Latest Institutional Purchases of Pimco ETF Tr Sht Term Mun Bd A (SMMU)
This list provides information on the latest institutional transactions involving Pimco ETF Tr Sht Term Mun Bd A (SMMU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
141K+ 75.8% |
$6.97M - $7.03M
|
326K
$16.5M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71.8K+ 576.24% |
$3.56M - $3.58M
|
84.2K
$4.25M
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
58.9K+ 29.11% |
$2.92M - $2.94M
|
261K
$13.2M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.2K+ 5.25% |
$2.83M - $2.86M
|
1.15M
$57.8M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
57.1K+ 14.02% |
$2.83M - $2.85M
|
465K
$23.4M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
40.8KNew |
$2.02M - $2.04M
|
40.8K
$2.06M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.1K+ 151.39% |
$1.94M - $1.95M
|
65K
$3.28M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
34.6K+ 448.88% |
$1.72M - $1.73M
|
42.3K
$2.13M
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
31.3K+ 496.73% |
$1.55M - $1.56M
|
37.6K
$1.89M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.3K+ 14.94% |
$1.5M - $1.51M
|
233K
$11.8M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.3KNew |
$1.5M - $1.51M
|
30.3K
$1.53M
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
23.9KNew |
$1.18M - $1.19M
|
23.9K
$1.2M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.1K+ 6.75% |
$1.09M - $1.1M
|
349K
$17.6M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.5K+ 2.89% |
$915K - $921K
|
658K
$33.2M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6KNew |
$722K - $728K
|
14.6K
$735K
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
13.6K+ 133.24% |
$674K - $679K
|
23.8K
$1.2M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 120.91% |
$673K - $678K
|
24.8K
$1.25M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13KNew |
$644K - $648K
|
13K
$655K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.8K+ 28.76% |
$583K - $587K
|
52.6K
$2.65M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.5K+ 17.07% |
$572K - $577K
|
79.2K
$3.99M
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
9.68KNew |
$480K - $484K
|
9.68K
$488K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.68KNew |
$480K - $483K
|
9.68K
$488K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.52K+ 3.66% |
$472K - $475K
|
270K
$13.6M
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
9.2K+ 7.79% |
$456K - $460K
|
127K
$6.43M
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
8.35K+ 3.65% |
$414K - $417K
|
237K
$11.9M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.92KNew |
$393K - $396K
|
7.92K
$400K
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.07KNew |
$350K - $353K
|
7.07K
$356K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.06KNew |
$350K - $353K
|
7.06K
$356K
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
5.94K+ 1.61% |
$294K - $297K
|
375K
$18.9M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.64K+ 5.8% |
$280K - $282K
|
103K
$5.19M
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.6K+ 18.29% |
$278K - $280K
|
36.2K
$1.83M
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5.36K+ 5.4% |
$266K - $268K
|
105K
$5.27M
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5.05K+ 252.95% |
$251K - $252K
|
7.05K
$356K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.04K+ 5.8% |
$250K - $252K
|
91.9K
$4.64M
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.86K+ 79.02% |
$241K - $243K
|
11K
$555K
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.47KNew |
$222K - $223K
|
4.47K
$226K
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
4.06KNew |
$201K - $203K
|
4.06K
$205K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.58KNew |
$178K - $179K
|
3.58K
$181K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.93K+ 17.67% |
$145K - $147K
|
19.5K
$986K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.92K+ 17.21% |
$145K - $146K
|
19.9K
$1M
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.6K+ 3.49% |
$129K - $130K
|
77.1K
$3.89M
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.5K+ 250.0% |
$124K - $125K
|
3.5K
$177K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.48K+ 2.85% |
$123K - $124K
|
89.3K
$4.5M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.31K+ 5.3% |
$115K - $115K
|
46K
$2.32M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.4K+ 3.28% |
$69.4K - $70K
|
44.1K
$2.22M
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 6.04% |
$66.9K - $67.4K
|
23.7K
$1.2M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.33K+ 6.0% |
$65.9K - $66.4K
|
23.5K
$1.18M
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.17K+ 3.56% |
$57.9K - $58.3K
|
34K
$1.71M
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.16K+ 15.64% |
$57.4K - $57.8K
|
8.55K
$431K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
995+ 4.47% |
$49.3K - $49.7K
|
23.2K
$1.17M
|