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 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3.66K- 21.33% |
$361K - $364K
|
13.5K
$1.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-3.72K- 18.84% |
$367K - $370K
|
16K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.74K- 25.25% |
$370K - $373K
|
11.1K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-3.75K- 42.37% |
$370K - $373K
|
5.1K
$513K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.76K- 7.7% |
$371K - $374K
|
45K
$4.53M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.76K- 48.68% |
$371K - $374K
|
3.96K
$399K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.78K- 9.9% |
$373K - $376K
|
34.3K
$3.46M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.83K- 97.48% |
$378K - $381K
|
99
$9.96K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-3.94K- 88.74% |
$389K - $392K
|
500
$50.3K
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-3.95K- 32.78% |
$390K - $393K
|
8.1K
$815K
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-4.03K- 47.91% |
$397K - $401K
|
4.38K
$440K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.06K- 11.69% |
$401K - $404K
|
30.7K
$3.09M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.32K- 7.73% |
$427K - $430K
|
51.5K
$5.19M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.53K- 30.24% |
$447K - $451K
|
10.4K
$1.05M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4.6K- 10.33% |
$454K - $458K
|
39.9K
$4.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.76K- 10.6% |
$470K - $474K
|
40.1K
$4.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.81KClosed |
$475K - $479K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-4.87K- 71.26% |
$481K - $485K
|
1.97K
$198K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.92K- 12.46% |
$486K - $490K
|
34.6K
$3.48M
|
|
|
Apr 13, 2023
Q1 2023
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-4.98K- 21.26% |
$492K - $496K
|
18.5K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.09K- 7.1% |
$502K - $506K
|
66.6K
$6.7M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.46K- 36.13% |
$539K - $543K
|
9.65K
$971K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-5.61K- 36.96% |
$553K - $558K
|
9.56K
$962K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-5.61K- 36.96% |
$553K - $558K
|
9.56K
$962K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.61K- 40.15% |
$554K - $559K
|
8.36K
$841K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5.68K- 2.13% |
$560K - $565K
|
260K
$26.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.69K- 51.19% |
$562K - $567K
|
5.43K
$546K
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
SELL
|
- |
-5.75K- 39.45% |
$568K - $572K
|
8.82K
$888K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-5.76K- 9.27% |
$569K - $573K
|
56.4K
$5.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-5.84K- 47.26% |
$577K - $581K
|
6.52K
$656K
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-5.93K- 65.43% |
$585K - $590K
|
3.13K
$315K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-6.14K- 9.16% |
$606K - $611K
|
60.9K
$6.12M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-6.28K- 22.69% |
$620K - $625K
|
21.4K
$2.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-6.28K- 8.4% |
$620K - $626K
|
68.5K
$6.9M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.61K- 16.5% |
$653K - $658K
|
33.5K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.72K- 19.25% |
$664K - $669K
|
28.2K
$2.84M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-6.82K- 50.98% |
$674K - $679K
|
6.56K
$660K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-6.98K- 64.16% |
$689K - $695K
|
3.9K
$392K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-7.53K- 62.49% |
$743K - $749K
|
4.52K
$455K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-7.73K- 20.64% |
$763K - $770K
|
29.7K
$2.99M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-7.88K- 79.41% |
$778K - $784K
|
2.04K
$205K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7.89K- 16.24% |
$779K - $786K
|
40.7K
$4.1M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.94K- 35.89% |
$784K - $791K
|
14.2K
$1.43M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8.23K- 42.0% |
$812K - $819K
|
11.4K
$1.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.66K- 11.56% |
$855K - $862K
|
66.3K
$6.67M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-8.83K- 3.7% |
$872K - $879K
|
230K
$23.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-8.86K- 28.77% |
$875K - $882K
|
21.9K
$2.21M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-8.86K- 14.75% |
$875K - $882K
|
51.2K
$5.16M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.98K- 14.85% |
$886K - $894K
|
51.5K
$5.18M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-9.21K- 10.7% |
$910K - $917K
|
76.9K
$7.74M
|