Institutional Ownership Pimco ETF Tr Sht Term Mun Bd A (SMMU)
This table provides information about the institutional ownership of Pimco ETF Tr Sht Term Mun Bd A (SMMU). We have compiled data on the 152 institutions that hold shares in the stock, with a total of 9.01 Million shares, which have been reported (via 13F filing form) to have a value of $451 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
3,286
shares
|
$164,530
0.0% of portfolio
|
Q2 2024
Added 16.94%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
1,975
shares
|
$98,888
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,782
shares
|
$89,224
0.01% of portfolio
|
Q3 2024
Added 178.0%
|
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
1,430
shares
|
$71,600
0.0% of portfolio
|
Q1 2023
Reduced 19.35%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
1,083
shares
|
$54,225
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
989
shares
|
$49,519
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wallace Hart LLC
Lexington, KY |
Aug 13, 2024 Q2 2024 |
885
shares
|
$44,311
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
821
shares
|
$41,107
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
815
shares
|
$40,807
0.0% of portfolio
|
Q2 2020
Reduced 34.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
800
shares
|
$40,056
0.0% of portfolio
|
Q2 2024
Reduced 70.59%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
700
shares
|
$35,049
0.01% of portfolio
|
Q2 2023
Added 118.75%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
605
shares
|
$30,292
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
585
shares
|
$29,290
0.0% of portfolio
|
Q1 2024
Reduced 67.15%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
530
shares
|
$26,537
0.0% of portfolio
|
Q1 2024
Reduced 7.5%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
473
shares
|
$23,683
0.0% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
472
shares
|
$23,633
0.0% of portfolio
|
Q4 2023
Added 1.29%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 15, 2024 Q2 2024 |
401
shares
|
$20,078
0.01% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Hallmark Capital Management Inc
|
Aug 08, 2024 Q2 2024 |
328
shares
|
$16,422
0.0% of portfolio
|
Q2 2024
Reduced 89.72%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
250
shares
|
$12,517
0.0% of portfolio
|
Q1 2022
Reduced 34.21%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Aug 13, 2024 Q2 2024 |
233
shares
|
$11,666
0.0% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
225
shares
|
$11,265
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
211
shares
|
$10,564
0.0% of portfolio
|
Q2 2024
Reduced 31.94%
|
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
106
shares
|
$5,307
0.0% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
97
shares
|
$4,856
0.0% of portfolio
|
Q2 2024
Reduced 65.11%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
64
shares
|
$3,204
0.0% of portfolio
|
Q3 2024
New holding
|