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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
18.5MNew |
$1.85B - $1.86B
|
18.5M
$1.86B
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
647K+ 27.62% |
$64.9M - $65.2M
|
2.99M
$300M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
544K+ 6321.16% |
$54.5M - $54.8M
|
553K
$55.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
487K+ 7.27% |
$48.8M - $49.1M
|
7.19M
$722M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
479KNew |
$48M - $48.3M
|
479K
$48.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
288K+ 9.04% |
$28.9M - $29M
|
3.48M
$349M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
282K+ 83.95% |
$28.3M - $28.4M
|
618K
$62.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
197K+ 29.0% |
$19.7M - $19.8M
|
875K
$87.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
192KNew |
$19.2M - $19.3M
|
192K
$19.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
178K+ 60.4% |
$17.8M - $17.9M
|
472K
$47.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
161K+ 42.85% |
$16.1M - $16.2M
|
535K
$53.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
156K+ 8.84% |
$15.6M - $15.7M
|
1.92M
$193M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
151K+ 33.22% |
$15.2M - $15.2M
|
606K
$60.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
107K+ 1293.07% |
$10.7M - $10.7M
|
115K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
106K+ 273.85% |
$10.6M - $10.6M
|
144K
$14.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
99.3KNew |
$9.96M - $10M
|
99.3K
$9.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
84.7K+ 10.2% |
$8.49M - $8.53M
|
915K
$91.9M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
82.7KNew |
$8.29M - $8.33M
|
82.7K
$8.31M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
81.5K+ 252.91% |
$8.17M - $8.21M
|
114K
$11.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
76.4KNew |
$7.66M - $7.7M
|
76.4K
$7.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
73.8K+ 709.53% |
$7.4M - $7.43M
|
84.2K
$8.45M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
73.3KNew |
$7.34M - $7.38M
|
73.3K
$7.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
71.3K+ 101.18% |
$7.14M - $7.18M
|
142K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
68.6KNew |
$6.88M - $6.91M
|
68.6K
$6.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
64.5K+ 328.33% |
$6.46M - $6.5M
|
84.1K
$8.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
64.3KNew |
$6.44M - $6.47M
|
64.3K
$6.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.3K+ 25.24% |
$6.35M - $6.38M
|
314K
$31.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
60.4K+ 214.35% |
$6.05M - $6.08M
|
88.5K
$8.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
57.2K+ 1610.53% |
$5.73M - $5.76M
|
60.8K
$6.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
57K+ 721.06% |
$5.71M - $5.74M
|
64.9K
$6.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
53.6K+ 22.99% |
$5.37M - $5.4M
|
287K
$28.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
53.1K+ 243.11% |
$5.32M - $5.35M
|
74.9K
$7.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
53.1K+ 243.11% |
$5.32M - $5.35M
|
74.9K
$7.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
47K+ 11.52% |
$4.71M - $4.74M
|
455K
$45.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
43.7KNew |
$4.38M - $4.4M
|
43.7K
$4.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
41.6KNew |
$4.17M - $4.19M
|
41.6K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
39.8K+ 6.67% |
$3.99M - $4.01M
|
636K
$63.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
39.6KNew |
$3.97M - $3.99M
|
39.6K
$3.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
39.5K+ 18.95% |
$3.96M - $3.98M
|
248K
$24.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
37.8KNew |
$3.79M - $3.81M
|
37.8K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
37.3K+ 40.21% |
$3.74M - $3.76M
|
130K
$13.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
35.6K+ 1430.51% |
$3.57M - $3.59M
|
38.1K
$3.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
33.9K+ 49.38% |
$3.4M - $3.41M
|
102K
$10.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
33.7K+ 29.1% |
$3.38M - $3.4M
|
150K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.4K+ 36.38% |
$3.35M - $3.36M
|
125K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
33.3KNew |
$3.34M - $3.36M
|
33.3K
$3.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33.2K+ 147.82% |
$3.33M - $3.35M
|
55.7K
$5.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
31.9K+ 57.06% |
$3.19M - $3.21M
|
87.7K
$8.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
31.7KNew |
$3.17M - $3.19M
|
31.7K
$3.18M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
31.3K+ 13.98% |
$3.14M - $3.16M
|
256K
$25.7M
|