Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
141K+ 75.8% |
$6.97M - $7.03M
|
326K
$16.3M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71.8K+ 576.24% |
$3.56M - $3.58M
|
84.2K
$4.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
58.9K+ 29.11% |
$2.92M - $2.94M
|
261K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.2K+ 5.25% |
$2.83M - $2.86M
|
1.15M
$57.3M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
57.1K+ 14.02% |
$2.83M - $2.85M
|
465K
$23.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
40.8KNew |
$2.02M - $2.04M
|
40.8K
$2.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.1K+ 151.39% |
$1.94M - $1.95M
|
65K
$3.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
34.6K+ 448.88% |
$1.72M - $1.73M
|
42.3K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
31.3K+ 496.73% |
$1.55M - $1.56M
|
37.6K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.3K+ 14.94% |
$1.5M - $1.51M
|
233K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.3KNew |
$1.5M - $1.51M
|
30.3K
$1.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
23.9KNew |
$1.18M - $1.19M
|
23.9K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.1K+ 6.75% |
$1.09M - $1.1M
|
349K
$17.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.5K+ 2.89% |
$915K - $921K
|
658K
$32.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6KNew |
$722K - $728K
|
14.6K
$728K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
13.6K+ 133.24% |
$674K - $679K
|
23.8K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 120.91% |
$673K - $678K
|
24.8K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13KNew |
$644K - $648K
|
13K
$649K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.8K+ 28.76% |
$583K - $587K
|
52.6K
$2.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.5K+ 17.07% |
$572K - $577K
|
79.2K
$3.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
9.68KNew |
$480K - $484K
|
9.68K
$484K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.68KNew |
$480K - $483K
|
9.68K
$484K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.52K+ 3.66% |
$472K - $475K
|
270K
$13.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
9.2K+ 7.79% |
$456K - $460K
|
127K
$6.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
8.35K+ 3.65% |
$414K - $417K
|
237K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.92KNew |
$393K - $396K
|
7.92K
$396K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.07KNew |
$350K - $353K
|
7.07K
$353K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.06KNew |
$350K - $353K
|
7.06K
$353K
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
5.94K+ 1.61% |
$294K - $297K
|
375K
$18.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.64K+ 5.8% |
$280K - $282K
|
103K
$5.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.6K+ 18.29% |
$278K - $280K
|
36.2K
$1.81M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5.36K+ 5.4% |
$266K - $268K
|
105K
$5.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5.05K+ 252.95% |
$251K - $252K
|
7.05K
$353K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.04K+ 5.8% |
$250K - $252K
|
91.9K
$4.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.86K+ 79.02% |
$241K - $243K
|
11K
$550K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.47KNew |
$222K - $223K
|
4.47K
$224K
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
4.06KNew |
$201K - $203K
|
4.06K
$203K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.58KNew |
$178K - $179K
|
3.58K
$179K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.93K+ 17.67% |
$145K - $147K
|
19.5K
$977K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.92K+ 17.21% |
$145K - $146K
|
19.9K
$995K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.6K+ 3.49% |
$129K - $130K
|
77.1K
$3.85M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.5K+ 250.0% |
$124K - $125K
|
3.5K
$175K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.48K+ 2.85% |
$123K - $124K
|
89.3K
$4.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.31K+ 5.3% |
$115K - $115K
|
46K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.4K+ 3.28% |
$69.4K - $70K
|
44.1K
$2.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 6.04% |
$66.9K - $67.4K
|
23.7K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.33K+ 6.0% |
$65.9K - $66.4K
|
23.5K
$1.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.17K+ 3.56% |
$57.9K - $58.3K
|
34K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.16K+ 15.64% |
$57.4K - $57.8K
|
8.55K
$428K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
995+ 4.47% |
$49.3K - $49.7K
|
23.2K
$1.16M
|