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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-6.57K- 29.1% |
$327K - $332K
|
16K
$801K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.95K- 11.46% |
$197K - $199K
|
30.5K
$1.53M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.03K- 4.79% |
$101K - $102K
|
40.4K
$2.02M
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.95K- 2.44% |
$97K - $98.3K
|
77.9K
$3.9M
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.9K- 5.41% |
$94.5K - $95.8K
|
33.2K
$1.66M
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.75K- 17.09% |
$87.2K - $88.5K
|
8.51K
$426K
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1K- 11.27% |
$49.7K - $50.4K
|
7.87K
$394K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-937- 1.94% |
$46.6K - $47.3K
|
47.3K
$2.37M
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-757- 0.82% |
$37.7K - $38.2K
|
91.7K
$4.59M
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-500- 1.08% |
$24.9K - $25.2K
|
45.8K
$2.29M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-491- 6.38% |
$24.4K - $24.8K
|
7.21K
$361K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-178K- 15.53% |
$8.84M - $8.98M
|
968K
$48.4M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-35.7K- 4.62% |
$1.78M - $1.8M
|
737K
$36.9M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.5K- 14.68% |
$672K - $683K
|
78.6K
$3.93M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.5K- 13.21% |
$669K - $680K
|
88.5K
$4.43M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12K- 18.5% |
$597K - $607K
|
53K
$2.65M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.39K- 31.03% |
$467K - $474K
|
20.9K
$1.04M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.14K- 23.58% |
$454K - $461K
|
29.6K
$1.48M
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-6.96K- 55.69% |
$346K - $352K
|
5.54K
$277K
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.85K- 89.78% |
$341K - $346K
|
780
$39K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.66K- 12.66% |
$331K - $336K
|
46K
$2.3M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.61K- 8.35% |
$328K - $334K
|
72.6K
$3.63M
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-4.38K- 16.65% |
$218K - $221K
|
21.9K
$1.1M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.2K- 16.95% |
$209K - $212K
|
20.6K
$1.03M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.1K- 42.37% |
$204K - $207K
|
5.58K
$279K
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.76K- 9.96% |
$187K - $190K
|
33.9K
$1.7M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.71K- 20.9% |
$184K - $187K
|
14K
$701K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.43K- 3.73% |
$171K - $173K
|
88.5K
$4.43M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.06K- 7.08% |
$152K - $155K
|
40.2K
$2.01M
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.88K- 8.37% |
$143K - $145K
|
31.5K
$1.58M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.82K- 22.95% |
$140K - $142K
|
9.45K
$473K
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-2.6K- 8.19% |
$129K - $131K
|
29.1K
$1.46M
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.27K- 4.8% |
$63.3K - $64.3K
|
25.3K
$1.26M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.25K- 2.38% |
$62.3K - $63.3K
|
51.4K
$2.57M
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.07K- 7.41% |
$53.3K - $54.2K
|
13.4K
$671K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-988- 21.85% |
$49.1K - $49.9K
|
3.53K
$177K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-902- 3.88% |
$44.8K - $45.6K
|
22.3K
$1.12M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-438- 3.37% |
$21.8K - $22.1K
|
12.5K
$628K
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-222- 2.88% |
$11K - $11.2K
|
7.49K
$375K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-214- 0.73% |
$10.6K - $10.8K
|
29.1K
$1.46M
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-194- 2.76% |
$9.64K - $9.8K
|
6.83K
$342K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-129- 1.32% |
$6.41K - $6.51K
|
9.64K
$482K
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-50- 0.21% |
$2.48K - $2.53K
|
23.7K
$1.18M
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-27- 0.07% |
$1.34K - $1.36K
|
38.4K
$1.92M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11- 0.16% |
$547 - $556
|
7.05K
$353K
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2- 0.86% |
$99.4 - $101
|
231
$11.6K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.41K- 20.42% |
$417K - $420K
|
32.8K
$1.64M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.37K- 24.86% |
$217K - $218K
|
13.2K
$662K
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-3.37K- 9.06% |
$167K - $168K
|
33.9K
$1.69M
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.86K- 89.72% |
$142K - $143K
|
328
$16.4K
|