Purchases and Sales Made in Q2 2024 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 2024. 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 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.43KNew |
$343K - $345K
|
3.43K
$344K
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.39K+ 11.12% |
$340K - $341K
|
33.9K
$3.41M
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
3.31KNew |
$331K - $333K
|
3.31K
$333K
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.18KNew |
$318K - $320K
|
3.18K
$319K
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.09KNew |
$309K - $311K
|
3.09K
$310K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3K+ 29.31% |
$300K - $302K
|
13.2K
$1.33M
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.93KNew |
$293K - $295K
|
2.93K
$294K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.89K+ 26.87% |
$289K - $291K
|
13.6K
$1.37M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.86K+ 6.8% |
$286K - $288K
|
44.8K
$4.5M
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.85K+ 9.35% |
$285K - $287K
|
33.3K
$3.34M
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.78K+ 19.21% |
$278K - $279K
|
17.2K
$1.73M
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.77K+ 5.24% |
$277K - $279K
|
55.6K
$5.59M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.73K+ 10.93% |
$274K - $275K
|
27.7K
$2.79M
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
2.73K+ 16.08% |
$274K - $275K
|
19.7K
$1.98M
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.59KNew |
$259K - $261K
|
2.59K
$260K
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.55KNew |
$255K - $257K
|
2.55K
$256K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.53KNew |
$254K - $255K
|
2.53K
$255K
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.52KNew |
$252K - $253K
|
2.52K
$253K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.5K+ 211.08% |
$250K - $251K
|
3.68K
$369K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.49KNew |
$249K - $251K
|
2.49K
$250K
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.49KNew |
$249K - $251K
|
2.49K
$250K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.42KNew |
$242K - $243K
|
2.42K
$243K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.39K+ 1.86% |
$239K - $240K
|
131K
$13.2M
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.37KNew |
$237K - $238K
|
2.37K
$238K
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.27KNew |
$227K - $229K
|
2.27K
$228K
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.12KNew |
$213K - $214K
|
2.12K
$213K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.12K+ 43.1% |
$212K - $213K
|
7.03K
$707K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2.1KNew |
$210K - $211K
|
2.1K
$211K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.01K+ 96.41% |
$202K - $203K
|
4.1K
$412K
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.89K+ 4.74% |
$190K - $191K
|
41.8K
$4.2M
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.83K+ 4.84% |
$183K - $184K
|
39.5K
$3.97M
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
1.78K+ 50.47% |
$178K - $179K
|
5.3K
$533K
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.77K+ 2.78% |
$177K - $178K
|
65.5K
$6.58M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.75K+ 972.22% |
$175K - $176K
|
1.93K
$194K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.73K+ 37.52% |
$173K - $174K
|
6.34K
$637K
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.67K+ 7.26% |
$168K - $168K
|
24.7K
$2.48M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1.67K+ 5.99% |
$167K - $168K
|
29.6K
$2.97M
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.64K+ 8.83% |
$164K - $165K
|
20.2K
$2.03M
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1.64K+ 3.73% |
$164K - $165K
|
45.5K
$4.57M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.63K+ 5.42% |
$163K - $164K
|
31.7K
$3.18M
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.58K+ 4.67% |
$158K - $159K
|
35.5K
$3.56M
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.55K+ 3.97% |
$155K - $156K
|
40.5K
$4.07M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.54KNew |
$154K - $155K
|
1.54K
$154K
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.51K+ 14.3% |
$152K - $152K
|
12.1K
$1.22M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.5K+ 13.68% |
$150K - $151K
|
12.5K
$1.25M
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.49K+ 0.16% |
$150K - $150K
|
962K
$96.7M
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.46K+ 47.97% |
$146K - $147K
|
4.51K
$453K
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.43K+ 5.24% |
$143K - $144K
|
28.7K
$2.88M
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.42K+ 1.34% |
$142K - $143K
|
107K
$10.8M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.39KNew |
$139K - $140K
|
1.39K
$140K
|