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 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$682K - $689K
|
13.7K
$687K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.15K- 20.56% |
$306K - $309K
|
23.7K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.95K- 35.9% |
$147K - $148K
|
5.26K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.6K+ 14.88% |
$1.77M - $1.79M
|
275K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
683+ 5.27% |
$34K - $34.3K
|
13.7K
$685K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.6KNew |
$179K - $181K
|
3.6K
$181K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.15K+ 45.74% |
$107K - $108K
|
6.85K
$344K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-16.8K- 8.98% |
$838K - $847K
|
171K
$8.56M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-800- 73.87% |
$39.8K - $40.2K
|
283
$14.2K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
20.5K+ 42.68% |
$1.02M - $1.03M
|
68.4K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-150- 0.51% |
$7.46K - $7.54K
|
29K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.4K+ 15.41% |
$818K - $826K
|
123K
$6.18M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.67K+ 37.49% |
$232K - $235K
|
17.1K
$859K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
256K+ 178.23% |
$12.7M - $12.9M
|
400K
$20M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
10.2K+ 4.11% |
$508K - $514K
|
259K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-3.32K- 71.99% |
$165K - $167K
|
1.29K
$64.9K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
466+ 1.61% |
$23.2K - $23.4K
|
29.3K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.7K+ 38.31% |
$581K - $587K
|
42.2K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-100- 0.9% |
$4.98K - $5.03K
|
11K
$554K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
15+ 0.18% |
$746 - $754
|
8.52K
$427K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.13K+ 193.16% |
$56.2K - $56.8K
|
1.72K
$86K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-726- 1.57% |
$36.1K - $36.5K
|
45.7K
$2.29M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
529+ 9.56% |
$26.3K - $26.6K
|
6.06K
$304K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.29K+ 5.26% |
$164K - $165K
|
65.8K
$3.3M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.45K- 8.44% |
$122K - $123K
|
26.6K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
95+ 1.75% |
$4.73K - $4.78K
|
5.54K
$278K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
19+ 0.46% |
$945 - $955
|
4.11K
$206K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.5K+ 9.87% |
$1.86M - $1.88M
|
417K
$20.9M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.51K- 4.32% |
$75K - $75.8K
|
33.4K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.67K- 28.68% |
$82.8K - $83.7K
|
4.14K
$208K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-56- 17.07% |
$2.79K - $2.82K
|
272
$13.6K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 1.4% |
$99.5 - $101
|
141
$7.07K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.28K+ 7.06% |
$114K - $115K
|
34.6K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
182K+ 31.1% |
$9.05M - $9.14M
|
766K
$38.4M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
12.7K+ 13.78% |
$632K - $639K
|
105K
$5.26M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
12+ 4.94% |
$597 - $603
|
255
$12.8K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-358- 6.44% |
$17.8K - $18K
|
5.2K
$261K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
964+ 20.38% |
$48K - $48.5K
|
5.69K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2+ 0.73% |
$99.5 - $101
|
275
$13.8K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
395+ 4.58% |
$19.7K - $19.9K
|
9.03K
$453K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
88+ 0.64% |
$4.38K - $4.42K
|
13.9K
$697K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
308K+ 246.26% |
$15.3M - $15.5M
|
433K
$21.7M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.36K+ 10.83% |
$267K - $269K
|
54.8K
$2.75M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
787+ 0.11% |
$39.2K - $39.6K
|
702K
$35.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.1K+ 18.32% |
$553K - $559K
|
71.8K
$3.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
95.3K+ 267.37% |
$4.74M - $4.79M
|
131K
$6.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
37.7K+ 79.66% |
$1.88M - $1.9M
|
85K
$4.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-36.8K- 12.81% |
$1.83M - $1.85M
|
251K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
493+ 3.03% |
$24.5K - $24.8K
|
16.8K
$841K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.19KNew |
$59.2K - $59.8K
|
1.19K
$59.6K
|