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 156 institutions that hold shares in the stock, with a total of 9.28 Million shares, which have been reported (via 13F filing form) to have a value of $463 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
18,580
shares
|
$926,398
0.08% of portfolio
|
Q3 2024
Added 64.64%
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
17,451
shares
|
$870,106
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
16,497
shares
|
$822,540
0.05% of portfolio
|
Q3 2024
Added 27.57%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
15,856
shares
|
$790,580
0.0% of portfolio
|
Q3 2024
Added 84.93%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
15,000
shares
|
$747,900
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,164
shares
|
$706,217
0.01% of portfolio
|
Q3 2024
Added 29.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
14,019
shares
|
$698,987
0.0% of portfolio
|
Q3 2024
Reduced 20.9%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
13,417
shares
|
$668,971
0.25% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
13,224
shares
|
$659,348
0.0% of portfolio
|
Q2 2024
Reduced 24.86%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
13,184
shares
|
$657,354
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,544
shares
|
$625,443
0.03% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
11,077
shares
|
$552,299
0.16% of portfolio
|
Q3 2024
Added 57.08%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
10,831
shares
|
$540,033
0.04% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
10,261
shares
|
$511,613
0.05% of portfolio
|
Q1 2024
Added 2.8%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
10,104
shares
|
$503,785
0.0% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
9,644
shares
|
$480,849
0.0% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
9,578
shares
|
$477,559
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
9,450
shares
|
$471,177
0.0% of portfolio
|
Q3 2024
Reduced 22.95%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,077
shares
|
$452,579
0.39% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
8,998
shares
|
$448,640
0.06% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
8,870
shares
|
$442,258
0.42% of portfolio
|
Q3 2024
Added 20.35%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
8,428
shares
|
$420,220
0.03% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
8,055
shares
|
$401,622
0.04% of portfolio
|
Q1 2023
Added 5.05%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
7,701
shares
|
$383,971
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
7,532
shares
|
$375,545
0.11% of portfolio
|
Q3 2024
Added 809.66%
|