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 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.72K- 26.77% |
$169K - $170K
|
4.71K
$474K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.76K- 79.53% |
$173K - $174K
|
453
$45.6K
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.79K- 5.7% |
$175K - $177K
|
29.5K
$2.97M
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.81K- 29.82% |
$178K - $180K
|
4.27K
$430K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.83K- 35.08% |
$179K - $181K
|
3.38K
$340K
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 1.88% |
$185K - $186K
|
98.2K
$9.88M
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.89K- 19.11% |
$186K - $187K
|
8.01K
$806K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.9K- 26.78% |
$187K - $188K
|
5.21K
$524K
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.91K- 32.7% |
$187K - $189K
|
3.93K
$395K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.93K- 51.07% |
$189K - $191K
|
1.84K
$186K
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.96K- 34.47% |
$192K - $194K
|
3.72K
$374K
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1.97K- 15.62% |
$193K - $195K
|
10.6K
$1.07M
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.99K- 21.53% |
$195K - $197K
|
7.24K
$729K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1.99K- 19.87% |
$196K - $197K
|
8.04K
$809K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2K- 11.06% |
$196K - $198K
|
16.1K
$1.62M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.04K- 2.87% |
$201K - $202K
|
69.2K
$6.96M
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.1K- 25.06% |
$206K - $208K
|
6.29K
$633K
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-2.13K- 10.02% |
$209K - $210K
|
19.1K
$1.92M
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.16K- 4.62% |
$212K - $214K
|
44.5K
$4.48M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-2.22K- 52.05% |
$218K - $220K
|
2.05K
$206K
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.37K- 8.94% |
$233K - $235K
|
24.1K
$2.43M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.38K- 22.6% |
$234K - $236K
|
8.15K
$820K
|
|
Feb 10, 2023
Q4 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-2.39K- 2.62% |
$234K - $236K
|
88.6K
$8.92M
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.47K- 1.69% |
$243K - $245K
|
144K
$14.5M
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.54K- 7.83% |
$249K - $251K
|
29.9K
$3.01M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-2.6K- 15.79% |
$255K - $257K
|
13.9K
$1.4M
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.62K- 29.73% |
$258K - $260K
|
6.2K
$624K
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.8K- 18.38% |
$274K - $277K
|
12.4K
$1.25M
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.8K- 10.33% |
$275K - $277K
|
24.3K
$2.44M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.81K- 32.2% |
$276K - $278K
|
5.91K
$595K
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-2.83K- 7.02% |
$278K - $280K
|
37.5K
$3.77M
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.83K- 19.26% |
$278K - $280K
|
11.9K
$1.19M
|
|
Feb 07, 2023
Q4 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-2.85K- 24.34% |
$280K - $282K
|
8.85K
$891K
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2.88K- 94.06% |
$283K - $285K
|
182
$18.3K
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.89K- 4.59% |
$284K - $286K
|
60.1K
$6.05M
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.92K- 8.34% |
$287K - $289K
|
32.1K
$3.23M
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-2.98K- 37.66% |
$292K - $295K
|
4.93K
$496K
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.99K- 18.87% |
$293K - $296K
|
12.8K
$1.29M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.1K- 58.32% |
$305K - $307K
|
2.22K
$223K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-3.11K- 94.01% |
$305K - $308K
|
198
$19.9K
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.14K- 31.12% |
$308K - $311K
|
6.95K
$700K
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.33K- 51.61% |
$327K - $330K
|
3.12K
$314K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.44K- 61.65% |
$337K - $340K
|
2.14K
$215K
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-3.54K- 18.92% |
$347K - $350K
|
15.2K
$1.53M
|
|
Jan 30, 2023
Q4 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-3.65K- 27.46% |
$358K - $361K
|
9.64K
$970K
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-3.66K- 11.5% |
$359K - $362K
|
28.2K
$2.83M
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-3.8K- 20.5% |
$373K - $376K
|
14.7K
$1.48M
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
SELL
|
- |
-3.86K- 8.27% |
$379K - $382K
|
42.8K
$4.31M
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.87K- 7.94% |
$380K - $383K
|
44.9K
$4.52M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.92K- 40.33% |
$385K - $388K
|
5.81K
$584K
|