Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
408K+ 758.03% |
$19.9M - $20.4M
|
462K
$23.1M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
408K+ 758.03% |
$19.9M - $20.4M
|
462K
$23.1M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
264K+ 21.52% |
$12.9M - $13.2M
|
1.49M
$74.7M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
153K+ 144.29% |
$7.47M - $7.66M
|
259K
$13M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
114KNew |
$5.55M - $5.69M
|
114K
$5.7M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
63.1K+ 275.24% |
$3.08M - $3.15M
|
86K
$4.3M
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
59K+ 24.32% |
$2.88M - $2.95M
|
302K
$15.1M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56K+ 797.64% |
$2.73M - $2.8M
|
63K
$3.16M
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
50.2K+ 84.19% |
$2.45M - $2.51M
|
110K
$5.49M
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
41.9K+ 49.04% |
$2.05M - $2.1M
|
127K
$6.38M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.5K+ 60.75% |
$1.63M - $1.67M
|
88.6K
$4.43M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
32.5KNew |
$1.59M - $1.63M
|
32.5K
$1.63M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
24.3K+ 44.7% |
$1.18M - $1.21M
|
78.5K
$3.93M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.2KNew |
$1.13M - $1.16M
|
23.2K
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.3K+ 10.86% |
$1.09M - $1.11M
|
227K
$11.4M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.5K+ 22.96% |
$999K - $1.02M
|
110K
$5.49M
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
20.1K+ 14.17% |
$980K - $1M
|
162K
$8.1M
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
19.7KNew |
$962K - $986K
|
19.7K
$987K
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
19.4KNew |
$949K - $973K
|
19.4K
$974K
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
17.2K+ 85.34% |
$841K - $862K
|
37.4K
$1.87M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16K+ 1979.01% |
$782K - $802K
|
16.8K
$843K
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
15.5K+ 37.98% |
$757K - $776K
|
56.4K
$2.82M
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
12.8KNew |
$626K - $642K
|
12.8K
$643K
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
12.7K+ 48.73% |
$619K - $635K
|
38.7K
$1.94M
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
11.8KNew |
$574K - $588K
|
11.8K
$589K
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
11.5K+ 38.44% |
$560K - $574K
|
41.4K
$2.07M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10.2K+ 32.73% |
$497K - $509K
|
41.3K
$2.07M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.51K+ 33.39% |
$415K - $426K
|
34K
$1.7M
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.35KNew |
$408K - $418K
|
8.35K
$418K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.12KNew |
$396K - $406K
|
8.12K
$406K
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.8K+ 9.67% |
$381K - $390K
|
88.5K
$4.43M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
7.45KNew |
$364K - $373K
|
7.45K
$373K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6.6KNew |
$322K - $330K
|
6.6K
$330K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.07K+ 43.47% |
$296K - $304K
|
20K
$1M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.59K+ 63.43% |
$273K - $280K
|
14.4K
$721K
|
|
Oct 19, 2022
Q3 2022
|
Wealth Cmt
|
BUY
|
- |
5.53K+ 13.19% |
$270K - $276K
|
47.4K
$2.37M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.24KNew |
$256K - $262K
|
5.24K
$262K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5KNew |
$244K - $250K
|
5K
$250K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.8K+ 46.65% |
$234K - $240K
|
15.1K
$756K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
4.67KNew |
$228K - $234K
|
4.67K
$234K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
4.1KNew |
$200K - $205K
|
4.1K
$205K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.4K+ 8.46% |
$166K - $170K
|
43.6K
$2.18M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.66K+ 10.89% |
$130K - $133K
|
27.1K
$1.35M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.19K+ 46.23% |
$107K - $110K
|
6.94K
$347K
|
|
Oct 12, 2022
Q3 2022
|
Signify Wealth
|
BUY
|
- |
1.93K+ 1.35% |
$94.4K - $96.7K
|
145K
$7.24M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.84K+ 35.55% |
$90K - $92.2K
|
7.03K
$352K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
843New |
$41.1K - $42.2K
|
843
$42.2K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
815New |
$39.8K - $40.8K
|
815
$40.8K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
748+ 23.87% |
$36.5K - $37.4K
|
3.88K
$194K
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
581+ 2.25% |
$28.4K - $29.1K
|
26.5K
$1.32M
|