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 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-27- 0.07% |
$1.34K - $1.36K
|
38.4K
$1.92M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-194- 2.76% |
$9.64K - $9.8K
|
6.83K
$342K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.21% |
$49.6 - $49.9
|
473
$23.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.37K- 24.86% |
$217K - $218K
|
13.2K
$662K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.41K- 20.42% |
$417K - $420K
|
32.8K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6KNew |
$722K - $728K
|
14.6K
$730K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.92KNew |
$393K - $396K
|
7.92K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-839- 94.27% |
$41.6K - $41.9K
|
51
$2.55K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.47KClosed |
$122K - $123K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.86K- 89.72% |
$142K - $143K
|
328
$16.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.92K- 70.59% |
$95.2K - $95.9K
|
800
$40.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.07KNew |
$350K - $353K
|
7.07K
$354K
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
4.06KNew |
$201K - $203K
|
4.06K
$203K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-3.37K- 9.06% |
$167K - $168K
|
33.9K
$1.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
34.6K+ 448.88% |
$1.72M - $1.73M
|
42.3K
$2.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-181- 65.11% |
$8.97K - $9.04K
|
97
$4.86K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
322New |
$16K - $16.1K
|
322
$16.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.15K- 33.42% |
$106K - $107K
|
4.27K
$214K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-174K- 78.32% |
$8.71M - $8.76M
|
48.3K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
885New |
$44.2K - $44.4K
|
885
$44.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.3K+ 6.97% |
$1.01M - $1.02M
|
311K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.39K+ 3.71% |
$169K - $170K
|
94.6K
$4.74M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
140+ 32.26% |
$6.98K - $7.03K
|
574
$28.7K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.02K- 37.71% |
$150K - $151K
|
4.98K
$249K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.2K- 67.15% |
$59.7K - $60K
|
585
$29.3K
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-102K- 95.43% |
$5.1M - $5.13M
|
4.9K
$245K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
32+ 0.68% |
$1.6K - $1.61K
|
4.72K
$237K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-317- 4.29% |
$15.8K - $15.9K
|
7.07K
$354K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.04K- 36.67% |
$152K - $152K
|
5.25K
$263K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
123New |
$6.14K - $6.17K
|
123
$6.16K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
148New |
$7.22K - $7.42K
|
148
$7.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 33.08% |
$608K - $625K
|
25.2K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.08KNew |
$52.8K - $54.3K
|
1.08K
$54.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.48K+ 15.99% |
$121K - $124K
|
18K
$901K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4.02KNew |
$196K - $202K
|
4.02K
$201K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.09K- 27.06% |
$102K - $105K
|
5.64K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-2.12K- 31.97% |
$103K - $106K
|
4.5K
$226K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 1.29% |
$293 - $301
|
472
$23.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
639New |
$31.2K - $32K
|
639
$32K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
415+ 9.22% |
$20.2K - $20.8K
|
4.92K
$246K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
989New |
$48.2K - $49.6K
|
989
$49.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
9.31K+ 31.83% |
$454K - $467K
|
38.6K
$1.93M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
6.35K+ 10.97% |
$311K - $315K
|
64.2K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.32KNew |
$212K - $215K
|
4.32K
$217K
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-945- 17.04% |
$46.3K - $46.9K
|
4.6K
$230K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 0.73% |
$538 - $546
|
1.52K
$76.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.72KNew |
$231K - $234K
|
4.72K
$236K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.12K- 60.33% |
$446K - $453K
|
5.99K
$300K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.03KNew |
$99.1K - $101K
|
2.03K
$101K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-795Closed |
$38.9K - $39.5K
|
0
$0
|
|