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 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.18K+ 6.43% |
$317K - $319K
|
52.7K
$5.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.13K+ 271.34% |
$312K - $314K
|
4.29K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
3.06KNew |
$305K - $306K
|
3.06K
$307K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.05K+ 330.23% |
$304K - $305K
|
3.97K
$399K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.05K+ 26.79% |
$304K - $305K
|
14.4K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.89KNew |
$288K - $289K
|
2.89K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.86K+ 12.46% |
$285K - $286K
|
25.8K
$2.59M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
2.85K+ 123.55% |
$284K - $285K
|
5.16K
$517K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.82KNew |
$281K - $283K
|
2.82K
$283K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.68K+ 10.04% |
$268K - $269K
|
29.4K
$2.95M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.65KNew |
$264K - $265K
|
2.65K
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.64KNew |
$263K - $264K
|
2.64K
$265K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.6K+ 8.23% |
$260K - $261K
|
34.2K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.58KNew |
$257K - $258K
|
2.58K
$259K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
2.54KNew |
$253K - $255K
|
2.54K
$255K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.5KNew |
$249K - $250K
|
2.5K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.49K+ 4.81% |
$248K - $249K
|
54.2K
$5.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.48KNew |
$247K - $248K
|
2.48K
$249K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.46K+ 19.36% |
$245K - $246K
|
15.1K
$1.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
2.44KNew |
$243K - $244K
|
2.44K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.44K+ 38.13% |
$243K - $244K
|
8.84K
$887K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.34KNew |
$233K - $234K
|
2.34K
$234K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.32KNew |
$232K - $233K
|
2.32K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.26KNew |
$225K - $226K
|
2.26K
$226K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.24K+ 10.81% |
$223K - $224K
|
22.9K
$2.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.23KNew |
$222K - $223K
|
2.23K
$223K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2.16KNew |
$215K - $216K
|
2.16K
$216K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.13KNew |
$212K - $213K
|
2.13K
$213K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
2.1KNew |
$209K - $210K
|
2.1K
$211K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.05KNew |
$205K - $206K
|
2.05K
$206K
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
2.02KNew |
$201K - $202K
|
2.02K
$203K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.01KNew |
$200K - $201K
|
2.01K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.01KNew |
$200K - $201K
|
2.01K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.01KNew |
$200K - $201K
|
2.01K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.99K+ 4.56% |
$198K - $199K
|
45.6K
$4.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.9K+ 2.71% |
$190K - $190K
|
71.9K
$7.22M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.87K+ 19.53% |
$186K - $187K
|
11.4K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.84K+ 47.29% |
$183K - $184K
|
5.72K
$574K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.75K+ 22.92% |
$174K - $175K
|
9.36K
$940K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.73K+ 3.26% |
$173K - $173K
|
54.9K
$5.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.72K+ 7.1% |
$172K - $172K
|
25.9K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.67K+ 15.6% |
$166K - $167K
|
12.4K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.61K+ 9.36% |
$160K - $161K
|
18.8K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.57KNew |
$156K - $157K
|
1.57K
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.53K+ 13.72% |
$152K - $153K
|
12.6K
$1.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.52K+ 11.49% |
$151K - $152K
|
14.7K
$1.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
1.46K+ 2.12% |
$145K - $146K
|
70.3K
$7.06M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.4K+ 6.6% |
$140K - $141K
|
22.7K
$2.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.39K+ 2.27% |
$138K - $139K
|
62.5K
$6.27M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.38KNew |
$138K - $138K
|
1.38K
$138K
|