Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
792KNew |
$39.6M - $40.2M
|
792K
$39.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
559K+ 139.98% |
$28M - $28.4M
|
959K
$48.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
433K+ 82.58% |
$21.7M - $22M
|
957K
$48.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
350K+ 10.55% |
$17.5M - $17.7M
|
3.66M
$185M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
147K+ 27.22% |
$7.37M - $7.46M
|
687K
$34.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
95.5K+ 49.58% |
$4.78M - $4.84M
|
288K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
93.4K+ 2247.28% |
$4.68M - $4.74M
|
97.6K
$4.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
69.8KNew |
$3.5M - $3.54M
|
69.8K
$3.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
54.8KNew |
$2.74M - $2.78M
|
54.8K
$2.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54.4K+ 7.98% |
$2.72M - $2.76M
|
736K
$37.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.6K+ 4.33% |
$2.28M - $2.31M
|
1.1M
$55.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
41.3KNew |
$2.07M - $2.1M
|
41.3K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.8K+ 207.56% |
$1.29M - $1.31M
|
38.3K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
24.6KNew |
$1.23M - $1.25M
|
24.6K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
24.6KNew |
$1.23M - $1.25M
|
24.6K
$1.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.8KNew |
$1.19M - $1.21M
|
23.8K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
21.2KNew |
$1.06M - $1.08M
|
21.2K
$1.07M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
21.1K+ 21.9% |
$1.06M - $1.07M
|
118K
$5.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.7K+ 21.39% |
$1.04M - $1.05M
|
118K
$5.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.6K+ 16.89% |
$981K - $994K
|
136K
$6.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
19.5K+ 28.22% |
$975K - $988K
|
88.5K
$4.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.4KNew |
$920K - $931K
|
18.4K
$926K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
15.3K+ 12.85% |
$769K - $779K
|
135K
$6.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.5K+ 257.05% |
$726K - $735K
|
20.1K
$1.02M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
13.7K+ 14.02% |
$687K - $696K
|
112K
$5.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.5K+ 82.29% |
$678K - $687K
|
30K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.5K+ 2.79% |
$626K - $634K
|
461K
$23.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 191.17% |
$591K - $599K
|
18K
$907K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.5KNew |
$577K - $585K
|
11.5K
$581K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
11.5KNew |
$576K - $583K
|
11.5K
$580K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3K+ 82.13% |
$567K - $574K
|
25.1K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.7K+ 4.16% |
$535K - $542K
|
268K
$13.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.3K+ 38.64% |
$514K - $520K
|
36.8K
$1.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
9KNew |
$451K - $457K
|
9K
$454K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.28KNew |
$415K - $420K
|
8.28K
$418K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.42K+ 17.12% |
$371K - $376K
|
50.7K
$2.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
6.26K+ 7.4% |
$313K - $317K
|
90.8K
$4.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
6.17K+ 18.99% |
$309K - $313K
|
38.6K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
6.12KNew |
$307K - $310K
|
6.12K
$309K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.97K+ 118.12% |
$299K - $303K
|
11K
$556K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
5.92KNew |
$297K - $300K
|
5.92K
$299K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
5.8KNew |
$290K - $294K
|
5.8K
$292K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.5K+ 13.49% |
$275K - $279K
|
46.3K
$2.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
5.37K+ 12.69% |
$269K - $272K
|
47.7K
$2.41M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
5KNew |
$250K - $254K
|
5K
$252K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.93KNew |
$247K - $250K
|
4.93K
$249K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.86K+ 19.98% |
$243K - $247K
|
29.2K
$1.47M
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.31K+ 3.35% |
$216K - $219K
|
133K
$6.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.15K+ 6.07% |
$208K - $210K
|
72.5K
$3.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
4.01KNew |
$201K - $203K
|
4.01K
$202K
|
|