Purchases and Sales Made in Q2 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
154+ 5.23% |
$7.6K - $7.68K
|
3.1K
$155K
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
128+ 0.79% |
$6.31K - $6.38K
|
16.4K
$818K
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
128+ 0.79% |
$6.31K - $6.38K
|
16.4K
$818K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
100+ 3.23% |
$4.93K - $4.99K
|
3.19K
$160K
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
70+ 0.46% |
$3.45K - $3.49K
|
15.2K
$761K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
67+ 0.66% |
$3.31K - $3.34K
|
10.1K
$507K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
31+ 11.7% |
$1.53K - $1.55K
|
296
$14.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 0.67% |
$493 - $499
|
1.51K
$75.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
6+ 0.02% |
$296 - $299
|
26.1K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2+ 0.94% |
$98.7 - $99.7
|
214
$10.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$98.7 - $99.7
|
7.71K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-92- 1.14% |
$4.54K - $4.59K
|
7.96K
$398K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-123- 0.08% |
$6.07K - $6.13K
|
164K
$8.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-145- 0.9% |
$7.15K - $7.23K
|
16K
$798K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-168- 0.07% |
$8.29K - $8.37K
|
233K
$11.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-244- 13.94% |
$12K - $12.2K
|
1.51K
$75.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-256- 4.31% |
$12.6K - $12.8K
|
5.68K
$284K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-286- 1.95% |
$14.1K - $14.3K
|
14.4K
$717K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-286- 3.23% |
$14.1K - $14.3K
|
8.56K
$428K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-350- 0.85% |
$17.3K - $17.4K
|
40.6K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-351- 1.03% |
$17.3K - $17.5K
|
33.8K
$1.69M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-607- 3.86% |
$29.9K - $30.3K
|
15.1K
$755K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-690- 14.1% |
$34K - $34.4K
|
4.2K
$210K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-867- 7.82% |
$42.8K - $43.2K
|
10.2K
$510K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-876- 0.7% |
$43.2K - $43.7K
|
125K
$6.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.24K- 1.33% |
$61.2K - $61.8K
|
91.8K
$4.59M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1.49K- 10.41% |
$73.6K - $74.4K
|
12.8K
$642K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.5K- 19.87% |
$74K - $74.8K
|
6.05K
$302K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2K- 26.51% |
$98.7K - $99.7K
|
5.55K
$277K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.1K- 97.63% |
$104K - $105K
|
51
$2.55K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.21K- 3.81% |
$109K - $110K
|
55.9K
$2.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.3K- 13.28% |
$113K - $115K
|
15K
$750K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.2K- 4.97% |
$158K - $160K
|
61.2K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.93K- 43.45% |
$194K - $196K
|
5.11K
$255K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-6.75K- 15.27% |
$333K - $336K
|
37.4K
$1.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.28K- 14.81% |
$458K - $463K
|
53.4K
$2.67M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-9.49K- 8.06% |
$468K - $473K
|
108K
$5.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.83K- 6.5% |
$485K - $490K
|
141K
$7.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-10.2K- 8.29% |
$505K - $511K
|
113K
$5.67M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-13.3K- 33.64% |
$657K - $664K
|
26.3K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-14.4K- 40.09% |
$710K - $718K
|
21.5K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-23K- 80.04% |
$1.13M - $1.15M
|
5.73K
$286K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-33.7K- 36.78% |
$1.66M - $1.68M
|
57.9K
$2.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-43.4K- 14.88% |
$2.14M - $2.17M
|
249K
$12.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-50.7K- 32.98% |
$2.5M - $2.53M
|
103K
$5.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-76.1K- 7.3% |
$3.75M - $3.79M
|
966K
$48.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-81.7K- 24.81% |
$4.03M - $4.07M
|
248K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-190K- 85.02% |
$9.39M - $9.49M
|
33.5K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-604K- 30.02% |
$29.8M - $30.1M
|
1.41M
$70.4M
|