PIMCO Short Term Municipal Bond Exchange-Traded Fund (SMMU) Institutional Ownership $50.15 +0.10 (+0.20%) As of 02/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnership Institutional Ownership Changes (13F Filings) for PIMCO Short Term Municipal Bond Exchange-Traded Fund (NYSEARCA:SMMU)Number ofInstitutional Buyers(last 12 months)19TotalInstitutional Inflows(last 12 months)$13.68MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$2.27M Get SMMU Insider Trade Alerts Want to know when executives and insiders are buying or selling PIMCO Short Term Municipal Bond Exchange-Traded Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SMMU Institutional Buying and Selling by Quarter PIMCO Short Term Municipal Bond Exchange-Traded Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/17/2025 Captrust Financial Advisors432,472$21.55M0.1%+11.3%3.748% 2/13/2025 Titleist Asset Management LLC10,095$503K0.1%+5.4%0.087% 2/12/2025 JPMorgan Chase & Co.143,596$7.16M0.0%+171.2%1.244% 2/10/2025 Farther Finance Advisors LLC17,600$877K0.0%-14.5%0.153% 2/7/2025 Davis R M Inc.62,538$3.12M0.1%-7.9%0.542% 2/6/2025 NewSquare Capital LLC27,742$1.38M0.1%-4.8%0.240% 2/6/2025 Jones Financial Companies Lllp11,162$556K0.0%+84.8%0.097% 2/5/2025 Private Trust Co. NA798$40K0.0%+50.6%0.007% 2/5/2025 Magnolia Private Wealth LLC7,014$350K0.2%N/A0.061% 1/31/2025 Sierra Ocean LLC10,508$524K0.4%N/A0.091% Get the Latest News and Ratings for SMMU and Related StocksEnter your email address below to receive the latest news and analysts' ratings for PIMCO Short Term Municipal Bond Exchange-Traded Fund and its competitors with MarketBeat's FREE daily newsletter. 1/29/2025 AIFG Consultants Ltd.40,665$2.03M3.3%N/A0.352% 1/29/2025 Equitable Trust Co.5,444$271K0.0%N/A0.047% 1/13/2025 AdvisorNet Financial Inc11,491$573K0.0%+6.1%0.100% 1/3/2025 GAMMA Investing LLC4,164$208K0.0%+133.7%0.036% 12/26/2024 JPMorgan Chase & Co.52,956$2.67M0.0%-18.5%0.459% 11/21/2024 Anchor Investment Management LLC6,000$303K0.0%+71.4%0.052% 11/14/2024 Flow Traders U.S. LLC5,578$282K0.0%-42.4%0.048% 11/14/2024 Captrust Financial Advisors388,681$19.63M0.1%+11.4%3.368% 11/13/2024 Davis R M Inc.67,923$3.43M0.1%+2.7%0.589% 10/31/2024 Sittner & Nelson LLC4,700$237K0.1%+17.5%0.041% 10/29/2024 Farther Finance Advisors LLC20,588$1.04M0.0%-17.0%0.178% 10/28/2024 Creative Financial Designs Inc. ADV605$31K0.0%N/A0.005% 10/7/2024 GAMMA Investing LLC1,782$90K0.0%+178.0%0.015% 9/20/2024 Anchor Investment Management LLC3,500$175K0.0%+250.0%0.030% 8/14/2024 Clear Point Advisors Inc.4,521$225K0.2%-7.5%0.039% 7/31/2024 Farther Finance Advisors LLC24,791$1.23M0.1%+120.9%0.215% 7/26/2024 Bank of New York Mellon Corp62,432$3.11M0.0%+0.3%0.541% 7/23/2024 NewSquare Capital LLC31,745$1.58M0.1%-15.8%0.275% 7/2/2024 GAMMA Investing LLC641$32K0.0%N/A0.006% 5/17/2024 Comerica Bank8,275$413K0.0%+7.8%0.072% 5/17/2024 Clear Point Advisors Inc.4,888$224K0.2%-5.4%0.042% 5/13/2024 Bessemer Group Inc.2,470$123K0.0%N/A0.021% 5/11/2024 Davis R M Inc.74,525$3.72M0.1%-10.4%0.647% 4/12/2024 AdvisorNet Financial Inc10,505$524K0.1%+2.8%0.098% 2/13/2024 Jones Financial Companies Lllp2,810$141K0.0%N/A0.026% 2/9/2024 Davis R M Inc.83,151$4.16M0.1%-25.1%0.774% 2/9/2024 Certified Advisory Corp43,921$2.20M0.3%+1.1%0.409% 1/29/2024 YHB Investment Advisors Inc.12,845$643K0.1%-5.8%0.120% 1/19/2024 AdvisorNet Financial Inc10,220$511K0.0%+179.2%0.095% 1/2/2024 Anchor Investment Management LLC1,000$50K0.0%N/A0.009% Has Trump finally met his match? 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Could he be right again?Click here for his emergency broadcast...11/14/2023 Sittner & Nelson LLC13,165$644K0.4%-38.8%0.123% 11/13/2023 Certified Advisory Corp43,451$2.13M0.2%-5.8%0.405% 11/9/2023 Watchman Group Inc.12,503$612K0.3%+8.8%0.116% 11/3/2023 NewSquare Capital LLC38,815$1.90M0.2%-4.5%0.361% 10/24/2023 Bank of New York Mellon Corp49,274$2.41M0.0%N/A0.459% 10/23/2023 YHB 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% 8/14/2023 Certified Advisory Corp46,139$2.29M0.4%+2.5%0.430% 8/14/2023 Sittner & Nelson LLC21,517$1.07M0.6%-40.1%0.200% 8/10/2023 Davis R M Inc.113,378$5.62M0.1%-8.3%1.056% 8/10/2023 YHB Investment Advisors Inc.15,015$744K0.1%-13.3%0.140% 8/10/2023 Wintrust Investments LLC7,466$370K0.0%N/A0.070% 8/9/2023 Flow Traders U.S. LLC20,970$1.04M0.0%N/A0.195% 8/3/2023 NewSquare 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% 5/10/2023 MAI Capital Management5,000$249K0.0%N/A0.046% 5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC2,155$107K0.0%+982.9%0.020% 5/10/2023 WealthPLAN Partners LLC1,500$75K0.0%N/A0.014% 5/9/2023 Sittner & Nelson LLC35,915$1.79M1.0%+6.3%0.333% 5/8/2023 YHB Investment Advisors Inc.17,315$862K0.1%-5.5%0.161% 5/2/2023 TD Capital Management LLC117,701$5.86M0.7%+0.5%1.092% 5/1/2023 NewSquare Capital LLC40,985$2.04M0.2%-2.1%0.380% 5/1/2023 Davis R M Inc.123,621$6.15M0.2%+4.4%1.147% 4/12/2023 Private Trust Co. NA573$29K0.0%N/A0.005% 3/6/2023 OLD Mission Capital LLC1,175$58K0.0%N/A0.011% 2/9/2023 Watchman Group Inc.10,405$513K0.3%N/A0.093% 2/7/2023 Hollencrest Capital Management1,773$87K0.0%-87.3%0.016% 2/7/2023 NewSquare Capital LLC41,865$2.06M0.3%+1.2%0.376% 2/2/2023 Sittner & Nelson LLC33,775$1.67M1.0%-20.8%0.303% 2/1/2023 Hallmark Capital Management Inc.3,092$152K0.0%-20.3%0.028% 1/18/2023 IAM Advisory LLC15,064$743K0.3%N/A0.131% 1/12/2023 YHB Investment Advisors Inc.18,315$903K0.1%-27.1%0.160% 11/15/2022 Flow Traders U.S. LLC113,800$5.56M0.3%N/A1.000% 11/9/2022 Hallmark Capital Management Inc.3,881$190K0.0%-31.5%0.034% 11/8/2022 Davis 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% 11/3/2022 YHB Investment Advisors Inc.25,130$1.23M0.1%-15.5%0.221% 10/28/2022 Hollencrest Capital Management13,961$682K0.1%-6.8%0.123% 10/25/2022 NewSquare Capital LLC41,360$2.02M0.3%+38.4%0.363% 8/10/2022Virtue Capital Management LLC13,386$664K0.1%N/A0.118% 8/8/2022 Davis R M Inc.137,008$6.80M0.2%-26.3%1.206% 8/8/2022 Baird Financial Group Inc.4,746$236K0.0%N/A0.042% 8/1/2022 Hallmark 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% 7/26/2022 NewSquare Capital LLC29,875$1.48M0.2%+68.7%0.263% 7/21/2022 Hollencrest Capital Management14,981$744K0.1%-5.1%0.132% 7/18/2022 Harbor Investment Advisory LLC500$25K0.0%-83.0%0.004% “Amazon Coin” set to outperform Bitcoin (Ad)Chris Rowe – the man who recommended Amazon in 1998… Bitcoin and Ethereum in 2017… And has spotted 44 different coins that have returned over 100%... But today, Chris is now making the biggest crypto call of his ENTIRE career…#1 FREE Crypto for 20257/14/2022 YHB Investment Advisors Inc.29,730$1.48M0.2%-9.4%0.262% 5/10/2022 Sittner & Nelson LLC29,079$1.45M0.8%-3.2%0.268% 5/10/2022 NewSquare Capital LLC17,706$885K0.1%-26.2%0.163% 5/9/2022 Amplius Wealth Advisors LLC12,453$622K0.1%-3.0%0.115% 5/9/2022 Advisors Preferred LLC21,520$1.07M0.1%+12.5%0.199% 5/5/2022 Davis 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% (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, 32 institutional investors and hedge funds held shares of PIMCO Short Term Municipal Bond Exchange-Traded Fund. The most heavily invested institutionals were Captrust Financial Advisors ($21.55M), JPMorgan Chase & Co. ($7.16M), TD Capital Management LLC ($5.86M), Davis R M Inc. ($3.12M), Bank of New York Mellon Corp ($3.11M), Certified Advisory Corp ($2.20M), and AIFG Consultants Ltd. ($2.03M).Learn more on SMMU's institutional investors. Which institutional investors have been buying PIMCO Short Term Municipal Bond Exchange-Traded Fund stock? Of the 28 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: JPMorgan Chase & Co. ($90.64K), Captrust Financial Advisors ($83.68K), Bank of New York Mellon Corp ($49.48K), AIFG Consultants Ltd. ($40.67K), Flow Traders U.S. LLC ($20.97K), Farther Finance Advisors LLC ($13.57K), and AdvisorNet Financial Inc ($10.94K). How much institutional buying is happening at PIMCO Short Term Municipal Bond Exchange-Traded Fund? Institutional investors have bought a total of 386,232 shares in the last 24 months. This purchase volume represents approximately $19.22M in transactions. Which PIMCO Short Term Municipal Bond Exchange-Traded Fund major shareholders have been selling company stock? Of the 10 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: Davis R M Inc. ($52.10K), Sittner & Nelson LLC ($22.75K), JPMorgan Chase & Co. ($12.02K), NewSquare Capital LLC ($10.41K), Farther Finance Advisors LLC ($7.19K), YHB Investment Advisors Inc. ($5.47K), and Flow Traders U.S. LLC ($4.10K). How much institutional selling is happening at PIMCO Short Term Municipal Bond Exchange-Traded Fund? Institutional investors have sold a total of 120,009 shares in the last 24 months. This volume of shares sold represents approximately $5.98M in transactions. Related Companies VTES Institutional Ownership PWZ Institutional Ownership FMHI Institutional Ownership CGSM Institutional Ownership NYF Institutional Ownership FLMI Institutional Ownership HMOP Institutional Ownership FSMB Institutional Ownership FCAL Institutional Ownership MINO Institutional Ownership This page (NYSEARCA:SMMU) was last updated on 2/22/2025 by MarketBeat.com Staff From Our PartnersSecret financial plot unfolding in Washington DC… [DEVELOPING]What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. 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