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

PIMCO Intermediate Municipal Bond Exchange-Traded Fund logo
$52.26 -0.04 (-0.07%)
As of 01:14 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)
54
Total
Institutional Inflows
(last 12 months)
$225.63M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$53.18M
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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
10/6/2025 Steph & Co.85,227$4.46M1.4%-15.5%0.198%
10/6/2025 Heartwood Wealth Advisors LLC3,032$159K0.0%N/A0.007%
10/2/2025 GAMMA Investing LLC40,596$2.12M0.1%+18.8%0.101%
8/18/2025Goodman Advisory Group LLC503$26K0.0%N/A0.001%
8/15/2025Captrust Financial Advisors14,595$750K0.0%-24.2%0.036%
8/13/2025Baird Financial Group Inc.103,739$5.33M0.0%+26.3%0.258%
8/13/2025WCG Wealth Advisors LLC327,476$16.82M1.1%-21.3%0.815%
8/12/2025JPMorgan Chase & Co.1,168,929$60.04M0.0%-29.5%2.910%
8/8/2025Keyvantage Wealth LLC134,162$6.89M3.1%-0.5%0.340%
8/7/202549 Wealth Management LLC8,442$434K0.0%-9.3%0.021%
8/7/2025Davis R M Inc.315,353$16.20M0.3%+4.1%0.799%
8/5/2025Elyxium Wealth LLC50,736$2.61M1.0%+65.5%0.128%
8/5/2025Westside Investment Management Inc.34,492$1.77M0.3%-1.1%0.087%
7/30/2025Cullen Frost Bankers Inc.2,382$122K0.0%+183.6%0.006%
7/29/2025Quotient Wealth Partners LLC302,947$15.56M0.5%+5.0%0.767%
7/29/2025Foster & Motley Inc.66,938$3.44M0.2%+8.3%0.170%
7/29/2025Private Trust Co. NA34,172$1.76M0.2%+0.6%0.087%
7/24/2025Morton Brown Family Wealth LLC192,730$9.90M3.0%+14.0%0.488%
7/22/2025Duncan Williams Asset Management LLC34,560$1.78M0.3%+0.7%0.088%
7/21/2025Ameriflex Group Inc.7,399$379K0.2%+332.4%0.019%
7/18/2025Vicus Capital14,546$747K0.1%+70.7%0.037%
7/18/2025Newman Dignan & Sheerar Inc.67,285$3.46M0.8%N/A0.170%
7/18/2025Bartlett & CO. Wealth Management LLC4,741$243K0.0%-8.7%0.012%
7/18/2025Magnolia Private Wealth LLC20,585$1.06M0.8%+162.4%0.052%
7/17/2025Sterling Investment Advisors Ltd.21,975$1.13M0.3%+24.3%0.056%
7/17/2025Janney Capital Management LLC28,987$1.49M0.1%-1.1%0.073%
7/17/2025Janney Montgomery Scott LLC23,417$1.20M0.0%-27.3%0.059%
7/17/2025Hanson & 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%
7/14/2025AdvisorNet Financial Inc6,365$327K0.0%+128.1%0.016%
7/14/2025 GAMMA Investing LLC34,164$1.76M0.1%+2.3%0.087%
7/11/2025Farther 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%
5/16/2025NewEdge Advisors LLC328,266$16.92M0.1%+3.7%0.854%
5/16/2025Integrated Wealth Concepts LLC104,513$5.39M0.1%+68.9%0.272%
5/15/2025Baird Financial Group Inc.82,157$4.24M0.0%-0.7%0.214%
5/15/2025OLD Mission Capital LLC75,567$3.90M0.1%-59.9%0.197%
5/15/2025Vermillion & White Wealth Management Group LLC3,001$155K0.1%+250.6%0.008%
5/14/2025WCG Wealth Advisors LLC415,861$21.44M1.6%-11.9%1.082%
5/14/2025Flow Traders U.S. LLC10,366$534K0.0%-79.1%0.027%
5/14/2025Legacy Financial Advisors Inc.49,989$2.58M0.4%-5.4%0.130%
5/12/2025Staley Capital Advisers Inc.6,000$309K0.0%N/A0.016%
5/8/2025Davis R M Inc.302,943$15.62M0.3%-2.5%0.788%
5/8/2025Foster & Motley Inc.61,818$3.19M0.2%+3.7%0.161%
5/7/2025Sterling Investment Advisors Ltd.17,675$911K0.2%+37.0%0.046%
5/7/2025Keyvantage Wealth LLC134,893$6.95M3.4%+139.1%0.351%
5/5/2025Elyxium Wealth LLC30,660$1.58M0.7%+412.2%0.085%
5/2/2025Cullen Frost Bankers Inc.840$43K0.0%N/A0.002%
5/2/2025Transcendent Capital Group LLC16,795$866K0.5%-2.1%0.047%
4/30/2025Quotient Wealth Partners LLC288,466$14.87M0.5%-21.8%0.803%
4/30/202549 Wealth Management LLC9,309$480K0.1%+19.4%0.026%
4/29/2025Centennial Bank AR 2,098$108K0.1%-69.6%0.006%
4/29/2025Bank of New York Mellon Corp27,338$1.41M0.0%+395.3%0.076%
4/28/2025Private Trust Co. NA33,967$1.75M0.2%-4.4%0.095%
4/25/2025Morton Brown Family Wealth LLC169,105$8.72M3.0%+19.6%0.471%
4/25/2025Westside Investment Management Inc.34,892$1.80M0.4%-1.1%0.097%
4/23/2025Golden State Wealth Management LLC640$33K0.0%+124.6%0.002%
4/23/2025Bessemer Group Inc.3,863$199K0.0%N/A0.011%
4/23/2025Steph & Co.79,100$4.08M1.5%-5.8%0.220%
4/21/2025ORG Partners LLC16,237$837K0.2%-5.7%0.045%
4/21/2025Duncan Williams Asset Management LLC34,311$1.77M0.6%-0.7%0.096%
4/17/2025Vicus Capital8,521$439K0.0%+4.1%0.024%
4/17/2025Sagespring Wealth Partners LLC572,442$29.51M0.3%+1.0%1.594%
4/17/2025Janney Montgomery Scott LLC32,216$1.66M0.0%+18.9%0.090%
4/17/2025Hanson & Doremus Investment Management51,259$2.64M0.4%+3.2%0.143%
4/15/2025GAMMA Investing LLC33,396$1.72M0.1%+42.5%0.093%
4/14/2025Farther Finance Advisors LLC41,790$2.16M0.1%+244.8%0.116%
4/14/2025NewSquare Capital LLC5,912$305K0.0%N/A0.016%
4/11/2025Princeton Global Asset Management LLC18,085$932K0.2%+3.8%0.051%
4/7/2025GAMMA Investing LLC1,721,564$88.75M0.0%+7,248.3%4.901%
4/7/2025AdvisorNet Financial Inc2,791$144K0.0%-38.1%0.008%
2/24/2025Ameriflex Group Inc.1,711$89K0.0%N/A0.005%
2/18/2025Sunbelt Securities Inc.6,558$340K0.0%-4.4%0.024%
2/18/202549 Wealth Management LLC7,796$403K0.1%+11.5%0.028%
2/18/2025Novem Group17,778$920K0.1%N/A0.064%
2/18/2025Continuum 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%
2/13/2025Sagespring 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%
2/10/2025Cozad Asset Management Inc.4,945$256K0.0%-15.4%0.018%
2/10/2025Farther 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%
2/7/2025Kendall 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%
2/5/2025Private Trust Co. NA35,542$1.84M0.2%-1.2%0.127%
2/5/2025Magnolia Private Wealth LLC7,845$406K0.2%N/A0.028%
2/4/2025Sterling Investment Advisors Ltd.12,900$667K0.2%N/A0.046%
2/4/2025Bank of New York Mellon Corp5,519$285K0.0%N/A0.020%
2/4/2025Transcendent Capital Group LLC17,152$887K0.5%-11.2%0.061%
1/31/2025Morton Brown Family Wealth LLC141,434$7.32M2.5%+21.0%0.507%
(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 ($1.75M), 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 4,357,041 shares in the last 24 months. This purchase volume represents approximately $225.63M in transactions.

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

Of the 34 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), Steph & Co. ($28.72K), and First International Bank & Trust ($21.03K).

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

Institutional investors have sold a total of 1,036,369 shares in the last 24 months. This volume of shares sold represents approximately $53.36M in transactions.


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This page (NYSEARCA:MUNI) was last updated on 10/9/2025 by MarketBeat.com Staff
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