Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
15.9K+ 442.65% |
$1.62M - $1.62M
|
19.5K
$1.96M
|
|
|
Jul 14, 2021
Q2 2021
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
15.6K+ 9.88% |
$1.58M - $1.59M
|
173K
$17.4M
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.7K+ 19.71% |
$1.3M - $1.3M
|
77.4K
$7.79M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
11.8K+ 22.09% |
$1.2M - $1.2M
|
65K
$6.53M
|
|
|
Jul 28, 2021
Q2 2021
|
Howland Capital Management LLC
|
BUY
|
- |
11.4K+ 2.92% |
$1.16M - $1.16M
|
402K
$40.4M
|
|
|
Jul 14, 2021
Q2 2021
|
Mjp Associates Inc
|
BUY
|
- |
11.3K+ 233.37% |
$1.15M - $1.15M
|
16.1K
$1.62M
|
|
|
Aug 11, 2021
Q2 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
11.2K+ 62.75% |
$1.14M - $1.14M
|
29K
$2.92M
|
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.5K+ 146.63% |
$1.07M - $1.08M
|
17.7K
$1.78M
|
|
|
Aug 06, 2021
Q2 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.5K+ 168.91% |
$1.07M - $1.07M
|
16.7K
$1.68M
|
|
|
Aug 06, 2021
Q2 2021
|
Leisure Capital Management
|
BUY
|
- |
10K+ 110.22% |
$1.02M - $1.02M
|
19.1K
$1.92M
|
|
|
Aug 13, 2021
Q2 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
9.99K+ 22.16% |
$1.02M - $1.02M
|
55.1K
$5.54M
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.56KNew |
$974K - $975K
|
9.56K
$961K
|
|
|
Aug 16, 2021
Q2 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9.41K+ 47.45% |
$959K - $960K
|
29.3K
$2.94M
|
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.1K+ 164.58% |
$927K - $929K
|
14.6K
$1.47M
|
|
|
Aug 13, 2021
Q2 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8.73K+ 11.3% |
$889K - $890K
|
85.9K
$8.64M
|
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.55K+ 319.07% |
$871K - $872K
|
11.2K
$1.13M
|
|
|
Aug 12, 2021
Q2 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.23K+ 1.79% |
$838K - $840K
|
467K
$47M
|
|
|
Aug 12, 2021
Q2 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
8.15KNew |
$830K - $831K
|
8.15K
$820K
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
7.97K+ 53.67% |
$812K - $813K
|
22.8K
$2.29M
|
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
7.87KNew |
$801K - $803K
|
7.87K
$791K
|
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.82K+ 138.66% |
$797K - $798K
|
13.5K
$1.35M
|
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.78K+ 5.51% |
$792K - $793K
|
149K
$15M
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7.71KNew |
$785K - $787K
|
7.71K
$775K
|
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
BUY
|
- |
7.5K+ 69.26% |
$764K - $765K
|
18.3K
$1.84M
|
|
|
Jul 13, 2021
Q2 2021
|
Kwmg, LLC
|
BUY
|
- |
7.16K+ 6.2% |
$730K - $731K
|
123K
$12.3M
|
|
|
Jul 27, 2021
Q2 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
7.03K+ 6.14% |
$716K - $717K
|
122K
$12.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6.9K+ 3.16% |
$703K - $704K
|
225K
$22.6M
|
|
|
Jul 16, 2021
Q2 2021
|
Uncommon Cents Investing LLC
|
BUY
|
- |
6.74K+ 7.7% |
$686K - $687K
|
94.2K
$9.47M
|
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.64K+ 9.28% |
$676K - $677K
|
78.2K
$7.86M
|
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.64K+ 9.28% |
$676K - $677K
|
78.2K
$7.86M
|
|
|
Aug 09, 2021
Q2 2021
|
Souders Financial Advisors
|
BUY
|
- |
6.58K+ 17.58% |
$671K - $672K
|
44K
$4.43M
|
|
|
Jul 29, 2021
Q2 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
6.53K+ 22.56% |
$665K - $666K
|
35.5K
$3.57M
|
|
|
Aug 31, 2021
Q2 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
6.4KNew |
$652K - $653K
|
6.4K
$644K
|
|
|
Jul 19, 2021
Q2 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.24K+ 9.2% |
$635K - $636K
|
74K
$7.45M
|
|
|
Aug 10, 2021
Q2 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.14K+ 39.56% |
$625K - $626K
|
21.7K
$2.18M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.1K+ 22.48% |
$621K - $622K
|
33.2K
$3.34M
|
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
5.94KNew |
$605K - $606K
|
5.94K
$598K
|
|
|
Aug 13, 2021
Q2 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.89K+ 7.48% |
$600K - $601K
|
84.6K
$8.51M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
5.87KNew |
$598K - $599K
|
5.87K
$590K
|
|
|
Aug 16, 2021
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5.56K+ 15.92% |
$566K - $567K
|
40.4K
$4.07M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.48K+ 45.9% |
$558K - $559K
|
17.4K
$1.75M
|
|
|
Jul 09, 2021
Q2 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
5.41K+ 118.82% |
$551K - $552K
|
9.96K
$1M
|
|
|
Aug 13, 2021
Q2 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
5.41KNew |
$551K - $552K
|
5.41K
$544K
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.4K+ 414.11% |
$550K - $551K
|
6.7K
$674K
|
|
|
Aug 26, 2021
Q2 2021
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
5.28KNew |
$538K - $539K
|
5.28K
$531K
|
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
BUY
|
- |
5.28K+ 5.21% |
$538K - $538K
|
107K
$10.7M
|
|
|
Aug 10, 2021
Q2 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
5.26K+ 41.14% |
$535K - $536K
|
18K
$1.81M
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.25K+ 4.44% |
$535K - $536K
|
124K
$12.4M
|
|
|
Jul 20, 2021
Q2 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
4.85K+ 13.42% |
$494K - $495K
|
41K
$4.12M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.76K+ 30.43% |
$485K - $486K
|
20.4K
$2.05M
|