Latest Institutional Purchases of Pimco ETF Tr Sht Term Mun Bd A (SMMU)
This list provides information on the latest institutional transactions involving Pimco ETF Tr Sht Term Mun Bd A (SMMU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
33.1KNew |
$1.65M - $1.67M
|
33.1K
$1.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
31.3K+ 8.36% |
$1.56M - $1.58M
|
406K
$20.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
29.7KNew |
$1.48M - $1.5M
|
29.7K
$1.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
24.9KNew |
$1.24M - $1.26M
|
24.9K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
22.1K+ 201.14% |
$1.1M - $1.12M
|
33.1K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
18.6K+ 78.15% |
$924K - $939K
|
42.4K
$2.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
17.5KNew |
$867K - $881K
|
17.5K
$874K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
15KNew |
$745K - $758K
|
15K
$751K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.11K+ 51.21% |
$403K - $409K
|
23.9K
$1.2M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7.7KNew |
$383K - $389K
|
7.7K
$386K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7.3K+ 64.64% |
$362K - $368K
|
18.6K
$930K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.06K+ 15.36% |
$351K - $356K
|
53K
$2.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.7K+ 809.66% |
$333K - $339K
|
7.53K
$377K
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
6.41KNew |
$318K - $323K
|
6.41K
$321K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.03K+ 57.08% |
$200K - $203K
|
11.1K
$555K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.01KNew |
$199K - $203K
|
4.01K
$201K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
4KNew |
$199K - $202K
|
4K
$200K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.57K+ 27.57% |
$177K - $180K
|
16.5K
$826K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.15K+ 3.53% |
$156K - $159K
|
92.4K
$4.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.5K+ 20.35% |
$74.5K - $75.8K
|
8.87K
$444K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.44K+ 6.8% |
$71.5K - $72.7K
|
22.6K
$1.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.14K+ 178.0% |
$56.7K - $57.6K
|
1.78K
$89.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
985+ 1.65% |
$48.9K - $49.7K
|
60.7K
$3.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
845+ 23.58% |
$42K - $42.7K
|
4.43K
$222K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
754+ 8.06% |
$37.5K - $38.1K
|
10.1K
$506K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
605New |
$30.1K - $30.6K
|
605
$30.3K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
297+ 6.06% |
$14.8K - $15K
|
5.2K
$260K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
234+ 0.69% |
$11.6K - $11.8K
|
34.2K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
193+ 1.81% |
$9.59K - $9.75K
|
10.8K
$542K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
174+ 0.36% |
$8.65K - $8.79K
|
48.3K
$2.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
159+ 4.04% |
$7.9K - $8.03K
|
4.09K
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
100+ 1.2% |
$4.97K - $5.05K
|
8.43K
$422K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
64New |
$3.18K - $3.23K
|
64
$3.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$348 - $354
|
5.04K
$252K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
141K+ 75.8% |
$6.97M - $7.03M
|
326K
$16.3M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71.8K+ 576.24% |
$3.56M - $3.58M
|
84.2K
$4.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
58.9K+ 29.11% |
$2.92M - $2.94M
|
261K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.2K+ 5.25% |
$2.83M - $2.86M
|
1.15M
$57.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
57.1K+ 14.02% |
$2.83M - $2.85M
|
465K
$23.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
40.8KNew |
$2.02M - $2.04M
|
40.8K
$2.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.1K+ 151.39% |
$1.94M - $1.95M
|
65K
$3.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
34.6K+ 448.88% |
$1.72M - $1.73M
|
42.3K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
31.3K+ 496.73% |
$1.55M - $1.56M
|
37.6K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.3K+ 14.94% |
$1.5M - $1.51M
|
233K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.3KNew |
$1.5M - $1.51M
|
30.3K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.1K+ 6.75% |
$1.09M - $1.1M
|
349K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6KNew |
$722K - $728K
|
14.6K
$729K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13KNew |
$644K - $648K
|
13K
$650K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.5K+ 17.07% |
$572K - $577K
|
79.2K
$3.97M
|
|