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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
27.8K+ 23.63% |
$1.4M - $1.41M
|
145K
$7.33M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
23.7K+ 3.45% |
$1.19M - $1.2M
|
711K
$35.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
23.2KNew |
$1.17M - $1.17M
|
23.2K
$1.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
19.4K+ 14.57% |
$976K - $980K
|
152K
$7.68M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.1K+ 89.46% |
$810K - $814K
|
34.1K
$1.72M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
14.1K+ 80.29% |
$708K - $711K
|
31.6K
$1.59M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12.7K+ 1.21% |
$639K - $642K
|
1.06M
$53.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
8.28K+ 20.68% |
$417K - $419K
|
48.3K
$2.44M
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
7.92K+ 14.82% |
$399K - $401K
|
61.4K
$3.09M
|
|
|
Jan 26, 2026
Q4 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
7.38K+ 11.52% |
$372K - $373K
|
71.5K
$3.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.93K+ 41.38% |
$349K - $350K
|
23.7K
$1.19M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.44K+ 21.7% |
$324K - $326K
|
36.1K
$1.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
5.72K+ 1.44% |
$288K - $289K
|
404K
$20.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.03K+ 33.09% |
$254K - $255K
|
20.2K
$1.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.5K+ 12.22% |
$226K - $227K
|
41.3K
$2.08M
|
|
|
Jan 26, 2026
Q4 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3.37K+ 2.5% |
$170K - $171K
|
138K
$6.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.51KNew |
$126K - $127K
|
2.51K
$127K
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
2.41K+ 2.72% |
$121K - $122K
|
90.9K
$4.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
1.92K+ 15.18% |
$96.9K - $97.3K
|
14.6K
$736K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.64K+ 18.25% |
$82.8K - $83.1K
|
10.6K
$537K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.47K+ 1094.78% |
$73.9K - $74.2K
|
1.6K
$80.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
1.16K+ 3.56% |
$58.2K - $58.5K
|
33.6K
$1.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.09K+ 2.2% |
$54.8K - $55K
|
50.6K
$2.55M
|
|
|
Jan 22, 2026
Q4 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
995+ 7.54% |
$50.1K - $50.3K
|
14.2K
$716K
|
|
|
Jan 16, 2026
Q4 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
989+ 3.85% |
$49.8K - $50K
|
26.7K
$1.35M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
891New |
$44.9K - $45.1K
|
891
$44.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
555+ 6.86% |
$28K - $28.1K
|
8.65K
$436K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
344+ 1.56% |
$17.3K - $17.4K
|
22.5K
$1.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
119+ 1.03% |
$5.99K - $6.02K
|
11.6K
$587K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$5.04K - $5.06K
|
100
$5.04K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
50+ 0.22% |
$2.52K - $2.53K
|
22.6K
$1.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.07% |
$403 - $405
|
11K
$556K
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5+ 0.72% |
$252 - $253
|
700
$35.3K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4+ 3.96% |
$201 - $202
|
105
$5.29K
|
|
| Q3 2025 | |||||||
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
792KNew |
$39.6M - $40.2M
|
792K
$39.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
559K+ 139.98% |
$28M - $28.4M
|
959K
$48.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
433K+ 82.58% |
$21.7M - $22M
|
957K
$48.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
350K+ 10.55% |
$17.5M - $17.7M
|
3.66M
$185M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
95.5K+ 49.58% |
$4.78M - $4.84M
|
288K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
93.4K+ 2247.28% |
$4.68M - $4.74M
|
97.6K
$4.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
69.8KNew |
$3.5M - $3.54M
|
69.8K
$3.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
54.8KNew |
$2.74M - $2.78M
|
54.8K
$2.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54.4K+ 7.98% |
$2.72M - $2.76M
|
736K
$37.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.6K+ 4.33% |
$2.28M - $2.31M
|
1.1M
$55.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
41.3KNew |
$2.07M - $2.1M
|
41.3K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.8K+ 207.56% |
$1.29M - $1.31M
|
38.3K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
24.6KNew |
$1.23M - $1.25M
|
24.6K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
24.6KNew |
$1.23M - $1.25M
|
24.6K
$1.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.8KNew |
$1.19M - $1.21M
|
23.8K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
21.2KNew |
$1.06M - $1.08M
|
21.2K
$1.07M
|
|