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 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
18.2K+ 69.88% |
$1.82M - $1.83M
|
44.3K
$4.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.9K+ 44.77% |
$1.69M - $1.7M
|
54.7K
$5.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
16.5K+ 8.71% |
$1.65M - $1.66M
|
206K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
15.3K+ 3.47% |
$1.53M - $1.54M
|
455K
$45.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
13.7K+ 5.11% |
$1.37M - $1.38M
|
282K
$28.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
13.5K+ 6.38% |
$1.35M - $1.36M
|
225K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
13.4K+ 17.52% |
$1.34M - $1.35M
|
90K
$9.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
13K+ 23.37% |
$1.3M - $1.31M
|
68.6K
$6.89M
|
|
|
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 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
10.8K+ 131.21% |
$1.08M - $1.09M
|
19.1K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
10.4KNew |
$1.04M - $1.05M
|
10.4K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10K+ 80.29% |
$1M - $1.01M
|
22.5K
$2.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.96K+ 14.47% |
$997K - $1M
|
78.8K
$7.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
9.94K+ 84.71% |
$995K - $1M
|
21.7K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
9.81KNew |
$982K - $988K
|
9.81K
$985K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.98K+ 8.72% |
$899K - $905K
|
112K
$11.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
8.53KNew |
$854K - $859K
|
8.53K
$856K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
8.49K+ 6.71% |
$849K - $854K
|
135K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.26K+ 4.13% |
$827K - $832K
|
208K
$20.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
8.12K+ 3.05% |
$813K - $818K
|
274K
$27.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
8.12KNew |
$813K - $818K
|
8.12K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
7.91KNew |
$791K - $796K
|
7.91K
$794K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.86KNew |
$786K - $791K
|
7.86K
$789K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
7.62K+ 62.99% |
$763K - $768K
|
19.7K
$1.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
7.48K+ 52.11% |
$749K - $753K
|
21.8K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
7.48K+ 52.11% |
$749K - $753K
|
21.8K
$2.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
7.38K+ 4.37% |
$738K - $743K
|
176K
$17.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Emory University
Atlanta, GA |
BUY
|
- |
6.53KNew |
$653K - $657K
|
6.53K
$655K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.49K+ 2.8% |
$649K - $653K
|
238K
$23.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
6.4K+ 18.6% |
$640K - $644K
|
40.8K
$4.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
6.33K+ 14.3% |
$633K - $637K
|
50.6K
$5.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
6.3KNew |
$630K - $634K
|
6.3K
$632K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.23K+ 46.43% |
$623K - $627K
|
19.6K
$1.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.19K+ 4.72% |
$619K - $623K
|
137K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.1K+ 20.36% |
$610K - $614K
|
36.1K
$3.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.99K+ 8.03% |
$599K - $603K
|
80.6K
$8.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.67K+ 16.15% |
$567K - $571K
|
40.8K
$4.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.64K+ 111.44% |
$564K - $568K
|
10.7K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.43KNew |
$543K - $546K
|
5.43K
$545K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.39K+ 52.08% |
$539K - $543K
|
15.7K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.2K+ 373.08% |
$520K - $523K
|
6.59K
$662K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.16KNew |
$516K - $520K
|
5.16K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
4.99KNew |
$500K - $503K
|
4.99K
$501K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
4.97KNew |
$498K - $501K
|
4.97K
$499K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.84K+ 53.15% |
$485K - $488K
|
14K
$1.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.71K+ 12.93% |
$472K - $475K
|
41.2K
$4.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.55K+ 15.86% |
$456K - $458K
|
33.3K
$3.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.5K+ 7.12% |
$450K - $453K
|
67.7K
$6.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.4KNew |
$440K - $443K
|
4.4K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.34K+ 12.46% |
$435K - $437K
|
39.2K
$3.93M
|