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

PIMCO Intermediate Municipal Bond Exchange-Traded Fund logo
$51.66 +0.12 (+0.23%)
As of 01/17/2025 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)
43
Total
Institutional Inflows
(last 12 months)
$60.45M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$5.78M
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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
1/17/2025Janney Montgomery Scott LLC27,086$1.40M0.0%+109.1%0.097%
1/17/2025Janney Capital Management LLC29,127$1.51M0.1%-3.7%0.104%
1/17/2025Beaumont Financial Advisors LLC5,435$281K0.0%+16.0%0.019%
1/15/2025 Trust Co. of Vermont1,915$99K0.0%N/A0.007%
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%
12/26/2024JPMorgan Chase & Co.1,113,341$58.99M0.0%+25.6%3.992%
11/20/2024Westside Investment Management Inc.35,291$1.87M0.4%-3.0%0.127%
11/18/2024Sunbelt Securities Inc.6,861$364K0.0%+14.8%0.025%
11/15/2024Continuum Advisory LLC5,648$294K0.0%-8.4%0.020%
11/15/2024IHT Wealth Management LLC40,714$2.16M0.1%+93.2%0.146%
11/15/2024Integrated Wealth Concepts LLC62,046$3.29M0.0%+76.7%0.222%
11/14/2024Captrust Financial Advisors24,845$1.32M0.0%+17.8%0.089%
11/14/2024Kingfisher Capital LLC12,232$648K0.1%-7.7%0.044%
11/13/2024Private Trust Co. NA35,976$1.91M0.2%-1.8%0.129%
11/13/2024Davis R M Inc.276,000$14.62M0.3%+122.4%0.990%
11/8/2024First Horizon Advisors Inc.5,866$311K0.0%N/A0.021%
11/6/2024Natixis Advisors LLC15,076$799K0.0%+7.4%0.054%
11/2/2024Transcendent Capital Group LLC19,307$1.02M0.5%-21.5%0.069%
10/31/2024Cozad Asset Management Inc.5,845$310K0.0%+52.0%0.021%
10/30/2024Foster & Motley Inc.61,019$3.23M0.2%-2.3%0.219%
10/30/2024Crestwood Advisors Group LLC3,800$201K0.0%N/A0.014%
10/29/2024Centennial Bank AR 6,898$365K0.2%-33.9%0.025%
10/29/2024Princeton Global Asset Management LLC16,002$848K0.2%N/A0.057%
10/29/2024Farther Finance Advisors LLC14,761$782K0.0%-4.3%0.053%
10/25/2024Farmers & Merchants Investments Inc.1,555$82K0.0%N/A0.006%
10/24/2024Morton Brown Family Wealth LLC116,847$6.19M2.2%+304.8%0.419%
10/17/2024AlphaMark Advisors LLC14,970$793K0.3%+1.6%0.054%
10/11/2024 ORG Partners LLC17,520$928K0.1%-5.2%0.063%
10/9/2024Quotient 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%
10/3/2024Duncan 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%
8/14/2024Clear Point Advisors Inc.7,089$369K0.3%-10.3%0.025%
8/14/2024 Certified Advisory Corp16,754$872K0.1%+23.2%0.060%
8/13/2024Legacy Financial Advisors Inc.60,052$3.13M0.6%-3.3%0.215%
8/12/2024WCG 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%
8/3/2024Foster & Motley Inc.62,469$3.25M0.2%-2.4%0.224%
7/31/2024Farther Finance Advisors LLC15,426$799K0.0%+289.7%0.055%
7/26/2024Bank of New York Mellon Corp5,929$309K0.0%-70.5%0.021%
7/24/2024Transcendent Capital Group LLC24,581$1.28M0.7%-0.9%0.088%
7/24/2024Quotient 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%
7/23/2024Vicus Capital8,028$418K0.0%-22.8%0.029%
7/17/2024Westside Investment Management Inc.36,391$1.90M0.4%-3.7%0.130%
7/17/2024AlphaMark Advisors LLC14,730$767K0.3%+30.0%0.053%
7/16/2024 ORG Partners LLC18,475$957K0.1%N/A0.066%
7/11/2024Duncan 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%
5/17/2024Comerica Bank19,037$999K0.0%-35.8%0.068%
5/15/2024Transcendent Capital Group LLC24,802$1.30M0.7%-5.5%0.089%
5/11/2024Davis R M Inc.49,150$2.58M0.1%-2.9%0.181%
5/9/2024Dorsey & Whitney Trust CO LLC6,295$330K0.0%-31.7%0.023%
5/7/202449 Wealth Management LLC7,845$410K0.1%-3.1%0.029%
5/1/2024Janney Montgomery Scott LLC10,880$571K0.0%-4.0%0.040%
4/24/2024Private 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%
4/22/2024Ashton Thomas Private Wealth LLC17,424$914K0.1%+62.5%0.065%
4/18/2024AlphaMark 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%
4/3/2024Duncan 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%
3/1/2024Transcendent Capital Group LLC26,245$1.39M0.9%N/A0.134%
2/16/2024Security 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%
2/15/2024Comerica Bank29,632$1.57M0.0%+85.5%0.151%
2/14/2024Kingfisher Capital LLC13,236$699K0.2%+5.2%0.068%
2/14/2024Vantage Financial Partners Ltd. Inc.117,453$6.20M1.9%N/A0.600%
2/14/2024Vermillion & White Wealth Management Group LLC924$49K0.0%N/A0.005%
2/12/2024Dorsey & Whitney Trust CO LLC9,215$487K0.0%N/A0.047%
2/9/2024Davis 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%
2/8/2024Janney Montgomery Scott LLC11,337$599K0.0%+3.8%0.058%
2/8/2024Janney Capital Management LLC30,342$1.60M0.1%+57.9%0.155%
2/6/2024Legacy Financial Advisors Inc.65,367$3.45M0.7%N/A0.334%
2/5/2024Cozad Asset Management Inc.3,845$203K0.0%-20.6%0.020%
2/1/2024 GAMMA Investing LLC9,484$500K0.1%N/A0.048%
2/1/2024Foster & Motley Inc.65,301$3.45M0.3%-3.9%0.333%
1/31/2024Red Tortoise LLC1,324$70K0.0%-41.2%0.007%
1/31/2024 Steph & Co.91,619$4.84M2.4%+62.8%0.468%
1/29/2024Crestwood Advisors Group LLC3,800$201K0.0%N/A0.019%
1/25/2024Hanson & Doremus Investment Management45,182$2.39M0.5%+9.9%0.231%
1/24/2024Private Trust Co. NA37,669$1.99M0.2%+0.7%0.192%
1/18/2024Planned Solutions Inc.1,872$99K0.0%N/A0.010%
1/12/2024GPS 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%
1/11/2024Orrstown 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%
(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, 79 institutional investors and hedge funds held shares of PIMCO Intermediate Municipal Bond Exchange-Traded Fund. The most heavily invested institutionals were JPMorgan Chase & Co. ($58.99M), 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), and Vantage Financial Partners Ltd. Inc. ($6.20M).Learn more on MUNI's institutional investors.

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

Of the 69 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. ($226.96K), 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), and Legacy Financial Advisors Inc. ($65.37K).

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

Institutional investors have bought a total of 1,794,632 shares in the last 24 months. This purchase volume represents approximately $93.87M in transactions.

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

Of the 32 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. ($52.34K), Rockland Trust Co. ($23.83K), ORG Partners LLC ($21.86K), Foster & Motley Inc. ($15.65K), and First International Bank & Trust ($15.17K).

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

Institutional investors have sold a total of 713,936 shares in the last 24 months. This volume of shares sold represents approximately $36.76M in transactions.


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This page (NYSEARCA:MUNI) was last updated on 1/18/2025 by MarketBeat.com Staff
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