Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free MINO Stock Alerts

PIMCO Municipal Income Opportunities Active Exchange-Traded Fund (MINO) Institutional Ownership

$45.63 -0.03 (-0.07%)
As of 10:39 AM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for PIMCO Municipal Income Opportunities Active Exchange-Traded Fund (NYSEARCA:MINO)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$21.98M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$19.60M
Get MINO Insider Trade Alerts

Want to know when executives and insiders are buying or selling PIMCO Municipal Income Opportunities Active Exchange-Traded Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MINO Institutional Buying and Selling by Quarter

PIMCO Municipal Income Opportunities Active Exchange-Traded Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Sterling Investment Advisors Ltd.58,540$2.64M0.4%+58.2%0.432%
4/28/2026Ascentis Independent Advisors43,499$1.97M0.1%+271.3%0.328%
4/22/2026Janney Montgomery Scott LLC12,235$553K0.0%+21.4%0.093%
4/21/2026Waterway Wealth Management LLC91,438$4.13M0.8%+71.1%0.703%
4/17/2026Worth Asset Management LLC14,850$671K0.3%N/A0.114%
4/17/2026AdvisorNet Financial Inc6,061$274K0.0%+175.4%0.047%
2/17/2026Waterway Wealth Management LLC53,448$2.42M0.4%+10.4%0.485%
2/12/2026Wayfinding Financial LLC41,399$1.88M0.8%N/A0.376%
2/12/2026Betterment LLC7,069$320K0.0%+40.9%0.064%
2/9/2026Cary Street Partners Financial LLC165,297$7.49M0.2%+1.8%1.500%
2/9/2026Sterling Investment Advisors Ltd.37,015$1.68M0.3%+84.2%0.336%
2/6/2026Creative Financial Designs Inc. ADV3,647$165K0.0%+40.4%0.033%
1/26/2026Private Trust Co. NA4,639$210K0.0%+17.3%0.044%
1/13/2026CoreCap Advisors LLC2,984$135K0.0%+241.8%0.028%
1/1/2026JPMorgan Chase & Co.863$39K0.0%-33.0%0.010%
12/2/2025IFP Advisors Inc2,190$99K0.0%-33.8%0.026%
11/17/2025Sittner & Nelson LLC36,723$1.66M0.6%+57.0%0.428%
11/13/2025Betterment LLC5,016$227K0.0%N/A0.058%
11/13/2025Seven Mile Advisory80,218$3.64M0.6%N/A0.935%
11/12/2025Creative Financial Designs Inc. ADV2,598$118K0.0%+11.6%0.030%
11/10/2025Cary Street Partners Financial LLC162,403$7.36M0.2%+1.8%1.893%
11/7/2025JPMorgan Chase & Co.863$39K0.0%-33.0%0.010%
11/6/2025Waterway Wealth Management LLC48,414$2.19M0.4%-87.1%0.564%
10/28/2025Sterling Investment Advisors Ltd.20,100$911K0.2%-1.2%0.236%
10/24/2025ORG Partners LLC21,857$990K0.2%N/A0.260%
10/14/2025Farther Finance Advisors LLC10,891$493K0.0%-8.8%0.132%
8/14/2025Cary Street Partners Financial LLC159,580$7.06M0.2%N/A2.273%
8/13/2025Flow Traders U.S. LLC17,197$761K0.0%-14.9%0.245%
8/12/2025JPMorgan Chase & Co.1,288$57K0.0%-98.8%0.018%
8/8/2025Sittner & Nelson LLC23,393$1.04M0.4%+142.5%0.321%
7/29/2025Private Trust Co. NA3,954$175K0.0%+161.0%0.054%
7/17/2025Sterling Investment Advisors Ltd.20,350$900K0.2%+39.3%0.280%
7/17/2025Janney Montgomery Scott LLC10,100$447K0.0%+5.4%0.139%
7/11/2025Farther Finance Advisors LLC11,944$528K0.0%-4.3%0.165%
5/14/2025Flow Traders U.S. LLC20,204$904K0.0%+347.0%0.289%
5/7/2025Sterling Investment Advisors Ltd.14,610$654K0.2%+26.8%0.209%
4/28/2025Private Trust Co. NA1,515$68K0.0%N/A0.024%
4/23/2025Creative Financial Designs Inc. ADV2,306$103K0.0%+61.9%0.037%
4/17/2025Janney Montgomery Scott LLC9,581$429K0.0%+56.8%0.153%
4/14/2025Farther Finance Advisors LLC12,481$560K0.0%+118.1%0.199%
Buy the “unseen winner of the AI race” before July 22 (Ad)

Marc Chaikin - the analyst who called Nvidia before a 45,000% surge - says one overlooked AI stock could split into three separate companies in a rare event called a 'starburst' before July 22. Investors who buy shares before the announcement could automatically receive equal shares in each spinoff. A similar starburst at GE unlocked $184 billion for shareholders across three new companies.tc pixel

Get the full details on this AI starburst opportunity before July 22
2/14/2025Coppell Advisory Solutions LLC1,225$55K0.0%N/A0.037%
2/10/2025Farther Finance Advisors LLC5,722$258K0.0%-6.0%0.171%
2/5/2025Waterway Wealth Management LLC228,713$10.31M4.5%+36.7%6.848%
2/4/2025Sterling Investment Advisors Ltd.11,525$519K0.1%N/A0.345%
11/18/2024Sunbelt Securities Inc.546$25K0.0%N/A0.016%
11/8/2024First Horizon Advisors Inc.2,761$127K0.0%N/A0.083%
11/1/2024Able Wealth Management LLC9,282$428K0.3%N/A0.278%
10/29/2024Farther Finance Advisors LLC6,087$281K0.0%+335.1%0.182%
10/21/2024Waterway Wealth Management LLC167,315$7.72M3.3%N/A5.009%
8/14/2024Clear Point Advisors Inc.10,959$498K0.4%+283.0%0.328%
5/17/2024Clear Point Advisors Inc.2,861$131K0.1%N/A0.086%
1/31/2024Wetzel Investment Advisors Inc.12,000$545K0.3%N/A0.674%
7/31/2023WealthPLAN Partners LLC183,724$8.19M1.2%-9.5%10.322%
7/25/2023WealthPlan Investment Management LLC1,582$363K0.1%-99.1%0.116%
5/10/2023WealthPLAN Partners LLC203,007$9.02M1.0%-43.0%15.150%
5/8/2023WealthPlan Investment Management LLC168,576$7.49M1.3%-52.7%12.580%
2/1/2023Janney Montgomery Scott LLC4,856$211K0.0%N/A0.405%
11/15/2022Flow Traders U.S. LLC30,738$1.31M0.1%+495.7%2.605%
8/13/2022Flow Traders U.S. LLC5,160$228K0.0%N/A0.461%
8/5/2022OLD Mission Capital LLC7,071$312K0.0%N/A0.631%


MINO Institutional Ownership - Frequently Asked Questions

During the previous two years, 24 institutional investors and hedge funds held shares of PIMCO Municipal Income Opportunities Active Exchange-Traded Fund. The most heavily invested institutionals were Cary Street Partners Financial LLC ($7.49M), Waterway Wealth Management LLC ($4.13M), Seven Mile Advisory ($3.64M), Sterling Investment Advisors Ltd. ($2.64M), Ascentis Independent Advisors ($1.97M), Wayfinding Financial LLC ($1.88M), and Sittner & Nelson LLC ($1.66M).Learn more on PIMCO Municipal Income Opportunities Active Exchange-Traded Fund's institutional investors.

Of the 22 institutional investors that purchased PIMCO Municipal Income Opportunities Active Exchange-Traded Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Waterway Wealth Management LLC ($271.74K), Cary Street Partners Financial LLC ($165.30K), Seven Mile Advisory ($80.22K), Sterling Investment Advisors Ltd. ($58.79K), Wayfinding Financial LLC ($41.40K), Ascentis Independent Advisors ($31.78K), and Sittner & Nelson LLC ($27.08K).

Institutional investors have bought a total of 489,846 shares in the last 24 months. This purchase volume represents approximately $21.98M in transactions.

The following institutional investors have sold PIMCO Municipal Income Opportunities Active Exchange-Traded Fund stock in the last 24 months: Waterway Wealth Management LLC ($325.98K), JPMorgan Chase & Co. ($103.14K), Flow Traders U.S. LLC ($3.01K), Farther Finance Advisors LLC ($1.59K), IFP Advisors Inc ($1.12K), and Sterling Investment Advisors Ltd. ($250.00).

Institutional investors have sold a total of 435,088 shares in the last 24 months. This volume of shares sold represents approximately $19.60M in transactions.


Related Companies

This page (NYSEARCA:MINO) was last updated on 7/6/2026 by MarketBeat.com Staff.
From Our Partners
Elon Musk on His New Invention: “An Infinite Money Glitch.”
Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's ...
Brownstone Research | Sponsoredtc pixel
He’s Back. And He’s About to Act
The U.S. government holds 8,133 tonnes of gold valued at just $42.22 an ounce on its books - while gold trades...
Priority Gold | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Are you leaving Social Security money on the table?
Most retirement plans still have gaps in them... The quiet ones that don't show up until it's too late to fix....
Money Pickle | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel
Solar is dead. Here’s what replaces it.
Starting July 4th, every new solar and wind project in America loses its federal tax credits. But one zero-car...
Behind the Markets | Sponsoredtc pixel
The Warsh Fed and what it could mean for your savings
The Fed just changed hands, and Reagan Gold Group says there may be a short window before the impact shows up ...
Reagan Gold Group | Sponsoredtc pixel