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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
557+ 9.32% |
$55.8K - $56.1K
|
6.53K
$656K
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
508+ 14.04% |
$50.8K - $51.2K
|
4.13K
$414K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
500New |
$50K - $50.3K
|
500
$50.2K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
494New |
$49.4K - $49.7K
|
494
$49.6K
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
479+ 15.1% |
$47.9K - $48.2K
|
3.65K
$367K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
473+ 29.07% |
$47.3K - $47.6K
|
2.1K
$211K
|
|
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
$828K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
413+ 9.42% |
$41.3K - $41.6K
|
4.8K
$482K
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
408+ 6.25% |
$40.8K - $41.1K
|
6.94K
$697K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
400New |
$40K - $40.3K
|
400
$40.2K
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
400+ 2.4% |
$40K - $40.3K
|
17.1K
$1.71M
|
|
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
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
358+ 2.54% |
$35.8K - $36K
|
14.4K
$1.45M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
331+ 1.77% |
$33.1K - $33.3K
|
19K
$1.91M
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
330+ 1.33% |
$33K - $33.2K
|
25.1K
$2.52M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
330New |
$33K - $33.2K
|
330
$33.1K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
327+ 5.21% |
$32.7K - $32.9K
|
6.6K
$662K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
324New |
$32.4K - $32.6K
|
324
$32.5K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
321+ 7.49% |
$32.1K - $32.3K
|
4.61K
$462K
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
311+ 6.87% |
$31.1K - $31.3K
|
4.84K
$486K
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
306+ 12.96% |
$30.6K - $30.8K
|
2.67K
$268K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
303New |
$30.3K - $30.5K
|
303
$30.4K
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
298+ 9.95% |
$29.8K - $30K
|
3.29K
$331K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
298New |
$29.8K - $30K
|
298
$29.9K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
288+ 1.51% |
$28.8K - $29K
|
19.4K
$1.94M
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
278+ 0.59% |
$27.8K - $28K
|
47.1K
$4.73M
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
268New |
$26.8K - $27K
|
268
$26.9K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
241+ 2.09% |
$24.1K - $24.3K
|
11.8K
$1.18M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
238+ 1034.78% |
$23.8K - $24K
|
261
$26.2K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
237New |
$23.7K - $23.9K
|
237
$23.8K
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
231+ 5.35% |
$23.1K - $23.3K
|
4.55K
$457K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
225New |
$22.5K - $22.7K
|
225
$22.6K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
217+ 99.09% |
$21.7K - $21.8K
|
436
$43.8K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
200New |
$20K - $20.1K
|
200
$20.1K
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
180+ 2.11% |
$18K - $18.1K
|
8.71K
$875K
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
170+ 1.15% |
$17K - $17.1K
|
14.9K
$1.5M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
159+ 7.34% |
$15.9K - $16K
|
2.33K
$233K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
158+ 4.98% |
$15.8K - $15.9K
|
3.33K
$334K
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
147+ 3.26% |
$14.7K - $14.8K
|
4.66K
$468K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
137+ 4.04% |
$13.7K - $13.8K
|
3.53K
$354K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
135+ 6.41% |
$13.5K - $13.6K
|
2.24K
$225K
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
135+ 3.49% |
$13.5K - $13.6K
|
4.01K
$402K
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
135+ 0.48% |
$13.5K - $13.6K
|
28K
$2.81M
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
129+ 1.52% |
$12.9K - $13K
|
8.61K
$864K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
113+ 3.7% |
$11.3K - $11.4K
|
3.17K
$318K
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
103+ 1.36% |
$10.3K - $10.4K
|
7.67K
$769K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
102+ 1.82% |
$10.2K - $10.3K
|
5.7K
$572K
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
89+ 0.39% |
$8.91K - $8.96K
|
23.1K
$2.32M
|