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 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.04K- 23.66% |
$104K - $104K
|
3.34K
$336K
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.04K- 16.35% |
$105K - $105K
|
5.34K
$536K
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.07K- 6.92% |
$107K - $108K
|
14.4K
$1.45M
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.14K- 11.51% |
$114K - $114K
|
8.72K
$876K
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.18K- 2.1% |
$118K - $119K
|
54.9K
$5.51M
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.2K- 7.04% |
$120K - $120K
|
15.8K
$1.59M
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.21K- 33.21% |
$122K - $122K
|
2.44K
$245K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.24K- 1.93% |
$124K - $125K
|
63.1K
$6.33M
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.31K- 39.64% |
$131K - $132K
|
2K
$201K
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.33K- 19.19% |
$133K - $134K
|
5.6K
$562K
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.36K- 34.65% |
$136K - $137K
|
2.57K
$258K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.46K- 19.9% |
$146K - $147K
|
5.87K
$590K
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.5K- 1.95% |
$150K - $151K
|
75.4K
$7.58M
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.52K- 10.28% |
$153K - $153K
|
13.3K
$1.33M
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-1.56K- 5.55% |
$156K - $157K
|
26.4K
$2.66M
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.56K- 1.74% |
$157K - $158K
|
88.4K
$8.88M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.57K- 9.08% |
$157K - $158K
|
15.7K
$1.57M
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.57K- 6.04% |
$158K - $158K
|
24.4K
$2.45M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.64K- 21.05% |
$164K - $165K
|
6.15K
$618K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.64K- 7.62% |
$165K - $165K
|
19.9K
$2M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.64K- 31.62% |
$165K - $166K
|
3.56K
$357K
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.7K- 6.79% |
$170K - $171K
|
23.3K
$2.34M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.71K- 6.49% |
$172K - $173K
|
24.7K
$2.48M
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.72K- 7.65% |
$172K - $173K
|
20.7K
$2.08M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.74K- 3.62% |
$174K - $175K
|
46.3K
$4.65M
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-1.83K- 10.01% |
$183K - $184K
|
16.4K
$1.65M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.85K- 6.45% |
$186K - $187K
|
26.9K
$2.7M
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.04K- 4.69% |
$204K - $205K
|
41.4K
$4.16M
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.11K- 5.4% |
$212K - $213K
|
37K
$3.72M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.16K- 34.08% |
$216K - $218K
|
4.18K
$420K
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-2.29K- 8.61% |
$230K - $231K
|
24.3K
$2.44M
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.32K- 48.69% |
$233K - $234K
|
2.45K
$246K
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.34K- 19.38% |
$234K - $235K
|
9.72K
$976K
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.36K- 20.19% |
$237K - $238K
|
9.34K
$938K
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.39K- 6.17% |
$239K - $240K
|
36.3K
$3.64M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.41K- 19.27% |
$242K - $243K
|
10.1K
$1.01M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.42K- 40.86% |
$243K - $244K
|
3.51K
$352K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.45K- 98.43% |
$246K - $247K
|
39
$3.92K
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-2.5K- 20.78% |
$251K - $252K
|
9.54K
$958K
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.58K- 18.58% |
$258K - $260K
|
11.3K
$1.13M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.71K- 16.06% |
$271K - $273K
|
14.2K
$1.42M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.78K- 37.24% |
$279K - $280K
|
4.69K
$471K
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.86K- 15.32% |
$287K - $288K
|
15.8K
$1.59M
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-2.89K- 12.45% |
$290K - $291K
|
20.4K
$2.04M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.9K- 59.12% |
$291K - $292K
|
2.01K
$201K
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.91K- 16.49% |
$292K - $293K
|
14.7K
$1.48M
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.12K- 5.76% |
$313K - $314K
|
51K
$5.12M
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-3.12K- 2.28% |
$313K - $315K
|
134K
$13.4M
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-3.22K- 3.76% |
$323K - $324K
|
82.4K
$8.28M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.26K- 26.6% |
$326K - $328K
|
8.99K
$903K
|