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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.6K+ 5.94% |
$180K - $182K
|
64.1K
$3.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-165- 0.27% |
$8.26K - $8.37K
|
60K
$3.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
348+ 2.56% |
$17.4K - $17.7K
|
13.9K
$702K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20- 0.35% |
$1K - $1.01K
|
5.68K
$286K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-288- 5.3% |
$14.4K - $14.6K
|
5.14K
$259K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.09K+ 3.46% |
$54.3K - $55K
|
32.5K
$1.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-53.3K- 6.33% |
$2.67M - $2.7M
|
789K
$39.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
792KNew |
$39.6M - $40.2M
|
792K
$39.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-1.62K- 11.2% |
$81.3K - $82.4K
|
12.9K
$649K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4.72K- 4.96% |
$236K - $239K
|
90.5K
$4.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-172- 2.22% |
$8.62K - $8.73K
|
7.58K
$382K
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-496- 2.98% |
$24.8K - $25.2K
|
16.1K
$813K
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-4K- 13.47% |
$201K - $203K
|
25.7K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
5KNew |
$250K - $254K
|
5K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.49K- 4.55% |
$175K - $177K
|
73.2K
$3.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.42K+ 17.12% |
$371K - $376K
|
50.7K
$2.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.06K+ 1.71% |
$53.1K - $53.8K
|
63.1K
$3.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.86K+ 19.98% |
$243K - $247K
|
29.2K
$1.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.01K- 26.67% |
$101K - $102K
|
5.53K
$279K
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-31.6K- 7.36% |
$1.59M - $1.61M
|
398K
$20.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.22K+ 540.44% |
$60.9K - $61.7K
|
1.44K
$72.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
251+ 12.56% |
$12.6K - $12.7K
|
2.25K
$113K
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
696+ 5.57% |
$34.9K - $35.3K
|
13.2K
$665K
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.85K- 2.65% |
$92.7K - $93.9K
|
68K
$3.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-460- 2.82% |
$23K - $23.3K
|
15.9K
$800K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-45- 0.69% |
$2.25K - $2.28K
|
6.48K
$327K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
209+ 0.65% |
$10.5K - $10.6K
|
32.5K
$1.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
41.3KNew |
$2.07M - $2.1M
|
41.3K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-12.3K- 1.16% |
$618K - $626K
|
1.05M
$53M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
4.01KNew |
$201K - $203K
|
4.01K
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5+ 0.72% |
$250 - $254
|
695
$35K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.02K- 3.33% |
$51.1K - $51.8K
|
29.7K
$1.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
9KNew |
$451K - $457K
|
9K
$454K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-2.52K- 12.6% |
$126K - $128K
|
17.5K
$883K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
100+ 0.45% |
$5.01K - $5.07K
|
22.5K
$1.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-919- 10.84% |
$46K - $46.6K
|
7.56K
$381K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
42+ 0.7% |
$2.1K - $2.13K
|
6.02K
$304K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
147K+ 27.22% |
$7.37M - $7.46M
|
687K
$34.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.3K+ 38.64% |
$514K - $520K
|
36.8K
$1.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
754+ 6.33% |
$37.8K - $38.3K
|
12.7K
$639K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.23K- 16.16% |
$162K - $164K
|
16.7K
$844K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
5.37K+ 12.69% |
$269K - $272K
|
47.7K
$2.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3K+ 10.29% |
$150K - $152K
|
32.2K
$1.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.51K- 1.72% |
$126K - $127K
|
143K
$7.23M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.81K+ 12.63% |
$141K - $143K
|
25.1K
$1.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-19K- 26.25% |
$953K - $965K
|
53.4K
$2.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.82K+ 8.72% |
$141K - $143K
|
35.1K
$1.77M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-558- 4.37% |
$28K - $28.3K
|
12.2K
$615K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.31K+ 3.35% |
$216K - $219K
|
133K
$6.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
190+ 0.48% |
$9.52K - $9.64K
|
40K
$2.02M
|
|