Latest Institutional Transactions on Pimco ETF Tr Enhanced Short Ma (EMNT)
This table provides information on the latest institutional transactions involving Pimco ETF Tr Enhanced Short Ma (EMNT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.83K- 46.15% |
$179K - $179K
|
2.14K
$211K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.27KNew |
$221K - $222K
|
2.27K
$224K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
10+ 0.49% |
$974 - $979
|
2.07K
$204K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
10+ 0.37% |
$974 - $979
|
2.73K
$269K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 1.04% |
$292 - $294
|
291
$28.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 1.3% |
$195 - $196
|
156
$15.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-211- 39.96% |
$20.5K - $20.6K
|
317
$31.3K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-211- 39.96% |
$20.5K - $20.6K
|
317
$31.3K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
8New |
$776 - $782
|
8
$789
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-42.9K- 91.06% |
$4.16M - $4.19M
|
4.21K
$416K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
427New |
$41.4K - $41.7K
|
427
$42.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.61KNew |
$253K - $255K
|
2.61K
$258K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
88+ 0.47% |
$8.53K - $8.6K
|
18.8K
$1.85M
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.08KClosed |
$202K - $204K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-4.13K- 55.73% |
$400K - $405K
|
3.28K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
5.9KNew |
$572K - $578K
|
5.9K
$582K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
2.49KNew |
$241K - $244K
|
2.49K
$245K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
465+ 2.91% |
$45.1K - $45.6K
|
16.4K
$1.62M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-19.5K- 78.52% |
$1.91M - $1.92M
|
5.33K
$526K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-183- 27.56% |
$18K - $18K
|
481
$47.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
120New |
$11.8K - $11.8K
|
120
$11.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Cim, LLC
|
SELL
|
- |
-621- 16.52% |
$61K - $61.2K
|
3.14K
$310K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.21K- 11.22% |
$414K - $417K
|
33.3K
$3.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-4.5K- 81.82% |
$443K - $446K
|
1K
$98.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-50- 20.0% |
$4.92K - $4.95K
|
200
$19.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
817New |
$80.4K - $80.9K
|
817
$80.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-3.3KClosed |
$324K - $327K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.05K- 29.99% |
$104K - $105K
|
2.44K
$241K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.11KNew |
$209K - $211K
|
2.11K
$208K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.5KClosed |
$149K - $150K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-84Closed |
$8.32K - $8.42K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-6.91KClosed |
$692K - $695K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-12.2KClosed |
$1.22M - $1.23M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-380Closed |
$38.1K - $38.2K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-75- 75.0% |
$7.55K - $7.55K
|
25
$2.47K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-400Closed |
$40.2K - $40.3K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
447New |
$45K - $45K
|
447
$44.1K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
173KNew |
$17.4M - $17.4M
|
173K
$17.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-275Closed |
$27.7K - $27.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.5KNew |
$251K - $252K
|
2.5K
$247K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-150Closed |
$15.1K - $15.1K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 31, 2023
Q1 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.01K+ 40.94% |
$101K - $102K
|
3.47K
$342K
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-277Closed |
$27.9K - $27.9K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
BUY
|
- |
249KNew |
$25.1M - $25.1M
|
249K
$24.6M
|
|
|
Apr 28, 2021
Q1 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.17KClosed |
$319K - $319K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2KClosed |
$201K - $202K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
70+ 5.0% |
$6.93K - $7.05K
|
1.47K
$145K
|
|
| Q1 2020 | |||||||
|
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
521New |
$51.2K - $52.5K
|
521
$51.4K
|
|