Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
498KNew |
$25.5M - $25.7M
|
498K
$24.9M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
445K+ 305.1% |
$22.8M - $22.9M
|
590K
$29.6M
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
85.9K+ 51.21% |
$4.41M - $4.43M
|
254K
$12.7M
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
40.3K+ 210.26% |
$2.07M - $2.08M
|
59.4K
$2.98M
|
|
Nov 02, 2021
Q3 2021
|
Signify Wealth
|
BUY
|
- |
39.3K+ 23.32% |
$2.01M - $2.02M
|
208K
$10.4M
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
30KNew |
$1.54M - $1.55M
|
30K
$1.5M
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
29.7KNew |
$1.52M - $1.53M
|
29.7K
$1.49M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.4KNew |
$1.41M - $1.41M
|
27.4K
$1.37M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.4K+ 18.21% |
$1.36M - $1.36M
|
171K
$8.59M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.5KNew |
$1.31M - $1.31M
|
25.5K
$1.28M
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
23.3KNew |
$1.2M - $1.2M
|
23.3K
$1.17M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.2K+ 93.28% |
$982K - $987K
|
39.7K
$1.99M
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
18.9K+ 69.72% |
$968K - $973K
|
46K
$2.3M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.4KNew |
$893K - $897K
|
17.4K
$872K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.2K+ 24.82% |
$831K - $835K
|
81.5K
$4.08M
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
13.6K+ 8.01% |
$699K - $702K
|
184K
$9.2M
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.3K+ 6.06% |
$580K - $582K
|
198K
$9.91M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.89K+ 10.59% |
$405K - $406K
|
82.4K
$4.13M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.68K+ 22.29% |
$343K - $344K
|
36.7K
$1.84M
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.7KNew |
$241K - $242K
|
4.7K
$236K
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
4.41K+ 11.48% |
$226K - $227K
|
42.8K
$2.14M
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
4.3KNew |
$220K - $222K
|
4.3K
$215K
|
|
Nov 03, 2021
Q3 2021
|
Leisure Capital Management
|
BUY
|
- |
3.92K+ 34.33% |
$201K - $202K
|
15.3K
$768K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.48K+ 0.57% |
$178K - $179K
|
614K
$30.7M
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.21K+ 3.21% |
$165K - $165K
|
103K
$5.17M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.16K+ 8.31% |
$162K - $163K
|
41.2K
$2.07M
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
3.01K+ 11.3% |
$155K - $155K
|
29.7K
$1.49M
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.68K+ 6.11% |
$137K - $138K
|
46.4K
$2.33M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.34K+ 14.04% |
$120K - $120K
|
19K
$950K
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.32K+ 10.86% |
$119K - $120K
|
23.7K
$1.19M
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.08K+ 6.31% |
$107K - $107K
|
35.1K
$1.76M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.97K+ 10.06% |
$101K - $101K
|
21.5K
$1.08M
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.95K+ 6.29% |
$99.8K - $100K
|
32.9K
$1.65M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.72K+ 7.58% |
$88.2K - $88.7K
|
24.4K
$1.22M
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$68.2K - $68.6K
|
1.33K
$66.6K
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
807+ 12.11% |
$41.4K - $41.6K
|
7.47K
$374K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
585New |
$30K - $30.2K
|
585
$29.3K
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
575+ 1.74% |
$29.5K - $29.6K
|
33.6K
$1.68M
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
550+ 37.41% |
$28.2K - $28.4K
|
2.02K
$101K
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
478+ 2.7% |
$24.5K - $24.6K
|
18.2K
$910K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
345+ 1.26% |
$17.7K - $17.8K
|
27.8K
$1.39M
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
200+ 2.4% |
$10.3K - $10.3K
|
8.54K
$428K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
84+ 0.19% |
$4.31K - $4.33K
|
45K
$2.25M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.1% |
$359 - $361
|
7.06K
$354K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$103 - $103
|
30.7K
$1.54M
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
2+ 0.01% |
$103 - $103
|
29.7K
$1.49M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1+ 0.01% |
$51.3 - $51.6
|
8.72K
$437K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
SELL
|
- |
-21- 0.26% |
$1.08K - $1.08K
|
8.02K
$402K
|