Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
96+ 0.58% |
$4.78K - $4.84K
|
16.6K
$831K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
46+ 0.26% |
$2.29K - $2.32K
|
17.5K
$876K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
42+ 18.18% |
$2.09K - $2.12K
|
273
$13.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20New |
$995 - $1.01K
|
20
$1K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$398 - $403
|
5.04K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
5+ 2.1% |
$249 - $252
|
243
$12.2K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-245- 0.84% |
$12.2K - $12.4K
|
28.9K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-491- 6.38% |
$24.4K - $24.8K
|
7.21K
$361K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-500- 1.08% |
$24.9K - $25.2K
|
45.8K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-757- 0.82% |
$37.7K - $38.2K
|
91.7K
$4.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-937- 1.94% |
$46.6K - $47.3K
|
47.3K
$2.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-972- 1.49% |
$48.3K - $49K
|
64.4K
$3.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1K- 11.27% |
$49.7K - $50.4K
|
7.87K
$394K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.4K- 4.81% |
$69.7K - $70.7K
|
27.7K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.75K- 17.09% |
$87.2K - $88.5K
|
8.51K
$426K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.9K- 5.41% |
$94.5K - $95.8K
|
33.2K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.95K- 2.44% |
$97K - $98.3K
|
77.9K
$3.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.03K- 4.79% |
$101K - $102K
|
40.4K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.49K- 7.89% |
$124K - $125K
|
29K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.95K- 11.46% |
$197K - $199K
|
30.5K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-5.39K- 7.93% |
$268K - $272K
|
62.5K
$3.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5.65K- 25.78% |
$281K - $285K
|
16.3K
$815K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-6.57K- 29.1% |
$327K - $332K
|
16K
$802K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-29.4K- 10.31% |
$1.46M - $1.48M
|
256K
$12.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-36K- 4.88% |
$1.79M - $1.81M
|
701K
$35.1M
|