PIMCO INTERMEDIATE MUNICIPAL (MUNI) Institutional Ownership Changes & 13F Activity

PIMCO INTERMEDIATE MUNICIPAL (MUNI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Wcg Wealth Advisors Llc, Wells Fargo & Company/Mn, Raymond James Financial Inc, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-12,199-1.3%897,484$47.21MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+67+0.7%9,770$513.90KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+11,642+9.6%133,073$7.00MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+19,729+28.5%89,054$4.68MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+4+1.0%388$20.41KQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+5,615+68.6%13,801$725.94KQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupSell-25,753-16.5%130,139$6.85MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+22,696+232.6%32,455$1.71MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-3,148-3.9%76,940$4.05MQ2 2026Aug 19, 2026
Goodwin Investment AdvisorySell-388-2.0%18,558$976.18KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+25,620+12.7%226,889$11.93MQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+66,680—66,680$3.51MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+4,602+21.0%26,553$1.40MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+231+0.2%116,503$6.13MQ2 2026Aug 17, 2026
Bank Of America CorpBuy+448,607+12.2%4,139,216$217.72MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcBuy+396,852+41.2%1,359,631$71.52MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+324,844+13.0%2,814,890$148.06MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+184,669+24.6%936,242$49.25MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+131,934+46.9%412,967$21.73MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-116,913-45.5%140,050$7.37MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+109,519+41.4%374,302$19.69MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+91,494+163.5%147,442$7.76MQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+77,831+19.0%488,067$25.67MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+63,139+17.8%417,321$21.95MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+55,992—55,992$2.95MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+40,916+6.6%656,614$34.54MQ2 2026Aug 14, 2026
Davis R M IncBuy+40,908+12.2%375,367$19.74MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+20,380—20,380$1.07MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+19,573+75.5%45,498$2.39MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+18,517—18,517$974.01KQ2 2026Aug 14, 2026
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Frequently asked questions about MUNI activity

  • Which institutional owners are buying MUNI?

    Institutional owners buying MUNI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MUNI activity?

    "Buy" means an investor increased their reported position in MUNI compared to the prior reporting period. This reflects growing exposure to PIMCO INTERMEDIATE MUNICIPAL (MUNI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MUNI increasing?

    Institutional interest in MUNI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.