Latest Institutional Transactions on Pimco ETF Tr Sht Term Mun Bd A (SMMU)

SMMU Quotes by TradingView

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
Jul 18, 2022 Q2 2022
Harbor Investment Advisory, LLC

SELL
 -
-2.44K
- 82.99%
$120K - $122K
500 $25K
Jul 15, 2022 Q2 2022
Strong Box Wealth, LLC

SELL
 -
-15.7K
- 45.45%
$771K - $784K
18.8K $944K
Q1 2022
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-1.1K
Closed
$54.7K - $56.2K
0 $0
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-252
Closed
$12.6K - $12.9K
0 $0
May 13, 2022 Q1 2022
Covington Capital Management

SELL
 -
-130
- 34.21%
$6.49K - $6.66K
250 $12.5K
May 12, 2022 Q1 2022
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
4.7K
New
$235K - $241K
4.7K $235K
May 12, 2022 Q1 2022
Leisure Capital Management

SELL
 -
-12.7K
Closed
$635K - $652K
0 $0
May 10, 2022 Q1 2022
Wambolt & Associates, LLC

SELL
 -
-3.98K
Closed
$198K - $204K
0 $0
May 06, 2022 Q1 2022
Papp L Roy & Associates

SELL
 -
-3.93K
- 10.33%
$196K - $201K
34.1K $1.71M
May 06, 2022 Q1 2022
Camden Capital, LLC

SELL
 -
-4.54K
Closed
$227K - $233K
0 $0
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-36.7K
Closed
$1.83M - $1.88M
0 $0
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

SELL
 -
-662
Closed
$33K - $33.9K
0 $0
Q4 2021
Feb 09, 2022 Q4 2021
Birchcreek Wealth Management, LLC

Miami Township, OH
SELL
 -
-4.07K
Closed
$208K - $209K
0 $0
Feb 07, 2022 Q4 2021
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-30.7K
Closed
$1.57M - $1.58M
0 $0
Jan 21, 2022 Q4 2021
Darwin Advisors, LLC

SELL
 -
-4.3K
Closed
$220K - $220K
0 $0
Jan 18, 2022 Q4 2021
Mjp Associates Inc

SELL
 -
-29.7K
Closed
$1.52M - $1.52M
0 $0
Q3 2021
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-1.13K
Closed
$57.7K - $58K
0 $0
Oct 28, 2021 Q3 2021
Compass Ion Advisors, LLC

SELL
 -
-168
- 0.84%
$8.62K - $8.66K
19.8K $991K
Oct 20, 2021 Q3 2021
Johnson Bixby & Associates, LLC

BUY
 -
29.7K
New
$1.52M - $1.53M
29.7K $1.49M
Oct 19, 2021 Q3 2021
Janiczek Wealth Management, LLC

BUY
 -
1.33K
New
$68.2K - $68.6K
1.33K $66.6K
Q2 2021
Aug 16, 2021 Q2 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-4K
Closed
$205K - $206K
0 $0
Aug 11, 2021 Q2 2021
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
14K
New
$719K - $721K
14K $701K
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-984
Closed
$50.5K - $50.7K
0 $0
Q1 2021
May 24, 2021 Q1 2021
Advisory Services Network, LLC

SELL
 -
-207
Closed
$10.6K - $10.7K
0 $0
May 17, 2021 Q1 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-502
Closed
$25.7K - $25.9K
0 $0
May 17, 2021 Q1 2021
Capstone Triton Financial Group, LLC

Oklahoma City, OK
SELL
 -
-295
Closed
$15.1K - $15.2K
0 $0
May 13, 2021 Q1 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-4.54K
Closed
$233K - $235K
0 $0
May 07, 2021 Q1 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-450
Closed
$23.1K - $23.2K
0 $0
Q4 2020
Jan 21, 2021 Q4 2020
Sterling Investment Advisors, Ltd.

SELL
 -
-72
Closed
$3.68K - $3.7K
0 $0
Q3 2020
Oct 21, 2020 Q3 2020
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-4.97K
Closed
$254K - $255K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-1.51K
- 34.26%
$75K - $77.1K
2.9K $145K
Aug 21, 2020 Q2 2020
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-93.3K
Closed
$4.63M - $4.76M
0 $0
Q1 2020
Jan 13, 2023 Q1 2020
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
4.96K
New
$241K - $254K
4.96K $248K
May 13, 2020 Q1 2020
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
SELL
 -
-18.8K
Closed
$910K - $958K
0 $0
May 06, 2020 Q1 2020
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-10.9K
Closed
$528K - $557K
0 $0
May 04, 2020 Q1 2020
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-3.3K
Closed
$160K - $169K
0 $0
Apr 29, 2020 Q1 2020
Greenleaf Trust

Kalamazoo, MI
BUY
 -
10.2K
New
$496K - $523K
10.2K $513K
Apr 20, 2020 Q1 2020
Tfo Tdc, LLC

SELL
 -
-5
Closed
$243 - $256
0 $0
Apr 17, 2020 Q1 2020
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-4.5K
Closed
$218K - $230K
0 $0
Q3 2019
Oct 23, 2019 Q3 2019
Archford Capital Strategies, LLC

SELL
 -
-1.7K
Closed
$85.8K - $86.2K
0 $0
Q2 2019
Aug 07, 2019 Q2 2019
Alera Investment Advisors, LLC

SELL
 -
-175
Closed
N/A
0 $0
Jul 31, 2019 Q2 2019
Signaturefd, LLC

Atlanta, GA
SELL
 -
-337
Closed
N/A
0 $0
Jul 30, 2019 Q2 2019
First Trust Advisors LP

Wheaton, IL
SELL
 -
-19.9K
Closed
N/A
0 $0
Q3 2018
Nov 14, 2018 Q3 2018
Janney Capital Management LLC

BUY
 -
6.83K
New
N/A
6.83K $342K
Nov 14, 2018 Q3 2018
Manufacturers Life Insurance Company, The

Toronto, A6
SELL
 -
-1.78K
Closed
N/A
0 $0
Nov 01, 2018 Q3 2018
Parallel Advisors, LLC

SELL
 -
-1K
Closed
N/A
0 $0
Q1 2018
May 04, 2018 Q1 2018
Financial Management Professionals, Inc.

SELL
 -
-512
Closed
N/A
0 $0
Q4 2017
Feb 09, 2018 Q4 2017
B. Riley Financial, Inc.

Los Angeles, CA
SELL
 -
-3.97K
Closed
N/A
0 $0
Q3 2017
Nov 14, 2017 Q3 2017
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 -
1
New
N/A
1 $50.1

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