Purchases and Sales Made in Q1 2022 in Pimco ETF Tr Enhanced Sht Matu (MINT)
This table provides information about the institutional ownership of Pimco ETF Tr Enhanced Sht Matu (MINT) during Q1 2022. The information is specifically focused on institutions that hold shares of PIMCO ETF TR ENHANCED SHT MATU.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
37K+ 138.79% |
$3.7M - $3.76M
|
63.7K
$6.4M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36.8K+ 56.67% |
$3.69M - $3.74M
|
102K
$10.2M
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
35.4K+ 561.02% |
$3.54M - $3.6M
|
41.7K
$4.2M
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
34.3K+ 102.02% |
$3.43M - $3.48M
|
67.8K
$6.82M
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
29.7K+ 23.18% |
$2.97M - $3.01M
|
158K
$15.8M
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
29.6K+ 310.53% |
$2.96M - $3M
|
39.1K
$3.93M
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
28.6KNew |
$2.86M - $2.9M
|
28.6K
$2.88M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
28.3KNew |
$2.83M - $2.87M
|
28.3K
$2.84M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
28.2K+ 79.46% |
$2.82M - $2.86M
|
63.6K
$6.4M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.6K+ 45.28% |
$2.66M - $2.7M
|
85.2K
$8.57M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
25.9KNew |
$2.59M - $2.63M
|
25.9K
$2.6M
|
|
May 06, 2022
Q1 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
25.6K+ 423.32% |
$2.56M - $2.6M
|
31.6K
$3.18M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.9KNew |
$2.49M - $2.53M
|
24.9K
$2.5M
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
24.2K+ 3.54% |
$2.43M - $2.46M
|
709K
$71.3M
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
22.9K+ 146.16% |
$2.29M - $2.33M
|
38.6K
$3.88M
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
21.6K+ 25.63% |
$2.16M - $2.19M
|
106K
$10.6M
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
21.6K+ 111.07% |
$2.16M - $2.19M
|
41K
$4.12M
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
21.6K+ 10.98% |
$2.16M - $2.19M
|
218K
$21.9M
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
21.3KNew |
$2.13M - $2.16M
|
21.3K
$2.14M
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
21.2K+ 14.82% |
$2.13M - $2.16M
|
165K
$16.6M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
21.1K+ 221.19% |
$2.11M - $2.15M
|
30.7K
$3.09M
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
20.9K+ 167.16% |
$2.1M - $2.13M
|
33.5K
$3.37M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
20K+ 22.28% |
$2M - $2.03M
|
110K
$11M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.9K+ 47.1% |
$2M - $2.02M
|
62.3K
$6.26M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.4K+ 58.27% |
$1.94M - $1.97M
|
52.7K
$5.3M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
18.5K+ 23.75% |
$1.85M - $1.88M
|
96.6K
$9.71M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.2KNew |
$1.82M - $1.84M
|
18.2K
$1.83M
|
|
May 06, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
17.9K+ 317.48% |
$1.79M - $1.81M
|
23.5K
$2.36M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
17.6K+ 177.75% |
$1.76M - $1.79M
|
27.5K
$2.77M
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
17.5KNew |
$1.75M - $1.77M
|
17.5K
$1.76M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17K+ 6.05% |
$1.7M - $1.73M
|
299K
$30M
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
BUY
|
- |
16.8KNew |
$1.68M - $1.7M
|
16.8K
$1.69M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.6K+ 8.38% |
$1.56M - $1.59M
|
202K
$20.3M
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
15.5K+ 96.2% |
$1.55M - $1.57M
|
31.6K
$3.18M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
15.1K+ 13.73% |
$1.52M - $1.54M
|
125K
$12.6M
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
14K+ 90.27% |
$1.4M - $1.42M
|
29.5K
$2.96M
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
13.6K+ 26.04% |
$1.36M - $1.38M
|
65.7K
$6.61M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
13.6KNew |
$1.36M - $1.38M
|
13.6K
$1.37M
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
13.5KNew |
$1.35M - $1.37M
|
13.5K
$1.36M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13.5KNew |
$1.35M - $1.37M
|
13.5K
$1.35M
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
13.2KNew |
$1.32M - $1.34M
|
13.2K
$1.32M
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
12.8K+ 210.3% |
$1.28M - $1.3M
|
18.8K
$1.89M
|
|
May 06, 2022
Q1 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
12.6K+ 9.98% |
$1.26M - $1.28M
|
139K
$14M
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11K+ 47.82% |
$1.1M - $1.11M
|
33.9K
$3.41M
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11K+ 2.37% |
$1.1M - $1.11M
|
474K
$47.6M
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
10.7KNew |
$1.07M - $1.08M
|
10.7K
$1.07M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9.51KNew |
$951K - $965K
|
9.51K
$956K
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
9.39K+ 62.57% |
$939K - $953K
|
24.4K
$2.45M
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
9.16K+ 25.76% |
$917K - $930K
|
44.7K
$4.5M
|
|
Feb 27, 2023
Q1 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
8.96K+ 95.92% |
$897K - $910K
|
18.3K
$1.84M
|