Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.35M+ 242.7% |
$115M - $118M
|
3.31M
$167M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
436K+ 69.37% |
$21.4M - $21.9M
|
1.06M
$53.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
334K+ 140.22% |
$16.4M - $16.7M
|
572K
$28.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
153K+ 22.13% |
$7.5M - $7.66M
|
842K
$42.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
110K+ 347.67% |
$5.4M - $5.5M
|
141K
$7.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
62.6K+ 13.56% |
$3.08M - $3.14M
|
524K
$26.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
60.2KNew |
$2.96M - $3.02M
|
60.2K
$3.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.4K+ 21.49% |
$2.28M - $2.33M
|
262K
$13.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
45.4KNew |
$2.23M - $2.28M
|
45.4K
$2.29M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.3K+ 16.5% |
$2.13M - $2.17M
|
306K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39.7KNew |
$1.95M - $1.99M
|
39.7K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.8KNew |
$1.91M - $1.95M
|
38.8K
$1.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
31.7K+ 82.92% |
$1.56M - $1.59M
|
69.9K
$3.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.5K+ 7.56% |
$1.55M - $1.58M
|
448K
$22.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
29.2K+ 426.1% |
$1.44M - $1.46M
|
36K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
29.2K+ 8.59% |
$1.43M - $1.46M
|
369K
$18.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25K+ 34.86% |
$1.23M - $1.26M
|
96.9K
$4.88M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.1K+ 34.12% |
$1.19M - $1.21M
|
94.8K
$4.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
21.9K+ 29.4% |
$1.08M - $1.1M
|
96.5K
$4.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.9K+ 12.83% |
$1.08M - $1.1M
|
193K
$9.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
20.1K+ 4.91% |
$990K - $1.01M
|
430K
$21.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
20.1K+ 306.06% |
$988K - $1.01M
|
26.7K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.2K+ 16729.9% |
$798K - $814K
|
16.3K
$823K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.1KNew |
$744K - $759K
|
15.1K
$763K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.1K+ 11.5% |
$740K - $755K
|
146K
$7.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
14.6K+ 13.89% |
$717K - $731K
|
119K
$6.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
12.9K+ 15.12% |
$632K - $645K
|
97.9K
$4.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
12.5KNew |
$615K - $627K
|
12.5K
$630K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11.3K+ 13.5% |
$557K - $568K
|
95.2K
$4.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.32K+ 202.06% |
$458K - $468K
|
13.9K
$703K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
8.52K+ 35.55% |
$419K - $427K
|
32.5K
$1.64M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.31KNew |
$409K - $417K
|
8.31K
$419K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.97K+ 55.83% |
$392K - $400K
|
22.3K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
7.2K+ 42.05% |
$354K - $361K
|
24.3K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7.14K+ 35685.0% |
$351K - $358K
|
7.16K
$361K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.72K+ 19.39% |
$330K - $337K
|
41.3K
$2.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.58K+ 9.99% |
$324K - $330K
|
72.5K
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
6.56K+ 9.59% |
$323K - $329K
|
75K
$3.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.53KNew |
$321K - $327K
|
6.53K
$329K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.37K+ 31.56% |
$313K - $319K
|
26.5K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.18KNew |
$304K - $310K
|
6.18K
$311K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.64KNew |
$277K - $283K
|
5.64K
$284K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.2K+ 14.99% |
$256K - $261K
|
39.9K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
5KNew |
$246K - $251K
|
5K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
4.63KNew |
$228K - $232K
|
4.63K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
4.47K+ 7.98% |
$220K - $224K
|
60.5K
$3.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.27KNew |
$210K - $214K
|
4.27K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.16KNew |
$204K - $209K
|
4.16K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.92K+ 41.28% |
$193K - $196K
|
13.4K
$676K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.66K+ 41.69% |
$180K - $184K
|
12.4K
$627K
|
|