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 $461 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
16,497
shares
|
$824,850
0.05% of portfolio
|
Q3 2024
Added 27.57%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
15,856
shares
|
$792,800
0.0% of portfolio
|
Q3 2024
Added 84.93%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
15,000
shares
|
$750,000
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,164
shares
|
$708,200
0.01% of portfolio
|
Q3 2024
Added 29.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
14,019
shares
|
$700,950
0.0% of portfolio
|
Q3 2024
Reduced 20.9%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
13,417
shares
|
$670,850
0.25% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
13,224
shares
|
$661,200
0.0% of portfolio
|
Q2 2024
Reduced 24.86%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
13,184
shares
|
$659,200
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,544
shares
|
$627,200
0.03% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
11,077
shares
|
$553,850
0.16% of portfolio
|
Q3 2024
Added 57.08%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
10,831
shares
|
$541,550
0.04% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
10,261
shares
|
$513,050
0.05% of portfolio
|
Q1 2024
Added 2.8%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
10,104
shares
|
$505,200
0.0% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
9,644
shares
|
$482,200
0.0% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
9,578
shares
|
$478,900
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
9,450
shares
|
$472,500
0.0% of portfolio
|
Q3 2024
Reduced 22.95%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,077
shares
|
$453,850
0.39% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
8,998
shares
|
$449,900
0.06% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
8,870
shares
|
$443,500
0.42% of portfolio
|
Q3 2024
Added 20.35%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
8,428
shares
|
$421,400
0.03% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
8,055
shares
|
$402,750
0.04% of portfolio
|
Q1 2023
Added 5.05%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
7,701
shares
|
$385,050
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
7,532
shares
|
$376,600
0.11% of portfolio
|
Q3 2024
Added 809.66%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
7,494
shares
|
$374,700
0.12% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
7,053
shares
|
$352,650
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|