Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-193K- 98.0% |
$9.61M - $9.71M
|
3.94K
$197K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54.1K- 4.81% |
$2.69M - $2.72M
|
1.07M
$53.4M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-36.8K- 12.81% |
$1.83M - $1.85M
|
251K
$12.5M
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-18.1K- 17.76% |
$901K - $910K
|
83.9K
$4.19M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-16.8K- 8.98% |
$838K - $847K
|
171K
$8.52M
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-15.7K- 62.33% |
$781K - $789K
|
9.49K
$473K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-14.3K- 50.0% |
$709K - $716K
|
14.3K
$711K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12K- 72.2% |
$596K - $602K
|
4.61K
$230K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.6K- 56.26% |
$575K - $581K
|
8.98K
$448K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10.4K- 92.91% |
$516K - $521K
|
791
$39.5K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.1K- 12.51% |
$503K - $508K
|
70.7K
$3.53M
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-9.51K- 61.56% |
$473K - $478K
|
5.94K
$296K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.76K- 11.11% |
$336K - $340K
|
54.1K
$2.7M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.15K- 20.56% |
$306K - $309K
|
23.7K
$1.18M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-5.37K- 99.63% |
$267K - $270K
|
20
$998
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5K- 10.93% |
$249K - $251K
|
40.8K
$2.03M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-3.32K- 71.99% |
$165K - $167K
|
1.29K
$64.5K
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.95K- 35.9% |
$147K - $148K
|
5.26K
$262K
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.65K- 7.75% |
$132K - $133K
|
31.5K
$1.57M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.5K- 3.21% |
$124K - $126K
|
75.4K
$3.76M
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.45K- 8.44% |
$122K - $123K
|
26.6K
$1.33M
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-2.42K- 7.02% |
$120K - $122K
|
32.1K
$1.6M
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.3K- 29.22% |
$114K - $116K
|
5.57K
$278K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-2.15K- 7.76% |
$107K - $108K
|
25.6K
$1.28M
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.7K- 7.19% |
$84.6K - $85.5K
|
22K
$1.1M
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.67K- 28.68% |
$82.8K - $83.7K
|
4.14K
$207K
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.51K- 4.32% |
$75K - $75.8K
|
33.4K
$1.67M
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.45K- 4.37% |
$72.1K - $72.9K
|
31.8K
$1.58M
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.25K- 0.97% |
$62.2K - $62.9K
|
128K
$6.37M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.13K- 3.45% |
$56.2K - $56.8K
|
31.6K
$1.57M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-858- 9.23% |
$42.7K - $43.1K
|
8.44K
$421K
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-833- 12.61% |
$41.4K - $41.9K
|
5.78K
$288K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-800- 73.87% |
$39.8K - $40.2K
|
283
$14.1K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-736- 10.44% |
$36.6K - $37K
|
6.32K
$315K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-726- 1.57% |
$36.1K - $36.5K
|
45.7K
$2.28M
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-634- 1.57% |
$31.5K - $31.9K
|
39.7K
$1.98M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-561- 1.81% |
$27.9K - $28.2K
|
30.4K
$1.52M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-358- 6.44% |
$17.8K - $18K
|
5.2K
$260K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-150- 0.51% |
$7.46K - $7.54K
|
29K
$1.45M
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-128- 1.21% |
$6.37K - $6.43K
|
10.4K
$520K
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-103- 0.11% |
$5.12K - $5.18K
|
91.6K
$4.57M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-100- 0.9% |
$4.98K - $5.03K
|
11K
$551K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-77- 0.69% |
$3.83K - $3.87K
|
11.1K
$555K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-57- 0.18% |
$2.84K - $2.87K
|
32.3K
$1.61M
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-56- 17.07% |
$2.79K - $2.82K
|
272
$13.6K
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-46- 0.52% |
$2.29K - $2.31K
|
8.73K
$436K
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-16- 0.22% |
$796 - $804
|
7.14K
$356K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 1.4% |
$99.5 - $101
|
141
$7.04K
|
|
Q4 2024 | |||||||
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-6.57K- 29.1% |
$327K - $332K
|
16K
$799K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.44K- 33.61% |
$221K - $224K
|
8.78K
$438K
|