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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
153K+ 22.13% |
$7.5M - $7.65M
|
842K
$42.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
21.9K+ 29.4% |
$1.08M - $1.1M
|
96.5K
$4.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
20.1K+ 4.91% |
$990K - $1.01M
|
430K
$21.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.2K+ 14.99% |
$256K - $261K
|
39.9K
$2M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.27KNew |
$210K - $214K
|
4.27K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 5.5% |
$51.2K - $52.2K
|
20K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
1.02K+ 9.33% |
$50K - $51K
|
11.9K
$598K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
969+ 0.76% |
$47.7K - $48.6K
|
129K
$6.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
203+ 0.63% |
$9.98K - $10.2K
|
32.3K
$1.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
40+ 0.67% |
$1.97K - $2.01K
|
5.98K
$300K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
27New |
$1.33K - $1.35K
|
27
$1.35K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22+ 0.07% |
$1.08K - $1.1K
|
32.3K
$1.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$295 - $301
|
5.06K
$254K
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
308K+ 246.26% |
$15.3M - $15.5M
|
433K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
256K+ 178.23% |
$12.7M - $12.9M
|
400K
$20M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
182K+ 31.1% |
$9.05M - $9.14M
|
766K
$38.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
170K+ 248.68% |
$8.44M - $8.53M
|
238K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
95.3K+ 267.37% |
$4.74M - $4.79M
|
131K
$6.57M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.9K+ 10.88% |
$4.72M - $4.77M
|
967K
$48.5M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
83.7K+ 32.68% |
$4.16M - $4.21M
|
340K
$17M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
43.6K+ 7.46% |
$2.17M - $2.19M
|
628K
$31.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
37.7K+ 79.66% |
$1.88M - $1.9M
|
85K
$4.27M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.5K+ 9.87% |
$1.86M - $1.88M
|
417K
$20.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.6K+ 14.88% |
$1.77M - $1.79M
|
275K
$13.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
29.3K+ 331.18% |
$1.46M - $1.47M
|
38.2K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29K+ 6.71% |
$1.44M - $1.46M
|
461K
$23.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
20.5K+ 42.68% |
$1.02M - $1.03M
|
68.4K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.4K+ 15.41% |
$818K - $826K
|
123K
$6.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
14.1KNew |
$702K - $709K
|
14.1K
$707K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$682K - $689K
|
13.7K
$687K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6KNew |
$678K - $685K
|
13.6K
$684K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.5K+ 1705.31% |
$671K - $678K
|
14.3K
$716K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.4KNew |
$666K - $673K
|
13.4K
$671K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
12.7K+ 13.78% |
$632K - $639K
|
105K
$5.26M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.7K+ 38.31% |
$581K - $587K
|
42.2K
$2.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.1K+ 18.32% |
$553K - $559K
|
71.8K
$3.6M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
10.2K+ 4.11% |
$508K - $514K
|
259K
$13M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9.31K+ 63.53% |
$463K - $468K
|
24K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.95K+ 79.81% |
$445K - $450K
|
20.2K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.7K+ 82.84% |
$433K - $437K
|
19.2K
$964K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
7.59KNew |
$378K - $381K
|
7.59K
$381K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.83K+ 22.36% |
$340K - $343K
|
37.4K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.52KNew |
$324K - $328K
|
6.52K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
6.46K+ 8.28% |
$321K - $325K
|
84.5K
$4.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
5.7K+ 11.34% |
$284K - $287K
|
56K
$2.81M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
5.6KNew |
$279K - $282K
|
5.6K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.41KNew |
$269K - $272K
|
5.41K
$271K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.36K+ 10.83% |
$267K - $269K
|
54.8K
$2.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5.1KNew |
$254K - $256K
|
5.1K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
4.98K+ 33.05% |
$248K - $250K
|
20K
$1M
|
|