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 |
| Landmark Wealth Management, LLC | 0.70% | Add +4.1% | 30,398 | $1.6M |
| Janney Capital Management LLC | 0.11% | Add +0.2% | 30,257 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +336.4% | 30,248 | $1.6M |
| Aviance Capital Partners, LLC | 0.21% | Reduce -0.3% | 30,176 | $1.6M |
| Kings Path Partners LLC | 0.67% | Add +1.9% | 29,988 | $1.6M |
| Blueprint Investment Partners LLC | 0.29% | New | 29,962 | $1.6M |
| StoneCrest Wealth Management, Inc. | 1.13% | New | 29,348 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | No change | 29,046 | $1.5M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -41.3% | 27,238 | $1.4M |
| Rockland Trust Co. | 0.07% | Reduce -2.0% | 26,383 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.28% | No change | 26,264 | $1.4M |
| Williams & Novak, LLC | 1.29% | Add +4.4% | 26,115 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +306.2% | 25,528 | $1.4M |
| Brandywine Oak Private Wealth LLC | 0.13% | Add +10.0% | 25,123 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +17.8% | 24,845 | $1.3M |
| Inspire Advisors, LLC | 0.16% | Add +28.4% | 24,825 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +0.0% | 24,654 | $1.3M |
| Raymond James Trust N.A. | 0.03% | Add +70.5% | 24,294 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +16.0% | 23,911 | $1.3M |
| Certified Advisory Corp | 0.14% | Add +38.5% | 23,205 | $1.2M |
| Breakwater Capital Group | 0.24% | Add +27.7% | 22,350 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -54.1% | 21,971 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +70.9% | 21,766 | $1.2M |
| GAMMA Investing LLC | 0.11% | Add +144.8% | 21,506 | $1.1M |
| W.H. Cornerstone Investments Inc. | 0.77% | Add +0.9% | 21,470 | $1.1M |
| Koshinski Asset Management, Inc. | 0.10% | Add +11.7% | 20,929 | $1.1M |
| Kooman & Associates | 0.40% | Add +2.0% | 20,693 | $1.1M |
| Higgins & Schmidt Wealth Strategies LLC | 0.70% | New | 20,551 | $1.1M |
| Smith Thornton Advisors LLC | 0.71% | Add +15.3% | 20,368 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +5.8% | 20,169 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.03% | Add +25.4% | 20,010 | $1.1M |
| Crown Wealth Group, LLC | 0.45% | Add +160.8% | 19,441 | $1.0M |
| Transcendent Capital Group LLC | 0.52% | Reduce -21.5% | 19,307 | $1.0M |
| Comerica Bank | 0.00% | Reduce -3.3% | 19,271 | $1.0M |
| Robinson Smith Wealth Advisors LLC | 0.83% | Add +7.2% | 18,428 | $976K |
| Team Hewins, LLC | 0.37% | Reduce -54.7% | 18,055 | $957K |
| AdvisorNet Financial, Inc | 0.07% | Add +0.8% | 17,975 | $952K |
| Saxon Interests, Inc. | 0.43% | Reduce -1.2% | 17,913 | $949K |
| Avaii Wealth Management, LLC | 0.48% | Reduce -0.3% | 17,794 | $943K |
| Midwest Financial Group LLC | 0.55% | Reduce -0.1% | 17,765 | $941K |
| Martel Wealth Advisors LLC | 0.19% | No change | 17,823 | $939K |
| ORG Partners LLC | 0.15% | Reduce -5.2% | 17,520 | $928K |
| Ashton Thomas Private Wealth, LLC | 0.05% | No change | 17,424 | $923K |
| Creative Planning | 0.00% | Reduce -14.3% | 16,718 | $886K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.1% | 16,587 | $879K |
| SignalPoint Asset Management, LLC | 0.20% | Add +61.2% | 16,450 | $871K |
| Princeton Global Asset Management LLC | 0.16% | New | 16,002 | $848K |
| Syverson Strege & Co | 0.28% | Reduce -5.8% | 15,979 | $847K |
| Petra Financial Advisors Inc. | 0.54% | No change | 15,420 | $817K |
| Kuhn & Co Investment Counsel | 0.70% | Add +11.9% | 15,383 | $815K |
| BTG Pactual Asset Management US LLC | 0.12% | New | 15,180 | $804K |
| Natixis Advisors, LLC | 0.00% | Add +7.4% | 15,076 | $799K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -6.9% | 14,976 | $793K |
| AlphaMark Advisors, LLC | 0.27% | Add +1.6% | 14,970 | $793K |
| Madison Wealth Partners, Inc | 0.23% | Add +1.8% | 14,943 | $792K |
| Mariner, LLC | 0.00% | Add +176.8% | 14,806 | $784K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -4.3% | 14,761 | $782K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.7% | 14,328 | $759K |
| Objective Capital Management, LLC | 0.43% | — | 13,886 | $736K |
| Sanctuary Advisors, LLC | 0.00% | Add +16.2% | 13,309 | $694K |
| Main Street Financial Solutions, LLC | 0.06% | Add +2.5% | 13,083 | $693K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.0% | 12,955 | $686K |
| Bedel Financial Consulting, Inc. | 0.10% | No change | 12,748 | $675K |
| Fragasso Financial Advisors Inc | 0.05% | No change | 12,630 | $669K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 12,580 | $666K |
| Anchor Investment Management, LLC | 0.06% | No change | 12,427 | $658K |
| Signet Investment Advisory Group, Inc. | 0.33% | Add +25.1% | 12,370 | $655K |
| Kingfisher Capital LLC | 0.15% | Reduce -7.7% | 12,232 | $648K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +0.6% | 12,150 | $644K |
| Newman Dignan & Sheerar, Inc. | 0.15% | New | 12,202 | $635K |
| Destiny Wealth Partners, LLC | 0.11% | Add +0.3% | 11,702 | $620K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +12.2% | 11,502 | $609K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +2.4% | 11,340 | $601K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -10.6% | 11,025 | $584K |
| Astoria Portfolio Advisors LLC. | 0.20% | Reduce -6.8% | 11,097 | $582K |
| EP Wealth Advisors, LLC | 0.00% | No change | 10,640 | $564K |
| Ballentine Capital Advisors, Inc | 0.26% | No change | 9,815 | $520K |
| Hobbs Group Advisors, LLC | 0.19% | Add +0.6% | 9,813 | $520K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +3.8% | 9,782 | $518K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 9,772 | $518K |
| Nwam LLC | 0.03% | New | 9,725 | $515K |
| Silver Oak Securities, Incorporated | 0.05% | Add +369.2% | 9,567 | $507K |
| Eagle Wealth Strategies LLC | 0.37% | No change | 9,539 | $505K |
| Advisory Services Network, LLC | 0.01% | No change | 9,673 | $504K |
| Fairhaven Wealth Management, LLC | 0.15% | Add +5.6% | 9,500 | $503K |
| First Trust Advisors LP | 0.00% | Reduce -23.2% | 9,434 | $500K |
| Ameritas Advisory Services, LLC | 0.02% | Add +3.2% | 8,922 | $473K |
| Larson Financial Group LLC | 0.03% | Add +9614.3% | 8,840 | $468K |
| Composition Wealth, LLC | 0.01% | Add +0.1% | 8,824 | $468K |
| WBH Advisory Inc. | 0.04% | No change | 8,771 | $465K |
| Vertex Planning Partners, LLC | 0.11% | Add +13.3% | 8,761 | $464K |
| Sigma Planning Corp | 0.01% | Reduce -5.1% | 8,680 | $460K |
| Legacy Edge Advisors, LLC | 0.07% | No change | 8,395 | $445K |
| Vicus Capital | 0.04% | Add +0.2% | 8,042 | $426K |
| Unique Wealth, LLC | 0.10% | New | 8,038 | $426K |
| First Affirmative Financial Network | 0.22% | Reduce -7.4% | 7,752 | $411K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -0.1% | 7,594 | $402K |
| Crumly & Associates Inc. | 0.11% | New | 7,575 | $401K |
| Lunt Capital Management, Inc. | 0.19% | No change | 7,510 | $398K |
| REAP Financial Group, LLC | 0.10% | No change | 7,413 | $393K |
| Clear Point Advisors Inc. | 0.30% | Add +4.2% | 7,384 | $391K |
| Summit X, LLC | 0.10% | No change | 7,501 | $390K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -6.5% | 7,377 | $384K |
| 1900 Wealth Management LLC | 0.03% | No change | 7,031 | $373K |
| McNamara Financial Services, Inc. | 0.07% | Add +1.7% | 7,010 | $371K |
| 49 Wealth Management, LLC | 0.06% | Reduce -2.3% | 6,991 | $370K |
| Centennial Bank | 0.17% | Reduce -33.9% | 6,898 | $365K |
| Sunbelt Securities, Inc. | 0.04% | Add +14.8% | 6,861 | $364K |
| Financial Advocates Investment Management | 0.02% | Reduce -11.6% | 6,784 | $359K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.0% | 6,750 | $358K |
| Bond & Devick Financial Network, Inc. | 0.15% | No change | 6,708 | $355K |
| Sunesis Advisors, LLC | 0.21% | No change | 6,638 | $352K |
| Howard Wealth Management, LLC | 0.20% | New | 6,618 | $351K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +36.6% | 6,605 | $350K |
| Vista Investment Management | 0.13% | No change | 6,554 | $347K |
| Cahill Financial Advisors Inc. | 0.05% | No change | 6,534 | $346K |
| DAVENPORT & Co LLC | 0.00% | No change | 6,508 | $345K |
| Betterment LLC | 0.00% | Reduce -6.3% | 6,446 | $342K |
| Commerce Bank | 0.00% | Reduce -11.3% | 6,257 | $331K |
| Gradient Investments LLC | 0.01% | Add +4.2% | 6,225 | $330K |
| Equitable Holdings, Inc. | 0.00% | Add +16.6% | 6,053 | $321K |
| Ascentis Independent Advisors | 0.05% | Reduce -2.9% | 6,031 | $320K |
| Sanders Morris Harris LLC | 0.05% | No change | 5,913 | $313K |
| PFG Advisors | 0.02% | Add +20.5% | 5,887 | $312K |
| First Horizon Advisors, Inc. | 0.01% | New | 5,866 | $311K |
| Cozad Asset Management Inc. | 0.03% | Add +52.0% | 5,845 | $310K |
| Continuum Advisory, LLC | 0.04% | Reduce -8.4% | 5,648 | $294K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 5,506 | $292K |
| Professional Financial Advisors, LLC | 0.08% | Reduce -6.9% | 5,495 | $291K |
| Milestone Asset Management, LLC | 0.06% | No change | 5,291 | $280K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -25.9% | 5,191 | $275K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -19.2% | 5,157 | $273K |
| Seaside Wealth Management, Inc. | 0.10% | Add +3.9% | 5,063 | $268K |
| GGM Financial LLC | 0.23% | Reduce -18.1% | 4,939 | $262K |
| Mutual Advisors, LLC | 0.01% | No change | 5,000 | $260K |
| Olympus Wealth Management, LLC | 0.09% | New | 4,885 | $259K |
| Stokes Capital Advisors, LLC | 0.07% | No change | 4,879 | $258K |
| Capital Market Strategies LLC | 0.16% | Reduce -11.7% | 4,856 | $257K |
| Sandy Spring Bank | 0.01% | Add +40.1% | 4,804 | $255K |
| Jane Street Group, LLC | 0.00% | Reduce -87.9% | 4,778 | $253K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 4,685 | $248K |
| IFP Advisors, Inc | 0.01% | Add +0.6% | 4,666 | $247K |
| Palo Alto Wealth Advisors, LLC | 0.10% | Add +1.2% | 4,694 | $246K |
| Harbour Investments, Inc. | 0.01% | Add +68.6% | 4,633 | $245K |
| Key Financial Inc | 0.05% | Reduce -1.4% | 4,536 | $240K |
| Focus Financial Network, Inc. | 0.01% | Add +0.7% | 4,534 | $240K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.6% | 4,437 | $235K |
| Stablepoint Partners, LLC | 0.04% | Reduce -1.5% | 4,379 | $232K |
| Curran Financial Partners, LLC | 0.07% | New | 4,378 | $232K |
| Benjamin Edwards Inc. | 0.00% | New | 4,338 | $230K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -3.6% | 4,324 | $229K |
| Synovus Financial Corp. | 0.00% | New | 4,155 | $220K |
| JSF Financial, LLC | 0.06% | No change | 4,000 | $212K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 3,995 | $212K |
| &partners | 0.00% | New | 3,969 | $210K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -51.8% | 3,915 | $207K |
| Goldstein Advisors, LLC | 0.03% | No change | 3,898 | $207K |
| HUB Investment Partners, LLC | 0.01% | No change | 3,868 | $205K |
| Titleist Asset Management, LLC | 0.03% | New | 3,800 | $201K |
| Crestwood Advisors Group, LLC | 0.00% | New | 3,800 | $201K |
| Consilium Wealth Advisory, LLC | 0.11% | New | 3,790 | $201K |
| Principal Securities, Inc. | 0.00% | Add +182.2% | 2,342 | $124K |
| Wintrust Investments LLC | 0.08% | Reduce -89.8% | 2,089 | $110K |
| Clearstead Advisors, LLC | 0.00% | Add +0.7% | 1,897 | $101K |
| Planned Solutions, Inc. | 0.04% | New | 1,872 | $99K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,821 | $96K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,790 | $95K |
| Planning Capital Management Corp | 0.06% | No change | 1,738 | $92K |
| Bank of Montreal | 0.00% | Add +21.4% | 1,700 | $90K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 1,555 | $82K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,538 | $81K |
| Avior Wealth Management, LLC | 0.00% | Reduce -8.0% | 1,487 | $79K |
| Red Tortoise LLC | 0.04% | Add +0.9% | 1,359 | $72K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,300 | $69K |
| GeoWealth Management, LLC | 0.00% | Add +61.2% | 1,243 | $66K |
| TruNorth Capital Management, LLC | 0.02% | No change | 1,000 | $53K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | Reduce -0.2% | 908 | $48K |
| WealthShield Partners, LLC | 0.00% | No change | 663 | $35K |
| Valley National Advisers Inc. | 0.01% | Reduce -98.4% | 599 | $31K |
| Flaharty Asset Management, LLC | 0.00% | New | 576 | $31K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 450 | $24K |
| Rothschild Investment LLC | 0.00% | No change | 375 | $20K |
| FMR LLC | 0.00% | Reduce -2.5% | 353 | $19K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 302 | $16K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.5% | 218 | $12K |
| Allianz Asset Management GmbH | 0.00% | Add +1.3% | 158 | $8K |
| Fourpath Capital Management, LLC | 0.00% | New | 129 | $7K |
| Tucker Asset Management LLC | 0.00% | No change | 70 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 40 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.1% | 11 | $583 |
| Assetmark, Inc. | 0.00% | No change | 5 | $265 |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.