Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
447K+ 96.86% |
$21.7M - $22.1M
|
909K
$45.4M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
207K+ 894.2% |
$10.1M - $10.2M
|
230K
$11.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
179KNew |
$8.71M - $8.87M
|
179K
$8.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
111K+ 128.97% |
$5.39M - $5.49M
|
197K
$9.84M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
80.1KNew |
$3.89M - $3.96M
|
80.1K
$4M
|
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
63.8KNew |
$3.1M - $3.16M
|
63.8K
$3.19M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
40.8KNew |
$1.98M - $2.02M
|
40.8K
$2.04M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
36.6K+ 33.34% |
$1.78M - $1.81M
|
146K
$7.32M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
35.6K+ 134.42% |
$1.73M - $1.76M
|
62K
$3.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
32.6KNew |
$1.58M - $1.61M
|
32.6K
$1.63M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.6KNew |
$1.53M - $1.56M
|
31.6K
$1.58M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
23.5KNew |
$1.14M - $1.17M
|
23.5K
$1.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.5K+ 57.23% |
$945K - $963K
|
53.4K
$2.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
17K+ 41.11% |
$825K - $841K
|
58.3K
$2.91M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
16.9KNew |
$823K - $839K
|
16.9K
$847K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16.1KNew |
$783K - $798K
|
16.1K
$806K
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
15.1KNew |
$732K - $746K
|
15.1K
$753K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.9KNew |
$724K - $738K
|
14.9K
$745K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.9KNew |
$724K - $738K
|
14.9K
$745K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.8K+ 148.16% |
$672K - $685K
|
23.2K
$1.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
13.2KNew |
$640K - $653K
|
13.2K
$659K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
13.1KNew |
$637K - $649K
|
13.1K
$656K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
12.2K+ 20.64% |
$593K - $605K
|
71.4K
$3.57M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.1K+ 3.43% |
$588K - $599K
|
365K
$18.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
11.2KNew |
$545K - $556K
|
11.2K
$561K
|
|
|
Feb 09, 2023
Q4 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
10.4KNew |
$505K - $515K
|
10.4K
$520K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
10.4KNew |
$503K - $513K
|
10.4K
$518K
|
|
|
Jan 18, 2023
Q4 2022
|
Signify Wealth
|
BUY
|
- |
10.1K+ 6.96% |
$489K - $499K
|
155K
$7.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.51K+ 117.18% |
$462K - $471K
|
17.6K
$881K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
9.25K+ 11.77% |
$449K - $458K
|
87.8K
$4.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.08K+ 46.67% |
$441K - $449K
|
28.5K
$1.43M
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
8.86KNew |
$431K - $439K
|
8.86K
$443K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
8.37K+ 140.88% |
$407K - $415K
|
14.3K
$716K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.8KNew |
$379K - $386K
|
7.8K
$390K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.72K+ 14.02% |
$375K - $382K
|
62.8K
$3.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.1K+ 8.02% |
$345K - $351K
|
95.7K
$4.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.98K+ 8.82% |
$339K - $345K
|
86.1K
$4.31M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
5.56K+ 92.57% |
$270K - $275K
|
11.6K
$578K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.51K+ 36.47% |
$268K - $273K
|
20.6K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.68K+ 36.24% |
$228K - $232K
|
17.6K
$880K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.52K+ 5.19% |
$219K - $224K
|
91.6K
$4.58M
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
4.06K+ 29.2% |
$197K - $201K
|
18K
$898K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.25K+ 19.29% |
$158K - $161K
|
20.1K
$1M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.98K+ 69.31% |
$145K - $148K
|
7.28K
$364K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.9K+ 6.65% |
$141K - $144K
|
46.5K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.87KNew |
$140K - $142K
|
2.87K
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.38K+ 4.23% |
$116K - $118K
|
58.7K
$2.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.98KNew |
$95.9K - $97.8K
|
1.98K
$98.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.8K+ 25.62% |
$87.5K - $89.1K
|
8.83K
$442K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.77KNew |
$86.1K - $87.8K
|
1.77K
$88.7K
|