Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.02K- 4.37% |
$147K - $152K
|
66.2K
$3.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.43K- 22.15% |
$167K - $172K
|
12.1K
$605K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.5K- 7.54% |
$268K - $276K
|
67.4K
$3.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-7.17K- 54.42% |
$349K - $359K
|
6K
$301K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-8.77K- 14.8% |
$427K - $440K
|
50.5K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 33.08% |
$608K - $625K
|
25.2K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-13.5K- 11.11% |
$658K - $676K
|
108K
$5.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.9K- 31.35% |
$678K - $698K
|
30.5K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.1K- 21.29% |
$1.22M - $1.26M
|
92.8K
$4.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.5K- 10.96% |
$1.24M - $1.28M
|
207K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-27.8K- 25.08% |
$1.36M - $1.4M
|
83.2K
$4.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.8K- 66.21% |
$1.7M - $1.74M
|
17.8K
$890K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-42.6K- 59.94% |
$2.08M - $2.14M
|
28.5K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.1K- 18.82% |
$2.15M - $2.21M
|
190K
$9.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-69.6K- 7.55% |
$3.4M - $3.49M
|
853K
$42.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-98.7K- 92.26% |
$4.81M - $4.95M
|
8.29K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-106K- 48.11% |
$5.16M - $5.3M
|
114K
$5.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-310K- 22.04% |
$15.1M - $15.6M
|
1.1M
$55.1M
|