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 154 institutions that hold shares in the stock, with a total of 9.23 Million shares, which have been reported (via 13F filing form) to have a value of $462 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
967,888
shares
|
$48.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
842,931
shares
|
$42.2 Million
0.0% of portfolio
|
Q3 2024
Added 39.24%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
737,040
shares
|
$36.9 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%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
520,819
shares
|
$26.1 Million
0.06% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
406,151
shares
|
$20.3 Million
8.49% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
388,681
shares
|
$19.5 Million
0.06% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
368,166
shares
|
$18.4 Million
0.01% of portfolio
|
Q3 2024
Added 12.83%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
311,832
shares
|
$15.6 Million
0.04% of portfolio
|
Q3 2024
Added 15.67%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
285,415
shares
|
$14.3 Million
1.46% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
242,843
shares
|
$12.2 Million
0.0% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
240,097
shares
|
$12 Million
1.11% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
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 |
Nov 14, 2024 Q3 2024 |
106,255
shares
|
$5.32 Million
0.01% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
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%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,489
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
88,452
shares
|
$4.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
86,642
shares
|
$4.34 Million
0.03% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
79,829
shares
|
$4 Million
0.86% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
78,839
shares
|
$3.95 Million
0.76% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
78,643
shares
|
$3.94 Million
0.05% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
72,580
shares
|
$3.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
67,923
shares
|
$3.4 Million
0.07% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
65,350
shares
|
$3.27 Million
1.04% of portfolio
|
Q3 2024
Added 47.58%
|