Purchases and Sales Made in Q4 2024 in Pimco ETF Tr Enhanced Short Ma (EMNT)
This table provides information about the institutional ownership of Pimco ETF Tr Enhanced Short Ma (EMNT) during Q4 2024. The information is specifically focused on institutions that hold shares of PIMCO ETF TR ENHANCED SHORT MA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
39.8KNew |
$3.91M - $3.94M
|
39.8K
$3.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
18.7K+ 189.28% |
$1.84M - $1.85M
|
28.6K
$2.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.97K+ 96.75% |
$883K - $888K
|
18.2K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.97K+ 30.13% |
$882K - $888K
|
38.7K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
5.58KNew |
$550K - $553K
|
5.58K
$551K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.17K+ 114.02% |
$509K - $512K
|
9.71K
$957K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.54K+ 8.05% |
$447K - $449K
|
61K
$6.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.92KNew |
$386K - $388K
|
3.92K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.85KNew |
$379K - $381K
|
3.85K
$380K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.62K+ 10.46% |
$356K - $358K
|
38.2K
$3.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.96K+ 15.86% |
$291K - $292K
|
21.6K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
2.43KNew |
$240K - $241K
|
2.43K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2K+ 3996.0% |
$197K - $198K
|
2.05K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.83K+ 56.75% |
$180K - $181K
|
5.05K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.47K+ 3.69% |
$145K - $146K
|
41.3K
$4.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.43K+ 27.21% |
$140K - $141K
|
6.67K
$658K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.41K+ 4.53% |
$139K - $140K
|
32.6K
$3.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.36K+ 2.78% |
$134K - $135K
|
50.3K
$4.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
914+ 23.43% |
$89.9K - $90.5K
|
4.82K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
306New |
$30.1K - $30.3K
|
306
$30.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
260New |
$25.6K - $25.7K
|
260
$25.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
164+ 4.81% |
$16.1K - $16.2K
|
3.57K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
163+ 12.06% |
$16K - $16.1K
|
1.52K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
101+ 0.08% |
$9.94K - $10K
|
131K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100+ 30.3% |
$9.84K - $9.9K
|
430
$42.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
62+ 2.7% |
$6.1K - $6.14K
|
2.36K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
53+ 1.0% |
$5.22K - $5.25K
|
5.34K
$527K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
13+ 0.44% |
$1.28K - $1.29K
|
2.95K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 0.57% |
$492 - $495
|
883
$87.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5+ 0.09% |
$492 - $495
|
5.79K
$571K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.03% |
$394 - $396
|
13.5K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.83% |
$98.4 - $99
|
122
$12K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.23% |
$98.4 - $99
|
430
$42.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-10- 0.25% |
$984 - $990
|
4.04K
$398K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-35- 3.34% |
$3.44K - $3.46K
|
1.01K
$99.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-54- 0.08% |
$5.31K - $5.34K
|
63.7K
$6.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-61- 1.93% |
$6K - $6.04K
|
3.1K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-123- 18.87% |
$12.1K - $12.2K
|
529
$52.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-155- 5.02% |
$15.3K - $15.3K
|
2.93K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-175- 50.0% |
$17.2K - $17.3K
|
175
$17.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-207- 8.91% |
$20.4K - $20.5K
|
2.12K
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-225- 1.41% |
$22.1K - $22.3K
|
15.7K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-375- 3.17% |
$36.9K - $37.1K
|
11.4K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-385- 7.32% |
$37.9K - $38.1K
|
4.87K
$480K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-399- 5.04% |
$39.3K - $39.5K
|
7.51K
$741K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-400- 4.07% |
$39.4K - $39.6K
|
9.44K
$931K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-441- 14.29% |
$43.4K - $43.7K
|
2.65K
$261K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-774- 1.81% |
$76.2K - $76.6K
|
41.9K
$4.13M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-6.04K- 70.81% |
$594K - $597K
|
2.49K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.18K- 16.72% |
$608K - $611K
|
30.8K
$3.03M
|