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 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
109+ 1.36% |
$10.8K - $10.8K
|
8.12K
$817K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
104+ 0.64% |
$10.3K - $10.4K
|
16.3K
$1.64M
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
100+ 8.33% |
$9.87K - $9.95K
|
1.3K
$131K
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
98New |
$9.68K - $9.75K
|
98
$9.86K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
90+ 900.0% |
$8.89K - $8.96K
|
100
$10.1K
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
80+ 0.38% |
$7.9K - $7.96K
|
21K
$2.11M
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
77+ 0.33% |
$7.6K - $7.66K
|
23.3K
$2.34M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
55+ 0.32% |
$5.43K - $5.47K
|
17K
$1.71M
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
47+ 1.0% |
$4.64K - $4.68K
|
4.76K
$479K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
47+ 0.09% |
$4.64K - $4.68K
|
50.6K
$5.09M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
43+ 1.27% |
$4.25K - $4.28K
|
3.42K
$344K
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
30New |
$2.96K - $2.99K
|
30
$3.02K
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
29+ 1.0% |
$2.86K - $2.89K
|
2.94K
$296K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
26+ 43.33% |
$2.57K - $2.59K
|
86
$8.65K
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
24+ 0.62% |
$2.37K - $2.39K
|
3.87K
$389K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
23New |
$2.27K - $2.29K
|
23
$2.31K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
20+ 10.1% |
$1.97K - $1.99K
|
218
$21.9K
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
20+ 0.84% |
$1.97K - $1.99K
|
2.4K
$241K
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
15+ 0.22% |
$1.48K - $1.49K
|
6.97K
$701K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
15+ 10.56% |
$1.48K - $1.49K
|
157
$15.8K
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
13+ 0.09% |
$1.28K - $1.29K
|
14.8K
$1.49M
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
8+ 0.04% |
$790 - $796
|
21K
$2.12M
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.98% |
$395 - $398
|
412
$41.5K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4New |
$395 - $398
|
4
$402
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3+ 0.11% |
$296 - $299
|
2.66K
$268K
|
|
May 15, 2023
Q1 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
3+ 0.67% |
$296 - $299
|
449
$45.2K
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.34% |
$296 - $299
|
883
$88.8K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.8% |
$197 - $199
|
252
$25.4K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.03% |
$197 - $199
|
5.81K
$584K
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.06% |
$197 - $199
|
190
$19.1K
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.01% |
$98.7 - $99.5
|
12.4K
$1.25M
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1+ 0.0% |
$98.7 - $99.5
|
1.95M
$196M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6- 0.04% |
$592 - $597
|
16.4K
$1.65M
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-7- 3.29% |
$691 - $697
|
206
$20.7K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-16- 26.67% |
$1.58K - $1.59K
|
44
$4.43K
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-22- 0.86% |
$2.17K - $2.19K
|
2.53K
$255K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27- 0.53% |
$2.67K - $2.69K
|
5.05K
$508K
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-34- 0.73% |
$3.36K - $3.38K
|
4.6K
$463K
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-36- 1.73% |
$3.55K - $3.58K
|
2.04K
$205K
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-36- 1.39% |
$3.55K - $3.58K
|
2.55K
$257K
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-46- 1.01% |
$4.54K - $4.58K
|
4.49K
$452K
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-50- 1.51% |
$4.94K - $4.98K
|
3.26K
$328K
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-53- 0.33% |
$5.23K - $5.28K
|
15.8K
$1.59M
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-56- 93.33% |
$5.53K - $5.57K
|
4
$402
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-57- 1.18% |
$5.63K - $5.67K
|
4.75K
$478K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-57- 0.95% |
$5.63K - $5.67K
|
5.91K
$595K
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-69- 0.82% |
$6.81K - $6.87K
|
8.37K
$843K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-70- 11.18% |
$6.91K - $6.97K
|
556
$55.9K
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-79- 3.53% |
$7.8K - $7.86K
|
2.16K
$217K
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-81- 0.38% |
$8K - $8.06K
|
21.3K
$2.15M
|