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 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.59KNew |
$129K - $131K
|
2.59K
$129K
|
|
| Q3 2024 | |||||||
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
15KNew |
$745K - $758K
|
15K
$749K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-54.2K- 94.98% |
$2.69M - $2.74M
|
2.86K
$143K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-50- 0.21% |
$2.48K - $2.53K
|
23.7K
$1.18M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.5KNew |
$1.12M - $1.14M
|
22.5K
$1.13M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.5K+ 71.43% |
$124K - $126K
|
6K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.06KNew |
$301K - $306K
|
6.06K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.1K- 42.37% |
$204K - $207K
|
5.58K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-6.96K- 55.69% |
$346K - $352K
|
5.54K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.16KNew |
$107K - $109K
|
2.16K
$108K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
14.6K+ 100.0% |
$724K - $736K
|
29.2K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
700+ 17.5% |
$34.8K - $35.4K
|
4.7K
$235K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
33.1KNew |
$1.65M - $1.67M
|
33.1K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.06K+ 15.36% |
$351K - $356K
|
53K
$2.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.43K- 3.73% |
$171K - $173K
|
88.5K
$4.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.7K+ 809.66% |
$333K - $339K
|
7.53K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
159+ 4.04% |
$7.9K - $8.03K
|
4.09K
$204K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
4KNew |
$199K - $202K
|
4K
$200K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.01KNew |
$199K - $203K
|
4.01K
$200K
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
29.7KNew |
$1.48M - $1.5M
|
29.7K
$1.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
64New |
$3.18K - $3.23K
|
64
$3.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-194- 2.76% |
$9.64K - $9.8K
|
6.83K
$341K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.41K- 20.42% |
$417K - $420K
|
32.8K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6KNew |
$722K - $728K
|
14.6K
$728K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.92KNew |
$393K - $396K
|
7.92K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.47KClosed |
$122K - $123K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-839- 94.27% |
$41.6K - $41.9K
|
51
$2.55K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.92K- 70.59% |
$95.2K - $95.9K
|
800
$40K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.07KNew |
$350K - $353K
|
7.07K
$353K
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
4.06KNew |
$201K - $203K
|
4.06K
$203K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
34.6K+ 448.88% |
$1.72M - $1.73M
|
42.3K
$2.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-3.37K- 9.06% |
$167K - $168K
|
33.9K
$1.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-181- 65.11% |
$8.97K - $9.04K
|
97
$4.84K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
322New |
$16K - $16.1K
|
322
$16.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.15K- 33.42% |
$106K - $107K
|
4.27K
$213K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
885New |
$44.2K - $44.4K
|
885
$44.2K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-174K- 78.32% |
$8.71M - $8.76M
|
48.3K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.3K+ 6.97% |
$1.01M - $1.02M
|
311K
$15.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.39K+ 3.71% |
$169K - $170K
|
94.6K
$4.72M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
140+ 32.26% |
$6.98K - $7.03K
|
574
$28.7K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.02K- 37.71% |
$150K - $151K
|
4.98K
$249K
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-102K- 95.43% |
$5.1M - $5.13M
|
4.9K
$245K
|
|
|
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
$353K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.04K- 36.67% |
$152K - $152K
|
5.25K
$262K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
123New |
$6.14K - $6.17K
|
123
$6.14K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
148New |
$7.22K - $7.42K
|
148
$7.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 33.08% |
$608K - $625K
|
25.2K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.08KNew |
$52.8K - $54.3K
|
1.08K
$54.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.48K+ 15.99% |
$121K - $124K
|
18K
$899K
|
|