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 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
481+ 14.6% |
$48.2K - $48.5K
|
3.78K
$379K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
479+ 5.08% |
$48K - $48.2K
|
9.9K
$995K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
450New |
$45.1K - $45.3K
|
450
$45.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
441New |
$44.2K - $44.4K
|
441
$44.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
389+ 10.63% |
$39K - $39.2K
|
4.05K
$407K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
354+ 2.93% |
$35.5K - $35.7K
|
12.4K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
349+ 30.19% |
$35K - $35.2K
|
1.51K
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
304+ 1.07% |
$30.5K - $30.6K
|
28.7K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
291+ 10.91% |
$29.2K - $29.3K
|
2.96K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
267+ 2.64% |
$26.8K - $26.9K
|
10.4K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
266+ 37.73% |
$26.7K - $26.8K
|
971
$97.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
229+ 2.69% |
$23K - $23.1K
|
8.76K
$880K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
206+ 4.99% |
$20.6K - $20.8K
|
4.33K
$435K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
203+ 2.33% |
$20.3K - $20.4K
|
8.92K
$896K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
200+ 0.46% |
$20K - $20.1K
|
44K
$4.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
174New |
$17.4K - $17.5K
|
174
$17.5K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
173+ 4.32% |
$17.3K - $17.4K
|
4.18K
$420K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
167+ 1.42% |
$16.7K - $16.8K
|
11.9K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
167New |
$16.7K - $16.8K
|
167
$16.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
155+ 2.2% |
$15.5K - $15.6K
|
7.21K
$725K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
140+ 2.89% |
$14K - $14.1K
|
4.98K
$500K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
118+ 1.03% |
$11.8K - $11.9K
|
11.5K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
118+ 1.39% |
$11.8K - $11.9K
|
8.59K
$863K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
112+ 1.96% |
$11.2K - $11.3K
|
5.81K
$584K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
107+ 2.23% |
$10.7K - $10.8K
|
4.9K
$493K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
100+ 0.18% |
$10K - $10.1K
|
54.3K
$5.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
77+ 37.38% |
$7.72K - $7.76K
|
283
$28.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
76+ 2.28% |
$7.62K - $7.66K
|
3.4K
$342K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
63+ 0.59% |
$6.31K - $6.35K
|
10.7K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
56+ 1.8% |
$5.61K - $5.64K
|
3.17K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
54New |
$5.41K - $5.44K
|
54
$5.42K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
45+ 1.24% |
$4.51K - $4.53K
|
3.68K
$370K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
43+ 0.69% |
$4.31K - $4.33K
|
6.28K
$631K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
42+ 1.3% |
$4.21K - $4.23K
|
3.26K
$328K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
36+ 1.3% |
$3.61K - $3.63K
|
2.8K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
34+ 23.29% |
$3.41K - $3.42K
|
180
$18.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
30+ 71.43% |
$3.01K - $3.02K
|
72
$7.23K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
18+ 0.52% |
$1.8K - $1.81K
|
3.5K
$352K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14New |
$1.4K - $1.41K
|
14
$1.41K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12+ 0.42% |
$1.2K - $1.21K
|
2.85K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9New |
$902 - $907
|
9
$904
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
8+ 0.12% |
$802 - $806
|
6.54K
$657K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.42% |
$702 - $705
|
1.69K
$170K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7+ 9.09% |
$702 - $705
|
84
$8.44K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
6+ 0.21% |
$601 - $604
|
2.81K
$282K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3+ 0.11% |
$301 - $302
|
2.68K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$100 - $101
|
7.36K
$740K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2- 0.1% |
$200 - $201
|
2.1K
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7- 3.24% |
$702 - $705
|
209
$21K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-10- 0.18% |
$1K - $1.01K
|
5.7K
$573K
|