Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of PIMCO ETF TR SHT TERM MUN BD A.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.29K+ 5.26% |
$164K - $165K
|
65.8K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.17K+ 3.76% |
$158K - $159K
|
87.3K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.12K+ 62.89% |
$155K - $157K
|
8.07K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.74K+ 25.18% |
$136K - $138K
|
13.6K
$682K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
2.6K+ 18.5% |
$129K - $130K
|
16.6K
$834K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.51K+ 21.82% |
$125K - $126K
|
14K
$702K
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2.3K+ 0.56% |
$114K - $116K
|
410K
$20.6M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.28K+ 7.06% |
$114K - $115K
|
34.6K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.15K+ 45.74% |
$107K - $108K
|
6.85K
$344K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2K+ 33.33% |
$99.5K - $101K
|
8K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.82K+ 2.81% |
$90.7K - $91.6K
|
66.8K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.63K+ 32.98% |
$81K - $81.8K
|
6.57K
$329K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.53K+ 3.77% |
$76.3K - $77.1K
|
42.2K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 7.57% |
$66.3K - $67K
|
18.9K
$950K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.29K+ 12.3% |
$64.3K - $65K
|
11.8K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.19KNew |
$59.2K - $59.8K
|
1.19K
$59.6K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.13K+ 193.16% |
$56.2K - $56.8K
|
1.72K
$86K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
964+ 20.38% |
$48K - $48.5K
|
5.69K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
868+ 1.75% |
$43.2K - $43.6K
|
50.5K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
787+ 0.11% |
$39.2K - $39.6K
|
702K
$35.2M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
683+ 5.27% |
$34K - $34.3K
|
13.7K
$685K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
529+ 9.56% |
$26.3K - $26.6K
|
6.06K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
502+ 2.32% |
$25K - $25.2K
|
22.1K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
493+ 3.03% |
$24.5K - $24.8K
|
16.8K
$841K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
466+ 1.61% |
$23.2K - $23.4K
|
29.3K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
395+ 4.58% |
$19.7K - $19.9K
|
9.03K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
344+ 3.41% |
$17.1K - $17.3K
|
10.4K
$524K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
288New |
$14.3K - $14.5K
|
288
$14.4K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
222+ 1.54% |
$11K - $11.2K
|
14.6K
$735K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
95+ 1.75% |
$4.73K - $4.78K
|
5.54K
$278K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
88+ 0.64% |
$4.38K - $4.42K
|
13.9K
$697K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
73+ 0.69% |
$3.63K - $3.67K
|
10.6K
$531K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
48+ 0.63% |
$2.39K - $2.41K
|
7.71K
$386K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
38+ 0.27% |
$1.89K - $1.91K
|
14K
$702K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
19+ 0.46% |
$945 - $955
|
4.11K
$206K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
15+ 0.18% |
$746 - $754
|
8.52K
$427K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
12+ 4.94% |
$597 - $603
|
255
$12.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$348 - $352
|
5.05K
$253K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
6+ 0.02% |
$299 - $302
|
25.7K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.82% |
$249 - $251
|
614
$30.8K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.71% |
$149 - $151
|
426
$21.4K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2+ 0.73% |
$99.5 - $101
|
275
$13.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.93% |
$49.8 - $50.3
|
108
$5.42K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 1.4% |
$99.5 - $101
|
141
$7.07K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-16- 0.22% |
$796 - $804
|
7.14K
$358K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-46- 0.52% |
$2.29K - $2.31K
|
8.73K
$438K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-56- 17.07% |
$2.79K - $2.82K
|
272
$13.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-57- 0.18% |
$2.84K - $2.87K
|
32.3K
$1.62M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-77- 0.69% |
$3.83K - $3.87K
|
11.1K
$558K
|