Go Pro
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free MUNI Stock Alerts

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

PIMCO Intermediate Municipal Bond Exchange-Traded Fund logo
$51.96 +0.07 (+0.13%)
As of 02:05 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$78.10M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$13.08M
Get MUNI Insider Trade Alerts

Want to know when executives and insiders are buying or selling PIMCO Intermediate Municipal Bond 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

MUNI Institutional Buying and Selling by Quarter

PIMCO Intermediate Municipal Bond Exchange-Traded Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 GAMMA Investing LLC80,039$4.21M0.2%+16.2%0.136%
6/9/2026 Robinswood Financial LLC1,525$80K0.1%N/A0.003%
5/28/2026Cozad Asset Management Inc.7,263$379K0.0%N/A0.013%
5/19/2026 Arkadios Wealth Advisors40,602$2.12M0.0%-11.0%0.074%
5/15/2026 FreeGulliver LLC5,000$261K0.1%N/A0.009%
5/6/2026Bessemer Group Inc.40,008$2.09M0.0%N/A0.073%
5/5/2026 Bank of New York Mellon Corp78,227$4.08M0.0%+24.1%0.143%
5/5/2026 Sterling Investment Advisors Ltd.45,700$2.39M0.4%+26.2%0.084%
4/30/2026 Staley Capital Advisers Inc.42,700$2.23M0.1%+288.2%0.079%
4/28/2026 Ascentis Independent Advisors24,160$1.26M0.1%N/A0.045%
4/22/2026 Princeton Global Asset Management LLC17,498$913K0.1%+4.8%0.032%
4/21/2026 Morton Brown Family Wealth LLC180,642$9.43M2.5%+6.2%0.336%
4/21/2026 Foster & Motley Inc.141,690$7.40M0.4%+15.1%0.264%
4/20/2026 Provenance Wealth Advisors LLC2,984$156K0.0%N/A0.006%
4/18/2026 Steph & Co.69,329$3.62M1.0%-19.0%0.129%
4/17/2026 Worth Asset Management LLC5,960$311K0.1%N/A0.011%
4/17/2026 AdvisorNet Financial Inc6,382$333K0.0%+5.9%0.012%
4/17/2026 Hanson & Doremus Investment Management64,059$3.34M0.4%+12.1%0.119%
4/16/2026 Quotient Wealth Partners LLC345,489$18.03M0.5%+6.6%0.643%
2/18/2026Vermillion & White Wealth Management Group LLC3,378$177K0.1%+9.4%0.007%
2/18/2026 Centennial Bank AR 25,688$1.35M0.5%+1,124.4%0.051%
2/17/2026Advisory Services Network LLC8,998$472K0.0%+4.7%0.018%
2/17/2026Captrust Financial Advisors12,654$663K0.0%-5.3%0.025%
2/16/2026 Arax Advisory Partners1,322$69K0.0%N/A0.003%
2/13/2026 Arkadios Wealth Advisors45,611$2.39M0.0%+6.4%0.091%
2/12/2026Davis R M Inc.333,667$17.49M0.3%+7.6%0.667%
2/12/2026Wayfinding Financial LLC45,655$2.40M1.0%N/A0.091%
2/11/2026 Janney Montgomery Scott LLC53,001$2.78M0.0%-16.1%0.106%
2/11/2026 Hilton Head Capital Partners LLC675$35K0.0%N/A0.001%
2/11/2026JPMorgan Chase & Co.1,210,598$63.45M0.0%-2.7%2.419%
2/11/2026 Continuum Advisory LLC3,932$206K0.0%-21.0%0.008%
2/10/2026WCG Wealth Advisors LLC864,545$45.31M1.3%+241.5%1.727%
2/10/2026One Capital Management LLC18,652$978K0.0%+1.7%0.037%
2/9/2026 Sterling Investment Advisors Ltd.36,200$1.90M0.3%+77.7%0.072%
2/5/2026 Duncan Williams Asset Management LLC26,550$1.40M0.4%+7.2%0.053%
2/5/2026 Elyxium Wealth LLC103,027$5.40M0.1%+69.3%0.206%
2/4/2026 Legacy Financial Advisors Inc.26,045$1.37M0.2%-4.2%0.052%
2/4/2026 GGM Financials LLC35,707$1.87M0.9%+12.0%0.072%
2/4/2026 49 Wealth Management LLC17,866$936K0.1%+92.5%0.036%
1/28/2026 Morton Brown Family Wealth LLC170,176$8.92M2.4%-4.2%0.346%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
1/26/2026 Private Trust Co. NA21,453$1.12M0.1%-26.2%0.044%
1/26/2026 Transcendent Capital Group LLC16,123$845K0.4%-5.2%0.033%
1/23/2026 Farther Finance Advisors LLC54,303$2.85M0.0%+26.2%0.110%
1/23/2026 Steph & Co.85,644$4.49M1.3%+0.5%0.174%
1/23/2026 Westside Investment Management Inc.30,392$1.59M0.3%-11.6%0.062%
1/22/2026 Quotient Wealth Partners LLC324,128$16.99M0.5%+7.0%0.659%
1/22/2026 Vicus Capital19,705$1.03M0.1%+40.2%0.040%
1/22/2026 Newman Dignan & Sheerar Inc.118,574$6.21M1.3%+9.6%0.241%
1/20/2026 Princeton Global Asset Management LLC16,694$875K0.1%+11.8%0.034%
1/15/2026 Foster & Motley Inc.123,094$6.45M0.3%+36.7%0.253%
1/7/2026 DecisionMap Wealth Management LLC4,450$233K0.1%+13.4%0.009%
1/5/2026 GAMMA Investing LLC59,248$3.11M0.2%+45.9%0.123%
11/26/2025JPMorgan Chase & Co.1,243,849$65.03M0.0%+6.4%2.819%
11/19/2025Sunbelt Securities Inc.3,883$203K0.0%-40.8%0.009%
11/17/2025NewEdge Advisors LLC440,622$23.04M0.1%+5.2%0.998%
11/17/2025Integrated Wealth Concepts LLC102,975$5.38M0.0%+18.9%0.233%
11/14/2025One Capital Management LLC18,347$959K0.0%+31.1%0.042%
11/14/2025WCG Wealth Advisors LLC253,170$13.24M0.8%-22.7%0.574%
11/13/2025BNP Paribas Financial Markets856$45K0.0%+28,433.3%0.002%
11/12/2025 Staley Capital Advisers Inc.11,000$575K0.0%+10.0%0.025%
11/12/2025Davis R M Inc.310,198$16.22M0.3%-1.6%0.703%
11/12/2025 49 Wealth Management LLC9,280$485K0.0%+9.9%0.021%
11/10/2025 GGM Financials LLC31,878$1.67M0.8%+33.8%0.072%
11/10/2025 Legacy Financial Advisors Inc.27,186$1.42M0.2%-42.1%0.062%
11/7/2025 Keyvantage Wealth LLC135,649$7.09M3.0%+1.1%0.307%
11/7/2025JPMorgan Chase & Co.1,243,849$65.03M0.0%+6.4%2.819%
11/6/2025 Magnolia Private Wealth LLC19,260$1.01M0.6%-6.4%0.044%
11/5/2025 Elyxium Wealth LLC60,864$3.18M1.1%+20.0%0.138%
11/4/2025 Transcendent Capital Group LLC17,012$889K0.4%+1.3%0.039%
11/4/2025 Commonwealth Retirement Investments LLC5,500$288K0.1%N/A0.012%
11/4/2025Jones Financial Companies Lllp121,842$6.37M0.0%+24.3%0.276%
10/31/2025 Cullen Frost Bankers Inc.2,983$156K0.0%+25.2%0.007%
10/29/2025 Arkadios Wealth Advisors42,873$2.24M0.1%N/A0.097%
10/28/2025 Sterling Investment Advisors Ltd.20,375$1.07M0.2%-7.3%0.046%
10/24/2025 Vicus Capital14,053$735K0.1%-3.4%0.032%
10/23/2025 Foster & Motley Inc.90,028$4.71M0.3%+34.5%0.205%
10/23/2025 Strategic Blueprint LLC3,900$204K0.0%N/A0.009%
10/21/2025 PUREfi Wealth LLC12,171$636K0.5%N/A0.028%
10/21/2025 Morton Brown Family Wealth LLC177,723$9.29M2.7%-7.8%0.406%
10/20/2025Premier Financial Group1,800$94K0.0%N/A0.004%
10/16/2025 DecisionMap Wealth Management LLC3,923$205K0.1%N/A0.009%
10/15/2025 Private Trust Co. NA29,072$1.52M0.1%-14.9%0.067%
10/14/2025Security National Bank of Sioux City Iowa IA10,800$565K0.4%N/A0.025%
10/14/2025 Farther Finance Advisors LLC43,043$2.25M0.0%-22.8%0.099%
10/9/2025 AdvisorNet Financial Inc5,613$293K0.0%-11.8%0.013%
10/9/2025 Newman Dignan & Sheerar Inc.108,175$5.66M1.2%+60.8%0.250%
10/9/2025 Princeton Global Asset Management LLC14,933$781K0.1%-18.2%0.035%
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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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%
8/8/2025 Keyvantage Wealth LLC134,162$6.89M3.1%-0.5%0.340%
8/7/2025 49 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%
8/5/2025 Elyxium Wealth LLC50,736$2.61M1.0%+65.5%0.128%
8/5/2025 Westside Investment Management Inc.34,492$1.77M0.3%-1.1%0.087%


MUNI Institutional Ownership - Frequently Asked Questions

During the previous two years, 89 institutional investors and hedge funds held shares of PIMCO Intermediate Municipal Bond Exchange-Traded Fund. The most heavily invested institutionals were JPMorgan Chase & Co. ($63.45M), WCG Wealth Advisors LLC ($45.31M), Sagespring Wealth Partners LLC ($29.51M), NewEdge Advisors LLC ($23.04M), Quotient Wealth Partners LLC ($18.03M), Davis R M Inc. ($17.49M), and Morton Brown Family Wealth LLC ($9.43M).Learn more on PIMCO Intermediate Municipal Bond Exchange-Traded Fund's institutional investors.

Of the 76 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 ($1.76M), JPMorgan Chase & Co. ($905.67K), WCG Wealth Advisors LLC ($611.38K), Sagespring Wealth Partners LLC ($572.44K), Davis R M Inc. ($222.54K), OLD Mission Capital LLC ($188.30K), and Morton Brown Family Wealth LLC ($174.33K).

Institutional investors have bought a total of 1,491,980 shares in the last 24 months. This purchase volume represents approximately $78.10M in transactions.

Of the 20 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: WCG Wealth Advisors LLC ($74.31K), JPMorgan Chase & Co. ($33.25K), Steph & Co. ($31.92K), Morton Brown Family Wealth LLC ($22.55K), Legacy Financial Advisors Inc. ($20.88K), Private Trust Co. NA ($12.72K), and Farther Finance Advisors LLC ($12.68K).

Institutional investors have sold a total of 250,104 shares in the last 24 months. This volume of shares sold represents approximately $13.08M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:MUNI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
What's the Best Way to Lower RMD Taxes?
Once you turn 73, the IRS requires you to take distributions from your IRA, 401(k), and other retirement accou...
SmartAsset | Sponsoredtc pixel