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 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.9K+ 38.82% |
$1.27M - $1.28M
|
46.1K
$4.64M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
12.7K+ 7.97% |
$1.25M - $1.26M
|
172K
$17.3M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12KNew |
$1.19M - $1.2M
|
12K
$1.21M
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.6K+ 14.08% |
$1.14M - $1.15M
|
93.8K
$9.44M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.5K+ 7.77% |
$1.03M - $1.04M
|
145K
$14.6M
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
9.84KNew |
$971K - $979K
|
9.84K
$990K
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
9.58KNew |
$946K - $954K
|
9.58K
$964K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.58KNew |
$946K - $954K
|
9.58K
$964K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.43K+ 97.14% |
$931K - $938K
|
19.1K
$1.93M
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
9.17K+ 10.1% |
$905K - $913K
|
99.9K
$10.1M
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.2K+ 4.8% |
$809K - $816K
|
179K
$18M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.14KNew |
$804K - $810K
|
8.14K
$819K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.07K+ 27.13% |
$797K - $803K
|
37.8K
$3.81M
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
7.98K+ 3.5% |
$788K - $794K
|
236K
$23.7M
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
7.86K+ 22.6% |
$776K - $783K
|
42.7K
$4.29M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.86KNew |
$776K - $782K
|
7.86K
$791K
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7.85KNew |
$775K - $781K
|
7.85K
$790K
|
|
Apr 20, 2023
Q1 2023
|
Signify Wealth
|
BUY
|
- |
7.62K+ 59.23% |
$752K - $758K
|
20.5K
$2.06M
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7.61KNew |
$752K - $758K
|
7.61K
$766K
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
7.57K+ 95.25% |
$747K - $753K
|
15.5K
$1.56M
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
BUY
|
- |
7.47K+ 11.21% |
$737K - $743K
|
74.1K
$7.46M
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
7.44KNew |
$735K - $741K
|
7.44K
$749K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.42K+ 4.89% |
$732K - $738K
|
159K
$16M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
7.3K+ 42.97% |
$720K - $726K
|
24.3K
$2.44M
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7.18KNew |
$709K - $715K
|
7.18K
$723K
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
7.08K+ 34.05% |
$699K - $705K
|
27.9K
$2.81M
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
6.99K+ 41.24% |
$690K - $696K
|
23.9K
$2.41M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.82KNew |
$673K - $679K
|
6.82K
$686K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.42K+ 27.36% |
$634K - $639K
|
29.9K
$3.01M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.33KNew |
$625K - $630K
|
6.33K
$637K
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
6.18KNew |
$610K - $615K
|
6.18K
$622K
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
5.98K+ 37.56% |
$590K - $595K
|
21.9K
$2.2M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.76K+ 16.08% |
$569K - $574K
|
41.6K
$4.19M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.62K+ 64.5% |
$555K - $559K
|
14.3K
$1.44M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.56KNew |
$549K - $554K
|
5.56K
$560K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
5.45KNew |
$538K - $543K
|
5.45K
$549K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.36K+ 261.83% |
$529K - $533K
|
7.4K
$745K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.35K+ 14.44% |
$528K - $532K
|
42.4K
$4.27M
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
5.29K+ 2.81% |
$522K - $526K
|
193K
$19.5M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5.02K+ 70.28% |
$495K - $499K
|
12.2K
$1.22M
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5KNew |
$494K - $498K
|
5K
$503K
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.84K+ 63.64% |
$478K - $482K
|
12.4K
$1.25M
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.78KNew |
$472K - $475K
|
4.78K
$481K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.76K+ 39.02% |
$470K - $474K
|
16.9K
$1.71M
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.64K+ 30.48% |
$458K - $462K
|
19.9K
$2M
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
4.63KNew |
$457K - $460K
|
4.63K
$465K
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.53KNew |
$447K - $451K
|
4.53K
$455K
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.46KNew |
$440K - $444K
|
4.46K
$449K
|
|
May 10, 2023
Q1 2023
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
4.22K+ 15.91% |
$416K - $420K
|
30.7K
$3.09M
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.19KNew |
$414K - $417K
|
4.19K
$422K
|