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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.92KNew |
$487K - $491K
|
4.92K
$495K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.75K+ 47.88% |
$470K - $474K
|
14.7K
$1.48M
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.72K+ 23.74% |
$466K - $470K
|
24.6K
$2.47M
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4.66K+ 266.0% |
$460K - $464K
|
6.41K
$645K
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.47K+ 65.47% |
$442K - $446K
|
11.3K
$1.14M
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.27KNew |
$422K - $425K
|
4.27K
$429K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.01K+ 6.57% |
$397K - $400K
|
65K
$6.54M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
4.01K+ 18.15% |
$397K - $400K
|
26.1K
$2.63M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.94KNew |
$390K - $393K
|
3.94K
$397K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.79K+ 23.34% |
$375K - $378K
|
20K
$2.02M
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.76K+ 38.23% |
$372K - $375K
|
13.6K
$1.37M
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.59K+ 13.11% |
$355K - $358K
|
31K
$3.12M
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.54KNew |
$350K - $353K
|
3.54K
$356K
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.23KNew |
$319K - $322K
|
3.23K
$325K
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.2K+ 90.11% |
$316K - $319K
|
6.75K
$679K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.17K+ 554.9% |
$314K - $317K
|
3.75K
$377K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.12K+ 34.0% |
$309K - $311K
|
12.3K
$1.24M
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.04K+ 7.59% |
$301K - $303K
|
43.1K
$4.34M
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.96KNew |
$293K - $295K
|
2.96K
$298K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.9K+ 52.17% |
$287K - $289K
|
8.46K
$852K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.9K+ 52.17% |
$287K - $289K
|
8.46K
$852K
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.9KNew |
$287K - $289K
|
2.9K
$292K
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.73KNew |
$270K - $272K
|
2.73K
$275K
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.69K+ 7.67% |
$266K - $268K
|
37.8K
$3.8M
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.62KNew |
$259K - $261K
|
2.62K
$264K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.6K+ 3.35% |
$257K - $260K
|
80.3K
$8.08M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.54KNew |
$251K - $253K
|
2.54K
$255K
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.5KNew |
$247K - $250K
|
2.5K
$252K
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.5KNew |
$247K - $249K
|
2.5K
$252K
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.42K+ 11.08% |
$240K - $242K
|
24.3K
$2.45M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.35K+ 16.4% |
$232K - $234K
|
16.7K
$1.68M
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.32KNew |
$230K - $232K
|
2.32K
$234K
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
2.29K+ 0.97% |
$227K - $229K
|
238K
$24M
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.11K+ 55.72% |
$208K - $210K
|
5.88K
$592K
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.05KNew |
$203K - $205K
|
2.05K
$206K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.04KNew |
$201K - $203K
|
2.04K
$205K
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
2.01KNew |
$199K - $200K
|
2.01K
$202K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.01KNew |
$199K - $200K
|
2.01K
$202K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.99K+ 48.74% |
$196K - $198K
|
6.06K
$610K
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
1.81K+ 4.86% |
$179K - $181K
|
39.1K
$3.94M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.78K+ 25.95% |
$176K - $177K
|
8.62K
$868K
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.73K+ 4.91% |
$171K - $172K
|
37K
$3.72M
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.63K+ 3.94% |
$161K - $163K
|
43K
$4.32M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.6K+ 47.15% |
$158K - $160K
|
4.99K
$502K
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.58K+ 1.06% |
$156K - $158K
|
150K
$15.1M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 12.95% |
$145K - $146K
|
12.8K
$1.29M
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.44K+ 12.58% |
$142K - $144K
|
12.9K
$1.3M
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.36K+ 24.86% |
$134K - $135K
|
6.81K
$685K
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.33K+ 3.37% |
$131K - $132K
|
40.7K
$4.09M
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.29K+ 49.88% |
$128K - $129K
|
3.89K
$391K
|