PIMCO Intermediate MunicipalMUNIETF
13F holders, Q3 2024 (September 30)291holders +10
28new positions
13sold out
1famous investor
$53.46avg. 13F price*
At the end of Q3 2024, 291 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings, up 10 from Q2 2024. 28 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($80.8M), Bank of America Corp. ($77.9M) and Cwm, LLC ($77.8M). 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 (Q3 2024)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $14.1M |
| Exits | 13 | $6.1M |
All 13F filers, Q2 2024 → Q3 2024: 2,979,033 shares bought and 1,325,066 shares sold, net +1,653,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 291 holders
| Morgan Stanley | 0.01% | Add +5.9% | 1,525,344 | $80.8M |
| Bank of America Corp. | 0.01% | Add +19.2% | 1,470,210 | $77.9M |
| Cwm, LLC | 0.34% | Add +11.2% | 1,469,347 | $77.8M |
| Wells Fargo & Company | 0.02% | Add +9.2% | 1,252,482 | $66.4M |
| JPMorgan Chase & Co. | 0.00% | Add +25.6% | 1,113,341 | $59.0M |
| LPL Financial LLC | 0.03% | Reduce -24.8% | 1,058,278 | $56.1M |
| UBS Group AG | 0.01% | Reduce -3.5% | 831,550 | $44.1M |
| Towneley Capital Management, Inc / DE | 9.97% | Reduce -0.6% | 830,636 | $44.0M |
| HighTower Advisors, LLC | 0.04% | Add +63.1% | 535,306 | $28.4M |
| Focus Partners Wealth | 0.08% | Add +6000.9% | 497,831 | $26.4M |
| WCG Wealth Advisors LLC | 1.67% | Reduce -14.0% | 467,376 | $24.8M |
| Cercano Management LLC | 0.56% | Reduce -23.0% | 443,816 | $23.5M |
| Bailard, Inc. | 0.60% | Reduce -15.5% | 437,043 | $23.2M |
| Dynasty Wealth Management, LLC | 0.70% | Reduce -45.1% | 212,383 | $23.1M |
| MBL Wealth, LLC | 2.45% | Add +1.8% | 428,416 | $22.7M |
| Thrivent Financial for Lutherans | 0.04% | Add +10.8% | 418,489 | $22.2M |
| Cetera Investment Advisers | 0.04% | Add +12.1% | 374,640 | $19.8M |
| Quotient Wealth Partners, LLC | 0.65% | Add +10.3% | 372,636 | $19.7M |
| Avantax Planning Partners, Inc. | 0.61% | Reduce -15.4% | 319,856 | $16.9M |
| NewEdge Advisors, LLC | 0.11% | Add +19.4% | 316,180 | $16.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.5% | 314,047 | $16.6M |
| Davis R M Inc. | 0.28% | Add +122.4% | 276,000 | $14.6M |
| Raymond James & Associates | 0.01% | Add +38.7% | 259,375 | $13.7M |
| McKinley Carter Wealth Services, Inc. | 0.82% | Reduce -0.5% | 255,209 | $13.5M |
| Goelzer Investment Management, Inc. | 0.67% | Reduce -1.6% | 230,633 | $12.2M |
| XML Financial, LLC | 1.12% | Add +37.6% | 227,275 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +21.1% | 206,215 | $10.9M |
| Capital Analysts, LLC | 0.39% | Add +6.0% | 179,227 | $9.5M |
| Kestra Investment Management, LLC | 0.40% | Add +18.2% | 174,688 | $9.3M |
| Wealth Alliance Advisory Group, LLC | 1.90% | Add +0.1% | 170,356 | $9.0M |
| Sand Hill Global Advisors, LLC | 0.36% | Reduce -5.1% | 162,208 | $8.6M |
| Fermata Advisors, LLC | 1.73% | Reduce -0.2% | 160,947 | $8.5M |
| Stifel Financial Corp. | 0.01% | Add +5.1% | 157,600 | $8.3M |
| Renaissance Technologies | 0.01% | Add +152.8% | 155,951 | $8.3M |
| Equita Financial Network, Inc. | 2.97% | Reduce -2.5% | 153,603 | $8.1M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -3.2% | 149,662 | $7.9M |
| Orion Portfolio Solutions, LLC | 0.08% | Reduce -3.2% | 149,662 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.7% | 145,184 | $7.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +10.7% | 139,755 | $7.4M |
| Cerity Partners LLC | 0.02% | Add +17.4% | 139,408 | $7.4M |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 139,248 | $7.4M |
| TD Capital Management LLC | 0.71% | Add +18.3% | 134,009 | $7.1M |
| BCS Wealth Management | 2.65% | Add +14.7% | 117,709 | $6.2M |
| Biltmore Wealth Management, LLC | 2.56% | Add +61.6% | 117,650 | $6.2M |
| Morton Brown Family Wealth, LLC | 2.20% | Add +304.8% | 116,847 | $6.2M |
| Allworth Financial LP | 0.04% | Reduce -8.3% | 115,483 | $6.1M |
| StoneX Group Inc. | 0.44% | Add +25.1% | 114,812 | $6.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.68% | Add +0.9% | 104,008 | $5.5M |
| Shotwell Rutter Baer Inc | 4.31% | Add +5.1% | 99,560 | $5.2M |
| Smart Money Group LLC | 1.85% | Add +13.0% | 99,633 | $5.2M |
| Steph & Co. | 1.55% | Add +0.9% | 92,213 | $4.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.11% | Add +5.8% | 89,190 | $4.7M |
| Rehmann Capital Advisory Group | 0.31% | Reduce -6.4% | 88,683 | $4.7M |
| Visionary Wealth Advisors | 0.28% | Add +0.0% | 87,244 | $4.6M |
| Goodwin Investment Advisory | 1.97% | Reduce -5.1% | 85,839 | $4.5M |
| Kelman-Lazarov, Inc. | 0.78% | Add +0.8% | 85,312 | $4.5M |
| Flagstone Financial Management | 1.48% | Add +26.6% | 83,263 | $4.4M |
| Baird Financial Group, Inc. | 0.01% | Add +1.5% | 82,245 | $4.4M |
| Optimum Investment Advisors | 1.72% | No change | 75,223 | $4.0M |
| CarsonAllaria Wealth Management, Ltd. | 2.24% | Reduce -6.2% | 73,791 | $3.9M |
| First International Bank & Trust | 1.25% | Reduce -8.7% | 73,428 | $3.9M |
| PAX Financial Group, LLC | 0.63% | Add +7.6% | 66,481 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.7% | 66,208 | $3.5M |
| Executive Wealth Management, LLC | 0.27% | Add +21.1% | 63,820 | $3.4M |
| Econ Financial Services Corp | 1.85% | Add +3.1% | 62,582 | $3.3M |
| Integrated Wealth Concepts LLC | 0.04% | Add +76.7% | 62,046 | $3.3M |
| Foster & Motley Inc. | 0.20% | Reduce -2.3% | 61,019 | $3.2M |
| Opal Wealth Advisors, LLC | 1.00% | Reduce -2.1% | 60,319 | $3.2M |
| Legacy Financial Advisors, Inc. | 0.53% | Reduce -0.8% | 59,555 | $3.2M |
| Prestige Wealth Management Group LLC | 0.61% | Add +0.2% | 55,740 | $3.0M |
| SageView Advisory Group, LLC | 0.15% | New | 55,678 | $2.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -7.6% | 53,989 | $2.9M |
| Arrowroot Family Office, LLC | 1.65% | Add +5.0% | 53,338 | $2.8M |
| Bleakley Financial Group, LLC | 0.09% | Reduce -1.1% | 53,316 | $2.8M |
| ERn Financial, LLC | 0.42% | Reduce -2.8% | 52,611 | $2.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.1% | 52,433 | $2.8M |
| Paladin Advisory Group, LLC | 1.99% | No change | 50,790 | $2.7M |
| Hanson & Doremus Investment Management | 0.42% | Add +9.2% | 49,565 | $2.6M |
| Benchmark Financial Wealth Advisors, LLC | 0.86% | Add +67.7% | 48,545 | $2.6M |
| Beta Wealth Group, Inc. | 1.14% | Reduce -2.7% | 47,843 | $2.5M |
| Inspirion Wealth Advisors, LLC | 0.35% | No change | 46,964 | $2.5M |
| IAM Advisory, LLC | 0.62% | Add +0.8% | 46,059 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -26.7% | 46,045 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.16% | Reduce -1.4% | 43,915 | $2.3M |
| Prosperity Consulting Group, LLC | 0.18% | Add +2.2% | 43,892 | $2.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +32.5% | 43,578 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.4% | 42,435 | $2.2M |
| Cedar Point Capital Partners, LLC | 1.50% | Add +1.0% | 41,304 | $2.2M |
| IHT Wealth Management, LLC | 0.06% | Add +93.2% | 40,714 | $2.2M |
| Flputnam Investment Management Co. | 0.04% | Add +11.5% | 37,277 | $2.0M |
| Austin Wealth Management, LLC | 0.43% | Add +1.9% | 37,217 | $2.0M |
| Private Trust Co. NA | 0.19% | Reduce -1.8% | 35,976 | $1.9M |
| Viawealth, LLC | 1.09% | Add +1.6% | 35,432 | $1.9M |
| Westside Investment Management, Inc. | 0.40% | Reduce -3.0% | 35,291 | $1.9M |
| Patten Group, Inc. | 0.41% | Add +8.5% | 34,883 | $1.8M |
| Kowal Investment Group, LLC | 0.34% | Reduce -0.5% | 34,682 | $1.8M |
| Waverly Advisors, LLC | 0.03% | Add +2.7% | 32,267 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.12% | Reduce -21.9% | 31,125 | $1.6M |
| McAdam, LLC | 0.09% | Add +2.9% | 30,908 | $1.6M |
| Duncan Williams Asset Management, LLC | 0.89% | Add +0.9% | 30,530 | $1.6M |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.