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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.47KClosed |
$122K - $123K
|
0
$0
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.15K- 33.42% |
$106K - $107K
|
4.27K
$213K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.92K- 70.59% |
$95.2K - $95.9K
|
800
$39.9K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-846- 1.46% |
$41.9K - $42.2K
|
57.1K
$2.85M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-839- 94.27% |
$41.6K - $41.9K
|
51
$2.54K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-181- 65.11% |
$8.97K - $9.04K
|
97
$4.84K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-174K- 78.32% |
$8.71M - $8.76M
|
48.3K
$2.41M
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-102K- 95.43% |
$5.1M - $5.13M
|
4.9K
$244K
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.04K- 36.67% |
$152K - $152K
|
5.25K
$262K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.02K- 37.71% |
$150K - $151K
|
4.98K
$249K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.2K- 67.15% |
$59.7K - $60K
|
585
$29.2K
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-317- 4.29% |
$15.8K - $15.9K
|
7.07K
$352K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-43- 7.5% |
$2.15K - $2.16K
|
530
$26.4K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 33.08% |
$608K - $625K
|
25.2K
$1.26M
|
|
Feb 07, 2024
Q4 2023
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-2.12K- 31.97% |
$103K - $106K
|
4.5K
$225K
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.09K- 27.06% |
$102K - $105K
|
5.64K
$281K
|
|
Q3 2023 | |||||||
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-81.5K- 46.49% |
$3.99M - $4.04M
|
93.7K
$4.68M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.12K- 60.33% |
$446K - $453K
|
5.99K
$299K
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-945- 17.04% |
$46.3K - $46.9K
|
4.6K
$229K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-795Closed |
$38.9K - $39.5K
|
0
$0
|
|
Q2 2023 | |||||||
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.5K- 19.87% |
$74K - $74.8K
|
6.05K
$302K
|
|
Q1 2023 | |||||||
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.1K- 54.12% |
$349K - $354K
|
6.02K
$300K
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.16K- 44.65% |
$254K - $257K
|
6.4K
$319K
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.63K- 23.96% |
$80.4K - $81.5K
|
5.19K
$259K
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.09K- 9.73% |
$53.8K - $54.5K
|
10.1K
$505K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-343- 19.35% |
$16.9K - $17.1K
|
1.43K
$71.3K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-100- 22.73% |
$4.92K - $4.99K
|
340
$17K
|
|
Q4 2022 | |||||||
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.05K- 27.64% |
$148K - $151K
|
7.97K
$398K
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-375- 88.24% |
$18.2K - $18.6K
|
50
$2.49K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-33.3K- 59.66% |
$1.62M - $1.67M
|
22.5K
$1.12M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-200- 2.93% |
$9.76K - $10K
|
6.63K
$330K
|
|
Q2 2022 | |||||||
Jul 18, 2022
Q2 2022
|
First National Corp
|
SELL
|
- |
-54.5KClosed |
$2.68M - $2.72M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-38.9KClosed |
$1.91M - $1.94M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-15.7K- 45.45% |
$771K - $784K
|
18.8K
$940K
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-12.3KClosed |
$605K - $615K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.54KClosed |
$370K - $377K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.3KClosed |
$260K - $265K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5KClosed |
$246K - $250K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.87K- 13.34% |
$141K - $143K
|
18.7K
$930K
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.44K- 82.99% |
$120K - $122K
|
500
$24.9K
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.95KClosed |
$95.8K - $97.4K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.65KClosed |
$80.9K - $82.2K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-782Closed |
$38.4K - $39.1K
|
0
$0
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.7KClosed |
$1.83M - $1.88M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
SELL
|
- |
-12.7KClosed |
$635K - $652K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
SELL
|
- |
-4.54KClosed |
$227K - $233K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.98KClosed |
$198K - $204K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-3.93K- 10.33% |
$196K - $201K
|
34.1K
$1.7M
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2.21KClosed |
$110K - $113K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.1KClosed |
$54.7K - $56.2K
|
0
$0
|