Purchases and Sales Made in Q4 2023 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 2023. 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 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.8K+ 263.57% |
$778K - $781K
|
10.8K
$1.08M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.79KNew |
$776K - $780K
|
7.79K
$781K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7.6K+ 20.34% |
$758K - $762K
|
45K
$4.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.35KNew |
$733K - $736K
|
7.35K
$738K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
7.32KNew |
$729K - $733K
|
7.32K
$734K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
7.08K+ 9.8% |
$706K - $709K
|
79.3K
$7.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.94K+ 37.99% |
$691K - $695K
|
25.2K
$2.53M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
6.7KNew |
$668K - $672K
|
6.7K
$673K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
6.64K+ 16.45% |
$662K - $665K
|
47K
$4.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.44K+ 50.83% |
$642K - $645K
|
19.1K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.44K+ 19.54% |
$642K - $645K
|
39.4K
$3.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
6.4KNew |
$638K - $641K
|
6.4K
$642K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6.34KNew |
$632K - $635K
|
6.34K
$636K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
6.23KNew |
$621K - $624K
|
6.23K
$625K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
6.22KNew |
$620K - $623K
|
6.22K
$624K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
6.22KNew |
$620K - $623K
|
6.22K
$624K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.06K+ 16.45% |
$604K - $607K
|
42.9K
$4.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
6KNew |
$598K - $601K
|
6K
$602K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.98KNew |
$596K - $599K
|
5.98K
$600K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
5.87KNew |
$585K - $588K
|
5.87K
$589K
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
5.76KNew |
$574K - $577K
|
5.76K
$578K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.7KNew |
$568K - $570K
|
5.7K
$572K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.61KNew |
$559K - $562K
|
5.61K
$563K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
5.58KNew |
$556K - $559K
|
5.58K
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
5.47KNew |
$546K - $548K
|
5.47K
$549K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5.47K+ 34.01% |
$545K - $548K
|
21.5K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.29KNew |
$527K - $529K
|
5.29K
$530K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.22K+ 11.2% |
$520K - $523K
|
51.8K
$5.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
5.18K+ 2.1% |
$517K - $519K
|
252K
$25.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.17K+ 27.7% |
$515K - $517K
|
23.8K
$2.39M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
5.01KNew |
$500K - $502K
|
5.01K
$503K
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.86KNew |
$485K - $487K
|
4.86K
$488K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.82K+ 79.2% |
$481K - $483K
|
10.9K
$1.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.75KNew |
$474K - $476K
|
4.75K
$477K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
4.44KNew |
$443K - $445K
|
4.44K
$445K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.33K+ 91.51% |
$432K - $434K
|
9.07K
$910K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
4.14K+ 17.22% |
$413K - $415K
|
28.2K
$2.83M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
4.14KNew |
$413K - $415K
|
4.14K
$415K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
4.08K+ 632.87% |
$407K - $409K
|
4.73K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.91KNew |
$390K - $391K
|
3.91K
$392K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.83K+ 18.36% |
$382K - $384K
|
24.7K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.75KNew |
$374K - $376K
|
3.75K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.62K+ 18.93% |
$360K - $362K
|
22.7K
$2.28M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.57KNew |
$356K - $358K
|
3.57K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.55KNew |
$354K - $356K
|
3.55K
$357K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.45KNew |
$344K - $346K
|
3.45K
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.44K+ 80.51% |
$343K - $344K
|
7.71K
$773K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.42K+ 17.72% |
$341K - $343K
|
22.7K
$2.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
3.35KNew |
$334K - $335K
|
3.35K
$336K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.33KNew |
$332K - $334K
|
3.33K
$335K
|