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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-298- 1.16% |
$14.7K - $14.9K
|
25.4K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 5.5% |
$51.2K - $52.2K
|
20K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2.6K- 8.19% |
$128K - $130K
|
29.2K
$1.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
969+ 0.76% |
$47.7K - $48.6K
|
129K
$6.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
40+ 0.67% |
$1.97K - $2.01K
|
5.98K
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.2K+ 14.99% |
$256K - $261K
|
39.9K
$2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
153K+ 22.13% |
$7.5M - $7.65M
|
842K
$42.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
1.02K+ 9.33% |
$50K - $51K
|
11.9K
$598K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22+ 0.07% |
$1.08K - $1.1K
|
32.3K
$1.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
20.1K+ 4.91% |
$990K - $1.01M
|
430K
$21.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-813- 2.58% |
$40K - $40.8K
|
30.7K
$1.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
203+ 0.63% |
$9.98K - $10.2K
|
32.3K
$1.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.27KNew |
$210K - $214K
|
4.27K
$214K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
21.9K+ 29.4% |
$1.08M - $1.1M
|
96.5K
$4.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
27New |
$1.33K - $1.35K
|
27
$1.35K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$295 - $301
|
5.06K
$254K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-5.99K- 7.99% |
$295K - $301K
|
69K
$3.46M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.5K+ 1705.31% |
$671K - $678K
|
14.3K
$716K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
288New |
$14.3K - $14.5K
|
288
$14.4K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.7K- 7.19% |
$84.6K - $85.5K
|
22K
$1.1M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2K+ 33.33% |
$99.5K - $101K
|
8K
$401K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-77- 0.69% |
$3.83K - $3.87K
|
11.1K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.9K+ 10.88% |
$4.72M - $4.77M
|
967K
$48.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54.1K- 4.81% |
$2.69M - $2.72M
|
1.07M
$53.7M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.12K+ 8.4% |
$205K - $207K
|
53.2K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.1K- 12.51% |
$503K - $508K
|
70.7K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.13K- 3.45% |
$56.2K - $56.8K
|
31.6K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.52KNew |
$324K - $328K
|
6.52K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
6.46K+ 8.28% |
$321K - $325K
|
84.5K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-858- 9.23% |
$42.7K - $43.1K
|
8.44K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-15.7K- 62.33% |
$781K - $789K
|
9.49K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.7K+ 82.84% |
$433K - $437K
|
19.2K
$964K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
344+ 3.41% |
$17.1K - $17.3K
|
10.4K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.3K- 29.22% |
$114K - $116K
|
5.57K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
222+ 1.54% |
$11K - $11.2K
|
14.6K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.4KNew |
$666K - $673K
|
13.4K
$671K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.71% |
$149 - $151
|
426
$21.4K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.74K+ 25.18% |
$136K - $138K
|
13.6K
$682K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6KNew |
$678K - $685K
|
13.6K
$684K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-561- 1.81% |
$27.9K - $28.2K
|
30.4K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
83.7K+ 32.68% |
$4.16M - $4.21M
|
340K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-16- 0.22% |
$796 - $804
|
7.14K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.41KNew |
$269K - $272K
|
5.41K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.63K+ 32.98% |
$81K - $81.8K
|
6.57K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.6K- 56.26% |
$575K - $581K
|
8.98K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.12K+ 62.89% |
$155K - $157K
|
8.07K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29K+ 6.71% |
$1.44M - $1.46M
|
461K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
502+ 2.32% |
$25K - $25.2K
|
22.1K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.82K+ 2.81% |
$90.7K - $91.6K
|
66.8K
$3.35M
|
|