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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.35M+ 242.7% |
$115M - $118M
|
3.31M
$167M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.81K+ 20.55% |
$138K - $141K
|
16.5K
$829K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
6.56K+ 9.59% |
$323K - $329K
|
75K
$3.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
146+ 1.07% |
$7.18K - $7.32K
|
13.8K
$694K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.16KNew |
$204K - $209K
|
4.16K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39.7KNew |
$1.95M - $1.99M
|
39.7K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.7K- 6.44% |
$870K - $887K
|
257K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.86K+ 7.81% |
$91.2K - $93.1K
|
25.6K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.1K+ 34.12% |
$1.19M - $1.21M
|
94.8K
$4.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.14K- 5.91% |
$155K - $158K
|
50K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.36K+ 2.97% |
$66.7K - $68.1K
|
47K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.12K- 5.78% |
$350K - $357K
|
116K
$5.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.9K- 1.68% |
$883K - $900K
|
1.05M
$53M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
62.6K+ 13.56% |
$3.08M - $3.14M
|
524K
$26.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-776- 3.51% |
$38.2K - $38.9K
|
21.3K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.9K+ 12.83% |
$1.08M - $1.1M
|
193K
$9.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.8KNew |
$1.91M - $1.95M
|
38.8K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.7K- 71.26% |
$673K - $687K
|
5.52K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
4.63KNew |
$228K - $232K
|
4.63K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.92K+ 41.28% |
$193K - $196K
|
13.4K
$675K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
110K+ 347.67% |
$5.4M - $5.5M
|
141K
$7.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.66K+ 41.69% |
$180K - $184K
|
12.4K
$626K
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
892+ 6.56% |
$43.9K - $44.8K
|
14.5K
$730K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.97K+ 55.83% |
$392K - $400K
|
22.3K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
4.47K+ 7.98% |
$220K - $224K
|
60.5K
$3.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-174K- 69.39% |
$8.55M - $8.72M
|
76.7K
$3.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.4K+ 21.49% |
$2.28M - $2.33M
|
262K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-83- 0.98% |
$4.08K - $4.16K
|
8.36K
$421K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-877- 7.88% |
$43.1K - $44K
|
10.2K
$516K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
8.52K+ 35.55% |
$419K - $427K
|
32.5K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
5KNew |
$246K - $251K
|
5K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
20.1K+ 306.06% |
$988K - $1.01M
|
26.7K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.2K+ 16729.9% |
$798K - $814K
|
16.3K
$822K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.31KNew |
$409K - $417K
|
8.31K
$418K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.5K+ 7.56% |
$1.55M - $1.58M
|
448K
$22.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
109+ 1.35% |
$5.36K - $5.47K
|
8.18K
$412K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.32K+ 202.06% |
$458K - $468K
|
13.9K
$702K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.43K+ 32.89% |
$169K - $172K
|
13.9K
$698K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-9.39K- 17.13% |
$462K - $471K
|
45.4K
$2.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
745+ 14.32% |
$36.6K - $37.4K
|
5.95K
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-550- 1.88% |
$27K - $27.6K
|
28.8K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
60.2KNew |
$2.96M - $3.02M
|
60.2K
$3.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
45.4KNew |
$2.23M - $2.28M
|
45.4K
$2.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13+ 65.0% |
$639 - $652
|
33
$1.66K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.02K- 6.04% |
$99.2K - $101K
|
31.4K
$1.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
29.2K+ 8.59% |
$1.43M - $1.46M
|
369K
$18.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
29.2K+ 426.1% |
$1.44M - $1.46M
|
36K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.24K- 15.9% |
$110K - $113K
|
11.9K
$597K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.07K+ 0.41% |
$52.8K - $53.8K
|
260K
$13.1M
|