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 143 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 $422 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
700
shares
|
$34,811
0.01% of portfolio
|
Q2 2023
Added 118.75%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
641
shares
|
$31,876
0.0% of portfolio
|
Q2 2024
New holding
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
585
shares
|
$29,092
0.0% of portfolio
|
Q1 2024
Reduced 67.15%
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
574
shares
|
$28,545
0.02% of portfolio
|
Q1 2024
Added 32.26%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
530
shares
|
$26,356
0.0% of portfolio
|
Q1 2024
Reduced 7.5%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
502
shares
|
$24,964
0.0% of portfolio
|
Q1 2024
Closed
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
472
shares
|
$23,472
0.0% of portfolio
|
Q4 2023
Added 1.29%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
472
shares
|
$23,472
0.0% of portfolio
|
Q4 2023
Added 0.21%
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 15, 2024 Q1 2024 |
398
shares
|
$19,792
0.01% of portfolio
|
Q1 2024
Added 8.15%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
310
shares
|
$15,416
0.0% of portfolio
|
Q1 2024
Added 7.64%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
278
shares
|
$13,824
0.0% of portfolio
|
Q1 2023
Added 20.35%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
250
shares
|
$12,432
0.0% of portfolio
|
Q1 2022
Reduced 34.21%
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 13, 2024 Q1 2024 |
231
shares
|
$11,487
0.0% of portfolio
|
Q1 2024
Added 1.32%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
225
shares
|
$11,189
0.0% of portfolio
|
Q3 2023
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 11, 2024 Q1 2024 |
123
shares
|
$6,116
0.0% of portfolio
|
Q1 2024
New holding
|
|
Beacon Capital Management, LLC
|
May 16, 2024 Q1 2024 |
105
shares
|
$5,221
0.0% of portfolio
|
Q1 2024
New holding
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
50
shares
|
$2,486
0.0% of portfolio
|
Q4 2022
Reduced 88.24%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|