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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.26KNew |
$212K - $215K
|
4.26K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4.12K+ 116.73% |
$205K - $208K
|
7.66K
$383K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.09KNew |
$203K - $206K
|
4.09K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.7K+ 8.05% |
$184K - $187K
|
49.7K
$2.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.58K+ 32.27% |
$178K - $180K
|
14.7K
$734K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.46K+ 38.42% |
$172K - $174K
|
12.5K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.04K+ 58.94% |
$151K - $153K
|
8.21K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.94K+ 6.37% |
$146K - $148K
|
49K
$2.46M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.59KNew |
$129K - $131K
|
2.59K
$130K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.38K+ 133.67% |
$118K - $120K
|
4.16K
$208K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.18K+ 3.69% |
$108K - $110K
|
61.2K
$3.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.07K+ 2.07% |
$103K - $104K
|
102K
$5.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.79K+ 19.72% |
$89K - $90.3K
|
10.9K
$544K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.44K+ 0.35% |
$71.7K - $72.7K
|
408K
$20.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
1.15K+ 17.94% |
$57.2K - $57.9K
|
7.55K
$378K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.12K+ 11.04% |
$55.5K - $56.2K
|
11.2K
$562K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1K+ 3.92% |
$49.9K - $50.6K
|
26.6K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
997+ 3.01% |
$49.6K - $50.3K
|
34.1K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
972+ 2.86% |
$48.3K - $49K
|
34.9K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
862+ 8.94% |
$42.9K - $43.5K
|
10.5K
$526K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
732+ 3.51% |
$36.4K - $36.9K
|
21.6K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
660+ 6.09% |
$32.8K - $33.3K
|
11.5K
$575K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
517+ 5.4% |
$25.7K - $26.1K
|
10.1K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
485+ 7.58% |
$24.1K - $24.5K
|
6.88K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
414+ 0.39% |
$20.6K - $20.9K
|
107K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
403+ 2.87% |
$20K - $20.3K
|
14.4K
$722K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
399+ 2.97% |
$19.8K - $20.1K
|
13.8K
$692K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
281+ 0.95% |
$14K - $14.2K
|
29.9K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
268+ 50.57% |
$13.3K - $13.5K
|
798
$40K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
248+ 0.72% |
$12.3K - $12.5K
|
34.5K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
205+ 2.43% |
$10.2K - $10.3K
|
8.63K
$432K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
201+ 3.86% |
$10K - $10.1K
|
5.4K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
188+ 4.25% |
$9.35K - $9.48K
|
4.62K
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
158+ 0.22% |
$7.86K - $7.97K
|
72.7K
$3.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
136+ 26.93% |
$6.76K - $6.86K
|
641
$32.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
132New |
$6.57K - $6.66K
|
132
$6.61K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
96+ 0.58% |
$4.78K - $4.84K
|
16.6K
$831K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
62+ 7.95% |
$3.08K - $3.13K
|
842
$42.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
46+ 0.26% |
$2.29K - $2.32K
|
17.5K
$876K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
42+ 18.18% |
$2.09K - $2.12K
|
273
$13.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
31+ 0.12% |
$1.54K - $1.56K
|
25.3K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20New |
$995 - $1.01K
|
20
$1K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
12New |
$597 - $605
|
12
$601
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$398 - $403
|
5.04K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
5+ 2.1% |
$249 - $252
|
243
$12.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.66% |
$199 - $202
|
609
$30.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.71% |
$149 - $151
|
423
$21.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.21% |
$49.7 - $50.4
|
474
$23.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
33.1KNew |
$1.65M - $1.67M
|
33.1K
$1.66M
|
|