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 |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
989New |
$48.2K - $49.6K
|
989
$49.3K
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
639New |
$31.2K - $32K
|
639
$31.9K
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
415+ 9.22% |
$20.2K - $20.8K
|
4.92K
$245K
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
148New |
$7.22K - $7.42K
|
148
$7.38K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 1.29% |
$293 - $301
|
472
$23.5K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
6.35K+ 10.97% |
$311K - $315K
|
64.2K
$3.2M
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.92K+ 4.78% |
$241K - $244K
|
108K
$5.39M
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.72KNew |
$231K - $234K
|
4.72K
$235K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.32KNew |
$212K - $215K
|
4.32K
$216K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.03KNew |
$99.1K - $101K
|
2.03K
$101K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
225New |
$11K - $11.2K
|
225
$11.2K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 0.73% |
$538 - $546
|
1.52K
$76K
|
|
Q2 2023 | |||||||
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
BUY
|
- |
41.3KNew |
$2.04M - $2.06M
|
41.3K
$2.06M
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.98KNew |
$97.4K - $98.5K
|
1.98K
$98.5K
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.18K+ 2.55% |
$58K - $58.6K
|
47.2K
$2.35M
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
821New |
$40.5K - $40.9K
|
821
$40.9K
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
380+ 118.75% |
$18.7K - $18.9K
|
700
$34.9K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
5KNew |
$246K - $249K
|
5K
$249K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.79KNew |
$137K - $139K
|
2.79K
$139K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.5KNew |
$73.8K - $74.8K
|
1.5K
$74.8K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
387+ 5.05% |
$19.1K - $19.3K
|
8.06K
$402K
|
|
Q4 2022 | |||||||
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.9KNew |
$724K - $738K
|
14.9K
$743K
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
13.2KNew |
$640K - $653K
|
13.2K
$657K
|
|
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
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.72K+ 14.02% |
$375K - $382K
|
62.8K
$3.13M
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.87KNew |
$140K - $142K
|
2.87K
$143K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.18KNew |
$57.1K - $58.2K
|
1.18K
$58.6K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
250New |
$12.1K - $12.4K
|
250
$12.5K
|
|
Q3 2022 | |||||||
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
19.7KNew |
$962K - $986K
|
19.7K
$983K
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
12.7K+ 48.73% |
$619K - $635K
|
38.7K
$1.93M
|
|
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
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.07K+ 43.47% |
$296K - $304K
|
20K
$999K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.24KNew |
$256K - $262K
|
5.24K
$261K
|
|
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
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.4KNew |
$658K - $668K
|
13.4K
$668K
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12.7K+ 204.75% |
$624K - $635K
|
18.9K
$943K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.7KNew |
$235K - $241K
|
4.7K
$234K
|
|
Q3 2021 | |||||||
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 11, 2021
Q2 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
14KNew |
$719K - $721K
|
14K
$698K
|
|
Q1 2020 | |||||||
Apr 29, 2020
Q1 2020
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.2KNew |
$496K - $523K
|
10.2K
$510K
|
|
Jan 13, 2023
Q1 2020
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4.96KNew |
$241K - $254K
|
4.96K
$247K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
6.83KNew |
N/A
|
6.83K
$340K
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$49.9
|