Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
196K+ 6.55% |
$19.6M - $19.7M
|
3.19M
$320M
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
132K+ 54.19% |
$13.2M - $13.3M
|
375K
$37.6M
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
43.2K+ 57.18% |
$4.32M - $4.35M
|
119K
$11.9M
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
40KNew |
$4.01M - $4.03M
|
40K
$4.02M
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
33.3K+ 32.13% |
$3.33M - $3.35M
|
137K
$13.8M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18.7K+ 13.96% |
$1.87M - $1.88M
|
152K
$15.3M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
18.4K+ 42.38% |
$1.84M - $1.85M
|
61.7K
$6.2M
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
12.2K+ 105.97% |
$1.22M - $1.22M
|
23.6K
$2.37M
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
8.12KNew |
$813K - $818K
|
8.12K
$816K
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
7.62K+ 62.99% |
$763K - $768K
|
19.7K
$1.98M
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
7.38K+ 4.37% |
$738K - $743K
|
176K
$17.7M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.23K+ 46.43% |
$623K - $627K
|
19.6K
$1.97M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.99K+ 8.03% |
$599K - $603K
|
80.6K
$8.1M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.64K+ 111.44% |
$564K - $568K
|
10.7K
$1.07M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.84K+ 53.15% |
$485K - $488K
|
14K
$1.4M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.55K+ 15.86% |
$456K - $458K
|
33.3K
$3.34M
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
4.14KNew |
$414K - $416K
|
4.14K
$415K
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
3.55KNew |
$356K - $358K
|
3.55K
$357K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.22K+ 16.48% |
$322K - $324K
|
22.8K
$2.29M
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.76KNew |
$276K - $278K
|
2.76K
$278K
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.53K+ 47.7% |
$253K - $254K
|
7.82K
$786K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.43KNew |
$243K - $244K
|
2.43K
$244K
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
2.25K+ 5.11% |
$225K - $226K
|
46.2K
$4.64M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.14K+ 0.81% |
$214K - $215K
|
267K
$26.8M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.04KNew |
$204K - $205K
|
2.04K
$205K
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
2.03K+ 38.29% |
$203K - $205K
|
7.34K
$737K
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.82K+ 80.28% |
$183K - $184K
|
4.1K
$412K
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.66K+ 32.7% |
$166K - $167K
|
6.75K
$678K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 22.79% |
$145K - $145K
|
7.78K
$782K
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
1.21K+ 8.93% |
$121K - $122K
|
14.8K
$1.48M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.19KNew |
$119K - $119K
|
1.19K
$119K
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.18K+ 2.3% |
$118K - $119K
|
52.4K
$5.27M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.17K+ 24.85% |
$118K - $118K
|
5.9K
$593K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.05K+ 25.58% |
$105K - $106K
|
5.15K
$517K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
1.03K+ 1.3% |
$103K - $104K
|
80K
$8.03M
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
960+ 4.47% |
$96.1K - $96.7K
|
22.4K
$2.25M
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
839+ 2.92% |
$84K - $84.5K
|
29.5K
$2.97M
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
614+ 2.36% |
$61.5K - $61.8K
|
26.6K
$2.68M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
455+ 40.81% |
$45.5K - $45.8K
|
1.57K
$158K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
444+ 5.69% |
$44.4K - $44.7K
|
8.25K
$829K
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
378+ 3.69% |
$37.8K - $38.1K
|
10.6K
$1.07M
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
358+ 1.47% |
$35.8K - $36K
|
24.7K
$2.48M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
324New |
$32.4K - $32.6K
|
324
$32.6K
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
298+ 9.95% |
$29.8K - $30K
|
3.29K
$331K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
237New |
$23.7K - $23.9K
|
237
$23.8K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
200New |
$20K - $20.1K
|
200
$20.1K
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
147+ 3.26% |
$14.7K - $14.8K
|
4.66K
$468K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
102+ 1.82% |
$10.2K - $10.3K
|
5.7K
$573K
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
68New |
$6.81K - $6.85K
|
68
$6.83K
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
64+ 1.78% |
$6.41K - $6.44K
|
3.66K
$368K
|