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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.53K+ 3.77% |
$76.3K - $77.1K
|
42.2K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
868+ 1.75% |
$43.2K - $43.6K
|
50.5K
$2.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
10.6K+ 16.46% |
$527K - $533K
|
75K
$3.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-833- 12.61% |
$41.4K - $41.9K
|
5.78K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-128- 1.21% |
$6.37K - $6.43K
|
10.4K
$520K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.2K+ 17.65% |
$259K - $261K
|
34.7K
$1.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.88KNew |
$243K - $245K
|
4.88K
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.93% |
$49.8 - $50.3
|
108
$5.39K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-736- 10.44% |
$36.6K - $37K
|
6.32K
$315K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.45K- 4.37% |
$72.1K - $72.9K
|
31.8K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-634- 1.57% |
$31.5K - $31.9K
|
39.7K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
48+ 0.63% |
$2.39K - $2.41K
|
7.71K
$385K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
7.59KNew |
$378K - $381K
|
7.59K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
170K+ 248.68% |
$8.44M - $8.53M
|
238K
$11.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.83K+ 22.36% |
$340K - $343K
|
37.4K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
93.2K+ 15.63% |
$4.64M - $4.69M
|
690K
$34.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5.1KNew |
$254K - $256K
|
5.1K
$255K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-46- 0.52% |
$2.29K - $2.31K
|
8.73K
$436K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
4.98K+ 33.05% |
$248K - $250K
|
20K
$1M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
5.6KNew |
$279K - $282K
|
5.6K
$280K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-57- 0.18% |
$2.84K - $2.87K
|
32.3K
$1.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2.3K+ 0.56% |
$114K - $116K
|
410K
$20.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
6+ 0.02% |
$299 - $302
|
25.7K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-2.15K- 7.76% |
$107K - $108K
|
25.6K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 7.57% |
$66.3K - $67K
|
18.9K
$945K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-103- 0.11% |
$5.12K - $5.18K
|
91.6K
$4.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-193K- 98.0% |
$9.61M - $9.71M
|
3.94K
$197K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.65K- 7.75% |
$132K - $133K
|
31.5K
$1.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-2.42K- 7.02% |
$120K - $122K
|
32.1K
$1.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
29.3K+ 331.18% |
$1.46M - $1.47M
|
38.2K
$1.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$348 - $352
|
5.05K
$252K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.25K- 0.97% |
$62.2K - $62.9K
|
128K
$6.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5K- 10.93% |
$249K - $251K
|
40.8K
$2.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11.8K+ 18.77% |
$586K - $592K
|
74.5K
$3.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-5.37K- 99.63% |
$267K - $270K
|
20
$999
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.51K+ 21.82% |
$125K - $126K
|
14K
$699K
|
|
| Q4 2024 | |||||||
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
35.1KNew |
$1.74M - $1.77M
|
35.1K
$1.75M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
12New |
$597 - $605
|
12
$599
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
132New |
$6.57K - $6.66K
|
132
$6.59K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.21% |
$49.7 - $50.4
|
474
$23.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
485+ 7.58% |
$24.1K - $24.5K
|
6.88K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.94K+ 6.37% |
$146K - $148K
|
49K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
157K+ 16.2% |
$7.8M - $7.91M
|
1.12M
$56.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
78.1KNew |
$3.88M - $3.94M
|
78.1K
$3.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.25K+ 14.98% |
$311K - $315K
|
48K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-150- 1.59% |
$7.46K - $7.56K
|
9.3K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
862+ 8.94% |
$42.9K - $43.5K
|
10.5K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
43.8K+ 11.27% |
$2.18M - $2.21M
|
432K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.8K+ 3.42% |
$1.43M - $1.45M
|
872K
$43.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-10.9K- 68.86% |
$543K - $551K
|
4.94K
$247K
|
|