Latest Institutional Transactions on Pimco ETF Tr Sht Term Mun Bd A (SMMU)
This table provides information on the latest institutional transactions involving Pimco ETF Tr Sht Term Mun Bd A (SMMU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
42+ 18.18% |
$2.09K - $2.12K
|
273
$13.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
11.1KNew |
$554K - $562K
|
11.1K
$557K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-972- 1.49% |
$48.3K - $49K
|
64.4K
$3.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.81KNew |
$289K - $293K
|
5.81K
$290K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4.12K+ 116.73% |
$205K - $208K
|
7.66K
$383K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.56KNew |
$277K - $280K
|
5.56K
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.79K+ 19.72% |
$89K - $90.3K
|
10.9K
$544K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-937- 1.94% |
$46.6K - $47.3K
|
47.3K
$2.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.75K- 17.09% |
$87.2K - $88.5K
|
8.51K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
201+ 3.86% |
$10K - $10.1K
|
5.4K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
10.5KNew |
$523K - $530K
|
10.5K
$526K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20New |
$995 - $1.01K
|
20
$1K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
5.44KNew |
$271K - $275K
|
5.44K
$272K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
584KNew |
$29.1M - $29.5M
|
584K
$29.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
40.7KNew |
$2.02M - $2.05M
|
40.7K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.73KNew |
$235K - $239K
|
4.73K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.8K+ 56.11% |
$637K - $646K
|
35.6K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13.7KNew |
$683K - $693K
|
13.7K
$687K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
96+ 0.58% |
$4.78K - $4.84K
|
16.6K
$830K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.07K+ 2.07% |
$103K - $104K
|
102K
$5.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
19.6KNew |
$973K - $986K
|
19.6K
$979K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.5KNew |
$523K - $530K
|
10.5K
$526K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.09KNew |
$203K - $206K
|
4.09K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.12K+ 11.04% |
$55.5K - $56.2K
|
11.2K
$561K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-6.57K- 29.1% |
$327K - $332K
|
16K
$801K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
46+ 0.26% |
$2.29K - $2.32K
|
17.5K
$875K
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
1.15K+ 17.94% |
$57.2K - $57.9K
|
7.55K
$378K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
37.8K+ 151.65% |
$1.88M - $1.91M
|
62.8K
$3.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.46K+ 38.42% |
$172K - $174K
|
12.5K
$623K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
10.9K+ 58.56% |
$541K - $549K
|
29.5K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1K- 11.27% |
$49.7K - $50.4K
|
7.87K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
15.5KNew |
$768K - $779K
|
15.5K
$773K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.95K- 11.46% |
$197K - $199K
|
30.5K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.4K+ 62.17% |
$617K - $626K
|
32.4K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
10.5KNew |
$524K - $531K
|
10.5K
$527K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
4.27K+ 7.03% |
$212K - $215K
|
65K
$3.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
50.3KNew |
$2.5M - $2.54M
|
50.3K
$2.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.95K- 2.44% |
$97K - $98.3K
|
77.9K
$3.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
8.78KNew |
$437K - $443K
|
8.78K
$439K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-491- 6.38% |
$24.4K - $24.8K
|
7.21K
$361K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
248+ 0.72% |
$12.3K - $12.5K
|
34.5K
$1.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$398 - $403
|
5.04K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.03K- 4.79% |
$101K - $102K
|
40.4K
$2.02M
|
|
|
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 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
15.1KNew |
$749K - $759K
|
15.1K
$753K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6.06K+ 4.93% |
$301K - $306K
|
129K
$6.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.4K+ 10.47% |
$219K - $222K
|
46.4K
$2.32M
|
|
|
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 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.44K+ 0.35% |
$71.7K - $72.7K
|
408K
$20.4M
|