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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.26KNew |
$212K - $215K
|
4.26K
$214K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.09KNew |
$203K - $206K
|
4.09K
$205K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.59KNew |
$129K - $131K
|
2.59K
$130K
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
1.15K+ 17.94% |
$57.2K - $57.9K
|
7.55K
$379K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1K+ 3.92% |
$49.9K - $50.6K
|
26.6K
$1.33M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
485+ 7.58% |
$24.1K - $24.5K
|
6.88K
$345K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
268+ 50.57% |
$13.3K - $13.5K
|
798
$40K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
201+ 3.86% |
$10K - $10.1K
|
5.4K
$271K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
136+ 26.93% |
$6.76K - $6.86K
|
641
$32.2K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
132New |
$6.57K - $6.66K
|
132
$6.62K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
62+ 7.95% |
$3.08K - $3.13K
|
842
$42.2K
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
46+ 0.26% |
$2.29K - $2.32K
|
17.5K
$878K
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
31+ 0.12% |
$1.54K - $1.56K
|
25.3K
$1.27M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20New |
$995 - $1.01K
|
20
$1K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
12New |
$597 - $605
|
12
$602
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.21% |
$49.7 - $50.4
|
474
$23.8K
|
|
Q3 2024 | |||||||
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
33.1KNew |
$1.65M - $1.67M
|
33.1K
$1.66M
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
29.7KNew |
$1.48M - $1.5M
|
29.7K
$1.49M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.5KNew |
$1.12M - $1.14M
|
22.5K
$1.13M
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
15KNew |
$745K - $758K
|
15K
$752K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.06K+ 15.36% |
$351K - $356K
|
53K
$2.66M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.7K+ 809.66% |
$333K - $339K
|
7.53K
$378K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.06KNew |
$301K - $306K
|
6.06K
$304K
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.01KNew |
$199K - $203K
|
4.01K
$201K
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
4KNew |
$199K - $202K
|
4K
$201K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.16KNew |
$107K - $109K
|
2.16K
$108K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
64New |
$3.18K - $3.23K
|
64
$3.21K
|
|
Q2 2024 | |||||||
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
34.6K+ 448.88% |
$1.72M - $1.73M
|
42.3K
$2.12M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6KNew |
$722K - $728K
|
14.6K
$731K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.92KNew |
$393K - $396K
|
7.92K
$397K
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.07KNew |
$350K - $353K
|
7.07K
$354K
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
4.06KNew |
$201K - $203K
|
4.06K
$204K
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
322New |
$16K - $16.1K
|
322
$16.2K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.3K+ 6.97% |
$1.01M - $1.02M
|
311K
$15.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.39K+ 3.71% |
$169K - $170K
|
94.6K
$4.74M
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
885New |
$44.2K - $44.4K
|
885
$44.4K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
140+ 32.26% |
$6.98K - $7.03K
|
574
$28.8K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
123New |
$6.14K - $6.17K
|
123
$6.17K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
32+ 0.68% |
$1.6K - $1.61K
|
4.72K
$237K
|
|
Q4 2023 | |||||||
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
9.31K+ 31.83% |
$454K - $467K
|
38.6K
$1.93M
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4.02KNew |
$196K - $202K
|
4.02K
$202K
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.48K+ 15.99% |
$121K - $124K
|
18K
$903K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
989New |
$48.2K - $49.6K
|
989
$49.6K
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
639New |
$31.2K - $32K
|
639
$32.1K
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
415+ 9.22% |
$20.2K - $20.8K
|
4.92K
$247K
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
148New |
$7.22K - $7.42K
|
148
$7.42K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 1.29% |
$293 - $301
|
472
$23.7K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
6.35K+ 10.97% |
$311K - $315K
|
64.2K
$3.22M
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.92K+ 4.78% |
$241K - $244K
|
108K
$5.42M
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.72KNew |
$231K - $234K
|
4.72K
$237K
|