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 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.28K+ 2.1% |
$126K - $127K
|
62.1K
$6.25M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.22K+ 2.03% |
$120K - $122K
|
61.3K
$6.17M
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.21K+ 58.37% |
$119K - $120K
|
3.28K
$330K
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
BUY
|
- |
1.11K+ 2.48% |
$110K - $111K
|
45.9K
$4.62M
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.11K+ 3.2% |
$110K - $111K
|
35.7K
$3.59M
|
|
Aug 02, 2023
Q2 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.06K+ 1.2% |
$105K - $106K
|
89.9K
$9.05M
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
900+ 7.86% |
$89K - $89.8K
|
12.4K
$1.24M
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
700New |
$69.2K - $69.8K
|
700
$70.4K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
653+ 673.2% |
$64.6K - $65.1K
|
750
$75.5K
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
615+ 6.64% |
$60.8K - $61.4K
|
9.88K
$994K
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
613+ 3.61% |
$60.6K - $61.2K
|
17.6K
$1.77M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
605New |
$59.8K - $60.4K
|
605
$60.9K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
600New |
$59.4K - $59.9K
|
600
$60.4K
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
549+ 2.16% |
$54.3K - $54.8K
|
25.9K
$2.61M
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
480+ 1.4% |
$47.5K - $47.9K
|
34.8K
$3.51M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
453+ 0.16% |
$44.8K - $45.2K
|
281K
$28.3M
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
430+ 1.8% |
$42.5K - $42.9K
|
24.4K
$2.45M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
422+ 7.76% |
$41.7K - $42.1K
|
5.86K
$589K
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
406+ 1.94% |
$40.2K - $40.5K
|
21.4K
$2.15M
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
374+ 5.02% |
$37K - $37.3K
|
7.83K
$788K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
374New |
$37K - $37.3K
|
374
$37.6K
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
333+ 5.86% |
$32.9K - $33.2K
|
6.02K
$605K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
331New |
$32.7K - $33K
|
331
$33.3K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
326+ 0.63% |
$32.2K - $32.5K
|
51.8K
$5.22M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
318+ 1.79% |
$31.5K - $31.7K
|
18.1K
$1.82M
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
292+ 2.81% |
$28.9K - $29.1K
|
10.7K
$1.08M
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
279+ 2.57% |
$27.6K - $27.8K
|
11.1K
$1.12M
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
277+ 1.63% |
$27.4K - $27.6K
|
17.2K
$1.73M
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
272+ 24.22% |
$26.9K - $27.1K
|
1.4K
$140K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
238+ 41.98% |
$23.5K - $23.7K
|
805
$81K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
233+ 93.2% |
$23K - $23.2K
|
483
$48.6K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
201New |
$19.9K - $20.1K
|
201
$20.2K
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
189New |
$18.7K - $18.9K
|
189
$19K
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
175+ 2.52% |
$17.3K - $17.5K
|
7.11K
$715K
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
166+ 7.03% |
$16.4K - $16.6K
|
2.53K
$254K
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
161+ 2.73% |
$15.9K - $16.1K
|
6.06K
$610K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
142New |
$14K - $14.2K
|
142
$14.3K
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
129+ 3.37% |
$12.8K - $12.9K
|
3.96K
$399K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
128+ 3.65% |
$12.7K - $12.8K
|
3.64K
$366K
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
123+ 3.93% |
$12.2K - $12.3K
|
3.25K
$327K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
110New |
$10.9K - $11K
|
110
$11.1K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
108+ 43.2% |
$10.7K - $10.8K
|
358
$36K
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
105+ 1.72% |
$10.4K - $10.5K
|
6.21K
$625K
|
|
Aug 14, 2023
Q2 2023
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
103+ 0.34% |
$10.2K - $10.3K
|
30.8K
$3.1M
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
99+ 39.29% |
$9.79K - $9.88K
|
351
$35.3K
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
99+ 4.85% |
$9.79K - $9.88K
|
2.14K
$215K
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
95+ 0.64% |
$9.4K - $9.48K
|
15K
$1.51M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
93+ 0.04% |
$9.2K - $9.28K
|
209K
$21M
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
82+ 1.59% |
$8.11K - $8.18K
|
5.24K
$527K
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
79+ 0.11% |
$7.81K - $7.88K
|
70.4K
$7.09M
|