Purchases and Sales Made in Q1 2022 in Pimco ETF Tr Sht Term Mun Bd A (SMMU)

SMMU Quotes by TradingView

This table provides information about the institutional ownership of Pimco ETF Tr Sht Term Mun Bd A (SMMU) during Q1 2022. The information is specifically focused on institutions that hold shares of PIMCO ETF TR SHT TERM MUN BD A.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
238K
+ 9.98%
$11.9M - $12.2M
2.62M $131M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
66.4K
+ 10.9%
$3.31M - $3.4M
675K $33.8M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
40.6K
+ 188.64%
$2.02M - $2.08M
62.1K $3.1M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
37K
+ 70.23%
$1.85M - $1.9M
89.7K $4.49M
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
33.2K
New
$1.66M - $1.7M
33.2K $1.66M
Apr 25, 2022 Q1 2022
Westside Investment Management, Inc.

BUY
 -
32.2K
New
$1.61M - $1.65M
32.2K $1.61M
Apr 28, 2022 Q1 2022
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
29.5K
+ 15.96%
$1.47M - $1.51M
214K $10.7M
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
20.1K
+ 3.06%
$1M - $1.03M
675K $33.8M
May 02, 2022 Q1 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
15.5K
+ 6.11%
$773K - $794K
269K $13.5M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
11.8K
New
$591K - $607K
11.8K $592K
May 02, 2022 Q1 2022
Bcgm Wealth Management, LLC

BUY
 -
9.82K
New
$490K - $503K
9.82K $491K
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
9.31K
+ 21.84%
$464K - $477K
51.9K $2.6M
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

BUY
 -
7.63K
+ 138.52%
$381K - $391K
13.1K $657K
Apr 26, 2022 Q1 2022
Bond & Devick Financial Network, Inc.

BUY
 -
7.6K
New
$379K - $389K
7.6K $380K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
7.54K
New
$376K - $386K
7.54K $377K
May 05, 2022 Q1 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
7.51K
+ 5.65%
$375K - $385K
140K $7.02M
May 04, 2022 Q1 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
6.21K
New
$310K - $318K
6.21K $310K
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
5.82K
+ 11.31%
$290K - $298K
57.2K $2.86M
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5.01K
+ 1668.33%
$250K - $257K
5.31K $265K
May 12, 2022 Q1 2022
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
4.7K
New
$235K - $241K
4.7K $235K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
3.66K
+ 4.4%
$183K - $188K
86.8K $4.34M
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
2.81K
+ 12.13%
$140K - $144K
25.9K $1.3M
Apr 13, 2022 Q1 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
2.71K
+ 71.84%
$135K - $139K
6.48K $324K
May 09, 2022 Q1 2022
Advisors Preferred, LLC

Rockville, MD
BUY
 -
2.39K
+ 12.49%
$119K - $122K
21.5K $1.08M
May 05, 2022 Q1 2022
Levy Wealth Management Group, LLC

BUY
 -
2.01K
+ 5.05%
$100K - $103K
41.7K $2.09M
Apr 20, 2022 Q1 2022
American Institute For Advanced Investment Management, LLP

BUY
 -
2K
+ 20.44%
$99.8K - $103K
11.8K $589K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
1.65K
New
$82.1K - $84.4K
1.65K $82.3K
May 18, 2022 Q1 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
1.31K
+ 1.48%
$65.4K - $67.1K
89.7K $4.48M
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

BUY
 -
700
+ 26.64%
$34.9K - $35.9K
3.33K $166K
May 11, 2022 Q1 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
390
+ 2.16%
$19.5K - $20K
18.5K $923K
May 09, 2022 Q1 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
360
+ 4.07%
$18K - $18.5K
9.21K $461K
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

BUY
 -
255
+ 1.21%
$12.7K - $13.1K
21.4K $1.07M
May 13, 2022 Q1 2022
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
226
New
$11.3K - $11.6K
226 $11.3K
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
25
+ 0.35%
$1.25K - $1.28K
7.09K $355K
Apr 26, 2022 Q1 2022
Landmark Wealth Management, LLC

BUY
 -
16
+ 0.13%
$798 - $820
12.3K $616K
May 10, 2022 Q1 2022
Kingfisher Capital LLC

BUY
 -
12
+ 0.09%
$599 - $615
13.7K $686K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 06, 2022 Q1 2022
St. James Investment Advisors, LLC

Port Jefferson, NY
SELL
 -
-85
- 9.88%
$4.24K - $4.36K
775 $38.8K
May 13, 2022 Q1 2022
Covington Capital Management

SELL
 -
-130
- 34.21%
$6.49K - $6.66K
250 $12.5K
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-201
- 24.66%
$10K - $10.3K
614 $30.7K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-252
Closed
$12.6K - $12.9K
0 $0
Apr 18, 2022 Q1 2022
Capital Market Strategies LLC

SELL
 -
-257
- 2.14%
$12.8K - $13.2K
11.8K $588K
May 09, 2022 Q1 2022
Amplius Wealth Advisors, LLC

SELL
 -
-389
- 3.03%
$19.4K - $19.9K
12.5K $623K
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

SELL
 -
-662
Closed
$33K - $33.9K
0 $0
Apr 22, 2022 Q1 2022
Main Street Financial Solutions, LLC

SELL
 -
-800
- 13.11%
$39.9K - $41K
5.3K $265K
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-891
- 6.11%
$44.5K - $45.7K
13.7K $685K
May 10, 2022 Q1 2022
Sittner & Nelson, LLC

Eugene, OR
SELL
 -
-961
- 3.2%
$48K - $49.3K
29.1K $1.45M
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-1.1K
Closed
$54.7K - $56.2K
0 $0
Apr 29, 2022 Q1 2022
Clearview Wealth Advisors LLC

SELL
 -
-1.15K
- 62.84%
$57.4K - $58.9K
680 $34K

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