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 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-245- 0.84% |
$12.2K - $12.4K
|
28.9K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
205+ 2.43% |
$10.2K - $10.3K
|
8.63K
$432K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
972+ 2.86% |
$48.3K - $49K
|
34.9K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
59.4KNew |
$2.96M - $3M
|
59.4K
$2.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-5.39K- 7.93% |
$268K - $272K
|
62.5K
$3.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
158+ 0.22% |
$7.86K - $7.97K
|
72.7K
$3.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5.65K- 25.78% |
$281K - $285K
|
16.3K
$815K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.4K- 4.81% |
$69.7K - $70.7K
|
27.7K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
5+ 2.1% |
$249 - $252
|
243
$12.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
188KNew |
$9.33M - $9.46M
|
188K
$9.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.12K+ 84.8% |
$255K - $258K
|
11.2K
$559K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-29.4K- 10.31% |
$1.46M - $1.48M
|
256K
$12.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
268+ 50.57% |
$13.3K - $13.5K
|
798
$40K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
125KNew |
$6.22M - $6.31M
|
125K
$6.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-36K- 4.88% |
$1.79M - $1.81M
|
701K
$35.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
5.39KNew |
$268K - $272K
|
5.39K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
7.01KNew |
$349K - $354K
|
7.01K
$351K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.49K- 7.89% |
$124K - $125K
|
29K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
11.1KNew |
$554K - $562K
|
11.1K
$558K
|
|
|
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
|
Crumly & Associates Inc.
|
SELL
|
- |
-972- 1.49% |
$48.3K - $49K
|
64.4K
$3.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
399+ 2.97% |
$19.8K - $20.1K
|
13.8K
$692K
|
|
|
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 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.81KNew |
$289K - $293K
|
5.81K
$291K
|
|
|
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
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20New |
$995 - $1.01K
|
20
$1K
|
|
|
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
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
10.5KNew |
$523K - $530K
|
10.5K
$526K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
5.44KNew |
$271K - $275K
|
5.44K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
584KNew |
$29.1M - $29.5M
|
584K
$29.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
40.7KNew |
$2.02M - $2.05M
|
40.7K
$2.04M
|
|
|
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
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.73KNew |
$235K - $239K
|
4.73K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13.7KNew |
$683K - $693K
|
13.7K
$688K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
19.6KNew |
$973K - $986K
|
19.6K
$980K
|
|
|
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
$205K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
96+ 0.58% |
$4.78K - $4.84K
|
16.6K
$831K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.07K+ 2.07% |
$103K - $104K
|
102K
$5.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.12K+ 11.04% |
$55.5K - $56.2K
|
11.2K
$562K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-6.57K- 29.1% |
$327K - $332K
|
16K
$802K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
46+ 0.26% |
$2.29K - $2.32K
|
17.5K
$876K
|
|
|
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
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
10.9K+ 58.56% |
$541K - $549K
|
29.5K
$1.48M
|
|
|
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
$624K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
15.5KNew |
$768K - $779K
|
15.5K
$774K
|