Purchases and Sales Made in Q4 2024 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 2024. 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 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
288K+ 9.04% |
$28.9M - $29M
|
3.48M
$350M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
161K+ 42.85% |
$16.1M - $16.2M
|
535K
$53.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
107K+ 1293.07% |
$10.7M - $10.7M
|
115K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
31.9K+ 57.06% |
$3.19M - $3.21M
|
87.7K
$8.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
30.2K+ 643.16% |
$3.03M - $3.05M
|
35K
$3.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
28.3KNew |
$2.83M - $2.85M
|
28.3K
$2.84M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1K+ 4.85% |
$1.72M - $1.72M
|
370K
$37.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
16.4K+ 6.66% |
$1.64M - $1.65M
|
262K
$26.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
11.7K+ 11.39% |
$1.17M - $1.18M
|
114K
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
9.35KNew |
$937K - $942K
|
9.35K
$940K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9.35K+ 46.76% |
$937K - $942K
|
29.3K
$2.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.14K+ 24.46% |
$815K - $820K
|
41.4K
$4.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.4K+ 12.65% |
$742K - $746K
|
65.9K
$6.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.39KNew |
$741K - $744K
|
7.39K
$743K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.82K+ 35.3% |
$684K - $687K
|
26.1K
$2.63M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
6.12K+ 25.9% |
$613K - $616K
|
29.8K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.09K+ 3.99% |
$610K - $613K
|
159K
$15.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.98K+ 92.16% |
$600K - $603K
|
12.5K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.86KNew |
$587K - $590K
|
5.86K
$589K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.32K+ 40.14% |
$333K - $334K
|
11.6K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
3.16K+ 6.84% |
$316K - $318K
|
49.3K
$4.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.01K+ 1.54% |
$301K - $303K
|
198K
$20M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.79KNew |
$280K - $281K
|
2.79K
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.7K+ 25.2% |
$270K - $272K
|
13.4K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.69K+ 115.98% |
$269K - $270K
|
5K
$503K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.6K+ 7.4% |
$261K - $262K
|
37.7K
$3.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.55KNew |
$256K - $257K
|
2.55K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.48K+ 6.56% |
$248K - $250K
|
40.3K
$4.05M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.46KNew |
$246K - $247K
|
2.46K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.36KNew |
$236K - $238K
|
2.36K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
2.02K+ 1.15% |
$203K - $204K
|
178K
$17.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2K+ 4.2% |
$201K - $202K
|
49.7K
$5M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
1.94K+ 11.66% |
$195K - $196K
|
18.6K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.91K+ 46.58% |
$191K - $192K
|
6K
$604K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.84K+ 15.17% |
$185K - $185K
|
14K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.81K+ 26.2% |
$181K - $182K
|
8.71K
$876K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.59K+ 5.3% |
$159K - $160K
|
31.5K
$3.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.51K+ 16.73% |
$151K - $152K
|
10.5K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.36K+ 5.95% |
$136K - $136K
|
24.1K
$2.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.18K+ 25.41% |
$119K - $119K
|
5.84K
$588K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.12K+ 14.27% |
$112K - $112K
|
8.93K
$899K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.08K+ 3.0% |
$108K - $109K
|
37.1K
$3.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.02K+ 43.47% |
$102K - $102K
|
3.35K
$337K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
1K+ 33.33% |
$100K - $101K
|
4K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
817+ 0.69% |
$81.9K - $82.3K
|
119K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
778+ 19.41% |
$78K - $78.4K
|
4.79K
$481K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
581+ 15.93% |
$58.2K - $58.5K
|
4.23K
$425K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
542+ 89.59% |
$54.3K - $54.6K
|
1.15K
$115K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
267+ 2.64% |
$26.8K - $26.9K
|
10.4K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
206+ 4.99% |
$20.6K - $20.8K
|
4.33K
$436K
|