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 |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
7,923
shares
|
$396,704
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
7,701
shares
|
$385,589
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
7,634
shares
|
$382,234
0.03% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
7,532
shares
|
$377,127
0.11% of portfolio
|
Q3 2024
Added 809.66%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
7,494
shares
|
$375,224
0.12% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
7,064
shares
|
$353,694
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
6,830
shares
|
$341,978
0.22% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
6,600
shares
|
$330,462
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Oct 17, 2024 Q3 2024 |
6,405
shares
|
$320,698
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
5,636
shares
|
$282,194
0.02% of portfolio
|
Q4 2023
Reduced 27.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
5,443
shares
|
$272,531
0.01% of portfolio
|
Q2 2024
Added 7.17%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,201
shares
|
$260,414
0.01% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,035
shares
|
$252,102
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
4,720
shares
|
$236,330
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
4,521
shares
|
$226,366
0.19% of portfolio
|
Q2 2024
Reduced 7.51%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Oct 24, 2024 Q3 2024 |
4,503
shares
|
$225,465
0.17% of portfolio
|
Q4 2023
Reduced 31.97%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 13, 2024 Q2 2024 |
4,472
shares
|
$223,913
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
4,428
shares
|
$221,709
0.01% of portfolio
|
Q3 2024
Added 23.58%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
4,390
shares
|
$219,807
0.02% of portfolio
|
Q2 2024
Reduced 5.33%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
4,091
shares
|
$204,836
0.01% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
4,060
shares
|
$203,284
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
4,013
shares
|
$200,930
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 13, 2024 Q2 2024 |
4,000
shares
|
$200,280
0.1% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
4,000
shares
|
$200,280
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
3,500
shares
|
$175,245
0.02% of portfolio
|
Q2 2024
Added 250.0%
|