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 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-21- 0.97% |
$2.08K - $2.09K
|
2.14K
$215K
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-23- 0.06% |
$2.28K - $2.29K
|
36.1K
$3.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-23- 0.85% |
$2.28K - $2.29K
|
2.7K
$272K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-27- 0.68% |
$2.67K - $2.69K
|
3.93K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-30- 1.46% |
$2.97K - $2.99K
|
2.02K
$204K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-50- 1.97% |
$4.95K - $4.99K
|
2.49K
$251K
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-50- 1.71% |
$4.95K - $4.99K
|
2.88K
$290K
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-71- 0.72% |
$7.02K - $7.08K
|
9.73K
$980K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-71- 5.13% |
$7.02K - $7.08K
|
1.31K
$132K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-72- 2.4% |
$7.12K - $7.18K
|
2.93K
$295K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-83- 1.09% |
$8.21K - $8.28K
|
7.53K
$758K
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-83- 40.29% |
$8.21K - $8.28K
|
123
$12.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-87- 0.45% |
$8.61K - $8.68K
|
19.2K
$1.93M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-89- 1.63% |
$8.8K - $8.88K
|
5.38K
$541K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-90- 19.87% |
$8.9K - $8.98K
|
363
$36.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-94- 1.89% |
$9.3K - $9.38K
|
4.89K
$492K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-95- 1.38% |
$9.4K - $9.48K
|
6.79K
$683K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-99- 3.02% |
$9.79K - $9.88K
|
3.18K
$320K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-100- 7.15% |
$9.89K - $9.98K
|
1.3K
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-114- 4.88% |
$11.3K - $11.4K
|
2.22K
$224K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-115- 0.66% |
$11.4K - $11.5K
|
17.3K
$1.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-124- 1.28% |
$12.3K - $12.4K
|
9.53K
$959K
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-124- 1.14% |
$12.3K - $12.4K
|
10.7K
$1.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-138- 2.14% |
$13.7K - $13.8K
|
6.31K
$636K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-141- 2.97% |
$13.9K - $14.1K
|
4.61K
$464K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-142- 5.93% |
$14K - $14.2K
|
2.25K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-144- 0.6% |
$14.2K - $14.4K
|
23.8K
$2.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-145- 4.45% |
$14.3K - $14.5K
|
3.11K
$314K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-154- 3.75% |
$15.2K - $15.4K
|
3.95K
$398K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-164- 4.02% |
$16.2K - $16.4K
|
3.92K
$395K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-171- 3.31% |
$16.9K - $17.1K
|
5K
$503K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-174- 1.92% |
$17.2K - $17.4K
|
8.91K
$897K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-174- 1.92% |
$17.2K - $17.4K
|
8.91K
$897K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-180- 4.59% |
$17.8K - $18K
|
3.75K
$377K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-190- 0.58% |
$18.8K - $19K
|
32.7K
$3.29M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-200- 0.91% |
$19.8K - $20K
|
21.8K
$2.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-205- 1.82% |
$20.3K - $20.5K
|
11.1K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-205- 1.46% |
$20.3K - $20.5K
|
13.8K
$1.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-209- 2.64% |
$20.7K - $20.8K
|
7.72K
$777K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-226- 7.98% |
$22.4K - $22.5K
|
2.61K
$262K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-226- 1.57% |
$22.4K - $22.5K
|
14.2K
$1.43M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-226- 3.72% |
$22.4K - $22.5K
|
5.85K
$589K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-232- 3.12% |
$22.9K - $23.1K
|
7.21K
$726K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-238- 9.33% |
$23.5K - $23.7K
|
2.31K
$233K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-264- 1.85% |
$26.1K - $26.3K
|
14K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-274- 1.41% |
$27.1K - $27.3K
|
19.2K
$1.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-280- 0.94% |
$27.7K - $27.9K
|
29.5K
$2.97M
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-300- 11.9% |
$29.7K - $29.9K
|
2.22K
$224K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-328- 48.45% |
$32.4K - $32.7K
|
349
$35.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-334- 5.89% |
$33K - $33.3K
|
5.34K
$538K
|