Institutional Ownership Pimco ETF Tr Sht Term Mun Bd A (SMMU)
This table provides information about the institutional ownership of Pimco ETF Tr Sht Term Mun Bd A (SMMU). We have compiled data on the 152 institutions that hold shares in the stock, with a total of 9.01 Million shares, which have been reported (via 13F filing form) to have a value of $451 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,145,803
shares
|
$57.5 Million
0.01% of portfolio
|
Q2 2024
Added 5.25%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
737,040
shares
|
$37 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
618,020
shares
|
$31 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
605,385
shares
|
$30.4 Million
0.0% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
464,631
shares
|
$23.3 Million
0.05% of portfolio
|
Q2 2024
Added 14.02%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
406,151
shares
|
$20.4 Million
8.49% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
348,788
shares
|
$17.5 Million
0.06% of portfolio
|
Q2 2024
Added 6.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
326,315
shares
|
$16.4 Million
0.01% of portfolio
|
Q2 2024
Added 75.8%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
269,587
shares
|
$13.5 Million
0.04% of portfolio
|
Q2 2024
Added 3.66%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
261,421
shares
|
$13.1 Million
1.37% of portfolio
|
Q2 2024
Added 29.11%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2024 Q2 2024 |
236,829
shares
|
$11.9 Million
1.15% of portfolio
|
Q2 2024
Added 3.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
233,000
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2024
Added 14.94%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
122,884
shares
|
$6.16 Million
2.22% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
102,886
shares
|
$5.16 Million
0.01% of portfolio
|
Q2 2024
Added 5.8%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
101,918
shares
|
$5.11 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
99,907
shares
|
$5.01 Million
2.98% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
92,433
shares
|
$4.63 Million
0.6% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
92,175
shares
|
$4.62 Million
0.06% of portfolio
|
Q2 2024
Reduced 13.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,489
shares
|
$4.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
84,219
shares
|
$4.22 Million
0.03% of portfolio
|
Q2 2024
Added 576.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
79,190
shares
|
$3.97 Million
0.01% of portfolio
|
Q2 2024
Added 17.07%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
77,250
shares
|
$3.87 Million
0.88% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Aug 12, 2024 Q2 2024 |
77,076
shares
|
$3.86 Million
0.78% of portfolio
|
Q2 2024
Added 3.49%
|
|
|
Davis R M Inc
Portland, ME |
Aug 09, 2024 Q2 2024 |
66,108
shares
|
$3.31 Million
0.07% of portfolio
|
Q2 2024
Reduced 11.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
64,978
shares
|
$3.26 Million
0.0% of portfolio
|
Q2 2024
Added 151.39%
|