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

PIMCO Intermediate Municipal Bond Exchange-Traded Fund logo
$51.13 -0.17 (-0.33%)
As of 05/1/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$214.60M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$12.41M
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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
5/2/2025Transcendent 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%
2/24/2025Ameriflex 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%
2/17/2025Security National Bank of Sioux City Iowa IA10,805$559K0.4%N/A0.039%
2/17/2025Elyxium Wealth LLC5,986$310K0.2%N/A0.021%
2/17/2025Captrust Financial Advisors28,764$1.49M0.0%+15.8%0.103%
2/17/2025Baird Financial Group Inc.82,757$4.28M0.0%+0.6%0.297%
2/14/2025Keyvantage Wealth LLC56,406$2.92M2.1%N/A0.202%
2/14/2025IHT 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%
2/13/2025Legacy Financial Advisors Inc.52,825$2.73M0.5%-11.3%0.189%
2/12/2025OLD Mission Capital LLC188,295$9.74M0.1%N/A0.675%
2/12/2025CIBC Private Wealth Group LLC1,426$74K0.0%-20.3%0.005%
2/12/2025JPMorgan Chase & Co.1,642,212$84.95M0.0%+47.5%5.888%
2/11/2025Millstone Evans Group LLC4,000$207K0.1%N/A0.014%
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2/10/2025Cozad 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%
2/7/2025Davis R M Inc.310,750$16.08M0.3%+12.6%1.114%
2/7/2025 Kendall Capital Management11,600$600K0.2%N/A0.042%
2/6/2025Jones Financial Companies Lllp73,698$3.81M0.0%+188.7%0.264%
2/5/2025Goodwin 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%
2/4/2025Sterling 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%
2/4/2025Transcendent 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%
1/28/2025Compass 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%
1/23/2025Foster & Motley Inc.59,634$3.09M0.2%-2.3%0.214%
1/23/2025 Orrstown Financial Services Inc.11,750$608K0.2%N/A0.042%
1/21/2025 Duncan Williams Asset Management LLC34,538$1.79M0.7%+13.1%0.124%
1/21/2025AlphaMark Advisors LLC17,980$930K0.4%+20.1%0.064%
1/17/2025 Janney Montgomery Scott LLC27,086$1.40M0.0%+109.1%0.097%
1/17/2025 Janney 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%
1/10/2025First 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%
11/20/2024 Westside Investment Management Inc.35,291$1.87M0.4%-3.0%0.127%
11/18/2024 Sunbelt Securities Inc.6,861$364K0.0%+14.8%0.025%
11/15/2024 Continuum 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%
11/13/2024 Private 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%
11/8/2024 First 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%
10/29/2024 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%
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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%
10/9/2024 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%
10/5/2024First 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%
8/16/2024 Sunbelt 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%
8/14/2024Certified Advisory Corp16,754$872K0.1%+23.2%0.060%
8/13/2024Legacy Financial Advisors Inc.60,052$3.13M0.6%-3.3%0.215%
(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, 88 institutional investors and hedge funds held shares of PIMCO Intermediate Municipal Bond Exchange-Traded Fund. The most heavily invested institutionals were JPMorgan Chase & Co. ($84.95M), Sagespring Wealth Partners LLC ($29.51M), WCG Wealth Advisors LLC ($28.28M), Davis R M Inc. ($16.08M), Quotient Wealth Partners LLC ($14.87M), OLD Mission Capital LLC ($9.74M), and Morton Brown Family Wealth LLC ($8.72M).Learn more on MUNI's institutional investors.

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

Of the 78 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: GAMMA Investing LLC ($1.74M), JPMorgan Chase & Co. ($755.83K), Sagespring Wealth Partners LLC ($572.44K), OLD Mission Capital LLC ($188.30K), Davis R M Inc. ($186.66K), Morton Brown Family Wealth LLC ($140.24K), and Vantage Financial Partners Ltd. Inc. ($117.45K).

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

Institutional investors have bought a total of 4,885,356 shares in the last 24 months. This purchase volume represents approximately $253.48M in transactions.

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

Of the 36 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: Quotient Wealth Partners LLC ($84.17K), Steph & Co. ($30.62K), Rockland Trust Co. ($23.83K), ORG Partners LLC ($22.84K), IHT Wealth Management LLC ($18.76K), Foster & Motley Inc. ($15.78K), and AdvisorNet Financial Inc ($15.18K).

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

Institutional investors have sold a total of 337,617 shares in the last 24 months. This volume of shares sold represents approximately $17.45M in transactions.


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This page (NYSEARCA:MUNI) was last updated on 5/2/2025 by MarketBeat.com Staff
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