1.7%+27.5%0.255%
7/14/2025 AdvisorNet Financial Inc6,365$327K0.0%+128.1%0.016%
7/14/2025 GAMMA Investing LLC34,164$1.76M0.1%+2.3%0.087%
7/11/2025 Farther Finance Advisors LLC55,727$2.86M0.1%+33.4%0.142%
7/8/2025 First International Bank & Trust57,498$2.95M1.0%-24.8%0.147%
5/16/2025 NewEdge Advisors LLC328,266$16.92M0.1%+3.7%0.854%
5/16/2025 Integrated Wealth Concepts LLC104,513$5.39M0.1%+68.9%0.272%
5/15/2025 Baird Financial Group Inc.82,157$4.24M0.0%-0.7%0.214%
5/15/2025 OLD Mission Capital LLC75,567$3.90M0.1%-59.9%0.197%
5/15/2025 Vermillion & White Wealth Management Group LLC3,001$155K0.1%+250.6%0.008%
5/14/2025 WCG Wealth Advisors LLC415,861$21.44M1.6%-11.9%1.082%
5/14/2025 Flow Traders U.S. LLC10,366$534K0.0%-79.1%0.027%
5/14/2025 Legacy Financial Advisors Inc.49,989$2.58M0.4%-5.4%0.130%
5/12/2025 Staley Capital Advisers Inc.6,000$309K0.0%N/A0.016%
5/8/2025 Davis R M Inc.302,943$15.62M0.3%-2.5%0.788%
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5/8/2025 Foster & Motley Inc.61,818$3.19M0.2%+3.7%0.161%
5/7/2025 Sterling Investment Advisors Ltd.17,675$911K0.2%+37.0%0.046%
5/7/2025 Keyvantage Wealth LLC134,893$6.95M3.4%+139.1%0.351%
5/5/2025 Elyxium Wealth LLC30,660$1.58M0.7%+412.2%0.085%
5/2/2025 Cullen Frost Bankers Inc.840$43K0.0%N/A0.002%
5/2/2025 Transcendent Capital Group LLC16,795$866K0.5%-2.1%0.047%
4/30/2025 Quotient Wealth Partners LLC288,466$14.87M0.5%-21.8%0.803%
4/30/2025 49 Wealth Management LLC9,309$480K0.1%+19.4%0.026%
4/29/2025 Centennial Bank AR 2,098$108K0.1%-69.6%0.006%
4/29/2025 Bank of New York Mellon Corp27,338$1.41M0.0%+395.3%0.076%
4/28/2025 Private Trust Co. NA33,967$1.75M0.2%-4.4%0.095%
4/25/2025 Morton Brown Family Wealth LLC169,105$8.72M3.0%+19.6%0.471%
4/25/2025 Westside Investment Management Inc.34,892$1.80M0.4%-1.1%0.097%
4/23/2025 Golden State Wealth Management LLC640$33K0.0%+124.6%0.002%
4/23/2025 Bessemer Group Inc.3,863$199K0.0%N/A0.011%
4/23/2025 Steph & Co.79,100$4.08M1.5%-5.8%0.220%
4/21/2025 ORG Partners LLC16,237$837K0.2%-5.7%0.045%
4/21/2025 Duncan Williams Asset Management LLC34,311$1.77M0.6%-0.7%0.096%
4/17/2025 Vicus Capital8,521$439K0.0%+4.1%0.024%
4/17/2025 Sagespring Wealth Partners LLC572,442$29.51M0.3%+1.0%1.594%
4/17/2025 Janney Montgomery Scott LLC32,216$1.66M0.0%+18.9%0.090%
4/17/2025 Hanson & Doremus Investment Management51,259$2.64M0.4%+3.2%0.143%
4/15/2025 GAMMA Investing LLC33,396$1.72M0.1%+42.5%0.093%
4/14/2025 Farther Finance Advisors LLC41,790$2.16M0.1%+244.8%0.116%
4/14/2025 NewSquare Capital LLC5,912$305K0.0%N/A0.016%
4/11/2025 Princeton Global Asset Management LLC18,085$932K0.2%+3.8%0.051%
4/7/2025 GAMMA Investing LLC1,721,564$88.75M0.0%+7,248.3%4.901%
4/7/2025 AdvisorNet Financial Inc2,791$144K0.0%-38.1%0.008%
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%
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Louis Navellier is one of Wall Street’s most respected money managers — overseeing more than $7 billion and earning a reputation for fact-based analysis, not sensationalism. That’s why his latest economic warning is turning so many heads. In his new report, Louis reveals how recent policies are accelerating a massive economic shift. While headlines point to strong numbers, everyday Americans feel the squeeze as prices climb and industries are reshaped. According to Louis, this transformation could determine who falls behind — and who builds lasting wealth.tc pixel

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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%
(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, 87 institutional investors and hedge funds held shares of PIMCO Intermediate Municipal Bond Exchange-Traded Fund. The most heavily invested institutionals were JPMorgan Chase & Co. ($60.04M), Sagespring Wealth Partners LLC ($29.51M), NewEdge Advisors LLC ($16.92M), WCG Wealth Advisors LLC ($16.82M), Davis R M Inc. ($16.20M), Quotient Wealth Partners LLC ($15.56M), and Morton Brown Family Wealth LLC ($9.90M).Learn more on PIMCO Intermediate Municipal Bond Exchange-Traded Fund's institutional investors.

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

Of the 78 institutional investors that purchased PIMCO Intermediate Municipal Bond Exchange-Traded Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($1.74M), JPMorgan Chase & Co. ($755.83K), Sagespring Wealth Partners LLC ($572.44K), Davis R M Inc. ($199.07K), OLD Mission Capital LLC ($188.30K), Morton Brown Family Wealth LLC ($163.86K), and Keyvantage Wealth LLC ($134.89K).

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

Institutional investors have bought a total of 4,395,211 shares in the last 24 months. This purchase volume represents approximately $227.66M in transactions.

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

Of the 33 institutional investors that sold PIMCO Intermediate Municipal Bond Exchange-Traded Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($489.96K), WCG Wealth Advisors LLC ($144.56K), OLD Mission Capital LLC ($112.73K), Quotient Wealth Partners LLC ($84.17K), Flow Traders U.S. LLC ($39.19K), First International Bank & Trust ($28.02K), and IHT Wealth Management LLC ($18.76K).

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

Institutional investors have sold a total of 1,024,423 shares in the last 24 months. This volume of shares sold represents approximately $52.74M in transactions.



This page (NYSEARCA:MUNI) was last updated on 8/26/2025 by MarketBeat.com Staff
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