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 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-4.05K- 9.68% |
$405K - $408K
|
37.8K
$3.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-4.1K- 22.81% |
$410K - $413K
|
13.9K
$1.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.11K- 19.61% |
$412K - $414K
|
16.9K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-4.2K- 30.51% |
$420K - $423K
|
9.57K
$960K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-4.21K- 37.82% |
$422K - $424K
|
6.93K
$695K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.25K- 9.06% |
$425K - $428K
|
42.6K
$4.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-4.35K- 8.68% |
$435K - $437K
|
45.7K
$4.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.42K- 27.4% |
$442K - $445K
|
11.7K
$1.18M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-4.6K- 31.68% |
$460K - $463K
|
9.91K
$995K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-4.85K- 33.99% |
$486K - $489K
|
9.42K
$946K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-4.9K- 48.45% |
$491K - $494K
|
5.22K
$523K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.97K- 11.26% |
$497K - $500K
|
39.1K
$3.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-5.17K- 0.76% |
$518K - $521K
|
679K
$68.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-5.2K- 7.93% |
$520K - $523K
|
60.3K
$6.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.38K- 23.34% |
$538K - $541K
|
17.7K
$1.77M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-5.4K- 25.89% |
$541K - $544K
|
15.5K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.49K- 15.14% |
$550K - $553K
|
30.8K
$3.09M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.57K- 46.16% |
$557K - $560K
|
6.49K
$652K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.75K- 7.44% |
$575K - $579K
|
71.5K
$7.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.76K- 39.45% |
$577K - $580K
|
8.84K
$887K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.87K- 53.03% |
$587K - $591K
|
5.2K
$522K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.89K- 18.59% |
$589K - $593K
|
25.8K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-6.06K- 4.7% |
$607K - $610K
|
123K
$12.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.08K- 33.17% |
$608K - $612K
|
12.2K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.08K- 54.25% |
$609K - $612K
|
5.13K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.22K- 1.09% |
$623K - $626K
|
562K
$56.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6.23K- 6.12% |
$623K - $627K
|
95.5K
$9.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.28K- 6.09% |
$628K - $632K
|
96.7K
$9.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-6.47K- 30.39% |
$647K - $651K
|
14.8K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.64K- 2.25% |
$665K - $669K
|
288K
$28.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-6.66K- 22.72% |
$666K - $670K
|
22.7K
$2.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-7.07K- 24.51% |
$708K - $712K
|
21.8K
$2.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.19K- 8.08% |
$720K - $724K
|
81.8K
$8.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.26K- 51.22% |
$727K - $731K
|
6.92K
$694K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.34K- 26.59% |
$735K - $739K
|
20.3K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.7K- 20.75% |
$771K - $776K
|
29.4K
$2.95M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.13K- 12.93% |
$814K - $819K
|
54.8K
$5.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-8.17K- 69.58% |
$818K - $823K
|
3.57K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-8.85K- 8.47% |
$885K - $891K
|
95.6K
$9.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.9K- 4.14% |
$891K - $896K
|
206K
$20.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9.06K- 35.57% |
$907K - $913K
|
16.4K
$1.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.11K- 32.85% |
$912K - $918K
|
18.6K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.41K- 24.66% |
$941K - $947K
|
28.7K
$2.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-9.64K- 16.25% |
$965K - $971K
|
49.7K
$4.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-9.88K- 18.9% |
$989K - $995K
|
42.4K
$4.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-10.1K- 49.49% |
$1.01M - $1.02M
|
10.3K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-11K- 7.74% |
$1.11M - $1.11M
|
132K
$13.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.9K- 26.81% |
$1.19M - $1.19M
|
32.4K
$3.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12.3K- 33.39% |
$1.23M - $1.24M
|
24.5K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-12.6K- 85.18% |
$1.26M - $1.27M
|
2.19K
$220K
|