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 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-855- 3.82% |
$84.6K - $85.3K
|
21.5K
$2.16M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-863- 23.63% |
$85.4K - $86.1K
|
2.79K
$281K
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-865- 0.89% |
$85.6K - $86.3K
|
96.4K
$9.71M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-894- 9.16% |
$88.4K - $89.2K
|
8.86K
$892K
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-898- 14.54% |
$88.8K - $89.6K
|
5.28K
$531K
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-911- 6.75% |
$90.1K - $90.9K
|
12.6K
$1.27M
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-930- 8.79% |
$92K - $92.8K
|
9.65K
$971K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-932- 26.69% |
$92.2K - $93K
|
2.56K
$258K
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-952- 23.65% |
$94.2K - $95K
|
3.07K
$309K
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-965- 6.03% |
$95.5K - $96.3K
|
15K
$1.51M
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1K- 12.81% |
$98.9K - $99.8K
|
6.81K
$685K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1K- 12.81% |
$98.9K - $99.8K
|
6.81K
$685K
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1K- 19.23% |
$98.9K - $99.8K
|
4.2K
$423K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1K- 11.51% |
$99K - $99.9K
|
7.7K
$775K
|
|
Jul 12, 2023
Q2 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-1K- 17.59% |
$99.3K - $100K
|
4.7K
$473K
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.02K- 8.96% |
$101K - $102K
|
10.3K
$1.04M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.02K- 18.41% |
$101K - $102K
|
4.52K
$454K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.06K- 13.77% |
$105K - $106K
|
6.65K
$669K
|
|
Aug 10, 2023
Q2 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-1.06K- 2.86% |
$105K - $106K
|
36.1K
$3.63M
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.08K- 2.23% |
$107K - $108K
|
47.4K
$4.77M
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.09K- 13.47% |
$108K - $109K
|
7.01K
$705K
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
SELL
|
- |
-1.15K- 12.99% |
$113K - $114K
|
7.68K
$773K
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.16K- 3.81% |
$115K - $116K
|
29.3K
$2.95M
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.17K- 26.08% |
$116K - $117K
|
3.32K
$334K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.19K- 6.21% |
$117K - $118K
|
17.9K
$1.8M
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.2K- 67.04% |
$119K - $120K
|
590
$59.4K
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.21K- 0.85% |
$119K - $120K
|
141K
$14.2M
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.21K- 38.14% |
$120K - $121K
|
1.97K
$198K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.22K- 4.05% |
$121K - $122K
|
29K
$2.91M
|
|
Jul 26, 2023
Q2 2023
|
Keene & Associates, Inc.
|
SELL
|
- |
-1.28K- 1.61% |
$127K - $128K
|
78.3K
$7.88M
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.29K- 4.62% |
$127K - $128K
|
26.6K
$2.68M
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.3K- 23.35% |
$129K - $130K
|
4.27K
$429K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.3K- 64.36% |
$129K - $130K
|
721
$72.6K
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.31K- 4.64% |
$129K - $131K
|
26.9K
$2.71M
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.37K- 12.18% |
$135K - $136K
|
9.86K
$992K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.37K- 78.09% |
$136K - $137K
|
385
$38.7K
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-1.39K- 3.58% |
$138K - $139K
|
37.5K
$3.78M
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.4K- 20.98% |
$138K - $140K
|
5.27K
$530K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.4K- 34.79% |
$139K - $140K
|
2.63K
$265K
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.47K- 6.74% |
$145K - $147K
|
20.3K
$2.04M
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.49K- 13.14% |
$148K - $149K
|
9.87K
$993K
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.52K- 3.81% |
$150K - $152K
|
38.4K
$3.87M
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.56K- 11.96% |
$154K - $155K
|
11.5K
$1.15M
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.57K- 35.76% |
$155K - $156K
|
2.81K
$283K
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.62K- 3.15% |
$161K - $162K
|
49.9K
$5.02M
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.64K- 2.76% |
$162K - $163K
|
57.7K
$5.8M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.64K- 3.74% |
$162K - $163K
|
42.1K
$4.24M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.64K- 12.95% |
$162K - $164K
|
11K
$1.11M
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.65K- 8.44% |
$163K - $165K
|
17.9K
$1.8M
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.68K- 32.95% |
$166K - $167K
|
3.41K
$344K
|