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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2021
Q2 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.47K+ 28.0% |
$150K - $150K
|
6.72K
$676K
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.43K+ 9.7% |
$146K - $146K
|
16.2K
$1.63M
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.42K+ 2.48% |
$144K - $145K
|
58.6K
$5.9M
|
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
BUY
|
- |
1.4K+ 35.17% |
$143K - $143K
|
5.39K
$542K
|
|
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.37K+ 1.57% |
$139K - $140K
|
88.3K
$8.89M
|
|
|
Aug 06, 2021
Q2 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.35K+ 10.35% |
$137K - $138K
|
14.4K
$1.45M
|
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.34K+ 47.45% |
$136K - $137K
|
4.16K
$419K
|
|
|
Nov 15, 2022
Q2 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
1.27K+ 2.93% |
$129K - $129K
|
44.6K
$4.48M
|
|
|
Aug 16, 2021
Q2 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.25K+ 25.42% |
$128K - $128K
|
6.18K
$622K
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.18K+ 4.95% |
$120K - $120K
|
25K
$2.52M
|
|
|
Jul 29, 2021
Q2 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.14K+ 6.24% |
$117K - $117K
|
19.5K
$1.96M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.13K+ 19.25% |
$115K - $115K
|
6.97K
$701K
|
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.08K+ 1.72% |
$110K - $110K
|
64K
$6.44M
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.06K+ 12.15% |
$108K - $108K
|
9.76K
$982K
|
|
|
Aug 06, 2021
Q2 2021
|
White Pine Investment CO
|
BUY
|
- |
1.03K+ 2.84% |
$105K - $105K
|
37.3K
$3.75M
|
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.02K+ 20.44% |
$104K - $104K
|
6.03K
$607K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.02K+ 8.53% |
$104K - $104K
|
13K
$1.31M
|
|
|
Aug 04, 2021
Q2 2021
|
Nvwm, LLC
|
BUY
|
- |
967+ 67.2% |
$98.5K - $98.7K
|
2.41K
$242K
|
|
|
Jul 19, 2021
Q2 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
814+ 1.77% |
$82.9K - $83.1K
|
46.8K
$4.71M
|
|
|
Aug 10, 2021
Q2 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
812+ 2.95% |
$82.7K - $82.8K
|
28.3K
$2.85M
|
|
|
Aug 13, 2021
Q2 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
807+ 4.23% |
$82.2K - $82.3K
|
19.9K
$2M
|
|
|
Jul 19, 2021
Q2 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
790+ 58.09% |
$80.5K - $80.6K
|
2.15K
$216K
|
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
790+ 58.09% |
$80.5K - $80.6K
|
2.15K
$216K
|
|
|
Jul 27, 2021
Q2 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
785+ 2.14% |
$80K - $80.1K
|
37.4K
$3.76M
|
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
735New |
$74.9K - $75K
|
735
$74K
|
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
715+ 7.68% |
$72.8K - $73K
|
10K
$1.01M
|
|
|
Aug 12, 2021
Q2 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
666+ 3.59% |
$67.8K - $68K
|
19.2K
$1.93M
|
|
|
Aug 06, 2021
Q2 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
650+ 1.21% |
$66.2K - $66.3K
|
54.3K
$5.47M
|
|
|
Jul 23, 2021
Q2 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
642+ 7.41% |
$65.4K - $65.5K
|
9.31K
$936K
|
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
604+ 4.59% |
$61.5K - $61.6K
|
13.8K
$1.38M
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
597+ 0.97% |
$60.8K - $60.9K
|
62.1K
$6.25M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
556+ 0.19% |
$56.6K - $56.7K
|
290K
$29.2M
|
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
BUY
|
- |
508+ 3.24% |
$51.7K - $51.8K
|
16.2K
$1.63M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
495+ 1.62% |
$50.4K - $50.5K
|
31.1K
$3.13M
|
|
|
Aug 10, 2021
Q2 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
492+ 9.61% |
$50.1K - $50.2K
|
5.61K
$565K
|
|
|
Jul 09, 2021
Q2 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
489+ 6.22% |
$49.8K - $49.9K
|
8.35K
$840K
|
|
|
Jul 23, 2021
Q2 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
485+ 7.69% |
$49.4K - $49.5K
|
6.79K
$683K
|
|
|
Aug 05, 2021
Q2 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
475+ 22.87% |
$48.4K - $48.5K
|
2.55K
$257K
|
|
|
Jul 20, 2021
Q2 2021
|
Sym Financial Corp
|
BUY
|
- |
435+ 21.94% |
$44.3K - $44.4K
|
2.42K
$243K
|
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
401+ 160.4% |
$40.8K - $40.9K
|
651
$65.5K
|
|
|
Jul 21, 2021
Q2 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
401New |
$40.8K - $40.9K
|
401
$40.3K
|
|
|
Jul 08, 2021
Q2 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
400+ 2.51% |
$40.7K - $40.8K
|
16.3K
$1.64M
|
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
397+ 0.68% |
$40.4K - $40.5K
|
58.7K
$5.91M
|
|
|
Jul 16, 2021
Q2 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
394+ 12.44% |
$40.1K - $40.2K
|
3.56K
$358K
|
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
BUY
|
- |
373+ 2.35% |
$38K - $38.1K
|
16.2K
$1.63M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
371New |
$37.8K - $37.9K
|
371
$37.3K
|
|
|
Jul 20, 2021
Q2 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
368+ 41.77% |
$37.5K - $37.5K
|
1.25K
$126K
|
|
|
Aug 10, 2021
Q2 2021
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
360+ 1.03% |
$36.7K - $36.7K
|
35.2K
$3.54M
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
350+ 1.41% |
$35.7K - $35.7K
|
25.1K
$2.53M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
334+ 9.14% |
$34K - $34.1K
|
3.99K
$401K
|