Latest Institutional Transactions on Pimco ETF Tr Sht Term Mun Bd A (SMMU)
This table provides information on the latest institutional transactions involving Pimco ETF Tr Sht Term Mun Bd A (SMMU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-726- 1.57% |
$36.1K - $36.5K
|
45.7K
$2.28M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
529+ 9.56% |
$26.3K - $26.6K
|
6.06K
$303K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.29K+ 5.26% |
$164K - $165K
|
65.8K
$3.29M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.45K- 8.44% |
$122K - $123K
|
26.6K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.13K+ 193.16% |
$56.2K - $56.8K
|
1.72K
$85.6K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.5K+ 9.87% |
$1.86M - $1.88M
|
417K
$20.8M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
95+ 1.75% |
$4.73K - $4.78K
|
5.54K
$277K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
19+ 0.46% |
$945 - $955
|
4.11K
$205K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-56- 17.07% |
$2.79K - $2.82K
|
272
$13.6K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.51K- 4.32% |
$75K - $75.8K
|
33.4K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.67K- 28.68% |
$82.8K - $83.7K
|
4.14K
$207K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 1.4% |
$99.5 - $101
|
141
$7.04K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
182K+ 31.1% |
$9.05M - $9.14M
|
766K
$38.3M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
12.7K+ 13.78% |
$632K - $639K
|
105K
$5.24M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
12+ 4.94% |
$597 - $603
|
255
$12.7K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.28K+ 7.06% |
$114K - $115K
|
34.6K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-358- 6.44% |
$17.8K - $18K
|
5.2K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
395+ 4.58% |
$19.7K - $19.9K
|
9.03K
$451K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2+ 0.73% |
$99.5 - $101
|
275
$13.7K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
964+ 20.38% |
$48K - $48.5K
|
5.69K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-9.51K- 61.56% |
$473K - $478K
|
5.94K
$297K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.36K+ 10.83% |
$267K - $269K
|
54.8K
$2.74M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
308K+ 246.26% |
$15.3M - $15.5M
|
433K
$21.6M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
88+ 0.64% |
$4.38K - $4.42K
|
13.9K
$694K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
787+ 0.11% |
$39.2K - $39.6K
|
702K
$35.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.1K+ 18.32% |
$553K - $559K
|
71.8K
$3.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
95.3K+ 267.37% |
$4.74M - $4.79M
|
131K
$6.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
37.7K+ 79.66% |
$1.88M - $1.9M
|
85K
$4.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-36.8K- 12.81% |
$1.83M - $1.85M
|
251K
$12.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
493+ 3.03% |
$24.5K - $24.8K
|
16.8K
$837K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.19KNew |
$59.2K - $59.8K
|
1.19K
$59.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.29K+ 12.3% |
$64.3K - $65K
|
11.8K
$589K
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
10.9KNew |
$542K - $548K
|
10.9K
$544K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.17K+ 3.76% |
$158K - $159K
|
87.3K
$4.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
14.1KNew |
$702K - $709K
|
14.1K
$704K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.95K+ 79.81% |
$445K - $450K
|
20.2K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-18.1K- 17.76% |
$901K - $910K
|
83.9K
$4.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12K- 72.2% |
$596K - $602K
|
4.61K
$230K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
5.7K+ 11.34% |
$284K - $287K
|
56K
$2.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
73+ 0.69% |
$3.63K - $3.67K
|
10.6K
$529K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.76K- 11.11% |
$336K - $340K
|
54.1K
$2.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9.31K+ 63.53% |
$463K - $468K
|
24K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
43.6K+ 7.46% |
$2.17M - $2.19M
|
628K
$31.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.5K- 3.21% |
$124K - $126K
|
75.4K
$3.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.69K+ 7.66% |
$233K - $236K
|
65.9K
$3.29M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
38+ 0.27% |
$1.89K - $1.91K
|
14K
$699K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-14.3K- 50.0% |
$709K - $716K
|
14.3K
$712K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
2.6K+ 18.5% |
$129K - $130K
|
16.6K
$830K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.82% |
$249 - $251
|
614
$30.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.53K+ 3.77% |
$76.3K - $77.1K
|
42.2K
$2.11M
|