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 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-262- 4.05% |
$26.3K - $26.4K
|
6.2K
$623K
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-295- 2.02% |
$29.6K - $29.7K
|
14.3K
$1.44M
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-300- 9.06% |
$30.1K - $30.2K
|
3.01K
$302K
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-300- 4.32% |
$30.1K - $30.2K
|
6.65K
$668K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-306- 5.38% |
$30.7K - $30.8K
|
5.38K
$540K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-336- 40.53% |
$33.7K - $33.8K
|
493
$49.5K
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-370- 8.82% |
$37.1K - $37.3K
|
3.83K
$384K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-371- 1.59% |
$37.2K - $37.4K
|
23K
$2.31M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-400- 10.75% |
$40.1K - $40.3K
|
3.32K
$334K
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-401- 0.85% |
$40.2K - $40.4K
|
46.7K
$4.69M
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-403- 7.57% |
$40.4K - $40.6K
|
4.92K
$494K
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-410- 1.31% |
$41.1K - $41.3K
|
31K
$3.11M
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-424- 2.85% |
$42.5K - $42.7K
|
14.4K
$1.45M
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-430- 12.19% |
$43.1K - $43.3K
|
3.1K
$311K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-433- 3.63% |
$43.4K - $43.6K
|
11.5K
$1.16M
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-450- 3.52% |
$45.1K - $45.3K
|
12.3K
$1.24M
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-451- 7.95% |
$45.2K - $45.4K
|
5.22K
$524K
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-458- 10.02% |
$45.9K - $46.1K
|
4.12K
$413K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-487- 2.06% |
$48.8K - $49.1K
|
23.1K
$2.32M
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-508- 10.73% |
$50.9K - $51.2K
|
4.23K
$425K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-512- 19.15% |
$51.3K - $51.6K
|
2.16K
$217K
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-514- 11.42% |
$51.5K - $51.8K
|
3.99K
$401K
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-539- 0.52% |
$54K - $54.3K
|
102K
$10.3M
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-541- 16.27% |
$54.2K - $54.5K
|
2.78K
$280K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-558- 4.95% |
$55.9K - $56.2K
|
10.7K
$1.08M
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-626- 0.97% |
$62.7K - $63.1K
|
64K
$6.43M
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-664- 13.33% |
$66.5K - $66.9K
|
4.32K
$434K
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-667- 23.1% |
$66.8K - $67.2K
|
2.22K
$223K
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-675- 3.7% |
$67.6K - $68K
|
17.6K
$1.77M
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-678- 1.94% |
$67.9K - $68.3K
|
34.2K
$3.44M
|
|
Feb 07, 2025
Q4 2024
|
Wallace Hart LLC
Lexington, KY |
SELL
|
- |
-679- 39.89% |
$68K - $68.4K
|
1.02K
$103K
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-695- 13.5% |
$69.7K - $70K
|
4.46K
$447K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-708- 19.82% |
$71K - $71.3K
|
2.86K
$288K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-714- 12.55% |
$71.6K - $71.9K
|
4.97K
$500K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-741- 6.28% |
$74.3K - $74.6K
|
11.1K
$1.11M
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-774- 14.27% |
$77.6K - $78K
|
4.65K
$467K
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-775- 3.53% |
$77.7K - $78.1K
|
21.2K
$2.12M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-800- 2.08% |
$80.2K - $80.6K
|
37.6K
$3.78M
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-800- 13.91% |
$80.2K - $80.6K
|
4.95K
$497K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-851- 2.43% |
$85.3K - $85.7K
|
34.1K
$3.43M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-875- 48.75% |
$87.7K - $88.1K
|
920
$92.4K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-912- 26.95% |
$91.4K - $91.9K
|
2.47K
$248K
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-919- 6.22% |
$92.1K - $92.6K
|
13.9K
$1.39M
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-919- 4.27% |
$92.1K - $92.6K
|
20.6K
$2.07M
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-935- 13.86% |
$93.7K - $94.2K
|
5.81K
$584K
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-950- 5.46% |
$95.2K - $95.7K
|
16.5K
$1.65M
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-978- 10.8% |
$98K - $98.5K
|
8.08K
$811K
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-988- 2.16% |
$99K - $99.5K
|
44.7K
$4.49M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-993- 7.4% |
$99.5K - $100K
|
12.4K
$1.25M
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.03K- 30.23% |
$103K - $104K
|
2.38K
$239K
|