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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
113+ 1.87% |
$5.66K - $5.73K
|
6.15K
$310K
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1.98K- 7.81% |
$99.2K - $100K
|
23.4K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.55K+ 31.13% |
$128K - $129K
|
10.7K
$541K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.53K+ 5.39% |
$127K - $129K
|
49.5K
$2.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
769+ 7.71% |
$38.5K - $39K
|
10.7K
$541K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.01K- 42.54% |
$451K - $457K
|
12.2K
$614K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.8K- 32.02% |
$190K - $193K
|
8.06K
$406K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
1.41K+ 5.4% |
$70.8K - $71.7K
|
27.6K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
761+ 2306.06% |
$38.1K - $38.6K
|
794
$40K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.6K+ 16.89% |
$981K - $994K
|
136K
$6.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.5K+ 2.79% |
$626K - $634K
|
461K
$23.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
159+ 1.64% |
$7.96K - $8.07K
|
9.88K
$498K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
5.8KNew |
$290K - $294K
|
5.8K
$292K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.8K- 26.66% |
$593K - $601K
|
32.6K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
24.6KNew |
$1.23M - $1.25M
|
24.6K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
SELL
|
- |
-6- 0.11% |
$301 - $304
|
5.61K
$283K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.61K- 93.59% |
$80.4K - $81.4K
|
110
$5.55K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
6.26K+ 7.4% |
$313K - $317K
|
90.8K
$4.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-55.9K- 62.11% |
$2.8M - $2.84M
|
34.1K
$1.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
559K+ 139.98% |
$28M - $28.4M
|
959K
$48.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.7K+ 21.39% |
$1.04M - $1.05M
|
118K
$5.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.5KNew |
$577K - $585K
|
11.5K
$581K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-334- 0.13% |
$16.7K - $16.9K
|
259K
$13.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-3.37K- 27.15% |
$169K - $171K
|
9.06K
$457K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
5.92KNew |
$297K - $300K
|
5.92K
$299K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
70+ 0.46% |
$3.51K - $3.55K
|
15.2K
$767K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
74+ 0.69% |
$3.71K - $3.75K
|
10.7K
$541K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
482+ 186.82% |
$24.1K - $24.5K
|
740
$37.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
248+ 3.47% |
$12.4K - $12.6K
|
7.41K
$373K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-689- 2.39% |
$34.5K - $35K
|
28.1K
$1.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
32+ 0.23% |
$1.6K - $1.62K
|
13.9K
$701K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
236+ 2.37% |
$11.8K - $12K
|
10.2K
$514K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
69.8KNew |
$3.5M - $3.54M
|
69.8K
$3.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 191.17% |
$591K - $599K
|
18K
$907K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.8KNew |
$1.19M - $1.21M
|
23.8K
$1.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-15- 11.36% |
$751 - $761
|
117
$5.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5.56K- 12.23% |
$278K - $282K
|
39.9K
$2.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15K+ 5.17% |
$57.7K - $58.4K
|
23.4K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.04K+ 78.05% |
$52K - $52.7K
|
2.37K
$119K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-11.9K- 33.09% |
$594K - $601K
|
24K
$1.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2- 0.74% |
$100 - $101
|
268
$13.5K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.86KNew |
$93.2K - $94.4K
|
1.86K
$93.8K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
39+ 0.28% |
$1.95K - $1.98K
|
14.1K
$709K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
174+ 0.19% |
$8.72K - $8.83K
|
90.3K
$4.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.93KNew |
$247K - $250K
|
4.93K
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-313- 3.77% |
$15.7K - $15.9K
|
8K
$403K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
279+ 1.86% |
$14K - $14.2K
|
15.3K
$772K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3- 2.19% |
$150 - $152
|
134
$6.76K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
19.5K+ 28.22% |
$975K - $988K
|
88.5K
$4.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-13.3K- 2.32% |
$664K - $673K
|
558K
$28.2M
|
|