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 |
---|---|---|---|---|---|---|---|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.52K+ 9.7% |
$153K - $155K
|
17.2K
$1.73M
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.48K+ 14.28% |
$148K - $150K
|
11.9K
$1.19M
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.46K+ 1.29% |
$146K - $148K
|
115K
$11.5M
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.33K+ 2.86% |
$133K - $135K
|
47.9K
$4.82M
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.27K+ 2.76% |
$127K - $128K
|
47.1K
$4.74M
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.25K+ 4.98% |
$125K - $127K
|
26.3K
$2.65M
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.14K+ 23.64% |
$114K - $116K
|
5.98K
$601K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.09K+ 2.27% |
$109K - $110K
|
48.9K
$4.91M
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.08K+ 7.31% |
$108K - $109K
|
15.8K
$1.59M
|
|
Apr 29, 2022
Q1 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1K+ 33.33% |
$100K - $102K
|
4K
$402K
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1KNew |
$100K - $102K
|
1K
$101K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
931+ 10.42% |
$93.2K - $94.5K
|
9.87K
$992K
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
901+ 29.87% |
$90.2K - $91.5K
|
3.92K
$394K
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
874+ 26.61% |
$87.5K - $88.7K
|
4.16K
$418K
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
862+ 3.72% |
$86.3K - $87.5K
|
24K
$2.42M
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
800+ 10.39% |
$80.1K - $81.2K
|
8.5K
$855K
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
751+ 1.89% |
$75.2K - $76.3K
|
40.4K
$4.06M
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
709+ 24.39% |
$70.9K - $72K
|
3.62K
$364K
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
631+ 769.51% |
$63.1K - $64.1K
|
713
$71.7K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
581+ 15.52% |
$58.1K - $59K
|
4.32K
$435K
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
577+ 5.02% |
$57.7K - $58.6K
|
12.1K
$1.21M
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
563+ 5.6% |
$56.3K - $57.2K
|
10.6K
$1.07M
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
547New |
$54.7K - $55.5K
|
547
$55K
|
|
May 02, 2022
Q1 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
530+ 8.43% |
$53K - $53.8K
|
6.82K
$685K
|
|
Apr 26, 2022
Q1 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
450+ 4.48% |
$45K - $45.7K
|
10.5K
$1.06M
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
444+ 20.92% |
$44.4K - $45.1K
|
2.57K
$258K
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
434+ 1.75% |
$43.4K - $44.1K
|
25.2K
$2.54M
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
409New |
$40.9K - $41.5K
|
409
$41.1K
|
|
May 04, 2022
Q1 2022
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
392+ 0.13% |
$39.2K - $39.8K
|
295K
$29.7M
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
350+ 0.43% |
$35K - $35.5K
|
82.3K
$8.27M
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
339+ 5.13% |
$33.9K - $34.4K
|
6.94K
$698K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
306+ 2.12% |
$30.6K - $31.1K
|
14.7K
$1.48M
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
300+ 1.14% |
$30K - $30.5K
|
26.5K
$2.67M
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
289+ 3.56% |
$28.9K - $29.3K
|
8.41K
$845K
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
255+ 1.38% |
$25.5K - $25.9K
|
18.8K
$1.89M
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
255+ 3.56% |
$25.5K - $25.9K
|
7.41K
$745K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
253+ 6.29% |
$25.3K - $25.7K
|
4.27K
$430K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
250+ 3.05% |
$25K - $25.4K
|
8.45K
$850K
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
250+ 3.05% |
$25K - $25.4K
|
8.45K
$850K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
249+ 0.99% |
$24.9K - $25.3K
|
25.4K
$2.55M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
234+ 24.17% |
$23.4K - $23.8K
|
1.2K
$121K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
232New |
$23.2K - $23.6K
|
232
$23.3K
|
|
May 13, 2022
Q1 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
225+ 0.65% |
$22.5K - $22.8K
|
35K
$3.52M
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
225+ 5.52% |
$22.5K - $22.8K
|
4.3K
$433K
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
200New |
$20K - $20.3K
|
200
$20.1K
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
195+ 3.17% |
$19.5K - $19.8K
|
6.35K
$638K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
185New |
$18.5K - $18.8K
|
185
$18.6K
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
179+ 0.86% |
$17.9K - $18.2K
|
21K
$2.11M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
158+ 0.32% |
$15.8K - $16K
|
49.8K
$5M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
157New |
$15.7K - $15.9K
|
157
$15.8K
|