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 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.5K+ 13.49% |
$275K - $279K
|
46.3K
$2.33M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.82K+ 89.53% |
$192K - $194K
|
8.1K
$408K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.97K+ 118.12% |
$299K - $303K
|
11K
$556K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-32- 24.06% |
$1.6K - $1.62K
|
101
$5.09K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
21.1K+ 21.9% |
$1.06M - $1.07M
|
118K
$5.93M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.7K- 71.26% |
$673K - $687K
|
5.52K
$278K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
48+ 0.67% |
$2.36K - $2.41K
|
7.19K
$362K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-380- 1.31% |
$18.7K - $19.1K
|
28.6K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.8KNew |
$1.91M - $1.95M
|
38.8K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
5KNew |
$246K - $251K
|
5K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.32K+ 202.06% |
$458K - $468K
|
13.9K
$703K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
745+ 14.32% |
$36.6K - $37.4K
|
5.95K
$300K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.72K+ 19.39% |
$330K - $337K
|
41.3K
$2.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-35- 12.87% |
$1.72K - $1.76K
|
237
$11.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-5.75K- 7.63% |
$283K - $288K
|
69.6K
$3.51M
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.1K- 19.64% |
$54.1K - $55.2K
|
4.5K
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-733- 13.94% |
$36K - $36.8K
|
4.53K
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
302New |
$14.9K - $15.2K
|
302
$15.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
234New |
$11.5K - $11.7K
|
234
$11.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
30+ 0.35% |
$1.48K - $1.51K
|
8.55K
$431K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.11K- 19.44% |
$153K - $156K
|
12.9K
$650K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.93% |
$49.2 - $50.2
|
109
$5.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
12.5KNew |
$615K - $627K
|
12.5K
$630K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
27New |
$1.33K - $1.35K
|
27
$1.36K
|
|
| Q1 2025 | |||||||
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
7.55KNew |
$376K - $380K
|
7.55K
$381K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2K+ 33.33% |
$99.5K - $101K
|
8K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.4KNew |
$666K - $673K
|
13.4K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.3K- 29.22% |
$114K - $116K
|
5.57K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.13K- 3.45% |
$56.2K - $56.8K
|
31.6K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.6K- 56.26% |
$575K - $581K
|
8.98K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.71% |
$149 - $151
|
426
$21.5K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-800- 73.87% |
$39.8K - $40.2K
|
283
$14.3K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-3.32K- 71.99% |
$165K - $167K
|
1.29K
$65.2K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
19+ 0.46% |
$945 - $955
|
4.11K
$207K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.88KNew |
$243K - $245K
|
4.88K
$246K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5.1KNew |
$254K - $256K
|
5.1K
$257K
|
|
| Q4 2024 | |||||||
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
35.1KNew |
$1.74M - $1.77M
|
35.1K
$1.77M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
12New |
$597 - $605
|
12
$605
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
485+ 7.58% |
$24.1K - $24.5K
|
6.88K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.26KNew |
$212K - $215K
|
4.26K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
31+ 0.12% |
$1.54K - $1.56K
|
25.3K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
136+ 26.93% |
$6.76K - $6.86K
|
641
$32.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11- 0.25% |
$547 - $555
|
4.41K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
5.64KNew |
$280K - $284K
|
5.64K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
62+ 7.95% |
$3.08K - $3.13K
|
842
$42.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
59.4KNew |
$2.96M - $3M
|
59.4K
$3M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
268+ 50.57% |
$13.3K - $13.5K
|
798
$40.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
7.01KNew |
$349K - $354K
|
7.01K
$354K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.09KNew |
$203K - $206K
|
4.09K
$206K
|
|