Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.76K+ 2.29% |
$87.6K - $89K
|
78.8K
$3.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.5K+ 20.35% |
$74.5K - $75.8K
|
8.87K
$444K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.44K+ 6.8% |
$71.5K - $72.7K
|
22.6K
$1.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.14K+ 178.0% |
$56.7K - $57.6K
|
1.78K
$89.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.02K+ 18.78% |
$50.8K - $51.6K
|
6.47K
$324K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
985+ 1.65% |
$48.9K - $49.7K
|
60.7K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
940+ 2.31% |
$46.7K - $47.5K
|
41.7K
$2.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
845+ 23.58% |
$42K - $42.7K
|
4.43K
$222K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
754+ 8.06% |
$37.5K - $38.1K
|
10.1K
$506K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
700+ 17.5% |
$34.8K - $35.4K
|
4.7K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
691+ 15.45% |
$34.3K - $34.9K
|
5.16K
$259K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
605New |
$30.1K - $30.6K
|
605
$30.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
566+ 1.63% |
$28.1K - $28.6K
|
35.2K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
524+ 6.13% |
$26K - $26.5K
|
9.08K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
505New |
$25.1K - $25.5K
|
505
$25.3K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
297+ 6.06% |
$14.8K - $15K
|
5.2K
$261K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
234+ 0.69% |
$11.6K - $11.8K
|
34.2K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
193+ 1.81% |
$9.59K - $9.75K
|
10.8K
$543K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
174+ 0.36% |
$8.65K - $8.79K
|
48.3K
$2.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
159+ 4.04% |
$7.9K - $8.03K
|
4.09K
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
100+ 1.2% |
$4.97K - $5.05K
|
8.43K
$422K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
64New |
$3.18K - $3.23K
|
64
$3.21K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
32+ 0.73% |
$1.59K - $1.62K
|
4.42K
$222K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
27+ 12.8% |
$1.34K - $1.36K
|
238
$11.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
19+ 4.74% |
$944 - $960
|
420
$21K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$348 - $354
|
5.04K
$252K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.94% |
$49.7 - $50.5
|
107
$5.36K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2- 0.86% |
$99.4 - $101
|
231
$11.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11- 0.16% |
$547 - $556
|
7.05K
$353K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-27- 0.07% |
$1.34K - $1.36K
|
38.4K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-129- 1.32% |
$6.41K - $6.51K
|
9.64K
$483K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-194- 2.76% |
$9.64K - $9.8K
|
6.83K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-214- 0.73% |
$10.6K - $10.8K
|
29.1K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-222- 2.88% |
$11K - $11.2K
|
7.49K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-438- 3.37% |
$21.8K - $22.1K
|
12.5K
$628K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-685- 7.07% |
$34K - $34.6K
|
9K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-902- 3.88% |
$44.8K - $45.6K
|
22.3K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-988- 21.85% |
$49.1K - $49.9K
|
3.53K
$177K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.06K- 4.45% |
$52.8K - $53.6K
|
22.8K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.07K- 7.41% |
$53.3K - $54.2K
|
13.4K
$672K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.25K- 2.38% |
$62.3K - $63.3K
|
51.4K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.27K- 4.8% |
$63.3K - $64.3K
|
25.3K
$1.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.62K- 4.41% |
$80.5K - $81.8K
|
35.1K
$1.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.74K- 4.79% |
$86.2K - $87.6K
|
34.5K
$1.73M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-2.6K- 8.19% |
$129K - $131K
|
29.1K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.82K- 22.95% |
$140K - $142K
|
9.45K
$473K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.88K- 8.37% |
$143K - $145K
|
31.5K
$1.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.06K- 7.08% |
$152K - $155K
|
40.2K
$2.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.43K- 3.73% |
$171K - $173K
|
88.5K
$4.43M
|