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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
13.2KNew |
$640K - $653K
|
13.2K
$657K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.72K+ 14.02% |
$375K - $382K
|
62.8K
$3.13M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
10.4KNew |
$503K - $513K
|
10.4K
$517K
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
8.86KNew |
$431K - $439K
|
8.86K
$442K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.05K- 27.64% |
$148K - $151K
|
7.97K
$397K
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.24KNew |
$256K - $262K
|
5.24K
$261K
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-33.3K- 59.66% |
$1.62M - $1.67M
|
22.5K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
11.8KNew |
$574K - $588K
|
11.8K
$586K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6.6KNew |
$322K - $330K
|
6.6K
$329K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
500+ 7.35% |
$24.4K - $25K
|
7.3K
$364K
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
33+ 0.27% |
$1.61K - $1.65K
|
12.1K
$602K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-200- 2.93% |
$9.76K - $10K
|
6.63K
$330K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
12.7K+ 48.73% |
$619K - $635K
|
38.7K
$1.93M
|
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
19.7KNew |
$962K - $986K
|
19.7K
$983K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.07K+ 43.47% |
$296K - $304K
|
20K
$999K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-782Closed |
$38.4K - $39.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5KClosed |
$246K - $250K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12.7K+ 204.75% |
$624K - $635K
|
18.9K
$943K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.87K- 13.34% |
$141K - $143K
|
18.7K
$930K
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.4KNew |
$658K - $668K
|
13.4K
$668K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.54KClosed |
$370K - $377K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-38.9KClosed |
$1.91M - $1.94M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.3KClosed |
$260K - $265K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.95KClosed |
$95.8K - $97.4K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-12.3KClosed |
$605K - $615K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.44K- 82.99% |
$120K - $122K
|
500
$24.9K
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
SELL
|
- |
-54.5KClosed |
$2.68M - $2.72M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.65KClosed |
$80.9K - $82.2K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-15.7K- 45.45% |
$771K - $784K
|
18.8K
$940K
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.1KClosed |
$54.7K - $56.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-252Closed |
$12.6K - $12.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-130- 34.21% |
$6.49K - $6.66K
|
250
$12.5K
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.7KNew |
$235K - $241K
|
4.7K
$234K
|
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
SELL
|
- |
-12.7KClosed |
$635K - $652K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.98KClosed |
$198K - $204K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-3.93K- 10.33% |
$196K - $201K
|
34.1K
$1.7M
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
SELL
|
- |
-4.54KClosed |
$227K - $233K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2.21KClosed |
$110K - $113K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.7KClosed |
$1.83M - $1.88M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-662Closed |
$33K - $33.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.07KClosed |
$208K - $209K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.7KClosed |
$1.57M - $1.58M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.3KClosed |
$220K - $220K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
SELL
|
- |
-29.7KClosed |
$1.52M - $1.52M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.13KClosed |
$57.7K - $58K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-168- 0.84% |
$8.62K - $8.66K
|
19.8K
$986K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
29.7KNew |
$1.52M - $1.53M
|
29.7K
$1.48M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$68.2K - $68.6K
|
1.33K
$66.3K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4KClosed |
$205K - $206K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
14KNew |
$719K - $721K
|
14K
$698K
|
|