Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
359KNew |
$17.7M - $18M
|
359K
$18M
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
255K+ 3935.48% |
$12.5M - $12.7M
|
261K
$13.1M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
246K+ 25.13% |
$12.1M - $12.3M
|
1.23M
$61.3M
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
243KNew |
$11.9M - $12.1M
|
243K
$12.1M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
147K+ 322.54% |
$7.23M - $7.35M
|
193K
$9.64M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
139K+ 209.23% |
$6.82M - $6.93M
|
205K
$10.2M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
85.5K+ 1949.9% |
$4.2M - $4.27M
|
89.9K
$4.49M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
80.7KNew |
$3.96M - $4.03M
|
80.7K
$4.03M
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
67.7K+ 108.29% |
$3.33M - $3.38M
|
130K
$6.51M
|
|
Jul 18, 2022
Q2 2022
|
Signify Wealth
|
BUY
|
- |
66.1K+ 86.31% |
$3.25M - $3.3M
|
143K
$7.13M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
54.3KNew |
$2.67M - $2.71M
|
54.3K
$2.71M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.1K+ 70.95% |
$2.16M - $2.2M
|
106K
$5.3M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Cmt
|
BUY
|
- |
41.9KNew |
$2.06M - $2.09M
|
41.9K
$2.09M
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
40.8KNew |
$2.01M - $2.04M
|
40.8K
$2.04M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
31.1KNew |
$1.53M - $1.55M
|
31.1K
$1.56M
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
26KNew |
$1.28M - $1.3M
|
26K
$1.3M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.9KNew |
$1.13M - $1.14M
|
22.9K
$1.14M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.3K+ 161.93% |
$1.05M - $1.06M
|
34.4K
$1.72M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
16.7K+ 29.14% |
$819K - $833K
|
73.9K
$3.69M
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
16.1K+ 55.23% |
$789K - $802K
|
45.1K
$2.26M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.4K+ 17.73% |
$756K - $768K
|
102K
$5.1M
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
15.2KNew |
$746K - $759K
|
15.2K
$759K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.5K+ 272.4% |
$710K - $722K
|
19.8K
$987K
|
|
Aug 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
14KNew |
$687K - $698K
|
14K
$699K
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.4KNew |
$658K - $668K
|
13.4K
$669K
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12.7K+ 204.75% |
$624K - $635K
|
18.9K
$945K
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
12.2K+ 68.73% |
$598K - $608K
|
29.9K
$1.49M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
11KNew |
$541K - $550K
|
11K
$550K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.6KNew |
$519K - $527K
|
10.6K
$527K
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
10.4K+ 105.72% |
$510K - $519K
|
20.2K
$1.01M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
9.07KNew |
$445K - $453K
|
9.07K
$453K
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
8K+ 24.84% |
$393K - $400K
|
40.2K
$2.01M
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
7.7KNew |
$378K - $384K
|
7.7K
$385K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.8KNew |
$334K - $340K
|
6.8K
$340K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
5.67KNew |
$278K - $283K
|
5.67K
$283K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.19KNew |
$255K - $259K
|
5.19K
$259K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.16K+ 37.66% |
$254K - $258K
|
18.9K
$943K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.75KNew |
$233K - $237K
|
4.75K
$237K
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.14K+ 54.44% |
$203K - $207K
|
11.7K
$586K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.48K+ 33.17% |
$171K - $174K
|
14K
$698K
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.33K+ 18.05% |
$164K - $166K
|
21.8K
$1.09M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.19K+ 6.14% |
$156K - $159K
|
55.1K
$2.75M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.07K+ 249.39% |
$151K - $153K
|
4.3K
$215K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3K+ 51.64% |
$147K - $150K
|
8.81K
$440K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.99K+ 13.94% |
$147K - $149K
|
24.4K
$1.22M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.62K+ 5.12% |
$129K - $131K
|
53.8K
$2.69M
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.3K+ 5.5% |
$113K - $115K
|
44K
$2.2M
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.79K+ 45.99% |
$87.7K - $89.1K
|
5.67K
$283K
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
1.73K+ 7.15% |
$84.8K - $86.2K
|
25.9K
$1.29M
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.28K+ 0.91% |
$62.8K - $63.8K
|
142K
$7.08M
|