Purchases and Sales Made in Q1 2023 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 2023. 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 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
68K
+ 71.07%
$3.35M - $3.39M
164K $8.21M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
46.7K
+ 265.56%
$2.3M - $2.33M
64.4K $3.23M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
38.4K
+ 19.5%
$1.89M - $1.91M
235K $11.8M
May 15, 2023 Q1 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
33.8K
New
$1.66M - $1.69M
33.8K $1.7M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
31.1K
+ 17.36%
$1.53M - $1.55M
210K $10.6M
May 17, 2023 Q1 2023
Westside Investment Management, Inc.

BUY
 -
25K
+ 53.76%
$1.23M - $1.25M
71.5K $3.59M
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
23.4K
+ 39.86%
$1.15M - $1.17M
82.2K $4.12M
May 04, 2023 Q1 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
22.8K
New
$1.12M - $1.14M
22.8K $1.14M
Apr 24, 2023 Q1 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
18K
New
$889K - $900K
18K $905K
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
16.5K
+ 57.79%
$812K - $822K
45K $2.26M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
10.6K
+ 45.87%
$523K - $530K
33.8K $1.7M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
10.5K
+ 2.2%
$515K - $522K
487K $24.4M
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
10.1K
New
$496K - $503K
10.1K $506K
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
9.95K
New
$490K - $496K
9.95K $499K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
9.22K
+ 17.26%
$454K - $460K
62.7K $3.14M
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
9.04K
New
$445K - $451K
9.04K $453K
Apr 20, 2023 Q1 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
8.88K
+ 6.12%
$437K - $443K
154K $7.72M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
8.76K
+ 27.74%
$431K - $437K
40.3K $2.02M
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
8.08K
+ 198.82%
$398K - $403K
12.2K $609K
Apr 20, 2023 Q1 2023
Signify Wealth

BUY
 -
8.02K
+ 5.19%
$395K - $400K
163K $8.16M
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
7.72K
New
$380K - $385K
7.72K $387K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
7.36K
+ 14.85%
$362K - $367K
56.9K $2.86M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
6.1K
New
$300K - $304K
6.1K $306K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.34K
+ 29.94%
$263K - $266K
23.2K $1.16M
May 01, 2023 Q1 2023
Davis R M Inc

Portland, ME
BUY
 -
5.21K
+ 4.4%
$257K - $260K
124K $6.2M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
5.09K
New
$251K - $254K
5.09K $255K
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
5K
New
$246K - $249K
5K $251K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
3.71K
+ 4.23%
$183K - $185K
91.5K $4.59M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.79K
New
$137K - $139K
2.79K $140K
Apr 20, 2023 Q1 2023
Sage Rhino Capital LLC

BUY
 -
2.53K
+ 10.73%
$124K - $126K
26.1K $1.31M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.17K
+ 12.33%
$107K - $108K
19.8K $993K
May 09, 2023 Q1 2023
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
2.14K
+ 6.34%
$105K - $107K
35.9K $1.8M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
1.97K
+ 1.94%
$97.2K - $98.5K
104K $5.21M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.96K
+ 982.91%
$96.3K - $97.6K
2.16K $108K
May 11, 2023 Q1 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
1.52K
+ 4.68%
$75K - $76K
34.1K $1.71M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
1.5K
New
$74K - $75K
1.5K $75.4K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.5K
+ 1.64%
$73.9K - $74.9K
93.1K $4.67M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.5K
New
$73.8K - $74.8K
1.5K $75.2K
May 03, 2023 Q1 2023
Websterrogers Financial Advisors, LLC

BUY
 -
1.5K
+ 1.21%
$73.8K - $74.8K
126K $6.31M
Apr 25, 2023 Q1 2023
Amplius Wealth Advisors, LLC

BUY
 -
1.4K
+ 1.75%
$68.9K - $69.8K
81.5K $4.09M
May 11, 2023 Q1 2023
Watchman Group, Inc.

Plano, TX
BUY
 -
1.09K
+ 10.43%
$53.4K - $54.1K
11.5K $576K
May 12, 2023 Q1 2023
Leelyn Smith, LLC

Geneva, IL
BUY
 -
1.05K
+ 9.8%
$51.9K - $52.6K
11.8K $592K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
828
New
$40.8K - $41.3K
828 $41.5K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
770
+ 10.57%
$37.9K - $38.4K
8.05K $404K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
715
+ 8.47%
$35.2K - $35.7K
9.16K $459K
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
686
+ 2.45%
$33.8K - $34.2K
28.7K $1.44M
Apr 20, 2023 Q1 2023
Avestar Capital, LLC

BUY
 -
654
+ 4.78%
$32.2K - $32.6K
14.3K $719K
May 02, 2023 Q1 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
619
+ 0.53%
$30.5K - $30.9K
118K $5.9M
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
584
+ 3.86%
$28.8K - $29.1K
15.7K $788K

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