Purchases and Sales Made in Q2 2024 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 2024. 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 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
995+ 4.47% |
$49.3K - $49.7K
|
23.2K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
978+ 3.45% |
$48.5K - $48.8K
|
29.3K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
855+ 6.27% |
$42.4K - $42.7K
|
14.5K
$723K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
778+ 6.4% |
$38.6K - $38.9K
|
12.9K
$645K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
708+ 2.34% |
$35.1K - $35.4K
|
30.9K
$1.54M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
641New |
$31.8K - $32K
|
641
$32K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
500+ 1.09% |
$24.8K - $25K
|
46.3K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
476+ 16.94% |
$23.6K - $23.8K
|
3.29K
$164K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
472+ 0.08% |
$23.4K - $23.6K
|
605K
$30.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
472+ 0.08% |
$23.4K - $23.6K
|
605K
$30.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
375+ 1.45% |
$18.6K - $18.7K
|
26.3K
$1.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
364+ 7.17% |
$18K - $18.2K
|
5.44K
$271K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
322New |
$16K - $16.1K
|
322
$16.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
311+ 3.44% |
$15.4K - $15.5K
|
9.35K
$466K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
299+ 3.61% |
$14.8K - $14.9K
|
8.57K
$428K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
195+ 0.42% |
$9.67K - $9.74K
|
46.9K
$2.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
194+ 0.51% |
$9.62K - $9.69K
|
38.5K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
149+ 1.23% |
$7.39K - $7.44K
|
12.3K
$612K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
133+ 1.27% |
$6.59K - $6.64K
|
10.6K
$531K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
128+ 0.37% |
$6.34K - $6.39K
|
34.6K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
87+ 1.15% |
$4.31K - $4.34K
|
7.63K
$381K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
74+ 0.2% |
$3.67K - $3.7K
|
37.7K
$1.88M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
38+ 0.98% |
$1.88K - $1.9K
|
3.93K
$196K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$347 - $350
|
5.03K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5+ 0.05% |
$248 - $250
|
9.77K
$487K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.75% |
$149 - $150
|
401
$20K
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2+ 0.87% |
$99.1 - $99.9
|
233
$11.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.21% |
$49.6 - $49.9
|
473
$23.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.95% |
$49.6 - $49.9
|
106
$5.29K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-99- 31.94% |
$4.91K - $4.94K
|
211
$10.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-150- 0.15% |
$7.44K - $7.49K
|
102K
$5.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-164- 0.34% |
$8.13K - $8.19K
|
48.1K
$2.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-171- 2.01% |
$8.48K - $8.54K
|
8.33K
$415K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-181- 65.11% |
$8.97K - $9.04K
|
97
$4.84K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-247- 5.33% |
$12.2K - $12.3K
|
4.39K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-292- 1.96% |
$14.5K - $14.6K
|
14.6K
$727K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-367- 7.51% |
$18.2K - $18.3K
|
4.52K
$226K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-380- 4.9% |
$18.8K - $19K
|
7.37K
$368K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-536- 7.09% |
$26.6K - $26.8K
|
7.02K
$350K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-839- 94.27% |
$41.6K - $41.9K
|
51
$2.54K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-846- 1.46% |
$41.9K - $42.2K
|
57.1K
$2.85M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-940- 16.08% |
$46.6K - $46.9K
|
4.9K
$245K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.18K- 3.11% |
$58.4K - $58.8K
|
36.7K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.46K- 3.27% |
$72.4K - $72.9K
|
43.3K
$2.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.52K- 16.48% |
$75.5K - $76.1K
|
7.72K
$385K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.56K- 12.14% |
$77.3K - $77.9K
|
11.3K
$563K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.92K- 70.59% |
$95.2K - $95.9K
|
800
$39.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.93K- 6.78% |
$95.7K - $96.4K
|
26.5K
$1.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.15K- 33.42% |
$106K - $107K
|
4.27K
$213K
|