Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3+ 1.33% |
$147 - $150
|
229
$11.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-180- 26.47% |
$8.84K - $8.99K
|
500
$25K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-194- 5.83% |
$9.53K - $9.69K
|
3.13K
$157K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-201- 24.66% |
$9.88K - $10K
|
614
$30.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-392- 4.25% |
$19.3K - $19.6K
|
8.82K
$441K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-452- 1.74% |
$22.2K - $22.6K
|
25.5K
$1.28M
|
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-500- 64.52% |
$24.6K - $25K
|
275
$13.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-544- 0.61% |
$26.7K - $27.2K
|
89.2K
$4.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-581- 9.11% |
$28.5K - $29K
|
5.8K
$290K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-653- 9.21% |
$32.1K - $32.6K
|
6.44K
$322K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-782Closed |
$38.4K - $39.1K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-800- 5.07% |
$39.3K - $40K
|
15K
$750K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.65KClosed |
$80.9K - $82.2K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.68K- 12.23% |
$82.5K - $83.8K
|
12K
$603K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.95KClosed |
$95.8K - $97.4K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.44K- 82.99% |
$120K - $122K
|
500
$25K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.87K- 13.34% |
$141K - $143K
|
18.7K
$933K
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.1K- 9.44% |
$152K - $155K
|
29.7K
$1.49M
|
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.19K- 4.67% |
$206K - $209K
|
85.5K
$4.28M
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-4.56KClosed |
$224K - $228K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.82K- 40.68% |
$237K - $241K
|
7.02K
$351K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5KClosed |
$246K - $250K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.3KClosed |
$260K - $265K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.68KClosed |
$328K - $333K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.54KClosed |
$370K - $377K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-8.43KClosed |
$414K - $421K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-10.1K- 45.3% |
$497K - $505K
|
12.2K
$611K
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-12.3KClosed |
$605K - $615K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-12.5KClosed |
$612K - $622K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-15.7K- 45.45% |
$771K - $784K
|
18.8K
$943K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19K- 64.89% |
$935K - $951K
|
10.3K
$515K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.1K- 2.97% |
$986K - $1M
|
655K
$32.8M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.1K- 2.97% |
$986K - $1M
|
655K
$32.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.9K- 96.43% |
$1.08M - $1.09M
|
810
$40.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-31.1KClosed |
$1.53M - $1.55M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-38.9KClosed |
$1.91M - $1.94M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-49K- 26.34% |
$2.41M - $2.45M
|
137K
$6.86M
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
SELL
|
- |
-54.5KClosed |
$2.68M - $2.72M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-137K- 22.17% |
$6.73M - $6.84M
|
481K
$24.1M
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-147K- 54.77% |
$7.24M - $7.36M
|
122K
$6.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-155K- 72.18% |
$7.6M - $7.72M
|
59.6K
$2.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-169K- 6.45% |
$8.3M - $8.44M
|
2.45M
$123M
|