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 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-740- 21.73% |
$72.7K - $73.3K
|
2.67K
$268K
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-752- 11.54% |
$73.8K - $74.4K
|
5.76K
$580K
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-776- 3.79% |
$76.2K - $76.8K
|
19.7K
$1.98M
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-789- 0.7% |
$77.5K - $78.1K
|
112K
$11.3M
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-800- 31.37% |
$78.6K - $79.2K
|
1.75K
$176K
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-801- 12.34% |
$78.7K - $79.3K
|
5.69K
$573K
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-816- 5.4% |
$80.1K - $80.8K
|
14.3K
$1.44M
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-854- 28.96% |
$83.9K - $84.5K
|
2.1K
$211K
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-928- 1.52% |
$91.1K - $91.9K
|
60.1K
$6.05M
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-930- 29.97% |
$91.3K - $92.1K
|
2.17K
$219K
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-948- 10.78% |
$93.1K - $93.9K
|
7.84K
$789K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-964- 32.27% |
$94.7K - $95.4K
|
2.02K
$204K
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-974- 19.61% |
$95.6K - $96.4K
|
3.99K
$402K
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-1.03K- 27.4% |
$101K - $101K
|
2.72K
$273K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.07K- 8.04% |
$105K - $106K
|
12.2K
$1.23M
|
|
Feb 07, 2023
Q4 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.07K- 28.83% |
$105K - $106K
|
2.64K
$266K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.09K- 1.3% |
$107K - $108K
|
83.2K
$8.37M
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-1.1K- 13.58% |
$108K - $109K
|
7K
$704K
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-1.18K- 0.63% |
$116K - $117K
|
188K
$18.9M
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.19K- 13.97% |
$117K - $118K
|
7.33K
$737K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.19K- 7.58% |
$117K - $118K
|
14.5K
$1.46M
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.19K- 47.97% |
$117K - $118K
|
1.29K
$130K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.19K- 7.38% |
$117K - $118K
|
15K
$1.51M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.21K- 2.42% |
$119K - $120K
|
48.8K
$4.91M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.29K- 6.27% |
$127K - $128K
|
19.3K
$1.95M
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.29K- 13.89% |
$127K - $128K
|
8.02K
$807K
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.3K- 4.86% |
$128K - $129K
|
25.5K
$2.56M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.33K- 44.99% |
$130K - $131K
|
1.62K
$163K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.35K- 35.32% |
$132K - $133K
|
2.47K
$248K
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.35K- 20.57% |
$132K - $133K
|
5.2K
$524K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.35K- 10.28% |
$133K - $134K
|
11.8K
$1.19M
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.36K- 8.89% |
$134K - $135K
|
14K
$1.41M
|
|
Jan 26, 2023
Q4 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-1.38K- 23.71% |
$136K - $137K
|
4.44K
$447K
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.42K- 8.18% |
$139K - $140K
|
15.9K
$1.6M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.46K- 27.7% |
$144K - $145K
|
3.82K
$384K
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.47K- 6.03% |
$144K - $145K
|
22.8K
$2.3M
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.47K- 46.99% |
$145K - $146K
|
1.66K
$167K
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.48K- 1.02% |
$145K - $146K
|
143K
$14.4M
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.49K- 2.59% |
$146K - $147K
|
55.9K
$5.62M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.49K- 7.39% |
$147K - $148K
|
18.7K
$1.88M
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.5K- 65.9% |
$147K - $148K
|
775
$78K
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.5K- 37.02% |
$147K - $149K
|
2.55K
$257K
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.52K- 8.39% |
$149K - $150K
|
16.6K
$1.67M
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.6K- 8.75% |
$157K - $158K
|
16.7K
$1.68M
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.63K- 12.08% |
$160K - $162K
|
11.9K
$1.2M
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.65K- 1.97% |
$162K - $164K
|
82.2K
$8.27M
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.67K- 72.78% |
$164K - $166K
|
626
$63K
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.68K- 2.69% |
$165K - $166K
|
60.8K
$6.12M
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-1.69K- 47.54% |
$166K - $167K
|
1.86K
$187K
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.7K- 10.94% |
$167K - $168K
|
13.8K
$1.39M
|