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PIMCO Short Term Municipal Bond Exchange-Traded Fund (SMMU) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for PIMCO Short Term Municipal Bond Exchange-Traded Fund (NYSEARCA:SMMU)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$5.47M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.70M
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SMMU Institutional Buying and Selling by Quarter

PIMCO Short Term Municipal Bond Exchange-Traded Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/12/2024 AdvisorNet Financial Inc10,505$524K0.1%+2.8%0.098%
2/13/2024Jones Financial Companies Lllp2,810$141K0.0%N/A0.026%
2/9/2024Davis R M Inc.83,151$4.16M0.1%-25.1%0.774%
2/9/2024Certified Advisory Corp43,921$2.20M0.3%+1.1%0.409%
1/29/2024YHB Investment Advisors Inc.12,845$643K0.1%-5.8%0.120%
1/19/2024 AdvisorNet Financial Inc10,220$511K0.0%+179.2%0.095%
1/2/2024Anchor Investment Management LLC1,000$50K0.0%N/A0.009%
11/14/2023Sittner & Nelson LLC13,165$644K0.4%-38.8%0.123%
11/13/2023Certified Advisory Corp43,451$2.13M0.2%-5.8%0.405%
11/9/2023Watchman Group Inc.12,503$612K0.3%+8.8%0.116%
11/3/2023NewSquare Capital LLC38,815$1.90M0.2%-4.5%0.361%
10/24/2023Bank of New York Mellon Corp49,274$2.41M0.0%N/A0.459%
10/23/2023YHB Investment Advisors Inc.13,635$667K0.1%-9.2%0.127%
10/18/2023 Capital Market Strategies LLC8,939$436K0.4%-12.5%0.083%
10/12/2023 AdvisorNet Financial Inc3,661$179K0.0%+1,505.7%0.034%
8/14/2023Certified Advisory Corp46,139$2.29M0.4%+2.5%0.430%
8/14/2023Sittner & Nelson LLC21,517$1.07M0.6%-40.1%0.200%
8/10/2023Davis R M Inc.113,378$5.62M0.1%-8.3%1.056%
8/10/2023YHB Investment Advisors Inc.15,015$744K0.1%-13.3%0.140%
8/10/2023Wintrust Investments LLC7,466$370K0.0%N/A0.070%
8/9/2023Flow Traders U.S. LLC20,970$1.04M0.0%N/A0.195%
8/3/2023NewSquare Capital LLC40,635$2.01M0.2%-0.9%0.378%
7/6/2023 Capital Market Strategies LLC10,213$506K0.5%-7.8%0.096%
5/12/2023 Capital Market Strategies LLC11,080$552K1.0%-4.3%0.103%
5/10/2023MAI Capital Management5,000$249K0.0%N/A0.046%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC2,155$107K0.0%+982.9%0.020%
5/10/2023WealthPLAN Partners LLC1,500$75K0.0%N/A0.014%
5/9/2023Sittner & Nelson LLC35,915$1.79M1.0%+6.3%0.333%
5/8/2023YHB Investment Advisors Inc.17,315$862K0.1%-5.5%0.161%
5/2/2023TD Capital Management LLC117,701$5.86M0.7%+0.5%1.092%
5/1/2023NewSquare Capital LLC40,985$2.04M0.2%-2.1%0.380%
5/1/2023Davis R M Inc.123,621$6.15M0.2%+4.4%1.147%
4/12/2023 Private Trust Co. NA573$29K0.0%N/A0.005%
3/6/2023OLD Mission Capital LLC1,175$58K0.0%N/A0.011%
2/9/2023Watchman Group Inc.10,405$513K0.3%N/A0.093%
2/7/2023Hollencrest Capital Management1,773$87K0.0%-87.3%0.016%
2/7/2023NewSquare Capital LLC41,865$2.06M0.3%+1.2%0.376%
2/2/2023Sittner & Nelson LLC33,775$1.67M1.0%-20.8%0.303%
2/1/2023Hallmark Capital Management Inc.3,092$152K0.0%-20.3%0.028%
1/18/2023 IAM Advisory LLC15,064$743K0.3%N/A0.131%
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1/12/2023YHB Investment Advisors Inc.18,315$903K0.1%-27.1%0.160%
11/15/2022Flow Traders U.S. LLC113,800$5.56M0.3%N/A1.000%
11/9/2022Hallmark Capital Management Inc.3,881$190K0.0%-31.5%0.034%
11/8/2022Davis R M Inc.118,308$5.78M0.2%-13.6%1.040%
11/7/2022 Essex Financial Services Inc.7,300$357K0.0%+7.4%0.064%
11/3/2022YHB Investment Advisors Inc.25,130$1.23M0.1%-15.5%0.221%
10/28/2022Hollencrest Capital Management13,961$682K0.1%-6.8%0.123%
10/25/2022NewSquare Capital LLC41,360$2.02M0.3%+38.4%0.363%
8/10/2022Virtue Capital Management LLC13,386$664K0.1%N/A0.118%
8/8/2022Davis R M Inc.137,008$6.80M0.2%-26.3%1.206%
8/8/2022Baird Financial Group Inc.4,746$236K0.0%N/A0.042%
8/1/2022Hallmark Capital Management Inc.5,666$281K0.0%N/A0.050%
8/1/2022 Essex Financial Services Inc.6,800$337K0.0%N/A0.060%
7/29/2022Kingfisher Capital LLC12,045$598K0.2%-12.2%0.106%
7/26/2022NewSquare Capital LLC29,875$1.48M0.2%+68.7%0.263%
7/21/2022Hollencrest Capital Management14,981$744K0.1%-5.1%0.132%
7/18/2022 Harbor Investment Advisory LLC500$25K0.0%-83.0%0.004%
7/14/2022YHB Investment Advisors Inc.29,730$1.48M0.2%-9.4%0.262%
5/10/2022Sittner & Nelson LLC29,079$1.45M0.8%-3.2%0.268%
5/10/2022NewSquare Capital LLC17,706$885K0.1%-26.2%0.163%
5/9/2022 Amplius Wealth Advisors LLC12,453$622K0.1%-3.0%0.115%
5/9/2022Advisors Preferred LLC21,520$1.07M0.1%+12.5%0.199%
5/5/2022Davis R M Inc.186,004$9.30M0.2%-2.9%1.716%
5/4/2022Titleist Asset Management LTD.6,208$310K0.1%N/A0.057%
4/29/2022 Clearview Wealth Advisors LLC680$34K0.0%-62.8%0.006%
4/26/2022 First National Corp MA ADV54,524$2.73M0.6%-10.6%0.506%
4/26/2022Palladium Partners LLC470,433$23.51M1.0%-19.4%4.364%
4/18/2022Hollencrest Capital Management15,781$789K0.1%-19.8%0.146%
4/14/2022YHB Investment Advisors Inc.32,830$1.64M0.1%-8.6%0.306%
2/10/2022OLD Mission Capital LLC11,279$578K0.0%-23.1%0.107%
2/9/2022Palladium Partners LLC583,488$29.90M1.2%+26.7%5.552%
2/8/2022Davis R M Inc.191,577$9.82M0.2%+4.3%1.886%
2/7/2022Advisors Preferred LLC19,130$980K0.1%+19.9%0.188%
2/4/2022St. James Investment Advisors LLC860$44K0.0%N/A0.008%
1/28/2022 First National Corp MA ADV60,971$3.12M0.7%+2.6%0.556%
1/28/2022 Amplius Wealth Advisors LLC12,842$657K0.1%N/A0.117%
1/26/2022NewSquare Capital LLC23,991$1.23M0.1%+6.9%0.217%
1/25/2022 Private Ocean LLC1,950$100K0.0%N/A0.018%
1/18/2022YHB Investment Advisors Inc.35,930$1.84M0.1%+7.0%0.325%
1/7/2022Hollencrest Capital Management19,681$1.01M0.1%N/A0.178%
11/15/2021Flow Traders U.S. LLC25,465$1.31M0.1%N/A0.243%
11/12/2021OLD Mission Capital LLC14,660$752K0.0%-46.2%0.140%
11/10/2021US Bancorp DE585$30K0.0%N/A0.006%
11/9/2021 First National Corp MA ADV59,437$3.05M0.7%-11.1%0.568%
11/8/2021NewSquare Capital LLC22,450$1.15M0.1%-37.6%0.215%
11/8/2021Davis R M Inc.183,599$9.42M0.2%+8.0%1.755%
11/2/2021 Clearview Wealth Advisors LLC2,020$104K0.1%+37.4%0.019%
10/29/2021Kingfisher Capital LLC13,701$702K0.2%-21.8%0.128%
10/28/2021YHB Investment Advisors Inc.33,580$1.72M0.1%+1.7%0.314%
10/27/2021Advisors Preferred LLC15,960$818K0.1%-9.0%0.149%
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10/27/2021Darwin Advisors LLC4,297$220K0.0%N/A0.040%
10/26/2021Palladium Partners LLC460,430$23.62M1.1%N/A4.299%
8/13/2021OLD Mission Capital LLC27,252$1.40M0.0%-33.6%0.304%
8/12/2021JPMorgan Chase & Co.35,381$1.82M0.0%-14.0%0.395%
8/12/2021Davis R M Inc.169,979$8.75M0.2%+48.6%1.897%
8/12/2021 Strategic Blueprint LLC1,125$58K0.0%N/A0.013%
8/3/2021Kingfisher Capital LLC17,520$901K0.2%-2.7%0.193%
8/1/2021 Clearview Wealth Advisors LLC1,470$76K0.0%N/A0.016%
5/18/2021Flow Traders U.S. LLC4,613$237K0.0%-75.9%0.055%
5/12/2021JPMorgan Chase & Co.41,129$2.11M0.0%N/A0.495%
(Data available from 1/1/2016 forward)

SMMU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMMU shares?

During the previous two years, 33 institutional investors and hedge funds held shares of PIMCO Short Term Municipal Bond Exchange-Traded Fund. The most heavily invested institutionals were Palladium Partners LLC ($23.51M), TD Capital Management LLC ($5.86M), Davis R M Inc. ($4.16M), First National Corp MA ADV ($2.73M), Bank of New York Mellon Corp ($2.41M), Certified Advisory Corp ($2.20M), and NewSquare Capital LLC ($1.90M).Learn more on SMMU's institutional investors.

Which institutional investors have been buying PIMCO Short Term Municipal Bond Exchange-Traded Fund stock?

Of the 24 institutional investors that purchased PIMCO Short Term Municipal Bond Exchange-Traded Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flow Traders U.S. LLC ($134.77K), Bank of New York Mellon Corp ($49.27K), NewSquare Capital LLC ($24.16K), IAM Advisory LLC ($15.06K), Virtue Capital Management LLC ($13.39K), Watchman Group Inc. ($11.42K), and AdvisorNet Financial Inc ($10.28K).

How much institutional buying is happening at PIMCO Short Term Municipal Bond Exchange-Traded Fund?

Institutional investors have bought a total of 315,709 shares in the last 24 months. This purchase volume represents approximately $15.53M in transactions.

Which PIMCO Short Term Municipal Bond Exchange-Traded Fund major shareholders have been selling company stock?

Of the 14 institutional investors that sold PIMCO Short Term Municipal Bond Exchange-Traded Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Palladium Partners LLC ($113.06K), Davis R M Inc. ($111.35K), Sittner & Nelson LLC ($32.58K), YHB Investment Advisors Inc. ($19.99K), Hollencrest Capital Management ($14.01K), NewSquare Capital LLC ($9.34K), and First National Corp MA ADV ($6.45K).

How much institutional selling is happening at PIMCO Short Term Municipal Bond Exchange-Traded Fund?

Institutional investors have sold a total of 320,321 shares in the last 24 months. This volume of shares sold represents approximately $15.91M in transactions.


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This page (NYSEARCA:SMMU) was last updated on 4/26/2024 by MarketBeat.com Staff

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