Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
408KNew |
$20.3M - $20.4M
|
408K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
145KNew |
$7.26M - $7.3M
|
145K
$7.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
97.5K+ 18.01% |
$4.87M - $4.89M
|
639K
$32M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
42.7KNew |
$2.13M - $2.14M
|
42.7K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
39.9K+ 13.91% |
$1.99M - $2M
|
327K
$16.3M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
26.6K+ 15.1% |
$1.33M - $1.33M
|
202K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.3K+ 6.97% |
$1.01M - $1.02M
|
311K
$15.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.9K+ 112.18% |
$994K - $999K
|
37.7K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.2K+ 198.61% |
$858K - $863K
|
25.8K
$1.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
15K+ 84.37% |
$749K - $754K
|
32.8K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.2KNew |
$560K - $563K
|
11.2K
$561K
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 9.53% |
$513K - $516K
|
118K
$5.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
10.2KNew |
$509K - $512K
|
10.2K
$510K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.27K+ 9.99% |
$463K - $465K
|
102K
$5.1M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.01K+ 68.61% |
$449K - $452K
|
22.1K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
6.29KNew |
$314K - $316K
|
6.29K
$315K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.66K+ 8.22% |
$282K - $284K
|
74.5K
$3.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.65K+ 30.24% |
$282K - $284K
|
24.3K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.33K+ 14.99% |
$266K - $267K
|
40.9K
$2.04M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.41K+ 35.04% |
$220K - $221K
|
17K
$849K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.36K+ 24.35% |
$217K - $219K
|
22.2K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.31KNew |
$215K - $216K
|
4.31K
$216K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
4K+ 6.87% |
$200K - $201K
|
62.3K
$3.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3.78K+ 10.97% |
$189K - $190K
|
38.3K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.39K+ 3.71% |
$169K - $170K
|
94.6K
$4.73M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.11K+ 0.36% |
$155K - $156K
|
856K
$42.8M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.98K+ 19.74% |
$148K - $149K
|
18K
$902K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.79K+ 6.35% |
$139K - $140K
|
46.7K
$2.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.55K+ 6.2% |
$127K - $128K
|
43.7K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.52K+ 2.66% |
$126K - $127K
|
97.2K
$4.86M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.5K+ 4.42% |
$125K - $126K
|
59.2K
$2.96M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.47KNew |
$123K - $124K
|
2.47K
$124K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.39K+ 2.83% |
$119K - $120K
|
86.8K
$4.34M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.25K+ 5.66% |
$112K - $113K
|
42.1K
$2.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.2K+ 2.6% |
$110K - $110K
|
86.9K
$4.34M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.03K+ 5.7% |
$101K - $102K
|
37.6K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2KNew |
$99.7K - $100K
|
2K
$99.9K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.96K+ 27.71% |
$97.8K - $98.4K
|
9.04K
$452K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.56K+ 13.82% |
$77.8K - $78.3K
|
12.8K
$642K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.53K+ 2.7% |
$76.1K - $76.5K
|
57.9K
$2.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.35K+ 5.47% |
$67.1K - $67.5K
|
25.9K
$1.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.26K+ 19.52% |
$62.8K - $63.2K
|
7.71K
$385K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.1K+ 5.18% |
$54.9K - $55.2K
|
22.4K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.02K+ 60.0% |
$50.9K - $51.2K
|
2.72K
$136K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
997+ 6.39% |
$49.7K - $50K
|
16.6K
$830K
|
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
885New |
$44.2K - $44.4K
|
885
$44.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
839+ 1645.1% |
$41.9K - $42.1K
|
890
$44.5K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
597+ 7.78% |
$29.8K - $30K
|
8.28K
$414K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
489+ 8.64% |
$24.4K - $24.5K
|
6.15K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
458+ 3.48% |
$22.8K - $23K
|
13.6K
$682K
|