Purchases and Sales Made in Q1 2023 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 2023. 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, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
2.26M+ 483701.28% |
$223M - $225M
|
2.26M
$228M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
398K+ 2880.82% |
$39.3M - $39.6M
|
411K
$41.4M
|
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
339K+ 40.47% |
$33.4M - $33.7M
|
1.18M
$118M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
242K+ 322.4% |
$23.9M - $24.1M
|
317K
$31.9M
|
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
213K+ 32.31% |
$21M - $21.2M
|
873K
$87.8M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
207K+ 1030.2% |
$20.4M - $20.6M
|
227K
$22.8M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
144K+ 12.49% |
$14.2M - $14.3M
|
1.3M
$131M
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
136K+ 433.19% |
$13.4M - $13.5M
|
167K
$16.8M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
128K+ 279.1% |
$12.6M - $12.7M
|
174K
$17.5M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
113KNew |
$11.2M - $11.3M
|
113K
$11.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
111K+ 5.64% |
$10.9M - $11M
|
2.08M
$209M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
82K+ 151.27% |
$8.09M - $8.16M
|
136K
$13.7M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
76.2KNew |
$7.52M - $7.58M
|
76.2K
$7.66M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
74.3KNew |
$7.34M - $7.4M
|
74.3K
$7.48M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
74.3K+ 2042.76% |
$7.34M - $7.4M
|
77.9K
$7.84M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
71.2K+ 19.35% |
$7.03M - $7.08M
|
439K
$44.1M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
57.4K+ 34.08% |
$5.67M - $5.71M
|
226K
$22.7M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
53.6K+ 132.35% |
$5.29M - $5.33M
|
94K
$9.46M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
49.5K+ 175.68% |
$4.89M - $4.93M
|
77.7K
$7.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
49.3KNew |
$4.87M - $4.91M
|
49.3K
$4.96M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48K+ 6.04% |
$4.73M - $4.77M
|
842K
$84.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
46.6K+ 93.83% |
$4.6M - $4.64M
|
96.3K
$9.68M
|
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
39.9KNew |
$3.94M - $3.97M
|
39.9K
$4.01M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38KNew |
$3.75M - $3.78M
|
38K
$3.82M
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
37.3KNew |
$3.68M - $3.71M
|
37.3K
$3.75M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
34.7KNew |
$3.42M - $3.45M
|
34.7K
$3.49M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.8K+ 19.28% |
$3.33M - $3.36M
|
209K
$21M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
30.1K+ 155.36% |
$2.98M - $3M
|
49.5K
$4.98M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
28.3K+ 53.28% |
$2.8M - $2.82M
|
81.5K
$8.2M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
27.8K+ 27.66% |
$2.74M - $2.76M
|
128K
$12.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
27.4K+ 14.24% |
$2.7M - $2.73M
|
220K
$22.1M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
27.4K+ 229.9% |
$2.7M - $2.72M
|
39.3K
$3.95M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
27.3KNew |
$2.69M - $2.72M
|
27.3K
$2.75M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27.2K+ 176.64% |
$2.69M - $2.71M
|
42.6K
$4.29M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
26.2KNew |
$2.59M - $2.61M
|
26.2K
$2.64M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
25.5KNew |
$2.52M - $2.54M
|
25.5K
$2.56M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
23.4K+ 96.52% |
$2.31M - $2.33M
|
47.6K
$4.79M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
23K+ 135.03% |
$2.27M - $2.29M
|
40.1K
$4.03M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
22.9KNew |
$2.26M - $2.28M
|
22.9K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
22.1KNew |
$2.18M - $2.2M
|
22.1K
$2.22M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
20.8K+ 25.33% |
$2.05M - $2.07M
|
103K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19.4K+ 19549.49% |
$1.91M - $1.93M
|
19.5K
$1.96M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
19.1K+ 152.58% |
$1.89M - $1.9M
|
31.6K
$3.18M
|
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
18.2KNew |
$1.8M - $1.82M
|
18.2K
$1.84M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
17.6K+ 13.48% |
$1.74M - $1.75M
|
148K
$14.9M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
17.1K+ 575.02% |
$1.69M - $1.7M
|
20K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.9K+ 100.95% |
$1.57M - $1.58M
|
31.6K
$3.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
15.4K+ 4.58% |
$1.52M - $1.53M
|
352K
$35.4M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15.2K+ 62.25% |
$1.5M - $1.52M
|
39.7K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.2K+ 40.76% |
$1.4M - $1.41M
|
49K
$4.93M
|