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 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
555+ 6.86% |
$28K - $28.1K
|
8.65K
$436K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-64.6K- 8.18% |
$3.25M - $3.27M
|
724K
$36.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
19.4K+ 14.57% |
$976K - $980K
|
152K
$7.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.3K- 12.59% |
$216K - $217K
|
29.8K
$1.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
1.16K+ 3.56% |
$58.2K - $58.5K
|
33.6K
$1.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.07% |
$403 - $405
|
11K
$556K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-85.5K- 15.32% |
$4.31M - $4.33M
|
473K
$23.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
344+ 1.56% |
$17.3K - $17.4K
|
22.5K
$1.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-78- 1.03% |
$3.93K - $3.95K
|
7.48K
$377K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.44K+ 21.7% |
$324K - $326K
|
36.1K
$1.82M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-20.2K- 29.65% |
$1.02M - $1.02M
|
47.9K
$2.41M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4+ 3.96% |
$201 - $202
|
105
$5.29K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.53K- 16.73% |
$227K - $230K
|
22.5K
$1.14M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
13.7K+ 14.02% |
$687K - $696K
|
112K
$5.63M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.46K- 1.21% |
$224K - $226K
|
364K
$18.4M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
24+ 0.71% |
$1.2K - $1.22K
|
3.42K
$172K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-324- 68.35% |
$16.2K - $16.4K
|
150
$7.56K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
433K+ 82.58% |
$21.7M - $22M
|
957K
$48.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
11.5KNew |
$576K - $583K
|
11.5K
$580K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
6.17K+ 18.99% |
$309K - $313K
|
38.6K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.7K- 3.4% |
$85.2K - $86.3K
|
48.3K
$2.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-744- 2.06% |
$37.3K - $37.7K
|
35.3K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-327- 1.07% |
$16.4K - $16.6K
|
30.1K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.31K+ 12.93% |
$166K - $168K
|
28.9K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
54.8KNew |
$2.74M - $2.78M
|
54.8K
$2.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.93K- 1.29% |
$197K - $199K
|
302K
$15.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
93.4K+ 2247.28% |
$4.68M - $4.74M
|
97.6K
$4.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.8K+ 207.56% |
$1.29M - $1.31M
|
38.3K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
21.2KNew |
$1.06M - $1.08M
|
21.2K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.6K+ 4.33% |
$2.28M - $2.31M
|
1.1M
$55.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
350K+ 10.55% |
$17.5M - $17.7M
|
3.66M
$185M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.4KNew |
$920K - $931K
|
18.4K
$926K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3K+ 82.13% |
$567K - $574K
|
25.1K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27.7K- 29.17% |
$1.39M - $1.4M
|
67.2K
$3.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8+ 0.17% |
$401 - $406
|
4.75K
$240K
|
|
|
Nov 14, 2025
Q3 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
6.12KNew |
$307K - $310K
|
6.12K
$309K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
95.5K+ 49.58% |
$4.78M - $4.84M
|
288K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.5K+ 82.29% |
$678K - $687K
|
30K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.68K- 11.77% |
$234K - $237K
|
35K
$1.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
24.6KNew |
$1.23M - $1.25M
|
24.6K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.73K- 11.83% |
$86.8K - $87.9K
|
12.9K
$651K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54.4K+ 7.98% |
$2.72M - $2.76M
|
736K
$37.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-38.2K- 84.11% |
$1.91M - $1.94M
|
7.22K
$364K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-464- 4.53% |
$23.2K - $23.5K
|
9.78K
$493K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
551New |
$27.6K - $28K
|
551
$27.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-182- 2.18% |
$9.12K - $9.23K
|
8.18K
$412K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.7K+ 4.16% |
$535K - $542K
|
268K
$13.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
61+ 10.54% |
$3.06K - $3.09K
|
640
$32.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.06K- 10.75% |
$404K - $409K
|
66.9K
$3.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.28KNew |
$415K - $420K
|
8.28K
$418K
|
|