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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.15K+ 6.07% |
$208K - $210K
|
72.5K
$3.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
4.01KNew |
$201K - $203K
|
4.01K
$202K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.82K+ 89.53% |
$192K - $194K
|
8.1K
$408K
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.6K+ 5.94% |
$180K - $182K
|
64.1K
$3.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.31K+ 12.93% |
$166K - $168K
|
28.9K
$1.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3K+ 10.29% |
$150K - $152K
|
32.2K
$1.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.82K+ 8.72% |
$141K - $143K
|
35.1K
$1.77M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.81K+ 12.63% |
$141K - $143K
|
25.1K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.55K+ 31.13% |
$128K - $129K
|
10.7K
$541K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.53K+ 5.39% |
$127K - $129K
|
49.5K
$2.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
2.47K+ 53.37% |
$124K - $125K
|
7.1K
$358K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.86KNew |
$93.2K - $94.4K
|
1.86K
$93.8K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
1.41K+ 5.4% |
$70.8K - $71.7K
|
27.6K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.22K+ 540.44% |
$60.9K - $61.7K
|
1.44K
$72.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15K+ 5.17% |
$57.7K - $58.4K
|
23.4K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.09K+ 3.46% |
$54.3K - $55K
|
32.5K
$1.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.06K+ 1.71% |
$53.1K - $53.8K
|
63.1K
$3.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.04K+ 78.05% |
$52K - $52.7K
|
2.37K
$119K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
769+ 7.71% |
$38.5K - $39K
|
10.7K
$541K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
761+ 2306.06% |
$38.1K - $38.6K
|
794
$40K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
754+ 6.33% |
$37.8K - $38.3K
|
12.7K
$639K
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
696+ 5.57% |
$34.9K - $35.3K
|
13.2K
$665K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
551New |
$27.6K - $28K
|
551
$27.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
482+ 186.82% |
$24.1K - $24.5K
|
740
$37.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
348+ 2.56% |
$17.4K - $17.7K
|
13.9K
$702K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
327+ 1.23% |
$16.4K - $16.6K
|
27K
$1.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
279+ 1.86% |
$14K - $14.2K
|
15.3K
$772K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
251+ 12.56% |
$12.6K - $12.7K
|
2.25K
$113K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
248+ 3.47% |
$12.4K - $12.6K
|
7.41K
$373K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
236+ 2.37% |
$11.8K - $12K
|
10.2K
$514K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
209+ 0.65% |
$10.5K - $10.6K
|
32.5K
$1.64M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
190+ 0.48% |
$9.52K - $9.64K
|
40K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
174+ 0.19% |
$8.72K - $8.83K
|
90.3K
$4.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
159+ 1.64% |
$7.96K - $8.07K
|
9.88K
$498K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
113+ 1.87% |
$5.66K - $5.73K
|
6.15K
$310K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
100+ 0.45% |
$5.01K - $5.07K
|
22.5K
$1.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
93+ 0.69% |
$4.66K - $4.72K
|
13.5K
$680K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
74+ 0.69% |
$3.71K - $3.75K
|
10.7K
$541K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
70+ 0.46% |
$3.51K - $3.55K
|
15.2K
$767K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
61+ 10.54% |
$3.06K - $3.09K
|
640
$32.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
42+ 0.7% |
$2.1K - $2.13K
|
6.02K
$304K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
39+ 0.28% |
$1.95K - $1.98K
|
14.1K
$709K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
32+ 0.23% |
$1.6K - $1.62K
|
13.9K
$701K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
24+ 0.71% |
$1.2K - $1.22K
|
3.42K
$172K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8+ 0.17% |
$401 - $406
|
4.75K
$240K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5+ 0.72% |
$250 - $254
|
695
$35K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.65% |
$200 - $203
|
622
$31.4K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.8KNew |
$1.91M - $1.95M
|
38.8K
$1.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
12.5KNew |
$615K - $627K
|
12.5K
$630K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.32K+ 202.06% |
$458K - $468K
|
13.9K
$703K
|
|