Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
899+ 13.15% |
$89.3K - $90K
|
7.74K
$778K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
863+ 6.42% |
$85.7K - $86.4K
|
14.3K
$1.44M
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
858+ 8.16% |
$85.3K - $85.9K
|
11.4K
$1.14M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
849+ 21.85% |
$84.4K - $85K
|
4.73K
$476K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
811+ 13.39% |
$80.6K - $81.2K
|
6.87K
$691K
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
786+ 5.7% |
$78.1K - $78.7K
|
14.6K
$1.47M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
740New |
$73.5K - $74.1K
|
740
$74.5K
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
663+ 2.14% |
$65.9K - $66.4K
|
31.6K
$3.18M
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
645New |
$64.1K - $64.6K
|
645
$64.9K
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
639+ 2.45% |
$63.5K - $64K
|
26.7K
$2.69M
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
615+ 0.97% |
$61.1K - $61.6K
|
63.8K
$6.42M
|
|
Oct 13, 2023
Q3 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
596+ 0.66% |
$59.2K - $59.7K
|
90.6K
$9.11M
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
543+ 5.51% |
$54K - $54.4K
|
10.4K
$1.05M
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
517+ 3.76% |
$51.4K - $51.8K
|
14.3K
$1.44M
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
515+ 1.37% |
$51.2K - $51.6K
|
38.1K
$3.83M
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
474+ 5.52% |
$47.1K - $47.5K
|
9.06K
$912K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
471+ 17.91% |
$46.8K - $47.2K
|
3.1K
$312K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
467+ 3.65% |
$46.4K - $46.8K
|
13.2K
$1.33M
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
465+ 2.98% |
$46.2K - $46.6K
|
16.1K
$1.62M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
430+ 10.18% |
$42.7K - $43.1K
|
4.66K
$468K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
421+ 7.19% |
$41.8K - $42.2K
|
6.28K
$632K
|
|
Nov 03, 2023
Q3 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
402+ 0.45% |
$39.9K - $40.3K
|
90.3K
$9.09M
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
401+ 0.87% |
$39.8K - $40.2K
|
46.3K
$4.66M
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
381New |
$37.9K - $38.2K
|
381
$38.3K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
381+ 3.1% |
$37.9K - $38.2K
|
12.7K
$1.28M
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
379+ 11.43% |
$37.7K - $38K
|
3.7K
$372K
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
373+ 6.98% |
$37.1K - $37.4K
|
5.71K
$575K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
367+ 27.93% |
$36.5K - $36.8K
|
1.68K
$169K
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
360+ 7.73% |
$35.8K - $36.1K
|
5.02K
$505K
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
354+ 1.26% |
$35.2K - $35.4K
|
28.5K
$2.87M
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
348+ 1.81% |
$34.6K - $34.8K
|
19.6K
$1.97M
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
335New |
$33.3K - $33.5K
|
335
$33.7K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
317+ 6.6% |
$31.5K - $31.7K
|
5.12K
$515K
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
310+ 2.41% |
$30.8K - $31K
|
13.2K
$1.33M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
292+ 5.85% |
$29K - $29.2K
|
5.28K
$531K
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
275+ 0.44% |
$27.3K - $27.5K
|
62.4K
$6.28M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
269+ 12.41% |
$26.7K - $26.9K
|
2.44K
$245K
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
237+ 10.25% |
$23.5K - $23.7K
|
2.55K
$257K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
217New |
$21.6K - $21.7K
|
217
$21.8K
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
210+ 4.27% |
$20.9K - $21K
|
5.13K
$516K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
210+ 4.55% |
$20.9K - $21K
|
4.82K
$485K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
207+ 2.69% |
$20.6K - $20.7K
|
7.9K
$795K
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
202+ 2.08% |
$20.1K - $20.2K
|
9.9K
$996K
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
199+ 4.07% |
$19.8K - $19.9K
|
5.09K
$512K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
195+ 2.26% |
$19.4K - $19.5K
|
8.82K
$887K
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
185+ 1.03% |
$18.4K - $18.5K
|
18.1K
$1.82M
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
181+ 2.45% |
$18K - $18.1K
|
7.56K
$761K
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
181+ 1.07% |
$18K - $18.1K
|
17.2K
$1.73M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
171New |
$17K - $17.1K
|
171
$17.2K
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
147+ 1.5% |
$14.6K - $14.7K
|
9.96K
$1M
|