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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.95K- 11.46% |
$197K - $199K
|
30.5K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.4K+ 62.17% |
$617K - $626K
|
32.4K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
10.5KNew |
$524K - $531K
|
10.5K
$526K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
50.3KNew |
$2.5M - $2.54M
|
50.3K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.95K- 2.44% |
$97K - $98.3K
|
77.9K
$3.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
8.78KNew |
$437K - $443K
|
8.78K
$438K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
4.27K+ 7.03% |
$212K - $215K
|
65K
$3.24M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-491- 6.38% |
$24.4K - $24.8K
|
7.21K
$360K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$398 - $403
|
5.04K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.9K- 5.41% |
$94.5K - $95.8K
|
33.2K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.03K- 4.79% |
$101K - $102K
|
40.4K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
248+ 0.72% |
$12.3K - $12.5K
|
34.5K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6.06K+ 4.93% |
$301K - $306K
|
129K
$6.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-500- 1.08% |
$24.9K - $25.2K
|
45.8K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
15.1KNew |
$749K - $759K
|
15.1K
$751K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.4K+ 10.47% |
$219K - $222K
|
46.4K
$2.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-757- 0.82% |
$37.7K - $38.2K
|
91.7K
$4.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
997+ 3.01% |
$49.6K - $50.3K
|
34.1K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8.86KNew |
$441K - $447K
|
8.86K
$442K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.44K+ 0.35% |
$71.7K - $72.7K
|
408K
$20.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
660+ 6.09% |
$32.8K - $33.3K
|
11.5K
$573K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33.8K+ 5.48% |
$1.68M - $1.71M
|
652K
$32.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.59KNew |
$129K - $131K
|
2.59K
$129K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.38K+ 133.67% |
$118K - $120K
|
4.16K
$208K
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-50- 0.21% |
$2.48K - $2.53K
|
23.7K
$1.18M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12K- 18.5% |
$597K - $607K
|
53K
$2.64M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26.3KNew |
$1.31M - $1.33M
|
26.3K
$1.31M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.5KNew |
$1.12M - $1.14M
|
22.5K
$1.12M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.5K+ 71.43% |
$124K - $126K
|
6K
$299K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.06K- 7.08% |
$152K - $155K
|
40.2K
$2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.14K- 23.58% |
$454K - $461K
|
29.6K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.23K+ 29.49% |
$160K - $163K
|
14.2K
$707K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.42K+ 2.88% |
$120K - $122K
|
86.6K
$4.32M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-214- 0.73% |
$10.6K - $10.8K
|
29.1K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
524+ 6.13% |
$26K - $26.5K
|
9.08K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.69K+ 29.12% |
$283K - $287K
|
25.2K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
940+ 2.31% |
$46.7K - $47.5K
|
41.7K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.01K+ 4.56% |
$99.9K - $102K
|
46.1K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.4KNew |
$318K - $323K
|
6.4K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.06KNew |
$301K - $306K
|
6.06K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.37K+ 3.27% |
$167K - $170K
|
106K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.27K- 4.8% |
$63.3K - $64.3K
|
25.3K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-178K- 15.53% |
$8.84M - $8.98M
|
968K
$48.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
19+ 4.74% |
$944 - $960
|
420
$20.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-438- 3.37% |
$21.8K - $22.1K
|
12.5K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
39.9K+ 11.44% |
$1.98M - $2.01M
|
389K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-129- 1.32% |
$6.41K - $6.51K
|
9.64K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.1K- 42.37% |
$204K - $207K
|
5.58K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
566+ 1.63% |
$28.1K - $28.6K
|
35.2K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
7.28K+ 84.93% |
$362K - $368K
|
15.9K
$791K
|
|