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 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
56+ 28.0% |
$5.59K - $5.63K
|
256
$25.7K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
55+ 6.47% |
$5.49K - $5.53K
|
905
$90.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
45+ 1.21% |
$4.49K - $4.52K
|
3.78K
$379K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
41+ 1.34% |
$4.09K - $4.12K
|
3.1K
$311K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
39+ 0.23% |
$3.89K - $3.92K
|
17K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38+ 0.46% |
$3.79K - $3.82K
|
8.23K
$826K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
38+ 1.36% |
$3.79K - $3.82K
|
2.84K
$285K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
36+ 1.54% |
$3.59K - $3.62K
|
2.37K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
34+ 1.01% |
$3.39K - $3.42K
|
3.39K
$340K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33+ 0.53% |
$3.29K - $3.32K
|
6.27K
$630K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
29+ 1.2% |
$2.89K - $2.92K
|
2.45K
$246K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
28New |
$2.79K - $2.82K
|
28
$2.81K
|
|
|
Oct 31, 2024
Q1 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
27+ 1.34% |
$2.69K - $2.71K
|
2.05K
$206K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
26+ 0.71% |
$2.6K - $2.61K
|
3.67K
$368K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
25+ 0.92% |
$2.5K - $2.51K
|
2.74K
$275K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
17+ 0.83% |
$1.7K - $1.71K
|
2.08K
$209K
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
12+ 24.49% |
$1.2K - $1.21K
|
61
$6.13K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
11+ 0.17% |
$1.1K - $1.11K
|
6.4K
$643K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
10+ 5.95% |
$998 - $1.01K
|
178
$17.9K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9+ 0.06% |
$898 - $905
|
16.1K
$1.61M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 0.74% |
$798 - $804
|
1.09K
$109K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
8+ 0.17% |
$798 - $804
|
4.74K
$476K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 1.52% |
$299 - $302
|
200
$20.1K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.61% |
$299 - $302
|
492
$49.4K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2+ 2.7% |
$200 - $201
|
76
$7.63K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1+ 0.03% |
$99.8 - $101
|
3.87K
$389K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.04% |
$99.8 - $101
|
2.82K
$283K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1- 0.18% |
$99.8 - $101
|
559
$56.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4- 1.01% |
$399 - $402
|
393
$39.5K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4- 0.29% |
$399 - $402
|
1.38K
$138K
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-7- 0.05% |
$699 - $704
|
14.6K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-9- 0.09% |
$898 - $905
|
10.1K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-10- 2.31% |
$998 - $1.01K
|
422
$42.4K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17- 0.16% |
$1.7K - $1.71K
|
10.4K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-21- 0.17% |
$2.1K - $2.11K
|
12K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-25- 0.32% |
$2.5K - $2.51K
|
7.91K
$794K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-28- 0.59% |
$2.79K - $2.82K
|
4.69K
$471K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-30- 2.48% |
$2.99K - $3.02K
|
1.18K
$119K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-37- 1.64% |
$3.69K - $3.72K
|
2.22K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-46- 1.5% |
$4.59K - $4.62K
|
3.02K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-48- 10.02% |
$4.79K - $4.83K
|
431
$43.3K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-50- 0.86% |
$4.99K - $5.03K
|
5.77K
$580K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-60- 66.67% |
$5.99K - $6.03K
|
30
$3.01K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-62- 0.13% |
$6.19K - $6.23K
|
49.1K
$4.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-74- 14.31% |
$7.39K - $7.44K
|
443
$44.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-75- 0.51% |
$7.49K - $7.54K
|
14.7K
$1.47M
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-78- 0.12% |
$7.79K - $7.84K
|
66.5K
$6.68M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-80- 8.0% |
$7.98K - $8.04K
|
920
$92.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-92- 0.46% |
$9.18K - $9.25K
|
19.9K
$2M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-93- 0.15% |
$9.28K - $9.35K
|
60.7K
$6.1M
|