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

$51.63
+0.04 (+0.08%)
(As of 05/31/2024 ET)

Institutional Ownership Changes (13F Filings) for PIMCO Intermediate Municipal Bond Exchange-Traded Fund (NYSEARCA:MUNI)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$36.87M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$5.57M
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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
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%
4/23/2024 Hanson & 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%
4/18/2024 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%
4/3/2024 Arden Trust Co132,352$6.95M1.0%+5.6%0.676%
3/8/2024 ICA 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%
2/15/2024 Bartlett & 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%
2/14/2024 Vantage 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%
1/25/2024 Hanson & 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%
1/12/2024 Westside 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%
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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%
1/4/2024 Arden 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%
1/2/2024 Anchor Investment Management LLC12,427$656K0.1%N/A0.063%
11/16/2023 Westside 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%
11/3/2023 ORG Partners LLC4,711$236K0.1%-81.4%0.024%
10/31/2023 AlphaMark Advisors LLC10,515$526K0.2%+61.8%0.054%
10/26/2023 Steph & Co.56,289$2.82M1.6%-23.7%0.287%
10/24/2023 Bank of New York Mellon Corp25,953$1.30M0.0%N/A0.132%
10/24/2023 Hanson & Doremus Investment Management41,125$2.06M0.4%-9.9%0.210%
10/24/2023 Foster & Motley Inc.67,986$3.40M0.3%-1.8%0.347%
10/18/2023 Capital Market Strategies LLC5,499$273K0.2%-8.4%0.028%
10/18/2023 Private Trust Co. NA37,398$1.87M0.2%+29.3%0.191%
10/12/2023 First International Bank & Trust78,606$3.94M1.4%+8.8%0.401%
10/10/2023 Arden Trust Co106,555$5.34M0.9%+45.2%0.544%
10/4/2023 Massmutual Trust Co. FSB ADV12,123$607K0.0%N/A0.062%
8/17/2023 Vicus Capital10,339$536K0.1%-30.4%0.053%
8/14/2023 Certified Advisory Corp5,170$268K0.0%+29.1%0.026%
8/14/2023 Kingfisher Capital LLC12,934$671K0.2%-10.2%0.066%
8/11/2023 Financial Engines Advisors L.L.C.61,988$3.21M0.0%+3.8%0.316%
8/10/2023 Davis R M Inc.49,705$2.58M0.1%-0.9%0.254%
8/10/2023 Cary Street Partners Investment Advisory LLC3,865$200K0.0%N/A0.020%
8/10/2023 Wintrust Investments LLC19,932$1.03M0.1%N/A0.102%
8/9/2023 Flow Traders U.S. LLC28,966$1.50M0.1%+457.1%0.148%
8/8/2023 Foster & Motley Inc.69,201$3.59M0.3%-6.2%0.353%
7/28/2023 AlphaMark Advisors LLC6,500$337K0.2%+30.0%0.035%
7/28/2023 Private Trust Co. NA28,933$1.50M0.2%+14.7%0.154%
7/26/2023 Janney Capital Management LLC19,964$1.04M0.1%-1.0%0.106%
7/17/2023 First International Bank & Trust72,232$3.75M1.2%+1.1%0.385%
7/14/2023 Arden Trust Co73,389$3.81M0.6%+227.8%0.391%
7/14/2023 Steph & Co.73,795$3.83M2.1%+8.3%0.394%
7/14/2023 Westside Investment Management Inc.36,993$1.92M0.5%-2.1%0.197%
7/11/2023EisnerAmper Wealth Management Corporate Benefits LLC5,390$279K0.1%N/A0.029%
7/6/2023 Capital Market Strategies LLC6,000$311K0.3%N/A0.032%
6/1/2023 ORG Partners LLC24,995$1.31M0.3%N/A0.136%
5/17/2023 Westside Investment Management Inc.37,793$1.98M0.6%+8.9%0.205%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC1,293$68K0.0%N/A0.007%
5/9/2023 Foster & Motley Inc.73,787$3.86M0.3%-3.8%0.401%
5/9/2023 US Bancorp DE790$41K0.0%-80.3%0.004%
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5/5/2023 Silver Oak Securities Incorporated8,322$435K0.1%N/A0.045%
5/2/2023 TD Capital Management LLC46,772$2.44M0.3%+2.0%0.254%
5/2/2023 Kingfisher Capital LLC14,400$753K0.2%-2.7%0.078%
5/1/2023 Davis R M Inc.50,180$2.62M0.1%-6.7%0.273%
5/1/2023 Cozad Asset Management Inc.4,845$253K0.0%N/A0.026%
4/28/2023 Newman Dignan & Sheerar Inc.10,276$537K0.2%N/A0.056%
4/28/2023 Janney Capital Management LLC20,161$1.05M0.1%+3.1%0.110%
4/18/2023 Hanson & Doremus Investment Management45,536$2.38M0.5%+6.4%0.247%
4/18/2023 Steph & Co.68,153$3.56M2.2%-2.8%0.370%
4/17/2023 GPS Wealth Strategies Group LLC750$39K0.0%N/A0.004%
(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, 66 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 ($33.23M), Arden Trust Co ($6.95M), Baird Financial Group Inc. ($6.79M), Vantage Financial Partners Ltd. Inc. ($6.20M), Steph & Co. ($4.94M), First International Bank & Trust ($3.83M), and Legacy Financial Advisors Inc. ($3.45M).Learn more on MUNI's institutional investors.

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

Of the 60 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: Miracle Mile Advisors LLC ($349.98K), Arden Trust Co ($132.35K), Vantage Financial Partners Ltd. Inc. ($117.45K), Steph & Co. ($113.42K), Legacy Financial Advisors Inc. ($84.41K), Financial Engines Advisors L.L.C. ($58.59K), and Saxon Interests Inc. ($47.73K).

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

Institutional investors have bought a total of 1,599,061 shares in the last 24 months. This purchase volume represents approximately $82.72M in transactions.

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

Of the 29 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. ($80.34K), ORG Partners LLC ($20.60K), Flow Traders U.S. LLC ($19.05K), Davis R M Inc. ($16.93K), and Rockland Trust Co. ($14.78K).

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

Institutional investors have sold a total of 729,005 shares in the last 24 months. This volume of shares sold represents approximately $37.41M in transactions.


This page (NYSEARCA:MUNI) was last updated on 6/2/2024 by MarketBeat.com Staff

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