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 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
82+ 2.61% |
$8.21K - $8.26K
|
3.22K
$323K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
77+ 1.37% |
$7.71K - $7.75K
|
5.71K
$573K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
70+ 2.89% |
$7.01K - $7.05K
|
2.5K
$251K
|
|
|
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
$367K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
62+ 0.62% |
$6.21K - $6.24K
|
10.1K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
61+ 0.72% |
$6.11K - $6.14K
|
8.51K
$855K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
60New |
$6.01K - $6.04K
|
60
$6.02K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
52+ 0.27% |
$5.2K - $5.24K
|
19K
$1.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
51+ 1.9% |
$5.1K - $5.14K
|
2.74K
$275K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
46+ 36.51% |
$4.6K - $4.63K
|
172
$17.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
45+ 0.73% |
$4.5K - $4.53K
|
6.24K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
41New |
$4.1K - $4.13K
|
41
$4.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
41+ 1.02% |
$4.1K - $4.13K
|
4.07K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
39+ 1.36% |
$3.9K - $3.93K
|
2.92K
$293K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
37+ 0.36% |
$3.7K - $3.73K
|
10.4K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
36+ 1.05% |
$3.6K - $3.62K
|
3.46K
$347K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
35+ 0.46% |
$3.5K - $3.52K
|
7.61K
$764K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
32+ 1.34% |
$3.2K - $3.22K
|
2.43K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
32+ 1.5% |
$3.2K - $3.22K
|
2.16K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
31+ 0.3% |
$3.1K - $3.12K
|
10.5K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
29+ 1.4% |
$2.9K - $2.92K
|
2.1K
$211K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
27+ 0.96% |
$2.7K - $2.72K
|
2.84K
$285K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
26+ 0.33% |
$2.6K - $2.62K
|
7.79K
$782K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
26+ 0.37% |
$2.6K - $2.62K
|
7.06K
$708K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
26+ 0.03% |
$2.6K - $2.62K
|
103K
$10.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.67% |
$2.2K - $2.22K
|
3.28K
$330K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
20+ 10.2% |
$2K - $2.01K
|
216
$21.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20+ 0.17% |
$2K - $2.01K
|
12.1K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
19+ 0.55% |
$1.9K - $1.91K
|
3.48K
$350K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13+ 0.62% |
$1.3K - $1.31K
|
2.11K
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
8+ 11.59% |
$801 - $806
|
77
$7.73K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.42% |
$701 - $705
|
1.69K
$169K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
7New |
$701 - $705
|
7
$703
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
5+ 0.18% |
$500 - $503
|
2.8K
$281K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$500 - $503
|
5.42K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 0.61% |
$500 - $503
|
829
$83.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5New |
$500 - $503
|
5
$502
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 1.48% |
$300 - $302
|
206
$20.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 1.21% |
$200 - $201
|
167
$16.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.04% |
$200 - $201
|
5.68K
$571K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1+ 0.02% |
$100 - $101
|
4.03K
$405K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$100 - $101
|
3.64K
$365K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$100 - $101
|
1
$100
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$100 - $101
|
4.92K
$494K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2- 0.08% |
$200 - $201
|
2.49K
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3- 5.08% |
$300 - $302
|
56
$5.62K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-13- 0.32% |
$1.3K - $1.31K
|
4.06K
$407K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-16- 0.15% |
$1.6K - $1.61K
|
10.8K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-21- 0.05% |
$2.1K - $2.11K
|
44.9K
$4.51M
|