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
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-15.8K- 39.55% |
$1.59M - $1.59M
|
24.2K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.1K- 21.92% |
$1.72M - $1.73M
|
61.1K
$6.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-17.2K- 15.73% |
$1.73M - $1.74M
|
92.3K
$9.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18K- 18.61% |
$1.8M - $1.81M
|
78.7K
$7.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-19.6K- 5.94% |
$1.96M - $1.97M
|
310K
$31.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19.6K- 1.67% |
$1.96M - $1.97M
|
1.15M
$116M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-20.4K- 37.34% |
$2.05M - $2.06M
|
34.3K
$3.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-21.8K- 37.53% |
$2.19M - $2.2M
|
36.3K
$3.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-23K- 17.84% |
$2.3M - $2.31M
|
106K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-24.5K- 29.93% |
$2.45M - $2.47M
|
57.3K
$5.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-25.6K- 8.48% |
$2.56M - $2.58M
|
276K
$27.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-26.8K- 4.78% |
$2.69M - $2.7M
|
535K
$53.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-27.1K- 68.06% |
$2.71M - $2.73M
|
12.7K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-27.3K- 28.25% |
$2.74M - $2.75M
|
69.3K
$6.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-27.7K- 50.65% |
$2.78M - $2.79M
|
27K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-31.5K- 51.31% |
$3.16M - $3.17M
|
29.9K
$3M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-33K- 35.3% |
$3.3M - $3.32M
|
60.4K
$6.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-35K- 43.43% |
$3.51M - $3.53M
|
45.6K
$4.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-39.9K- 36.46% |
$4M - $4.02M
|
69.6K
$6.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-41.1K- 68.33% |
$4.12M - $4.14M
|
19K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-42.2K- 87.7% |
$4.23M - $4.25M
|
5.92K
$594K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-47.5K- 93.95% |
$4.76M - $4.79M
|
3.06K
$307K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-60.2K- 9.44% |
$6.04M - $6.07M
|
578K
$58.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-62.5K- 30.31% |
$6.27M - $6.3M
|
144K
$14.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-70.9K- 89.93% |
$7.1M - $7.14M
|
7.93K
$797K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-74.9K- 51.65% |
$7.5M - $7.54M
|
70.1K
$7.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-77.9K- 69.22% |
$7.81M - $7.85M
|
34.6K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-88.6K- 81.16% |
$8.88M - $8.93M
|
20.6K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-90K- 5.25% |
$9.02M - $9.07M
|
1.62M
$163M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-102K- 1.3% |
$10.3M - $10.3M
|
7.76M
$779M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-103K- 19.5% |
$10.3M - $10.3M
|
424K
$42.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-138K- 19.76% |
$13.8M - $13.9M
|
560K
$56.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-152K- 56.62% |
$15.3M - $15.4M
|
117K
$11.7M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-180K- 88.02% |
$18M - $18.1M
|
24.5K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-310K- 98.51% |
$31.1M - $31.2M
|
4.69K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-390K- 38.76% |
$39M - $39.2M
|
616K
$61.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-597K- 2.44% |
$59.8M - $60.1M
|
23.9M
$2.4B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-773K- 17.97% |
$77.5M - $77.9M
|
3.53M
$354M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.94M- 82.34% |
$194M - $195M
|
416K
$41.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-18.2M- 98.36% |
$1.82B - $1.83B
|
304K
$30.5M
|