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 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
622+ 1.15% |
$62.1K - $62.5K
|
54.8K
$5.51M
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
611+ 25.05% |
$61K - $61.4K
|
3.05K
$306K
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
600+ 11.43% |
$59.9K - $60.3K
|
5.85K
$588K
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
600+ 10.5% |
$59.9K - $60.3K
|
6.32K
$634K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
589+ 1.31% |
$58.8K - $59.2K
|
45.6K
$4.58M
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
585+ 1.53% |
$58.4K - $58.8K
|
38.9K
$3.91M
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
555+ 1.49% |
$55.4K - $55.8K
|
37.7K
$3.79M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
492+ 2.57% |
$49.1K - $49.5K
|
19.6K
$1.97M
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
442+ 3.4% |
$44.1K - $44.4K
|
13.4K
$1.35M
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
435+ 1.49% |
$43.4K - $43.7K
|
29.6K
$2.98M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
430+ 296.55% |
$42.9K - $43.2K
|
575
$57.7K
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
427+ 18.38% |
$42.6K - $42.9K
|
2.75K
$276K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
423New |
$42.2K - $42.5K
|
423
$42.5K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
383+ 15.91% |
$38.2K - $38.5K
|
2.79K
$280K
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
373+ 1.86% |
$37.2K - $37.5K
|
20.5K
$2.06M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
351+ 5.97% |
$35K - $35.3K
|
6.24K
$626K
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
343+ 7.96% |
$34.2K - $34.5K
|
4.65K
$467K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
330+ 10.29% |
$32.9K - $33.2K
|
3.54K
$355K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
315New |
$31.4K - $31.7K
|
315
$31.6K
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
311+ 2.07% |
$31K - $31.3K
|
15.3K
$1.54M
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
269New |
$26.8K - $27K
|
269
$27K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
250New |
$25K - $25.1K
|
250
$25.1K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
248+ 1.33% |
$24.8K - $24.9K
|
18.8K
$1.89M
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
245+ 0.94% |
$24.5K - $24.6K
|
26.4K
$2.66M
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
233+ 2.34% |
$23.3K - $23.4K
|
10.2K
$1.02M
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
225+ 3.47% |
$22.5K - $22.6K
|
6.71K
$674K
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
206+ 1.28% |
$20.6K - $20.7K
|
16.3K
$1.64M
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
205New |
$20.5K - $20.6K
|
205
$20.6K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
204+ 7.73% |
$20.4K - $20.5K
|
2.84K
$286K
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
202+ 9.84% |
$20.2K - $20.3K
|
2.25K
$226K
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
193+ 0.35% |
$19.3K - $19.4K
|
54.9K
$5.51M
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
189New |
$18.9K - $19K
|
189
$19K
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
185+ 4.73% |
$18.5K - $18.6K
|
4.09K
$411K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
184+ 1.46% |
$18.4K - $18.5K
|
12.8K
$1.29M
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
170+ 0.94% |
$17K - $17.1K
|
18.2K
$1.83M
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
161New |
$16.1K - $16.2K
|
161
$16.2K
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
146+ 3.76% |
$14.6K - $14.7K
|
4.03K
$404K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
141+ 542.31% |
$14.1K - $14.2K
|
167
$16.8K
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
131+ 0.41% |
$13.1K - $13.2K
|
32.1K
$3.22M
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
116New |
$11.6K - $11.7K
|
116
$11.6K
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
116+ 1.34% |
$11.6K - $11.7K
|
8.8K
$884K
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
108+ 1.34% |
$10.8K - $10.9K
|
8.19K
$822K
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
101+ 2.35% |
$10.1K - $10.2K
|
4.4K
$442K
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
101+ 0.45% |
$10.1K - $10.2K
|
22.7K
$2.28M
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
100New |
$9.98K - $10.1K
|
100
$10K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
100New |
$9.98K - $10.1K
|
100
$10K
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
98+ 1.33% |
$9.78K - $9.85K
|
7.44K
$748K
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
72+ 0.88% |
$7.19K - $7.24K
|
8.29K
$833K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72+ 480.0% |
$7.19K - $7.24K
|
87
$8.74K
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
67+ 1.58% |
$6.69K - $6.74K
|
4.32K
$434K
|