Purchases and Sales Made in Q1 2025 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 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54K+ 13.41% |
$5.42M - $5.44M
|
456K
$45.8M
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
38.7KNew |
$3.88M - $3.9M
|
38.7K
$3.88M
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
37.7KNew |
$3.78M - $3.8M
|
37.7K
$3.78M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
34.9K+ 13.31% |
$3.5M - $3.52M
|
297K
$29.8M
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
27.2K+ 91.39% |
$2.73M - $2.74M
|
56.9K
$5.71M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
19.9K+ 9962.0% |
$2M - $2.01M
|
20.1K
$2.02M
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
13.8K+ 87.32% |
$1.39M - $1.39M
|
29.6K
$2.97M
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
12.6K+ 76.73% |
$1.26M - $1.27M
|
29K
$2.91M
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
11.4KNew |
$1.15M - $1.15M
|
11.4K
$1.15M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.3KNew |
$1.14M - $1.14M
|
11.3K
$1.14M
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
11.3K+ 38.34% |
$1.13M - $1.13M
|
40.6K
$4.07M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.2K+ 148.33% |
$1.13M - $1.13M
|
18.8K
$1.89M
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
9.24KNew |
$926K - $931K
|
9.24K
$926K
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
8.79K+ 6.57% |
$882K - $885K
|
143K
$14.3M
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
8.38KNew |
$841K - $845K
|
8.38K
$841K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.12K+ 44.29% |
$714K - $717K
|
23.2K
$2.33M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.58KNew |
$660K - $663K
|
6.58K
$660K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6K+ 3.78% |
$602K - $604K
|
165K
$16.5M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.63K+ 7.15% |
$565K - $567K
|
84.3K
$8.46M
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.53KNew |
$555K - $557K
|
5.53K
$555K
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.8K+ 106.15% |
$482K - $484K
|
9.33K
$935K
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
3.59K+ 5.59% |
$360K - $362K
|
67.9K
$6.81M
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
3.42K+ 2.98% |
$343K - $345K
|
118K
$11.9M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.08KNew |
$309K - $310K
|
3.08K
$308K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.96K+ 147950.0% |
$297K - $298K
|
2.96K
$297K
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.94K+ 581.98% |
$295K - $296K
|
3.44K
$345K
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
2.73KNew |
$274K - $275K
|
2.73K
$273K
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.57K+ 7.41% |
$257K - $258K
|
37.2K
$3.73M
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
2.54K+ 13.66% |
$255K - $256K
|
21.1K
$2.12M
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.13KNew |
$214K - $215K
|
2.13K
$213K
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
2.01KNew |
$201K - $202K
|
2.01K
$201K
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$200K
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.99KNew |
$200K - $201K
|
1.99K
$200K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.64K+ 17.47% |
$165K - $165K
|
11K
$1.11M
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.59K+ 882.78% |
$159K - $160K
|
1.77K
$177K
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.49K+ 10.69% |
$150K - $151K
|
15.5K
$1.55M
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.35K+ 3.11% |
$135K - $136K
|
44.7K
$4.48M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
883+ 15.19% |
$88.6K - $89K
|
6.7K
$672K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
880+ 69.18% |
$88.3K - $88.7K
|
2.15K
$216K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
800+ 8.42% |
$80.3K - $80.6K
|
10.3K
$1.03M
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
750+ 4.46% |
$75.2K - $75.6K
|
17.6K
$1.76M
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
682+ 2.83% |
$68.4K - $68.7K
|
24.8K
$2.49M
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
546+ 1.78% |
$54.8K - $55K
|
31.2K
$3.13M
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
527+ 16.62% |
$52.9K - $53.1K
|
3.7K
$371K
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
484+ 12.14% |
$48.6K - $48.8K
|
4.47K
$448K
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
393+ 6.72% |
$39.4K - $39.6K
|
6.24K
$625K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
377New |
$37.8K - $38K
|
377
$37.8K
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
334+ 2.04% |
$33.5K - $33.7K
|
16.7K
$1.67M
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
305+ 5.08% |
$30.6K - $30.7K
|
6.31K
$633K
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
300+ 1.23% |
$30.1K - $30.2K
|
24.6K
$2.47M
|