Purchases and Sales Made in Q1 2025 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 2025. 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 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
308K+ 246.26% |
$15.3M - $15.5M
|
433K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
256K+ 178.23% |
$12.7M - $12.9M
|
400K
$20M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
193K+ 4635.33% |
$9.6M - $9.7M
|
197K
$9.86M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
182K+ 31.1% |
$9.05M - $9.14M
|
766K
$38.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
170K+ 248.68% |
$8.44M - $8.53M
|
238K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
143K+ 196.8% |
$7.12M - $7.2M
|
216K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
95.3K+ 267.37% |
$4.74M - $4.79M
|
131K
$6.54M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.9K+ 10.88% |
$4.72M - $4.77M
|
967K
$48.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
93.2K+ 15.63% |
$4.64M - $4.69M
|
690K
$34.5M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
83.7K+ 32.68% |
$4.16M - $4.21M
|
340K
$17M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
43.6K+ 7.46% |
$2.17M - $2.19M
|
628K
$31.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
37.7K+ 79.66% |
$1.88M - $1.9M
|
85K
$4.25M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.5K+ 9.87% |
$1.86M - $1.88M
|
417K
$20.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.6K+ 14.88% |
$1.77M - $1.79M
|
275K
$13.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
29.3K+ 331.18% |
$1.46M - $1.47M
|
38.2K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29K+ 6.71% |
$1.44M - $1.46M
|
461K
$23.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
20.5K+ 42.68% |
$1.02M - $1.03M
|
68.4K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.4K+ 15.41% |
$818K - $826K
|
123K
$6.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14.8K+ 107.47% |
$735K - $742K
|
28.5K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
14.1KNew |
$702K - $709K
|
14.1K
$705K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$682K - $689K
|
13.7K
$685K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6KNew |
$678K - $685K
|
13.6K
$682K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.5K+ 1705.31% |
$671K - $678K
|
14.3K
$714K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.4KNew |
$666K - $673K
|
13.4K
$669K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
12.7K+ 13.78% |
$632K - $639K
|
105K
$5.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11.8K+ 18.77% |
$586K - $592K
|
74.5K
$3.73M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.7K+ 38.31% |
$581K - $587K
|
42.2K
$2.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.1K+ 18.32% |
$553K - $559K
|
71.8K
$3.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
10.9KNew |
$542K - $548K
|
10.9K
$545K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
10.6K+ 16.46% |
$527K - $533K
|
75K
$3.75M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
10.2K+ 4.11% |
$508K - $514K
|
259K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9.31K+ 63.53% |
$463K - $468K
|
24K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.95K+ 79.81% |
$445K - $450K
|
20.2K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.7K+ 82.84% |
$433K - $437K
|
19.2K
$960K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
7.59KNew |
$378K - $381K
|
7.59K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.83K+ 22.36% |
$340K - $343K
|
37.4K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.52KNew |
$324K - $328K
|
6.52K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
6.46K+ 8.28% |
$321K - $325K
|
84.5K
$4.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
5.7K+ 11.34% |
$284K - $287K
|
56K
$2.8M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
5.6KNew |
$279K - $282K
|
5.6K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.41KNew |
$269K - $272K
|
5.41K
$270K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.36K+ 10.83% |
$267K - $269K
|
54.8K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.2K+ 17.65% |
$259K - $261K
|
34.7K
$1.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5.1KNew |
$254K - $256K
|
5.1K
$255K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
4.98K+ 33.05% |
$248K - $250K
|
20K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.88KNew |
$243K - $245K
|
4.88K
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.69K+ 7.66% |
$233K - $236K
|
65.9K
$3.29M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.67K+ 37.49% |
$232K - $235K
|
17.1K
$856K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.12K+ 8.4% |
$205K - $207K
|
53.2K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.6KNew |
$179K - $181K
|
3.6K
$180K
|