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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
34+ 1.58% |
$3.34K - $3.37K
|
2.19K
$220K
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
32+ 0.44% |
$3.14K - $3.17K
|
7.25K
$729K
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
24+ 0.29% |
$2.36K - $2.38K
|
8.44K
$850K
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
23+ 0.1% |
$2.26K - $2.28K
|
23.2K
$2.34M
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
22+ 0.76% |
$2.16K - $2.18K
|
2.91K
$293K
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
19+ 0.92% |
$1.87K - $1.88K
|
2.08K
$209K
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
19+ 0.68% |
$1.87K - $1.88K
|
2.81K
$283K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
18+ 0.12% |
$1.77K - $1.78K
|
14.8K
$1.49M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
15+ 0.6% |
$1.47K - $1.49K
|
2.53K
$254K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
11New |
$1.08K - $1.09K
|
11
$1.11K
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
9+ 0.38% |
$884 - $891
|
2.4K
$241K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 0.18% |
$687 - $693
|
3.83K
$385K
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6+ 0.27% |
$589 - $594
|
2.24K
$225K
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6+ 0.0% |
$589 - $594
|
1.95M
$196M
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$295 - $297
|
8.19K
$824K
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.74% |
$295 - $297
|
408
$41.1K
|
|
Feb 13, 2023
Q4 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
2+ 0.45% |
$196 - $198
|
446
$44.9K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2+ 0.08% |
$196 - $198
|
2.66K
$268K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.81% |
$196 - $198
|
250
$25.2K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.53% |
$98.2 - $99
|
188
$18.9K
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.06% |
$98.2 - $99
|
1.75K
$176K
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2- 0.93% |
$196 - $198
|
213
$21.4K
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2- 0.02% |
$196 - $198
|
9.96K
$1M
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$196 - $198
|
20.9K
$2.1M
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.34% |
$295 - $297
|
880
$88.5K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10- 0.02% |
$982 - $990
|
50.6K
$5.09M
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-12- 0.2% |
$1.18K - $1.19K
|
5.85K
$589K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21- 8.64% |
$2.06K - $2.08K
|
222
$22.3K
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-25- 0.16% |
$2.45K - $2.48K
|
15.6K
$1.57M
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-26- 0.64% |
$2.55K - $2.57K
|
4.03K
$406K
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-27- 0.33% |
$2.65K - $2.67K
|
8.27K
$832K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-36- 0.67% |
$3.53K - $3.56K
|
5.3K
$534K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-36- 2.11% |
$3.53K - $3.56K
|
1.67K
$168K
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-36- 1.39% |
$3.53K - $3.56K
|
2.55K
$257K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-42- 3.28% |
$4.12K - $4.16K
|
1.24K
$125K
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-50- 0.8% |
$4.91K - $4.95K
|
6.22K
$626K
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-54- 0.67% |
$5.3K - $5.35K
|
8.03K
$808K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-54- 65.06% |
$5.3K - $5.35K
|
29
$2.92K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-64- 5.65% |
$6.28K - $6.34K
|
1.07K
$108K
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-67- 3.07% |
$6.58K - $6.63K
|
2.12K
$213K
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-75- 0.62% |
$7.36K - $7.43K
|
12.1K
$1.21M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-77- 2.0% |
$7.56K - $7.62K
|
3.76K
$379K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-94- 0.79% |
$9.23K - $9.31K
|
11.9K
$1.19M
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-103- 0.52% |
$10.1K - $10.2K
|
19.8K
$1.99M
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-105- 2.53% |
$10.3K - $10.4K
|
4.05K
$408K
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-111- 0.96% |
$10.9K - $11K
|
11.5K
$1.16M
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-124- 0.12% |
$12.2K - $12.3K
|
101K
$10.2M
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-125- 3.22% |
$12.3K - $12.4K
|
3.76K
$379K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-130- 2.23% |
$12.8K - $12.9K
|
5.69K
$573K
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-132- 0.42% |
$13K - $13.1K
|
31.3K
$3.15M
|