Purchases and Sales Made in Q2 2023 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 2023. 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 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
12.7KNew |
$1.25M - $1.26M
|
12.7K
$1.28M
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
12.5K+ 9.14% |
$1.24M - $1.25M
|
149K
$15M
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.5K+ 275.19% |
$1.23M - $1.24M
|
17K
$1.71M
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
11.8K+ 66.33% |
$1.17M - $1.18M
|
29.7K
$2.99M
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11.7KNew |
$1.16M - $1.17M
|
11.7K
$1.18M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
11.7KNew |
$1.16M - $1.17M
|
11.7K
$1.18M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11.6K+ 15.61% |
$1.15M - $1.16M
|
85.9K
$8.65M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
11.6K+ 47.67% |
$1.14M - $1.15M
|
35.9K
$3.61M
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
11.6KNew |
$1.14M - $1.15M
|
11.6K
$1.16M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
11K+ 1.68% |
$1.09M - $1.1M
|
666K
$67.1M
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
10.4KNew |
$1.03M - $1.04M
|
10.4K
$1.05M
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.57K+ 200.38% |
$947K - $955K
|
14.3K
$1.44M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.33K+ 0.72% |
$923K - $931K
|
1.31M
$132M
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
9.15K+ 95.66% |
$905K - $912K
|
18.7K
$1.88M
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
9.15K+ 95.66% |
$905K - $912K
|
18.7K
$1.88M
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
9.03K+ 30.39% |
$894K - $901K
|
38.8K
$3.9M
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
8.86K+ 19.63% |
$877K - $884K
|
54K
$5.44M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.47KNew |
$838K - $845K
|
8.47K
$853K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.38K+ 34.1% |
$829K - $836K
|
33K
$3.32M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.01K+ 44.25% |
$792K - $799K
|
26.1K
$2.63M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.01K+ 147.6% |
$792K - $799K
|
13.4K
$1.35M
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
7.99K+ 43.79% |
$790K - $797K
|
26.2K
$2.64M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.87K+ 3.02% |
$779K - $785K
|
268K
$27M
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.79K+ 18.37% |
$770K - $777K
|
50.2K
$5.05M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.76K+ 35.37% |
$768K - $774K
|
29.7K
$2.99M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.66K+ 151.79% |
$758K - $764K
|
12.7K
$1.28M
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
7.58K+ 17.76% |
$749K - $756K
|
50.2K
$5.06M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.56K+ 15.43% |
$748K - $754K
|
56.6K
$5.69M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
7.53K+ 61.93% |
$745K - $751K
|
19.7K
$1.98M
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.45KNew |
$737K - $743K
|
7.45K
$749K
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
7.3K+ 205.61% |
$722K - $728K
|
10.8K
$1.09M
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
7.23K+ 100.57% |
$715K - $721K
|
14.4K
$1.45M
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
6.78K+ 109.76% |
$671K - $676K
|
13K
$1.3M
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
6.52K+ 163.33% |
$645K - $650K
|
10.5K
$1.06M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.33K+ 3.33% |
$626K - $632K
|
196K
$19.8M
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.27K+ 31.26% |
$620K - $625K
|
26.3K
$2.65M
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
6.09K+ 56.29% |
$603K - $608K
|
16.9K
$1.7M
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6.05K+ 4.72% |
$599K - $604K
|
134K
$13.5M
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6K+ 15.11% |
$593K - $598K
|
45.7K
$4.6M
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.98KNew |
$591K - $596K
|
5.98K
$602K
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
5.89KNew |
$583K - $588K
|
5.89K
$593K
|
|
Jul 24, 2023
Q2 2023
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
5.72K+ 31.0% |
$566K - $571K
|
24.2K
$2.43M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
5.39K+ 643.56% |
$533K - $538K
|
6.23K
$627K
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.29K+ 6.87% |
$523K - $527K
|
82.2K
$8.27M
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
5.2KNew |
$515K - $519K
|
5.2K
$524K
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
5.19K+ 112.22% |
$513K - $518K
|
9.82K
$988K
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.11K+ 2.85% |
$506K - $510K
|
184K
$18.5M
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.04K+ 4.23% |
$499K - $503K
|
124K
$12.5M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5KNew |
$495K - $499K
|
5K
$503K
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
4.93K+ 7.88% |
$488K - $492K
|
67.5K
$6.79M
|