Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39.6K- 6.02% |
$1.97M - $2M
|
618K
$30.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-35.7K- 4.62% |
$1.78M - $1.8M
|
737K
$36.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11K- 35.48% |
$545K - $554K
|
20K
$999K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.66K- 12.66% |
$331K - $336K
|
46K
$2.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4.63K- 4.43% |
$230K - $234K
|
99.9K
$5M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.52K- 3.55% |
$225K - $228K
|
123K
$6.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.2K- 16.95% |
$209K - $212K
|
20.6K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.76K- 9.96% |
$187K - $190K
|
33.9K
$1.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.43K- 3.73% |
$171K - $173K
|
88.5K
$4.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.74K- 4.79% |
$86.2K - $87.6K
|
34.5K
$1.73M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.62K- 4.41% |
$80.5K - $81.8K
|
35.1K
$1.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.07K- 7.41% |
$53.3K - $54.2K
|
13.4K
$672K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.06K- 4.45% |
$52.8K - $53.6K
|
22.8K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-685- 7.07% |
$34K - $34.6K
|
9K
$451K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-222- 2.88% |
$11K - $11.2K
|
7.49K
$375K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-194- 2.76% |
$9.64K - $9.8K
|
6.83K
$342K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-27- 0.07% |
$1.34K - $1.36K
|
38.4K
$1.92M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-128K- 87.82% |
$6.33M - $6.38M
|
17.7K
$887K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25K- 39.22% |
$1.24M - $1.25M
|
38.7K
$1.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-22.5K- 33.71% |
$1.12M - $1.12M
|
44.3K
$2.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.4K- 13.54% |
$715K - $721K
|
92.2K
$4.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-8.42K- 11.29% |
$417K - $420K
|
66.1K
$3.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.41K- 20.42% |
$417K - $420K
|
32.8K
$1.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-7.7K- 18.29% |
$381K - $384K
|
34.4K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.11K- 39.39% |
$352K - $355K
|
10.9K
$548K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.58K- 11.11% |
$326K - $329K
|
52.6K
$2.63M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-5.96K- 15.81% |
$295K - $298K
|
31.7K
$1.59M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.37K- 24.86% |
$217K - $218K
|
13.2K
$662K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-3.37K- 9.06% |
$167K - $168K
|
33.9K
$1.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.86K- 89.72% |
$142K - $143K
|
328
$16.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2.82K- 5.07% |
$140K - $141K
|
52.7K
$2.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.6K- 3.26% |
$129K - $130K
|
77.3K
$3.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.47KClosed |
$122K - $123K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.15K- 33.42% |
$106K - $107K
|
4.27K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.93K- 6.78% |
$95.7K - $96.4K
|
26.5K
$1.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.92K- 70.59% |
$95.2K - $95.9K
|
800
$40.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.46K- 3.27% |
$72.4K - $72.9K
|
43.3K
$2.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-846- 1.46% |
$41.9K - $42.2K
|
57.1K
$2.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-839- 94.27% |
$41.6K - $41.9K
|
51
$2.55K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-367- 7.51% |
$18.2K - $18.3K
|
4.52K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-292- 1.96% |
$14.5K - $14.6K
|
14.6K
$730K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-247- 5.33% |
$12.2K - $12.3K
|
4.39K
$220K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-181- 65.11% |
$8.97K - $9.04K
|
97
$4.86K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-150- 0.15% |
$7.44K - $7.49K
|
102K
$5.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-99- 31.94% |
$4.91K - $4.94K
|
211
$10.6K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-174K- 78.32% |
$8.71M - $8.76M
|
48.3K
$2.42M
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-102K- 95.43% |
$5.1M - $5.13M
|
4.9K
$245K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.04K- 36.67% |
$152K - $152K
|
5.25K
$263K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.02K- 37.71% |
$150K - $151K
|
4.98K
$249K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-2K- 33.33% |
$99.8K - $100K
|
4K
$200K
|
|