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 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-100- 0.9% |
$4.98K - $5.03K
|
11K
$552K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-103- 0.11% |
$5.12K - $5.18K
|
91.6K
$4.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-128- 1.21% |
$6.37K - $6.43K
|
10.4K
$520K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-150- 0.51% |
$7.46K - $7.54K
|
29K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-358- 6.44% |
$17.8K - $18K
|
5.2K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-561- 1.81% |
$27.9K - $28.2K
|
30.4K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-634- 1.57% |
$31.5K - $31.9K
|
39.7K
$1.99M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-726- 1.57% |
$36.1K - $36.5K
|
45.7K
$2.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-736- 10.44% |
$36.6K - $37K
|
6.32K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-800- 73.87% |
$39.8K - $40.2K
|
283
$14.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-833- 12.61% |
$41.4K - $41.9K
|
5.78K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-858- 9.23% |
$42.7K - $43.1K
|
8.44K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.13K- 3.45% |
$56.2K - $56.8K
|
31.6K
$1.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.25K- 0.97% |
$62.2K - $62.9K
|
128K
$6.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.45K- 4.37% |
$72.1K - $72.9K
|
31.8K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.51K- 4.32% |
$75K - $75.8K
|
33.4K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.67K- 28.68% |
$82.8K - $83.7K
|
4.14K
$207K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.7K- 7.19% |
$84.6K - $85.5K
|
22K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-2.15K- 7.76% |
$107K - $108K
|
25.6K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.3K- 29.22% |
$114K - $116K
|
5.57K
$278K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-2.42K- 7.02% |
$120K - $122K
|
32.1K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.45K- 8.44% |
$122K - $123K
|
26.6K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.5K- 3.21% |
$124K - $126K
|
75.4K
$3.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.65K- 7.75% |
$132K - $133K
|
31.5K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.95K- 35.9% |
$147K - $148K
|
5.26K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-3.32K- 71.99% |
$165K - $167K
|
1.29K
$64.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5K- 10.93% |
$249K - $251K
|
40.8K
$2.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-5.37K- 99.63% |
$267K - $270K
|
20
$1K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.15K- 20.56% |
$306K - $309K
|
23.7K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.76K- 11.11% |
$336K - $340K
|
54.1K
$2.7M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-9.51K- 61.56% |
$473K - $478K
|
5.94K
$297K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.1K- 12.51% |
$503K - $508K
|
70.7K
$3.53M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10.4K- 92.91% |
$516K - $521K
|
791
$39.5K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.6K- 56.26% |
$575K - $581K
|
8.98K
$449K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12K- 72.2% |
$596K - $602K
|
4.61K
$231K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-14.3K- 50.0% |
$709K - $716K
|
14.3K
$712K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-15.7K- 62.33% |
$781K - $789K
|
9.49K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-16.8K- 8.98% |
$838K - $847K
|
171K
$8.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-18.1K- 17.76% |
$901K - $910K
|
83.9K
$4.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-36.8K- 12.81% |
$1.83M - $1.85M
|
251K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54.1K- 4.81% |
$2.69M - $2.72M
|
1.07M
$53.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-193K- 98.0% |
$9.61M - $9.71M
|
3.94K
$197K
|