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 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
32+ 0.68% |
$1.6K - $1.61K
|
4.72K
$236K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-317- 4.29% |
$15.8K - $15.9K
|
7.07K
$352K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-43- 7.5% |
$2.15K - $2.16K
|
530
$26.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.04K- 36.67% |
$152K - $152K
|
5.25K
$262K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
279+ 2.8% |
$13.9K - $14K
|
10.3K
$512K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
123New |
$6.14K - $6.17K
|
123
$6.13K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 33.08% |
$608K - $625K
|
25.2K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
148New |
$7.22K - $7.42K
|
148
$7.38K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.08KNew |
$52.8K - $54.3K
|
1.08K
$54K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.48K+ 15.99% |
$121K - $124K
|
18K
$898K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4.02KNew |
$196K - $202K
|
4.02K
$201K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.09K- 27.06% |
$102K - $105K
|
5.64K
$281K
|
|
|
Feb 07, 2024
Q4 2023
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-2.12K- 31.97% |
$103K - $106K
|
4.5K
$225K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 1.29% |
$293 - $301
|
472
$23.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
639New |
$31.2K - $32K
|
639
$31.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
415+ 9.22% |
$20.2K - $20.8K
|
4.92K
$245K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
989New |
$48.2K - $49.6K
|
989
$49.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
9.31K+ 31.83% |
$454K - $467K
|
38.6K
$1.92M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
6.35K+ 10.97% |
$311K - $315K
|
64.2K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.32KNew |
$212K - $215K
|
4.32K
$216K
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-945- 17.04% |
$46.3K - $46.9K
|
4.6K
$229K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 0.73% |
$538 - $546
|
1.52K
$76K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.12K- 60.33% |
$446K - $453K
|
5.99K
$299K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.72KNew |
$231K - $234K
|
4.72K
$235K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.03KNew |
$99.1K - $101K
|
2.03K
$101K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-795Closed |
$38.9K - $39.5K
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
225New |
$11K - $11.2K
|
225
$11.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-81.5K- 46.49% |
$3.99M - $4.04M
|
93.7K
$4.67M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.92K+ 4.78% |
$241K - $244K
|
108K
$5.39M
|
|
| Q2 2023 | |||||||
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.18K+ 2.55% |
$58K - $58.6K
|
47.2K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.98KNew |
$97.4K - $98.5K
|
1.98K
$98.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
380+ 118.75% |
$18.7K - $18.9K
|
700
$34.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.5K- 19.87% |
$74K - $74.8K
|
6.05K
$302K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
821New |
$40.5K - $40.9K
|
821
$40.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
BUY
|
- |
41.3KNew |
$2.04M - $2.06M
|
41.3K
$2.06M
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-343- 19.35% |
$16.9K - $17.1K
|
1.43K
$71.3K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
5KNew |
$246K - $249K
|
5K
$249K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.5KNew |
$73.8K - $74.8K
|
1.5K
$74.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.79KNew |
$137K - $139K
|
2.79K
$139K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
387+ 5.05% |
$19.1K - $19.3K
|
8.06K
$402K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.1K- 54.12% |
$349K - $354K
|
6.02K
$300K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.16K- 44.65% |
$254K - $257K
|
6.4K
$319K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-100- 22.73% |
$4.92K - $4.99K
|
340
$17K
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.63K- 23.96% |
$80.4K - $81.5K
|
5.19K
$259K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.09K- 9.73% |
$53.8K - $54.5K
|
10.1K
$505K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.9KNew |
$724K - $738K
|
14.9K
$743K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.18KNew |
$57.1K - $58.2K
|
1.18K
$58.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
250New |
$12.1K - $12.4K
|
250
$12.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.87KNew |
$140K - $142K
|
2.87K
$143K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-375- 88.24% |
$18.2K - $18.6K
|
50
$2.49K
|
|