Institutional Ownership Pimco ETF Tr Sht Term Mun Bd A (SMMU)
This table provides information about the institutional ownership of Pimco ETF Tr Sht Term Mun Bd A (SMMU). We have compiled data on the 142 institutions that hold shares in the stock, with a total of 8.48 Million shares, which have been reported (via 13F filing form) to have a value of $423 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,088,615
shares
|
$54.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
856,174
shares
|
$42.7 Million
0.21% of portfolio
|
Q1 2024
Added 0.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
639,166
shares
|
$31.9 Million
0.09% of portfolio
|
Q1 2024
Added 18.01%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
604,913
shares
|
$30.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
407,501
shares
|
$20.3 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Biltmore Wealth Management, LLC
|
May 03, 2024 Q1 2024 |
368,867
shares
|
$18.4 Million
8.21% of portfolio
|
Q4 2023
Added 2.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
326,735
shares
|
$16.3 Million
0.05% of portfolio
|
Q1 2024
Added 13.91%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
260,066
shares
|
$13 Million
0.03% of portfolio
|
Q1 2024
Reduced 4.39%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 09, 2024 Q1 2024 |
228,483
shares
|
$11.4 Million
1.14% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
202,718
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.23%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
202,486
shares
|
$10.1 Million
1.08% of portfolio
|
Q1 2024
Added 15.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
185,620
shares
|
$9.26 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
145,487
shares
|
$7.26 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
May 14, 2024 Q1 2024 |
118,204
shares
|
$5.89 Million
2.16% of portfolio
|
Q1 2024
Added 9.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
106,605
shares
|
$5.32 Million
0.09% of portfolio
|
Q1 2024
Reduced 6.55%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
102,068
shares
|
$5.09 Million
0.0% of portfolio
|
Q1 2024
Added 9.99%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
May 07, 2024 Q1 2024 |
99,174
shares
|
$4.95 Million
3.18% of portfolio
|
Q1 2024
Reduced 21.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
97,243
shares
|
$4.85 Million
0.01% of portfolio
|
Q1 2024
Added 2.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
86,883
shares
|
$4.33 Million
0.01% of portfolio
|
Q1 2024
Added 2.6%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 15, 2024 Q1 2024 |
86,807
shares
|
$4.33 Million
0.6% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
79,850
shares
|
$3.98 Million
0.98% of portfolio
|
Q1 2024
Reduced 7.1%
|
|
|
Davis R M Inc
Portland, ME |
May 10, 2024 Q1 2024 |
74,525
shares
|
$3.72 Million
0.08% of portfolio
|
Q1 2024
Reduced 10.37%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 09, 2024 Q1 2024 |
74,475
shares
|
$3.71 Million
0.77% of portfolio
|
Q1 2024
Added 8.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
67,645
shares
|
$3.37 Million
0.01% of portfolio
|
Q1 2024
Reduced 74.72%
|
|
|
Crumly & Associates Inc.
|
May 01, 2024 Q1 2024 |
66,798
shares
|
$3.33 Million
0.97% of portfolio
|
Q1 2024
Reduced 1.26%
|
|