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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.88KNew |
$243K - $245K
|
4.88K
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.69K+ 7.66% |
$233K - $236K
|
65.9K
$3.3M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.67K+ 37.49% |
$232K - $235K
|
17.1K
$859K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.12K+ 8.4% |
$205K - $207K
|
53.2K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.6KNew |
$179K - $181K
|
3.6K
$181K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.29K+ 5.26% |
$164K - $165K
|
65.8K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.17K+ 3.76% |
$158K - $159K
|
87.3K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.12K+ 62.89% |
$155K - $157K
|
8.07K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.74K+ 25.18% |
$136K - $138K
|
13.6K
$682K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
2.6K+ 18.5% |
$129K - $130K
|
16.6K
$834K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.51K+ 21.82% |
$125K - $126K
|
14K
$702K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.28K+ 7.06% |
$114K - $115K
|
34.6K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.15K+ 45.74% |
$107K - $108K
|
6.85K
$344K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2K+ 33.33% |
$99.5K - $101K
|
8K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.82K+ 2.81% |
$90.7K - $91.6K
|
66.8K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.63K+ 32.98% |
$81K - $81.8K
|
6.57K
$329K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.53K+ 3.77% |
$76.3K - $77.1K
|
42.2K
$2.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.29K+ 12.3% |
$64.3K - $65K
|
11.8K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.19KNew |
$59.2K - $59.8K
|
1.19K
$59.6K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.13K+ 193.16% |
$56.2K - $56.8K
|
1.72K
$86K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
964+ 20.38% |
$48K - $48.5K
|
5.69K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
868+ 1.75% |
$43.2K - $43.6K
|
50.5K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
787+ 0.11% |
$39.2K - $39.6K
|
702K
$35.2M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
683+ 5.27% |
$34K - $34.3K
|
13.7K
$685K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
529+ 9.56% |
$26.3K - $26.6K
|
6.06K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
502+ 2.32% |
$25K - $25.2K
|
22.1K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
493+ 3.03% |
$24.5K - $24.8K
|
16.8K
$841K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
466+ 1.61% |
$23.2K - $23.4K
|
29.3K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
395+ 4.58% |
$19.7K - $19.9K
|
9.03K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
344+ 3.41% |
$17.1K - $17.3K
|
10.4K
$524K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
288New |
$14.3K - $14.5K
|
288
$14.4K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
222+ 1.54% |
$11K - $11.2K
|
14.6K
$735K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
95+ 1.75% |
$4.73K - $4.78K
|
5.54K
$278K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
88+ 0.64% |
$4.38K - $4.42K
|
13.9K
$697K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
73+ 0.69% |
$3.63K - $3.67K
|
10.6K
$531K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
48+ 0.63% |
$2.39K - $2.41K
|
7.71K
$386K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
38+ 0.27% |
$1.89K - $1.91K
|
14K
$702K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
19+ 0.46% |
$945 - $955
|
4.11K
$206K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
15+ 0.18% |
$746 - $754
|
8.52K
$427K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
12+ 4.94% |
$597 - $603
|
255
$12.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.82% |
$249 - $251
|
614
$30.8K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.71% |
$149 - $151
|
426
$21.4K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2+ 0.73% |
$99.5 - $101
|
275
$13.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.93% |
$49.8 - $50.3
|
108
$5.42K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
59.4KNew |
$2.96M - $3M
|
59.4K
$2.98M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
35.1KNew |
$1.74M - $1.77M
|
35.1K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
19.6KNew |
$973K - $986K
|
19.6K
$981K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
7.01KNew |
$349K - $354K
|
7.01K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
5.64KNew |
$280K - $284K
|
5.64K
$283K
|
|