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 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.28K- 3.44% |
$329K - $331K
|
92.3K
$9.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.36K- 99.94% |
$337K - $338K
|
2
$201
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.47K- 17.32% |
$348K - $350K
|
16.6K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.6K- 0.56% |
$360K - $362K
|
634K
$63.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-3.64K- 25.25% |
$365K - $366K
|
10.8K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.64K- 10.69% |
$365K - $367K
|
30.4K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.71K- 21.54% |
$372K - $374K
|
13.5K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.84K- 26.84% |
$385K - $387K
|
10.5K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.85K- 20.67% |
$386K - $388K
|
14.8K
$1.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.85K- 14.71% |
$386K - $388K
|
22.3K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.91K- 19.83% |
$392K - $394K
|
15.8K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-3.92K- 7.9% |
$393K - $395K
|
45.8K
$4.6M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.98K- 52.32% |
$399K - $401K
|
3.63K
$364K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4.1K- 20.05% |
$411K - $413K
|
16.4K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.2K- 20.72% |
$421K - $423K
|
16.1K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.21K- 8.99% |
$422K - $424K
|
42.6K
$4.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.51K- 8.75% |
$451K - $454K
|
47K
$4.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.54K- 45.47% |
$454K - $457K
|
5.44K
$546K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-4.71K- 60.84% |
$472K - $474K
|
3.03K
$305K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4.94K- 99.6% |
$495K - $498K
|
20
$2.01K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-5.15K- 49.77% |
$516K - $519K
|
5.2K
$522K
|
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-5.23K- 8.75% |
$524K - $526K
|
54.5K
$5.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.33K- 3.07% |
$534K - $537K
|
168K
$16.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-5.41K- 22.76% |
$542K - $544K
|
18.3K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-5.65K- 8.42% |
$566K - $569K
|
61.5K
$6.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-5.84K- 16.38% |
$585K - $588K
|
29.8K
$2.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-6.1K- 22.18% |
$611K - $614K
|
21.4K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.37K- 45.65% |
$639K - $642K
|
7.58K
$762K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.53K- 26.69% |
$655K - $658K
|
17.9K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.64K- 8.55% |
$666K - $669K
|
71K
$7.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-6.94K- 65.9% |
$696K - $699K
|
3.59K
$361K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.06K- 6.88% |
$708K - $711K
|
95.5K
$9.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-7.36K- 12.2% |
$737K - $741K
|
53K
$5.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.65K- 5.81% |
$766K - $770K
|
124K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-8.48K- 4.52% |
$849K - $854K
|
179K
$18M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-8.53K- 31.16% |
$855K - $859K
|
18.8K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-10.1K- 83.49% |
$1.01M - $1.02M
|
2K
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-10.1K- 86.93% |
$1.01M - $1.02M
|
1.52K
$153K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-10.2K- 8.36% |
$1.02M - $1.03M
|
112K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-11.2K- 14.24% |
$1.12M - $1.12M
|
67.2K
$6.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11.6K- 12.11% |
$1.16M - $1.17M
|
84K
$8.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-11.8K- 1.71% |
$1.19M - $1.19M
|
680K
$68.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-12.3K- 13.84% |
$1.23M - $1.24M
|
76.3K
$7.67M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-12.3K- 32.83% |
$1.23M - $1.24M
|
25.2K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.3K- 4.61% |
$1.23M - $1.24M
|
255K
$25.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-13.1K- 2.95% |
$1.31M - $1.32M
|
430K
$43.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-13.6K- 34.7% |
$1.36M - $1.37M
|
25.6K
$2.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.9K- 12.38% |
$1.39M - $1.4M
|
98.1K
$9.85M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.1K- 25.69% |
$1.41M - $1.42M
|
40.7K
$4.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-14.9K- 85.62% |
$1.49M - $1.5M
|
2.5K
$251K
|