Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.67K+ 1.72% |
$566K - $570K
|
335K
$33.8M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.48K+ 21.76% |
$547K - $551K
|
30.7K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.22K+ 21.04% |
$521K - $525K
|
30.1K
$3.03M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5.09KNew |
$508K - $511K
|
5.09K
$512K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
5.06KNew |
$505K - $509K
|
5.06K
$509K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.04KNew |
$503K - $507K
|
5.04K
$507K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5.01K+ 19.72% |
$500K - $504K
|
30.4K
$3.06M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
4.95K+ 11.58% |
$494K - $498K
|
47.7K
$4.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.91KNew |
$490K - $494K
|
4.91K
$495K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.91KNew |
$490K - $493K
|
4.91K
$494K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.42KNew |
$441K - $444K
|
4.42K
$445K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.39K+ 87.63% |
$439K - $442K
|
9.41K
$947K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.26K+ 47.0% |
$425K - $428K
|
13.3K
$1.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.26KNew |
$425K - $428K
|
4.26K
$429K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
3.96K+ 156.71% |
$395K - $398K
|
6.49K
$653K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
3.73KNew |
$372K - $375K
|
3.73K
$376K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
3.72KNew |
$371K - $374K
|
3.72K
$374K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
3.69K+ 164.33% |
$368K - $371K
|
5.93K
$597K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.61KNew |
$360K - $363K
|
3.61K
$363K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.54KNew |
$353K - $356K
|
3.54K
$356K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
3.53KNew |
$352K - $354K
|
3.53K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.52K+ 9.14% |
$351K - $353K
|
42K
$4.23M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.41K+ 16.81% |
$341K - $343K
|
23.7K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
3.28KNew |
$327K - $330K
|
3.28K
$330K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.09K+ 32.99% |
$308K - $311K
|
12.5K
$1.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.98K+ 19.7% |
$298K - $300K
|
18.1K
$1.82M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.96K+ 13.03% |
$296K - $298K
|
25.7K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.92KNew |
$291K - $293K
|
2.92K
$294K
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
2.88K+ 3.2% |
$288K - $290K
|
92.9K
$9.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.86K+ 34.26% |
$286K - $288K
|
11.2K
$1.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.83K+ 132.41% |
$283K - $285K
|
4.97K
$500K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
2.73K+ 3.87% |
$273K - $275K
|
73.3K
$7.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.71K+ 26.87% |
$270K - $272K
|
12.8K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2.65K+ 4.58% |
$265K - $267K
|
60.6K
$6.11M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.64K+ 4.73% |
$263K - $265K
|
58.4K
$5.88M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.6K+ 103.96% |
$259K - $261K
|
5.09K
$513K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.57K+ 22.45% |
$256K - $258K
|
14K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.55KNew |
$255K - $256K
|
2.55K
$257K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.53K+ 20.64% |
$253K - $254K
|
14.8K
$1.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.52KNew |
$252K - $253K
|
2.52K
$254K
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.49KNew |
$249K - $250K
|
2.49K
$251K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.45K+ 12.48% |
$245K - $247K
|
22.1K
$2.23M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
2.42KNew |
$242K - $244K
|
2.42K
$244K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
2.42K+ 2.34% |
$241K - $243K
|
106K
$10.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.42K+ 40.24% |
$241K - $243K
|
8.42K
$847K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.36KNew |
$236K - $238K
|
2.36K
$238K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.26K+ 2.36% |
$226K - $227K
|
97.8K
$9.85M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.26K+ 23.38% |
$225K - $227K
|
11.9K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.19K+ 15.33% |
$219K - $220K
|
16.5K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.17K+ 34.77% |
$216K - $218K
|
8.4K
$845K
|