PIMCO Intermediate MunicipalMUNIETF
13F holders, Q2 2024 (June 30)281holders +19
26new positions
12sold out
1famous investor
$52.06avg. 13F price*
At the end of Q2 2024, 281 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings, up 19 from Q1 2024. 26 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($75.0M), LPL Financial LLC ($73.3M) and Cwm, LLC ($68.8M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- PIMCO Intermediate Municipal
- Filed as
- PIMCO ETF TR (Q2 2024)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $14.7M |
| Exits | 12 | $3.4M |
All 13F filers, Q1 2024 → Q2 2024: 2,448,536 shares bought and 729,378 shares sold, net +1,719,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 281 holders
| Morgan Stanley | 0.01% | Add +10.2% | 1,440,553 | $75.0M |
| LPL Financial LLC | 0.04% | Add +7.5% | 1,408,027 | $73.3M |
| Cwm, LLC | 0.32% | Reduce -1.1% | 1,321,317 | $68.8M |
| Bank of America Corp. | 0.01% | Add +4.8% | 1,233,735 | $64.2M |
| Wells Fargo & Company | 0.02% | Add +11.1% | 1,146,998 | $59.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.8% | 886,385 | $46.1M |
| UBS Group AG | 0.01% | Add +59.2% | 861,951 | $44.9M |
| Towneley Capital Management, Inc / DE | 10.20% | Reduce -3.9% | 835,575 | $43.5M |
| Cercano Management LLC | 0.80% | Add +49.7% | 576,296 | $30.0M |
| WCG Wealth Advisors LLC | 2.09% | Add +18.3% | 543,290 | $28.3M |
| Bailard, Inc. | 0.74% | Reduce -23.6% | 517,223 | $26.9M |
| MBL Wealth, LLC | 2.45% | Add +5.2% | 420,681 | $21.9M |
| Dynasty Wealth Management, LLC | 0.59% | Add +8.9% | 386,713 | $20.1M |
| Avantax Planning Partners, Inc. | 0.63% | Reduce -3.3% | 377,918 | $19.7M |
| Thrivent Financial for Lutherans | 0.04% | Add +20.2% | 377,855 | $19.7M |
| Quotient Wealth Partners, LLC | 0.62% | Add +9.3% | 337,987 | $17.6M |
| Cetera Investment Advisers | 0.04% | Add +9.6% | 334,282 | $17.4M |
| HighTower Advisors, LLC | 0.03% | Reduce -2.3% | 328,247 | $17.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.1% | 303,404 | $15.8M |
| NewEdge Advisors, LLC | 0.10% | Add +302.5% | 264,922 | $13.8M |
| Gratus Capital, LLC | 0.55% | Add +4.4% | 262,688 | $13.7M |
| McKinley Carter Wealth Services, Inc. | 0.85% | Reduce -1.2% | 256,355 | $13.3M |
| Goelzer Investment Management, Inc. | 0.68% | Reduce -6.1% | 234,261 | $12.2M |
| Raymond James & Associates | 0.01% | Add +31.0% | 186,997 | $9.7M |
| Sand Hill Global Advisors, LLC | 0.40% | Reduce -1.4% | 170,947 | $8.9M |
| Wealth Alliance Advisory Group, LLC | 2.00% | Add +3.4% | 170,242 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +34.6% | 170,224 | $8.9M |
| Capital Analysts, LLC | 0.39% | Add +4.2% | 169,120 | $8.8M |
| XML Financial, LLC | 0.87% | Reduce -16.3% | 165,212 | $8.6M |
| Fermata Advisors, LLC | 1.93% | Reduce -1.2% | 161,309 | $8.4M |
| Equita Financial Network, Inc. | 3.43% | Add +10.1% | 157,602 | $8.2M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -12.4% | 154,570 | $8.0M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -12.4% | 154,570 | $8.0M |
| Stifel Financial Corp. | 0.01% | Add +19.9% | 150,015 | $7.8M |
| Kestra Investment Management, LLC | 0.52% | — | 147,756 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.7% | 146,258 | $7.6M |
| Royal Bank of Canada | 0.00% | Add +9.0% | 140,346 | $7.3M |
| Vantage Financial Partners Ltd., Inc. | 1.74% | Add +6.5% | 134,528 | $7.0M |
| Arden Trust Co | 0.97% | Add +0.8% | 133,361 | $6.9M |
| Allworth Financial LP | 0.04% | Add +10.3% | 125,920 | $6.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +44.7% | 126,211 | $6.6M |
| Davis R M Inc. | 0.13% | Add +152.5% | 124,090 | $6.5M |
| Cerity Partners LLC | 0.02% | Add +24.1% | 118,739 | $6.2M |
| Clear Rock Advisors, LLC | 2.59% | Add +6.1% | 116,517 | $6.1M |
| TD Capital Management LLC | 0.62% | Add +26.7% | 113,245 | $5.9M |
| Financial Synergies Wealth Advisors, Inc. | 0.72% | Reduce -0.3% | 103,104 | $5.4M |
| BCS Wealth Management | 2.60% | Add +13.8% | 102,594 | $5.3M |
| Shotwell Rutter Baer Inc | 4.37% | New | 94,690 | $4.9M |
| Rehmann Capital Advisory Group | 0.35% | Add +12.6% | 94,746 | $4.9M |
| StoneX Group Inc. | 0.38% | Add +26.8% | 91,753 | $4.8M |
| Steph & Co. | 1.62% | Reduce -2.9% | 91,375 | $4.8M |
| Goodwin Investment Advisory | 2.16% | Reduce -2.9% | 90,478 | $4.7M |
| Smart Money Group LLC | 1.65% | Add +91.4% | 88,158 | $4.6M |
| Visionary Wealth Advisors | 0.30% | Add +1.2% | 87,231 | $4.5M |
| Kelman-Lazarov, Inc. | 0.82% | Add +2.3% | 84,644 | $4.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.11% | Reduce -6.1% | 84,310 | $4.4M |
| Baird Financial Group, Inc. | 0.01% | Add +6.2% | 81,045 | $4.2M |
| First International Bank & Trust | 1.44% | Add +7.0% | 80,418 | $4.2M |
| CarsonAllaria Wealth Management, Ltd. | 2.51% | Add +4.2% | 78,682 | $4.1M |
| Optimum Investment Advisors | 1.76% | No change | 75,223 | $3.9M |
| Biltmore Wealth Management, LLC | 1.64% | Add +1.1% | 72,813 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -55.1% | 68,757 | $3.6M |
| Flagstone Financial Management | 1.27% | Add +27.9% | 65,742 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +84.5% | 62,834 | $3.3M |
| Foster & Motley Inc. | 0.22% | Reduce -2.4% | 62,469 | $3.3M |
| PAX Financial Group, LLC | 0.63% | Reduce -2.1% | 61,801 | $3.2M |
| Renaissance Technologies | 0.01% | Reduce -61.2% | 61,700 | $3.2M |
| Opal Wealth Advisors, LLC | 1.03% | Reduce -19.0% | 61,615 | $3.2M |
| Econ Financial Services Corp | 1.96% | Add +38.3% | 60,675 | $3.2M |
| Legacy Financial Advisors, Inc. | 0.56% | Reduce -3.3% | 60,052 | $3.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2.9% | 58,431 | $3.0M |
| Prestige Wealth Management Group LLC | 0.63% | Reduce -0.3% | 55,652 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +4.5% | 54,689 | $2.8M |
| ERn Financial, LLC | 0.47% | Add +2.0% | 54,096 | $2.8M |
| Bleakley Financial Group, LLC | 0.08% | Add +3.3% | 53,913 | $2.8M |
| Simplicity Wealth,LLC | 0.06% | Add +3.3% | 53,913 | $2.8M |
| Executive Wealth Management, LLC | 0.50% | Reduce -1.4% | 52,712 | $2.7M |
| Arrowroot Family Office, LLC | 1.69% | Add +2.0% | 50,818 | $2.6M |
| Paladin Advisory Group, LLC | 2.05% | Add +0.4% | 50,790 | $2.6M |
| Beta Wealth Group, Inc. | 1.21% | Add +5.2% | 49,187 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -5.5% | 47,846 | $2.5M |
| Inspirion Wealth Advisors, LLC | 0.37% | No change | 46,964 | $2.4M |
| CreativeOne Wealth, LLC | 0.12% | Add +95.1% | 46,386 | $2.4M |
| IAM Advisory, LLC | 0.64% | Add +3.2% | 45,684 | $2.4M |
| Hanson & Doremus Investment Management | 0.40% | Reduce -2.7% | 45,410 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.18% | Add +1.8% | 44,524 | $2.3M |
| Prosperity Consulting Group, LLC | 0.30% | Add +5.1% | 42,952 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.2% | 41,458 | $2.2M |
| Cedar Point Capital Partners, LLC | 1.59% | Reduce -3.8% | 40,898 | $2.1M |
| Cyndeo Wealth Partners, LLC | 0.16% | Reduce -6.3% | 39,842 | $2.1M |
| Team Hewins, LLC | 0.86% | Add +82.7% | 39,839 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -47.3% | 39,500 | $2.1M |
| Valley National Advisers Inc. | 0.29% | Add +3.5% | 37,599 | $2.0M |
| Austin Wealth Management, LLC | 0.45% | Add +2.9% | 36,507 | $1.9M |
| Private Trust Co. NA | 0.21% | Reduce -0.1% | 36,629 | $1.9M |
| Westside Investment Management, Inc. | 0.43% | Reduce -3.7% | 36,391 | $1.9M |
| Integrated Wealth Concepts LLC | 0.03% | Add +50.4% | 35,105 | $1.8M |
| Viawealth, LLC | 1.13% | Add +15.6% | 34,864 | $1.8M |
| Kowal Investment Group, LLC | 0.36% | Reduce -2.8% | 34,850 | $1.8M |
| Flputnam Investment Management Co. | 0.03% | Add +455.3% | 33,427 | $1.7M |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.