Purchases and Sales Made in Q3 2023 in Pimco ETF Tr Sht Term Mun Bd A (SMMU)

SMMU Quotes by TradingView

This table provides information about the institutional ownership of Pimco ETF Tr Sht Term Mun Bd A (SMMU) during Q3 2023. 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 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
245K
+ 1156.08%
$12M - $12.2M
266K $13.3M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
71K
+ 43.43%
$3.48M - $3.53M
235K $11.8M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
62.8K
+ 991.72%
$3.08M - $3.12M
69.2K $3.47M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
37.6K
+ 111.93%
$1.84M - $1.86M
71.1K $3.56M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
26.8K
+ 247.58%
$1.31M - $1.33M
37.7K $1.89M
Oct 30, 2023 Q3 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
19.6K
+ 63.25%
$959K - $973K
50.6K $2.53M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
19.3K
+ 7.99%
$946K - $959K
261K $13.1M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
18.4K
+ 7.65%
$900K - $913K
259K $13M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
18.2K
New
$891K - $904K
18.2K $912K
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
15K
+ 13.83%
$732K - $743K
123K $6.17M
Nov 07, 2023 Q3 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
13.5K
+ 31.2%
$660K - $669K
56.7K $2.84M
Oct 26, 2023 Q3 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
13.5K
+ 63.67%
$658K - $668K
34.6K $1.73M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
13.3K
+ 5.37%
$650K - $660K
261K $13.1M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
11.4K
New
$559K - $567K
11.4K $572K
Oct 17, 2023 Q3 2023
Amplius Wealth Advisors, LLC

BUY
 -
10.9K
+ 11.32%
$533K - $540K
107K $5.36M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
9.55K
New
$468K - $474K
9.55K $479K
Nov 15, 2023 Q3 2023
Westside Investment Management, Inc.

BUY
 -
9.4K
+ 12.24%
$460K - $467K
86.2K $4.32M
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
7.64K
+ 35.34%
$374K - $379K
29.3K $1.47M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
7.58K
+ 7582.0%
$371K - $377K
7.68K $385K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.64K
New
$325K - $330K
6.64K $333K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
6.35K
+ 10.97%
$311K - $315K
64.2K $3.22M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
6.16K
+ 408.7%
$301K - $306K
7.66K $384K
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
5.97K
+ 116.8%
$292K - $297K
11.1K $555K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5.37K
+ 6.86%
$263K - $267K
83.7K $4.19M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
5.35K
+ 52.69%
$262K - $266K
15.5K $776K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
5.11K
New
$250K - $254K
5.11K $256K
Oct 11, 2023 Q3 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
4.92K
+ 4.78%
$241K - $244K
108K $5.41M
Oct 24, 2023 Q3 2023
Bouchey Financial Group LTD

BUY
 -
4.72K
New
$231K - $234K
4.72K $236K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
4.57K
New
$224K - $227K
4.57K $229K
Oct 10, 2023 Q3 2023
Weatherly Asset Management L. P.

BUY
 -
4.5K
New
$220K - $223K
4.5K $225K
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
4.32K
New
$212K - $215K
4.32K $217K
Oct 10, 2023 Q3 2023
Wbh Advisory Inc

BUY
 -
4.11K
+ 72.36%
$201K - $204K
9.79K $490K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
3.43K
+ 1505.7%
$168K - $170K
3.66K $183K
Nov 09, 2023 Q3 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
3.29K
+ 2.65%
$161K - $163K
127K $6.38M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
3.02K
+ 29.26%
$148K - $150K
13.3K $669K
Oct 24, 2023 Q3 2023
Total Clarity Wealth Management, Inc.

BUY
 -
2.87K
+ 68.33%
$141K - $143K
7.08K $354K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.74K
+ 42.72%
$134K - $136K
9.15K $458K
Oct 20, 2023 Q3 2023
Avestar Capital, LLC

BUY
 -
2.68K
+ 20.83%
$131K - $133K
15.5K $778K
Oct 10, 2023 Q3 2023
Iam Advisory, LLC

BUY
 -
2.61K
+ 17.13%
$128K - $130K
17.8K $894K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
2.41K
+ 2.09%
$118K - $120K
118K $5.91M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
2.03K
New
$99.1K - $101K
2.03K $101K
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
1.91K
+ 2.28%
$93.3K - $94.7K
85.6K $4.29M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.7K
New
$83.2K - $84.4K
1.7K $85.2K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
1.42K
+ 15.9%
$69.6K - $70.6K
10.4K $519K
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
1.14K
+ 19.83%
$55.6K - $56.4K
6.87K $344K
Nov 09, 2023 Q3 2023
Watchman Group, Inc.

Plano, TX
BUY
 -
1.01K
+ 8.82%
$49.6K - $50.3K
12.5K $626K
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
836
+ 6.09%
$40.9K - $41.5K
14.6K $729K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
815
New
$39.9K - $40.5K
815 $40.8K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
790
+ 25.48%
$38.7K - $39.2K
3.89K $195K

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