Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
904+ 152.19% |
$88.8K - $89.5K
|
1.5K
$151K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
770+ 8.79% |
$75.6K - $76.2K
|
9.53K
$959K
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
764+ 5.04% |
$75K - $75.6K
|
15.9K
$1.6M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
761+ 11.54% |
$74.7K - $75.3K
|
7.35K
$740K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
728+ 9.04% |
$71.5K - $72.1K
|
8.78K
$884K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
714+ 4.17% |
$70.1K - $70.7K
|
17.8K
$1.8M
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
700New |
$68.7K - $69.3K
|
700
$70.4K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
677New |
$66.5K - $67K
|
677
$68.1K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
636+ 2.06% |
$62.4K - $63K
|
31.5K
$3.16M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
573+ 0.81% |
$56.3K - $56.7K
|
71.7K
$7.21M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
572New |
$56.2K - $56.6K
|
572
$57.6K
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
560+ 11.66% |
$55K - $55.4K
|
5.36K
$540K
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
541+ 3.3% |
$53.1K - $53.6K
|
17K
$1.71M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
497+ 2.46% |
$48.8K - $49.2K
|
20.7K
$2.09M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
477+ 14.06% |
$46.8K - $47.2K
|
3.87K
$389K
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
447+ 3.9% |
$43.9K - $44.3K
|
11.9K
$1.2M
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
443+ 3.48% |
$43.5K - $43.9K
|
13.2K
$1.33M
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
426+ 7.47% |
$41.8K - $42.2K
|
6.13K
$616K
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
418+ 12.06% |
$41K - $41.4K
|
3.89K
$391K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
406New |
$39.9K - $40.2K
|
406
$40.9K
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
390+ 10.13% |
$38.3K - $38.6K
|
4.24K
$427K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
386+ 2.45% |
$37.9K - $38.2K
|
16.1K
$1.62M
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
354+ 8.05% |
$34.8K - $35K
|
4.75K
$478K
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
303+ 5.6% |
$29.8K - $30K
|
5.71K
$575K
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
300+ 1.55% |
$29.5K - $29.7K
|
19.6K
$1.97M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
299New |
$29.4K - $29.6K
|
299
$30.1K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
285+ 195.21% |
$28K - $28.2K
|
431
$43.4K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
255New |
$25K - $25.2K
|
255
$25.7K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
241New |
$23.7K - $23.9K
|
241
$24.2K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
207New |
$20.3K - $20.5K
|
207
$20.8K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
205New |
$20.1K - $20.3K
|
205
$20.6K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
200New |
$19.6K - $19.8K
|
200
$20.1K
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
178+ 0.53% |
$17.5K - $17.6K
|
34K
$3.42M
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
172+ 0.36% |
$16.9K - $17K
|
48.1K
$4.84M
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
150New |
$14.7K - $14.9K
|
150
$15.1K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
112+ 2.26% |
$11K - $11.1K
|
5.07K
$510K
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
111+ 1.66% |
$10.9K - $11K
|
6.78K
$683K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
101+ 1.54% |
$9.92K - $10K
|
6.65K
$669K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
100New |
$9.82K - $9.9K
|
100
$10.1K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
100New |
$9.82K - $9.9K
|
100
$10.1K
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
83+ 0.06% |
$8.15K - $8.22K
|
136K
$13.7M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
82+ 0.87% |
$8.05K - $8.12K
|
9.5K
$955K
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
79+ 0.74% |
$7.76K - $7.82K
|
10.8K
$1.09M
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
57+ 0.96% |
$5.6K - $5.64K
|
5.97K
$601K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
56+ 1400.0% |
$5.5K - $5.54K
|
60
$6.04K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
52New |
$5.11K - $5.15K
|
52
$5.23K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
50New |
$4.91K - $4.95K
|
50
$5.03K
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
47+ 1.85% |
$4.61K - $4.65K
|
2.59K
$260K
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.49% |
$3.53K - $3.56K
|
7.38K
$743K
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
36New |
$3.53K - $3.56K
|
36
$3.62K
|