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
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
573
New
$28.2K - $28.6K
573 $28.7K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
471
New
$23.2K - $23.5K
471 $23.6K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
419
+ 9.28%
$20.6K - $20.9K
4.93K $247K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
387
+ 5.05%
$19.1K - $19.3K
8.06K $404K
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

BUY
 -
320
New
$15.8K - $16K
320 $16K
May 04, 2023 Q1 2023
Levy Wealth Management Group, LLC

BUY
 -
128
+ 0.29%
$6.3K - $6.38K
44.2K $2.21M
Apr 10, 2023 Q1 2023
Iam Advisory, LLC

BUY
 -
93
+ 0.62%
$4.58K - $4.64K
15.2K $759K
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
48
+ 1.66%
$2.36K - $2.39K
2.95K $148K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
47
+ 20.35%
$2.31K - $2.34K
278 $13.9K
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
24
+ 9.96%
$1.18K - $1.2K
265 $13.3K
May 11, 2023 Q1 2023
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
13
+ 6.53%
$640 - $648
212 $10.6K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 02, 2023 Q1 2023
Bcgm Wealth Management, LLC

SELL
 -
-33
- 0.09%
$1.62K - $1.65K
38.3K $1.92M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-81
- 14.81%
$3.99K - $4.04K
466 $23.3K
Apr 12, 2023 Q1 2023
Clearview Wealth Advisors LLC

SELL
 -
-100
- 22.73%
$4.92K - $4.99K
340 $17K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-221
- 0.38%
$10.9K - $11K
58.1K $2.91M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-281
- 4.2%
$13.8K - $14K
6.41K $321K
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
SELL
 -
-309
- 3.96%
$15.2K - $15.4K
7.49K $375K
May 16, 2023 Q1 2023
Hollencrest Capital Management

SELL
 -
-343
- 19.35%
$16.9K - $17.1K
1.43K $71.6K
May 12, 2023 Q1 2023
Nottingham Advisors, Inc.

Amherst, NY
SELL
 -
-447
- 5.59%
$22K - $22.3K
7.55K $378K
May 12, 2023 Q1 2023
Capital Market Strategies LLC

SELL
 -
-494
- 4.27%
$24.3K - $24.6K
11.1K $555K
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

SELL
 -
-602
- 6.37%
$29.6K - $30K
8.85K $443K
Nov 03, 2023 Q1 2023
Kooman & Associates

Altoona, PA
SELL
 -
-698
- 4.12%
$34.4K - $34.8K
16.3K $814K
Apr 21, 2023 Q1 2023
Kooman & Associates

Altoona, PA
SELL
 -
-698
- 4.12%
$34.4K - $34.8K
16.3K $814K
May 01, 2023 Q1 2023
New Square Capital LLC

SELL
 -
-880
- 2.1%
$43.3K - $43.9K
41K $2.05M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-986
- 21.29%
$48.5K - $49.2K
3.65K $183K
May 08, 2023 Q1 2023
Yhb Investment Advisors, Inc.

SELL
 -
-1K
- 5.46%
$49.2K - $49.9K
17.3K $867K
Apr 07, 2023 Q1 2023
Kwb Wealth

Redlands, CA
SELL
 -
-1.09K
- 9.73%
$53.8K - $54.5K
10.1K $508K
Apr 20, 2023 Q1 2023
Wbh Advisory Inc

SELL
 -
-1.22K
- 17.0%
$59.9K - $60.7K
5.94K $297K
Apr 20, 2023 Q1 2023
Madison Wealth Partners, Inc

SELL
 -
-1.22K
- 7.69%
$60.1K - $60.9K
14.6K $734K
Apr 28, 2023 Q1 2023
American Institute For Advanced Investment Management, LLP

SELL
 -
-1.25K
- 14.21%
$61.5K - $62.4K
7.55K $378K
Apr 20, 2023 Q1 2023
Boyd Wealth Management, LLC

SELL
 -
-1.26K
- 7.04%
$62.2K - $63K
16.7K $837K
Apr 11, 2023 Q1 2023
Bond & Devick Financial Network, Inc.

SELL
 -
-1.63K
- 23.96%
$80.4K - $81.5K
5.19K $260K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

SELL
 -
-1.71K
- 19.3%
$83.9K - $85K
7.13K $357K
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

SELL
 -
-5.16K
- 44.65%
$254K - $257K
6.4K $321K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-6.22K
- 2.7%
$306K - $310K
224K $11.2M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

SELL
 -
-7.1K
- 54.12%
$349K - $354K
6.02K $301K
Apr 26, 2023 Q1 2023
Carson Allaria Wealth Management, Ltd.

SELL
 -
-7.69K
- 6.07%
$379K - $384K
119K $5.97M
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-7.75K
- 54.11%
$381K - $386K
6.57K $329K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-8.83K
- 10.25%
$435K - $440K
77.3K $3.87M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-12.4K
- 5.97%
$609K - $617K
195K $9.76M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-14.9K
- 4.85%
$733K - $743K
292K $14.6M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-14.9K
- 72.49%
$736K - $745K
5.67K $284K
Aug 30, 2023 Q1 2023
Aifg Consultants Ltd.

Halfmoon, NY
SELL
 -
-17.8K
- 27.93%
$878K - $890K
46K $2.31M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-18.3K
- 91.29%
$903K - $915K
1.75K $87.7K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-30.1K
- 1.47%
$1.48M - $1.5M
2.01M $101M
Apr 11, 2023 Q1 2023
Mbl Wealth, LLC

Charlotte, NC
SELL
 -
-31.8K
- 44.57%
$1.57M - $1.59M
39.6K $1.98M
May 10, 2023 Q1 2023
Condor Capital Management

Martinsville, NJ
SELL
 -
-31.9K
- 12.04%
$1.57M - $1.59M
233K $11.7M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
SELL
 -
-35.7K
- 9.79%
$1.76M - $1.78M
329K $16.5M

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