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 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
29.7KNew |
$1.48M - $1.5M
|
29.7K
$1.49M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.5KNew |
$1.12M - $1.14M
|
22.5K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
15KNew |
$745K - $758K
|
15K
$751K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
14.6K+ 100.0% |
$724K - $736K
|
29.2K
$1.46M
|
|
|
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
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.06KNew |
$301K - $306K
|
6.06K
$304K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
4.06KNew |
$202K - $205K
|
4.06K
$203K
|
|
|
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
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.5K+ 71.43% |
$124K - $126K
|
6K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.16KNew |
$107K - $109K
|
2.16K
$108K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
700+ 17.5% |
$34.8K - $35.4K
|
4.7K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
159+ 4.04% |
$7.9K - $8.03K
|
4.09K
$205K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
64New |
$3.18K - $3.23K
|
64
$3.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.94% |
$49.7 - $50.5
|
107
$5.36K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
34.6K+ 448.88% |
$1.72M - $1.73M
|
42.3K
$2.12M
|
|
|
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
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.92KNew |
$393K - $396K
|
7.92K
$397K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
7.07KNew |
$350K - $353K
|
7.07K
$354K
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
4.06KNew |
$201K - $203K
|
4.06K
$203K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
322New |
$16K - $16.1K
|
322
$16.1K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.3K+ 6.97% |
$1.01M - $1.02M
|
311K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.39K+ 3.71% |
$169K - $170K
|
94.6K
$4.74M
|
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
885New |
$44.2K - $44.4K
|
885
$44.3K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
140+ 32.26% |
$6.98K - $7.03K
|
574
$28.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
123New |
$6.14K - $6.17K
|
123
$6.16K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
32+ 0.68% |
$1.6K - $1.61K
|
4.72K
$236K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
9.31K+ 31.83% |
$454K - $467K
|
38.6K
$1.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4.02KNew |
$196K - $202K
|
4.02K
$201K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.48K+ 15.99% |
$121K - $124K
|
18K
$901K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.08KNew |
$52.8K - $54.3K
|
1.08K
$54.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
989New |
$48.2K - $49.6K
|
989
$49.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
639New |
$31.2K - $32K
|
639
$32K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
415+ 9.22% |
$20.2K - $20.8K
|
4.92K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
148New |
$7.22K - $7.42K
|
148
$7.41K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 1.29% |
$293 - $301
|
472
$23.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
6.35K+ 10.97% |
$311K - $315K
|
64.2K
$3.21M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.92K+ 4.78% |
$241K - $244K
|
108K
$5.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.72KNew |
$231K - $234K
|
4.72K
$236K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.32KNew |
$212K - $215K
|
4.32K
$217K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.03KNew |
$99.1K - $101K
|
2.03K
$101K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
225New |
$11K - $11.2K
|
225
$11.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 0.73% |
$538 - $546
|
1.52K
$76.3K
|
|
| Q2 2023 | |||||||
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
BUY
|
- |
41.3KNew |
$2.04M - $2.06M
|
41.3K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.98KNew |
$97.4K - $98.5K
|
1.98K
$98.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
821New |
$40.5K - $40.9K
|
821
$41.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
380+ 118.75% |
$18.7K - $18.9K
|
700
$35K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.79KNew |
$137K - $139K
|
2.79K
$139K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.5KNew |
$73.8K - $74.8K
|
1.5K
$75.1K
|
|