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 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.12K+ 1.33% |
$111K - $111K
|
85.1K
$8.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.09K+ 17.72% |
$107K - $108K
|
7.21K
$726K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.08K+ 3.16% |
$106K - $107K
|
35.1K
$3.53M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.07K+ 4.42% |
$106K - $107K
|
25.4K
$2.55M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.03KNew |
$101K - $102K
|
1.03K
$103K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.01K+ 3.82% |
$99.5K - $100K
|
27.4K
$2.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1K+ 20.0% |
$98.7K - $99.5K
|
6K
$604K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
973+ 34.04% |
$96.1K - $96.9K
|
3.83K
$386K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
917+ 0.68% |
$90.5K - $91.3K
|
137K
$13.8M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
905+ 15.7% |
$89.4K - $90.1K
|
6.67K
$671K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
865+ 22.36% |
$85.4K - $86.1K
|
4.73K
$476K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
861+ 8.64% |
$85K - $85.7K
|
10.8K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
832+ 8.69% |
$82.1K - $82.8K
|
10.4K
$1.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
800+ 4.57% |
$79K - $79.6K
|
18.3K
$1.84M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
763+ 10.97% |
$75.3K - $75.9K
|
7.72K
$777K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
682+ 4.0% |
$67.3K - $67.9K
|
17.7K
$1.79M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
679+ 1.13% |
$67K - $67.6K
|
60.5K
$6.09M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
610+ 46.46% |
$60.2K - $60.7K
|
1.92K
$194K
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
551+ 1.55% |
$54.4K - $54.8K
|
36.1K
$3.64M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
541+ 15.68% |
$53.4K - $53.9K
|
3.99K
$402K
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
524+ 1.02% |
$51.7K - $52.2K
|
51.7K
$5.2M
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
524+ 5.86% |
$51.7K - $52.2K
|
9.47K
$953K
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
503+ 3.25% |
$49.7K - $50.1K
|
16K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
469+ 19.01% |
$46.3K - $46.7K
|
2.94K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
459New |
$45.3K - $45.7K
|
459
$46.2K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
441+ 4.08% |
$43.5K - $43.9K
|
11.3K
$1.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
417+ 3.53% |
$41.2K - $41.5K
|
12.2K
$1.23M
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
401+ 5.91% |
$39.6K - $39.9K
|
7.19K
$723K
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
387+ 0.8% |
$38.2K - $38.5K
|
48.5K
$4.88M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
375+ 16.91% |
$37K - $37.3K
|
2.59K
$261K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
375+ 11.29% |
$37K - $37.3K
|
3.7K
$372K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
355+ 10.14% |
$35K - $35.3K
|
3.86K
$388K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
339+ 6.35% |
$33.5K - $33.7K
|
5.68K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
335+ 1.73% |
$33.1K - $33.3K
|
19.7K
$1.98M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
330+ 8.74% |
$32.6K - $32.8K
|
4.11K
$413K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
308+ 6.34% |
$30.4K - $30.7K
|
5.17K
$520K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
264+ 0.3% |
$26.1K - $26.3K
|
88.9K
$8.94M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
257New |
$25.4K - $25.6K
|
257
$25.9K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
253+ 4.43% |
$25K - $25.2K
|
5.97K
$601K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
222+ 10.6% |
$21.9K - $22.1K
|
2.32K
$233K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
221+ 1.86% |
$21.8K - $22K
|
12.1K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
210+ 0.98% |
$20.7K - $20.9K
|
21.7K
$2.19M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
201+ 1.67% |
$19.8K - $20K
|
12.3K
$1.23M
|
|
|
May 03, 2023
Q1 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
200+ 2.55% |
$19.7K - $19.9K
|
8.04K
$809K
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
182+ 3.2% |
$18K - $18.1K
|
5.87K
$591K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
158+ 2.17% |
$15.6K - $15.7K
|
7.44K
$749K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
157+ 5.04% |
$15.5K - $15.6K
|
3.28K
$330K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
150New |
$14.8K - $14.9K
|
150
$15.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
145+ 11.69% |
$14.3K - $14.4K
|
1.39K
$139K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
116+ 3.64% |
$11.5K - $11.5K
|
3.3K
$333K
|