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
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.47KClosed |
$122K - $123K
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-2.54K- 4.08% |
$126K - $127K
|
59.7K
$2.98M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.6K- 3.26% |
$129K - $130K
|
77.3K
$3.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2.82K- 5.07% |
$140K - $141K
|
52.7K
$2.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.86K- 89.72% |
$142K - $143K
|
328
$16.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.2K- 13.14% |
$159K - $160K
|
21.2K
$1.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-3.37K- 9.06% |
$167K - $168K
|
33.9K
$1.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.37K- 24.86% |
$217K - $218K
|
13.2K
$660K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-5.96K- 15.81% |
$295K - $298K
|
31.7K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.58K- 11.11% |
$326K - $329K
|
52.6K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.11K- 39.39% |
$352K - $355K
|
10.9K
$546K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-7.7K- 18.29% |
$381K - $384K
|
34.4K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.41K- 20.42% |
$417K - $420K
|
32.8K
$1.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-8.42K- 11.29% |
$417K - $420K
|
66.1K
$3.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.4K- 13.54% |
$715K - $721K
|
92.2K
$4.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.8K- 57.97% |
$1.08M - $1.09M
|
15.8K
$790K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-22.5K- 33.71% |
$1.12M - $1.12M
|
44.3K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25K- 39.22% |
$1.24M - $1.25M
|
38.7K
$1.93M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-83.4K- 9.74% |
$4.13M - $4.17M
|
773K
$38.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-128K- 87.82% |
$6.33M - $6.38M
|
17.7K
$884K
|