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 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
72New |
$7.12K - $7.18K
|
72
$7.25K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
67+ 0.1% |
$6.63K - $6.68K
|
68.9K
$6.94M
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
65+ 0.87% |
$6.43K - $6.48K
|
7.55K
$760K
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
63+ 0.67% |
$6.23K - $6.28K
|
9.53K
$960K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
59New |
$5.84K - $5.89K
|
59
$5.94K
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
58+ 0.79% |
$5.74K - $5.79K
|
7.38K
$743K
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
56+ 1.18% |
$5.54K - $5.59K
|
4.81K
$485K
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
54+ 1.17% |
$5.34K - $5.39K
|
4.66K
$469K
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
53+ 0.33% |
$5.24K - $5.29K
|
15.9K
$1.6M
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
53+ 0.33% |
$5.24K - $5.29K
|
15.9K
$1.6M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
52New |
$5.14K - $5.19K
|
52
$5.24K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
49+ 0.59% |
$4.85K - $4.89K
|
8.41K
$847K
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
47+ 0.38% |
$4.65K - $4.69K
|
12.3K
$1.24M
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
47+ 0.38% |
$4.65K - $4.69K
|
12.3K
$1.24M
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
46+ 0.78% |
$4.55K - $4.59K
|
5.95K
$599K
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
39+ 1.01% |
$3.86K - $3.89K
|
3.91K
$393K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
38+ 0.45% |
$3.76K - $3.79K
|
8.41K
$847K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
36New |
$3.56K - $3.59K
|
36
$3.62K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
36+ 2.78% |
$3.56K - $3.59K
|
1.33K
$134K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
35+ 0.93% |
$3.46K - $3.49K
|
3.8K
$382K
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
34+ 1.16% |
$3.36K - $3.39K
|
2.98K
$300K
|
|
Jul 14, 2023
Q2 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
34+ 0.95% |
$3.36K - $3.39K
|
3.63K
$365K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30+ 0.71% |
$2.97K - $2.99K
|
4.23K
$425K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
29+ 1.21% |
$2.87K - $2.89K
|
2.43K
$244K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
28+ 7.18% |
$2.77K - $2.79K
|
418
$42.1K
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
24+ 0.0% |
$2.37K - $2.39K
|
1.95M
$196M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
21+ 0.91% |
$2.08K - $2.09K
|
2.32K
$234K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
19+ 1.25% |
$1.88K - $1.9K
|
1.54K
$155K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
19New |
$1.88K - $1.9K
|
19
$1.91K
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16+ 0.42% |
$1.58K - $1.6K
|
3.87K
$389K
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16+ 0.19% |
$1.58K - $1.6K
|
8.47K
$852K
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
14+ 0.55% |
$1.38K - $1.4K
|
2.55K
$256K
|
|
Aug 09, 2023
Q2 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
13+ 0.28% |
$1.29K - $1.3K
|
4.62K
$465K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10+ 0.79% |
$989 - $998
|
1.27K
$128K
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
5+ 0.08% |
$495 - $499
|
5.97K
$601K
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 4.65% |
$396 - $399
|
90
$9.06K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 2.11% |
$396 - $399
|
194
$19.5K
|
|
Aug 14, 2023
Q2 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
4+ 0.89% |
$396 - $399
|
453
$45.6K
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 0.65% |
$297 - $299
|
462
$46.5K
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$297 - $299
|
6.33K
$638K
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$198 - $200
|
3.31K
$333K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 5.56% |
$98.9 - $99.8
|
19
$1.91K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.13% |
$98.9 - $99.8
|
798
$80.3K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.52% |
$98.9 - $99.8
|
193
$19.4K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.02% |
$98.9 - $99.8
|
5.81K
$585K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.16% |
$297 - $299
|
1.92K
$193K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.16% |
$297 - $299
|
1.92K
$193K
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-4- 0.03% |
$396 - $399
|
15.5K
$1.56M
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-14- 6.42% |
$1.38K - $1.4K
|
204
$20.5K
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-20- 0.12% |
$1.98K - $2K
|
17.4K
$1.75M
|