Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11- 0.25% |
$547 - $555
|
4.41K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-150- 1.59% |
$7.46K - $7.56K
|
9.3K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-245- 0.84% |
$12.2K - $12.4K
|
28.9K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-431- 8.0% |
$21.4K - $21.7K
|
4.96K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-491- 6.38% |
$24.4K - $24.8K
|
7.21K
$360K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-500- 1.08% |
$24.9K - $25.2K
|
45.8K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-757- 0.82% |
$37.7K - $38.2K
|
91.7K
$4.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-886- 11.82% |
$44.1K - $44.7K
|
6.61K
$330K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-930- 14.39% |
$46.3K - $46.9K
|
5.54K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-937- 1.94% |
$46.6K - $47.3K
|
47.3K
$2.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-972- 1.49% |
$48.3K - $49K
|
64.4K
$3.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1K- 11.27% |
$49.7K - $50.4K
|
7.87K
$393K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.1K- 4.19% |
$54.7K - $55.5K
|
25.2K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.2K- 8.44% |
$59.4K - $60.3K
|
13K
$647K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.34K- 10.71% |
$66.8K - $67.7K
|
11.2K
$559K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.4K- 4.81% |
$69.7K - $70.7K
|
27.7K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.75K- 17.09% |
$87.2K - $88.5K
|
8.51K
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.8K- 8.05% |
$89.5K - $90.7K
|
20.5K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.88K- 3.67% |
$93.7K - $95K
|
49.5K
$2.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.9K- 5.41% |
$94.5K - $95.8K
|
33.2K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.95K- 2.44% |
$97K - $98.3K
|
77.9K
$3.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.03K- 4.79% |
$101K - $102K
|
40.4K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.49K- 7.89% |
$124K - $125K
|
29K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.99K- 14.51% |
$149K - $151K
|
17.6K
$878K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.72K- 1.53% |
$185K - $188K
|
239K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.95K- 11.46% |
$197K - $199K
|
30.5K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.33K- 4.9% |
$216K - $219K
|
84.1K
$4.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.44K- 33.61% |
$221K - $224K
|
8.78K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-5.39K- 7.93% |
$268K - $272K
|
62.5K
$3.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5.65K- 25.78% |
$281K - $285K
|
16.3K
$812K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.82K- 6.72% |
$290K - $294K
|
80.8K
$4.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-6.57K- 29.1% |
$327K - $332K
|
16K
$799K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.5K- 18.66% |
$373K - $378K
|
32.7K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-10.9K- 68.86% |
$543K - $551K
|
4.94K
$246K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-12.8K- 33.2% |
$635K - $643K
|
25.7K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17.8K- 22.61% |
$884K - $897K
|
60.9K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-24.5K- 7.85% |
$1.22M - $1.23M
|
287K
$14.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-29.4K- 10.31% |
$1.46M - $1.48M
|
256K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-35.1K- 99.59% |
$1.74M - $1.77M
|
143
$7.14K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-36K- 4.88% |
$1.79M - $1.81M
|
701K
$35M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-55.4K- 8.51% |
$2.76M - $2.8M
|
596K
$29.8M
|