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 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
147+ 11.8% |
$14.6K - $14.7K
|
1.39K
$140K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
146+ 34.93% |
$14.5K - $14.6K
|
564
$56.8K
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
145+ 1.01% |
$14.4K - $14.5K
|
14.6K
$1.46M
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
144+ 1.3% |
$14.3K - $14.4K
|
11.2K
$1.13M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
120+ 480.0% |
$11.9K - $12K
|
145
$14.6K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
116+ 24.02% |
$11.5K - $11.6K
|
599
$60.3K
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
110+ 4.35% |
$10.9K - $11K
|
2.64K
$266K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
97New |
$9.64K - $9.71K
|
97
$9.76K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
77+ 2.12% |
$7.65K - $7.71K
|
3.72K
$374K
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
75+ 3.51% |
$7.45K - $7.51K
|
2.21K
$223K
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
63+ 1.31% |
$6.26K - $6.31K
|
4.88K
$491K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
57New |
$5.66K - $5.71K
|
57
$5.74K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
51New |
$5.07K - $5.11K
|
51
$5.13K
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
51+ 0.49% |
$5.07K - $5.11K
|
10.5K
$1.06M
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
50New |
$4.97K - $5.01K
|
50
$5.03K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
47New |
$4.67K - $4.71K
|
47
$4.73K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
41+ 1.04% |
$4.07K - $4.11K
|
4K
$403K
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
39+ 1.31% |
$3.88K - $3.91K
|
3.02K
$304K
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
35+ 1.28% |
$3.48K - $3.5K
|
2.76K
$278K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
32+ 3.65% |
$3.18K - $3.2K
|
909
$91.5K
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
30+ 0.7% |
$2.98K - $3K
|
4.3K
$432K
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
29+ 3.28% |
$2.88K - $2.9K
|
912
$91.8K
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
28+ 0.72% |
$2.78K - $2.8K
|
3.94K
$396K
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
26+ 1.29% |
$2.58K - $2.6K
|
2.04K
$205K
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
25+ 0.93% |
$2.48K - $2.5K
|
2.72K
$274K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
24+ 1.03% |
$2.38K - $2.4K
|
2.34K
$236K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
24+ 1.03% |
$2.38K - $2.4K
|
2.35K
$236K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
17+ 0.44% |
$1.69K - $1.7K
|
3.88K
$391K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
17+ 0.7% |
$1.69K - $1.7K
|
2.44K
$246K
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
16+ 0.63% |
$1.59K - $1.6K
|
2.56K
$258K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 1.86% |
$1.49K - $1.5K
|
820
$82.5K
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
15+ 0.31% |
$1.49K - $1.5K
|
4.8K
$483K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
14New |
$1.39K - $1.4K
|
14
$1.41K
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11+ 0.44% |
$1.09K - $1.1K
|
2.49K
$251K
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
10+ 0.21% |
$994 - $1K
|
4.71K
$474K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9+ 2.72% |
$894 - $901
|
340
$34.2K
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.17% |
$596 - $601
|
3.55K
$357K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 1.71% |
$596 - $601
|
357
$35.9K
|
|
Nov 14, 2023
Q3 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
4+ 0.88% |
$397 - $401
|
457
$46K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.16% |
$298 - $300
|
1.84K
$185K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.03% |
$199 - $200
|
196
$19.7K
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$99.4 - $100
|
3.31K
$333K
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1+ 0.02% |
$99.4 - $100
|
4.49K
$452K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.52% |
$99.4 - $100
|
194
$19.5K
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1- -0.0% |
$99.4 - $100
|
1.95M
$196M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1- 0.01% |
$99.4 - $100
|
8.86K
$892K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.05% |
$99.4 - $100
|
1.92K
$193K
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-13- 0.28% |
$1.29K - $1.3K
|
4.66K
$469K
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-15- 0.14% |
$1.49K - $1.5K
|
10.7K
$1.08M
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-18- 94.74% |
$1.79K - $1.8K
|
1
$101
|