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 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.71K- 20.9% |
$184K - $187K
|
14K
$702K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.76K- 9.96% |
$187K - $190K
|
33.9K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.1K- 42.37% |
$204K - $207K
|
5.58K
$279K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.2K- 16.95% |
$209K - $212K
|
20.6K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-4.38K- 16.65% |
$218K - $221K
|
21.9K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.52K- 3.55% |
$225K - $228K
|
123K
$6.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4.63K- 4.43% |
$230K - $234K
|
99.9K
$5.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.92K- 10.49% |
$244K - $248K
|
42K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.61K- 8.35% |
$328K - $334K
|
72.6K
$3.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.66K- 12.66% |
$331K - $336K
|
46K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.85K- 89.78% |
$341K - $346K
|
780
$39.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-6.96K- 55.69% |
$346K - $352K
|
5.54K
$278K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.14K- 23.58% |
$454K - $461K
|
29.6K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.39K- 31.03% |
$467K - $474K
|
20.9K
$1.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11K- 35.48% |
$545K - $554K
|
20K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12K- 18.5% |
$597K - $607K
|
53K
$2.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.5K- 13.21% |
$669K - $680K
|
88.5K
$4.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.5K- 14.68% |
$672K - $683K
|
78.6K
$3.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-35.7K- 4.62% |
$1.78M - $1.8M
|
737K
$36.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39.6K- 6.02% |
$1.97M - $2M
|
618K
$31M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-178K- 15.53% |
$8.84M - $8.98M
|
968K
$48.5M
|