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 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-250- 4.12% |
$24.9K - $25K
|
5.81K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-250- 3.67% |
$24.9K - $25K
|
6.56K
$659K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-251- 2.19% |
$25K - $25.1K
|
11.2K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-253- 0.52% |
$25.2K - $25.3K
|
48.6K
$4.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-254- 4.05% |
$25.3K - $25.4K
|
6.02K
$605K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-258- 48.77% |
$25.7K - $25.8K
|
271
$27.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-269- 79.12% |
$26.8K - $26.9K
|
71
$7.13K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-282- 1.05% |
$28.1K - $28.2K
|
26.7K
$2.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-294- 12.73% |
$29.3K - $29.4K
|
2.02K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-295- 1.5% |
$29.4K - $29.6K
|
19.4K
$1.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-300- 1.85% |
$29.9K - $30.1K
|
15.9K
$1.6M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
SELL
|
- |
-310- 0.79% |
$30.9K - $31.1K
|
38.9K
$3.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-314- 2.49% |
$31.3K - $31.5K
|
12.3K
$1.23M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
SELL
|
- |
-322- 6.1% |
$32.1K - $32.3K
|
4.96K
$498K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-333- 4.94% |
$33.2K - $33.4K
|
6.41K
$644K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-343- 0.89% |
$34.2K - $34.4K
|
38.3K
$3.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-349- 2.94% |
$34.8K - $35K
|
11.5K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-361- 9.28% |
$36K - $36.2K
|
3.53K
$354K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-379- 10.25% |
$37.8K - $38K
|
3.32K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-379- 2.19% |
$37.8K - $38K
|
16.9K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-401- 24.89% |
$40K - $40.2K
|
1.21K
$122K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-412- 1.78% |
$41.1K - $41.3K
|
22.8K
$2.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-420- 8.76% |
$41.9K - $42.1K
|
4.38K
$440K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-421- 2.05% |
$42K - $42.2K
|
20.1K
$2.02M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-433- 15.71% |
$43.2K - $43.4K
|
2.32K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-482- 16.63% |
$48.1K - $48.3K
|
2.42K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-487- 12.69% |
$48.6K - $48.8K
|
3.35K
$337K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-497- 8.42% |
$49.6K - $49.8K
|
5.41K
$543K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-509- 13.7% |
$50.8K - $51K
|
3.21K
$322K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-514- 11.77% |
$51.3K - $51.5K
|
3.85K
$387K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-515- 8.13% |
$51.4K - $51.6K
|
5.82K
$585K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-522- 6.9% |
$52K - $52.3K
|
7.04K
$708K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-529- 17.05% |
$52.7K - $53K
|
2.57K
$259K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-559- 8.63% |
$55.7K - $56K
|
5.92K
$595K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-559- 0.29% |
$55.7K - $56K
|
192K
$19.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-560- 3.56% |
$55.8K - $56.1K
|
15.2K
$1.53M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-566- 4.08% |
$56.4K - $56.7K
|
13.3K
$1.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-573- 3.16% |
$57.1K - $57.4K
|
17.6K
$1.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-579- 97.47% |
$57.7K - $58K
|
15
$1.51K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-600- 5.45% |
$59.8K - $60.1K
|
10.4K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-606- 31.58% |
$60.4K - $60.7K
|
1.31K
$132K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-636- 3.46% |
$63.4K - $63.7K
|
17.7K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-643- 7.26% |
$64.1K - $64.4K
|
8.22K
$826K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-646- 14.14% |
$64.4K - $64.7K
|
3.92K
$394K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-686- 3.72% |
$68.4K - $68.7K
|
17.8K
$1.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-698- 21.13% |
$69.6K - $69.9K
|
2.61K
$262K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-709- 10.28% |
$70.7K - $71K
|
6.19K
$622K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-738- 6.78% |
$73.6K - $73.9K
|
10.1K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-785- 1.42% |
$78.3K - $78.6K
|
54.7K
$5.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-809- 89.0% |
$80.7K - $81K
|
100
$10K
|