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
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
520
+ 72.12%
$25.5K - $25.8K
1.24K $62.1K
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
335
+ 3.9%
$16.4K - $16.6K
8.94K $447K
Nov 09, 2023 Q3 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
265
+ 3.79%
$13K - $13.2K
7.27K $363K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
225
New
$11K - $11.2K
225 $11.3K
Nov 13, 2023 Q3 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
186
+ 2.49%
$9.1K - $9.24K
7.65K $383K
Oct 25, 2023 Q3 2023
Gps Wealth Strategies Group, LLC

BUY
 -
11
+ 0.73%
$538 - $546
1.52K $76.2K
Nov 13, 2023 Q3 2023
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
6
+ 2.8%
$294 - $298
220 $11K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 27, 2023 Q3 2023
Assetmark, Inc

SELL
 -
-14
- 4.73%
$685 - $695
282 $14.1K
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
SELL
 -
-41
- 0.26%
$2.01K - $2.04K
15.9K $797K
Nov 02, 2023 Q3 2023
Crumly & Associates Inc.

SELL
 -
-330
- 1.25%
$16.2K - $16.4K
26.1K $1.31M
Nov 03, 2023 Q3 2023
Kooman & Associates

Altoona, PA
SELL
 -
-354
- 2.16%
$17.3K - $17.6K
16K $801K
Oct 26, 2023 Q3 2023
Sage Rhino Capital LLC

SELL
 -
-425
- 1.63%
$20.8K - $21.1K
25.6K $1.28M
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

SELL
 -
-564
- 7.31%
$27.6K - $28K
7.15K $358K
Nov 08, 2023 Q3 2023
Bcgm Wealth Management, LLC

SELL
 -
-736
- 1.74%
$36K - $36.5K
41.6K $2.08M
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
SELL
 -
-795
Closed
$38.9K - $39.5K
0 $0
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

SELL
 -
-836
- 9.76%
$40.9K - $41.5K
7.73K $386K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

SELL
 -
-837
- 1.57%
$41K - $41.6K
52.5K $2.63M
Oct 24, 2023 Q3 2023
Levy Wealth Management Group, LLC

SELL
 -
-891
- 2.38%
$43.6K - $44.2K
36.5K $1.83M
Oct 31, 2023 Q3 2023
American Institute For Advanced Investment Management, LLP

SELL
 -
-945
- 17.04%
$46.3K - $46.9K
4.6K $230K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-953
- 11.97%
$46.6K - $47.3K
7.01K $350K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

SELL
 -
-1K
- 13.42%
$49K - $49.7K
6.45K $322K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
SELL
 -
-1K
- 5.94%
$49K - $49.7K
15.8K $792K
Oct 18, 2023 Q3 2023
Capital Market Strategies LLC

SELL
 -
-1.27K
- 12.47%
$62.4K - $63.3K
8.94K $447K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

SELL
 -
-1.32K
- 2.88%
$64.4K - $65.3K
44.4K $2.22M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-1.32K
- 3.19%
$64.5K - $65.4K
40K $2M
Oct 23, 2023 Q3 2023
Yhb Investment Advisors, Inc.

SELL
 -
-1.38K
- 9.19%
$67.6K - $68.5K
13.6K $682K
Nov 03, 2023 Q3 2023
New Square Capital LLC

SELL
 -
-1.82K
- 4.48%
$89.1K - $90.4K
38.8K $1.94M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-2.12K
- 1.5%
$104K - $105K
139K $6.96M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

SELL
 -
-2.26K
- 4.05%
$111K - $112K
53.6K $2.68M
Nov 01, 2023 Q3 2023
Madison Wealth Partners, Inc

SELL
 -
-2.3K
- 16.04%
$113K - $114K
12.1K $603K
Nov 14, 2023 Q3 2023
Davis R M Inc

Portland, ME
SELL
 -
-2.39K
- 2.1%
$117K - $118K
111K $5.55M
Oct 31, 2023 Q3 2023
Allworth Financial LP

SELL
 -
-2.49K
- 4.04%
$122K - $124K
59.2K $2.96M
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-2.69K
- 5.83%
$132K - $133K
43.5K $2.17M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-2.92K
- 3.18%
$143K - $145K
88.9K $4.45M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-3.49K
- 10.27%
$171K - $173K
30.5K $1.52M
Nov 01, 2023 Q3 2023
Websterrogers Financial Advisors, LLC

SELL
 -
-3.57K
- 2.85%
$175K - $177K
121K $6.07M
Nov 13, 2023 Q3 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
SELL
 -
-3.82K
- 11.31%
$187K - $190K
29.9K $1.5M
Oct 11, 2023 Q3 2023
Mbl Wealth, LLC

Charlotte, NC
SELL
 -
-4.86K
- 18.51%
$238K - $241K
21.4K $1.07M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-6.55K
- 2.74%
$321K - $325K
233K $11.6M
Nov 13, 2023 Q3 2023
Sittner & Nelson, LLC

Eugene, OR
SELL
 -
-8.35K
- 38.82%
$409K - $415K
13.2K $658K
Nov 09, 2023 Q3 2023
Condor Capital Management

Martinsville, NJ
SELL
 -
-8.41K
- 3.61%
$411K - $417K
224K $11.2M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-9.12K
- 60.33%
$446K - $453K
5.99K $300K
Nov 09, 2023 Q3 2023
Ubs Group Ag

SELL
 -
-16.2K
- 26.9%
$792K - $804K
44K $2.2M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
SELL
 -
-26.7K
- 5.41%
$1.31M - $1.32M
466K $23.3M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-28.7K
- 11.56%
$1.41M - $1.43M
220K $11M
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-43.1K
- 4.46%
$2.11M - $2.14M
923K $46.1M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
SELL
 -
-61.3K
- 40.98%
$3M - $3.04M
88.3K $4.41M

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