Purchases and Sales Made in Q2 2023 in Pimco ETF Tr Sht Term Mun Bd A (SMMU)

SMMU Quotes by TradingView

This table provides information about the institutional ownership of Pimco ETF Tr Sht Term Mun Bd A (SMMU) during Q2 2023. The information is specifically focused on institutions that hold shares of PIMCO ETF TR SHT TERM MUN BD A.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jul 11, 2023 Q2 2023
Biltmore Wealth Management, LLC

BUY
 -
345K
New
$17M - $17.2M
345K $17.2M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
77.2K
+ 126.3%
$3.81M - $3.85M
138K $6.93M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
61.7K
New
$3.05M - $3.08M
61.7K $3.09M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
48.9K
+ 48.57%
$2.41M - $2.44M
150K $7.49M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
44.6K
+ 22.92%
$2.2M - $2.23M
239K $12M
Jul 12, 2023 Q2 2023
Wealth Cmt

BUY
 -
41.3K
New
$2.04M - $2.06M
41.3K $2.07M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
30K
+ 14.26%
$1.48M - $1.5M
240K $12M
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
21.2K
New
$1.05M - $1.06M
21.2K $1.06M
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
21K
New
$1.03M - $1.05M
21K $1.05M
Jul 26, 2023 Q2 2023
Amplius Wealth Advisors, LLC

BUY
 -
14.7K
+ 17.99%
$723K - $731K
96.1K $4.81M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
11.9K
+ 241.61%
$588K - $594K
16.8K $844K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
11.9K
+ 35.24%
$588K - $594K
45.7K $2.29M
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
11.7K
+ 117.22%
$575K - $581K
21.6K $1.08M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
11.5K
+ 11.08%
$568K - $574K
115K $5.78M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
10.8K
New
$535K - $541K
10.8K $543K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
10.8K
+ 46.64%
$533K - $539K
34K $1.7M
Jul 21, 2023 Q2 2023
Crumly & Associates Inc.

BUY
 -
10.2K
+ 63.06%
$505K - $510K
26.5K $1.32M
Aug 10, 2023 Q2 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
9.39K
+ 27.76%
$463K - $468K
43.2K $2.16M
Aug 04, 2023 Q2 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
8.17K
+ 35.84%
$403K - $407K
31K $1.55M
Aug 10, 2023 Q2 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
7.47K
New
$368K - $372K
7.47K $374K
Jul 26, 2023 Q2 2023
Dean, Jacobson Financial Services, LLC

BUY
 -
6.62K
New
$327K - $330K
6.62K $331K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
6.46K
+ 2.75%
$319K - $322K
242K $12.1M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
6.23K
+ 83.2%
$307K - $311K
13.7K $687K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
5.37K
+ 1.1%
$265K - $268K
493K $24.7M
Jul 14, 2023 Q2 2023
Westside Investment Management, Inc.

BUY
 -
5.3K
+ 7.41%
$261K - $264K
76.8K $3.85M
Aug 01, 2023 Q2 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
5.03K
+ 4.22%
$248K - $251K
124K $6.21M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
4.28K
New
$211K - $214K
4.28K $214K
Aug 07, 2023 Q2 2023
Bcgm Wealth Management, LLC

BUY
 -
4.04K
+ 10.54%
$199K - $201K
42.4K $2.12M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
3.25K
+ 5.7%
$160K - $162K
60.2K $3.01M
Jul 31, 2023 Q2 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
3.08K
+ 17.05%
$152K - $153K
21.1K $1.06M
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
2.5K
+ 41.05%
$123K - $125K
8.6K $431K
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1.98K
New
$97.4K - $98.5K
1.98K $98.9K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
1.81K
+ 25.45%
$89.5K - $90.4K
8.94K $448K
Jul 18, 2023 Q2 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
1.53K
+ 1.87%
$75.6K - $76.4K
83.7K $4.19M
Aug 30, 2023 Q2 2023
Aifg Consultants Ltd.

Halfmoon, NY
BUY
 -
1.18K
+ 2.55%
$58K - $58.6K
47.2K $2.36M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.17K
+ 12.75%
$57.6K - $58.2K
10.3K $517K
Aug 14, 2023 Q2 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
1.13K
+ 2.51%
$55.7K - $56.3K
46.1K $2.31M
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
1.07K
+ 8.84%
$53K - $53.5K
13.2K $662K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.04K
+ 1.34%
$51.3K - $51.8K
78.3K $3.92M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
970
+ 2.4%
$47.9K - $48.4K
41.3K $2.07M
Aug 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
821
New
$40.5K - $40.9K
821 $41.1K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
795
New
$39.2K - $39.6K
795 $39.8K
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
721
New
$35.6K - $35.9K
721 $36.1K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
668
+ 11.78%
$33K - $33.3K
6.34K $317K
Aug 04, 2023 Q2 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
431
+ 6.56%
$21.3K - $21.5K
7K $351K
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
402
New
$19.8K - $20K
402 $20.1K
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
380
+ 118.75%
$18.7K - $18.9K
700 $35K
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
300
+ 1.96%
$14.8K - $15K
15.6K $782K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
228
New
$11.2K - $11.4K
228 $11.4K

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