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 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
|
|
|
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 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.64K- 10.69% |
$365K - $367K
|
30.4K
$3.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.84K- 26.84% |
$385K - $387K
|
10.5K
$1.05M
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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 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
|
|
|
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
|
|
|
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 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 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-13.1K- 2.95% |
$1.31M - $1.32M
|
430K
$43.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.9K- 12.38% |
$1.39M - $1.4M
|
98.1K
$9.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-14.9K- 85.62% |
$1.49M - $1.5M
|
2.5K
$251K
|
|
|
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
|
|
|
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
$7.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-19.6K- 5.94% |
$1.96M - $1.97M
|
310K
$31.1M
|
|
|
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
$5.76M
|
|
|
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
$6.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-33K- 35.3% |
$3.3M - $3.32M
|
60.4K
$6.07M
|
|
|
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 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
|