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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -12,199 | -1.3% | 897,484 | $47.21M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +67 | +0.7% | 9,770 | $513.90K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +11,642 | +9.6% | 133,073 | $7.00M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +19,729 | +28.5% | 89,054 | $4.68M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Buy | +4 | +1.0% | 388 | $20.41K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +5,615 | +68.6% | 13,801 | $725.94K | Q2 2026 | Aug 27, 2026 |
| Rehmann Capital Advisory Group | Sell | -25,753 | -16.5% | 130,139 | $6.85M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +22,696 | +232.6% | 32,455 | $1.71M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -3,148 | -3.9% | 76,940 | $4.05M | Q2 2026 | Aug 19, 2026 |
| Goodwin Investment Advisory | Sell | -388 | -2.0% | 18,558 | $976.18K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +25,620 | +12.7% | 226,889 | $11.93M | Q2 2026 | Aug 18, 2026 |
| Wny Asset Management, Llc | Buy | +66,680 | — | 66,680 | $3.51M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +4,602 | +21.0% | 26,553 | $1.40M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +231 | +0.2% | 116,503 | $6.13M | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +448,607 | +12.2% | 4,139,216 | $217.72M | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Buy | +396,852 | +41.2% | 1,359,631 | $71.52M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +324,844 | +13.0% | 2,814,890 | $148.06M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +184,669 | +24.6% | 936,242 | $49.25M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +131,934 | +46.9% | 412,967 | $21.73M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -116,913 | -45.5% | 140,050 | $7.37M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +109,519 | +41.4% | 374,302 | $19.69M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +91,494 | +163.5% | 147,442 | $7.76M | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +77,831 | +19.0% | 488,067 | $25.67M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +63,139 | +17.8% | 417,321 | $21.95M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +55,992 | — | 55,992 | $2.95M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +40,916 | +6.6% | 656,614 | $34.54M | Q2 2026 | Aug 14, 2026 |
| Davis R M Inc | Buy | +40,908 | +12.2% | 375,367 | $19.74M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +20,380 | — | 20,380 | $1.07M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +19,573 | +75.5% | 45,498 | $2.39M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +18,517 | — | 18,517 | $974.01K | Q2 2026 | Aug 14, 2026 |
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.