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 157 institutions that hold shares in the stock, with a total of 9.39 Million shares, which have been reported (via 13F filing form) to have a value of $467 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
4,091
shares
|
$204,059
0.01% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
4,060
shares
|
$202,512
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
4,056
shares
|
$202,313
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
4,013
shares
|
$200,168
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
3,533
shares
|
$176,226
0.14% of portfolio
|
Q3 2024
Reduced 21.85%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,588
shares
|
$129,089
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,162
shares
|
$107,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
1,975
shares
|
$98,513
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,430
shares
|
$71,328
0.0% of portfolio
|
Q1 2023
Reduced 19.35%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,083
shares
|
$54,020
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
989
shares
|
$49,331
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
821
shares
|
$40,951
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
815
shares
|
$40,652
0.0% of portfolio
|
Q2 2020
Reduced 34.26%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
780
shares
|
$38,906
0.03% of portfolio
|
Q3 2024
Reduced 89.78%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
700
shares
|
$34,916
0.01% of portfolio
|
Q2 2023
Added 118.75%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
605
shares
|
$30,177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
585
shares
|
$29,179
0.0% of portfolio
|
Q1 2024
Reduced 67.15%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
530
shares
|
$26,436
0.0% of portfolio
|
Q1 2024
Reduced 7.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
505
shares
|
$25,189
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
473
shares
|
$23,593
0.0% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
472
shares
|
$23,543
0.0% of portfolio
|
Q4 2023
Added 1.29%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
420
shares
|
$20,949
0.01% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
328
shares
|
$16,360
0.0% of portfolio
|
Q2 2024
Reduced 89.72%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
250
shares
|
$12,470
0.0% of portfolio
|
Q1 2022
Reduced 34.21%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
238
shares
|
$11,871
0.0% of portfolio
|
Q3 2024
Added 12.8%
|