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 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
55New |
$5.51K - $5.54K
|
55
$5.53K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
50New |
$5.01K - $5.03K
|
50
$5.02K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49+ 1.59% |
$4.91K - $4.93K
|
3.14K
$315K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
45+ 0.22% |
$4.51K - $4.53K
|
20.1K
$2.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
44+ 0.43% |
$4.41K - $4.43K
|
10.2K
$1.03M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
42+ 1.36% |
$4.21K - $4.23K
|
3.14K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
38+ 1.34% |
$3.8K - $3.83K
|
2.88K
$289K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
35+ 0.29% |
$3.5K - $3.52K
|
12.1K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
35+ 1.03% |
$3.5K - $3.52K
|
3.42K
$344K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
34+ 1.15% |
$3.4K - $3.42K
|
3K
$301K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
32+ 0.32% |
$3.2K - $3.22K
|
9.94K
$999K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
29New |
$2.9K - $2.92K
|
29
$2.91K
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
27+ 1.32% |
$2.7K - $2.72K
|
2.07K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
25+ 1.05% |
$2.5K - $2.52K
|
2.4K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
25+ 1.32% |
$2.5K - $2.52K
|
1.92K
$193K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
21+ 0.66% |
$2.1K - $2.11K
|
3.22K
$323K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
20+ 0.38% |
$2K - $2.01K
|
5.29K
$532K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12New |
$1.2K - $1.21K
|
12
$1.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10+ 0.12% |
$1K - $1.01K
|
8.47K
$851K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
9+ 0.06% |
$901 - $906
|
16.1K
$1.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
8+ 13.11% |
$801 - $805
|
69
$6.93K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7+ 0.04% |
$701 - $705
|
16.1K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
7New |
$701 - $705
|
7
$703
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7+ 0.19% |
$701 - $705
|
3.61K
$363K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$601 - $604
|
5.42K
$544K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5+ 3.13% |
$501 - $503
|
165
$16.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
4+ 0.13% |
$401 - $403
|
3.03K
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4+ 0.14% |
$401 - $403
|
2.82K
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 3.95% |
$300 - $302
|
79
$7.94K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 1.5% |
$300 - $302
|
203
$20.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2+ 0.05% |
$200 - $201
|
3.87K
$389K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2+ 0.03% |
$200 - $201
|
5.98K
$600K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2New |
$200 - $201
|
2
$201
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.51% |
$100 - $101
|
196
$19.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$100 - $101
|
424
$42.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1+ 0.04% |
$100 - $101
|
2.79K
$280K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1+ 0.02% |
$100 - $101
|
4.03K
$405K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1- 0.06% |
$100 - $101
|
1.63K
$163K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6- 0.25% |
$601 - $604
|
2.41K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7- 1.25% |
$701 - $705
|
552
$55.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9- 7.76% |
$901 - $906
|
107
$10.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-10- 0.2% |
$1K - $1.01K
|
4.92K
$494K
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-25- 0.1% |
$2.5K - $2.52K
|
25.2K
$2.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-25- 3.45% |
$2.5K - $2.52K
|
700
$70.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-30- 1.07% |
$3K - $3.02K
|
2.78K
$279K
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-30- 0.21% |
$3K - $3.02K
|
14.6K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-32- 0.56% |
$3.2K - $3.22K
|
5.68K
$571K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-38- 0.59% |
$3.8K - $3.83K
|
6.36K
$639K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-38- 0.36% |
$3.8K - $3.83K
|
10.5K
$1.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-39- 0.69% |
$3.91K - $3.93K
|
5.64K
$566K
|