Purchases and Sales Made in Q3 2023 in Pimco ETF Tr Enhanced Short Ma (EMNT)
This table provides information about the institutional ownership of Pimco ETF Tr Enhanced Short Ma (EMNT) during Q3 2023. The information is specifically focused on institutions that hold shares of PIMCO ETF TR ENHANCED SHORT MA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
110KNew |
$10.7M - $10.8M
|
110K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
33.2KNew |
$3.24M - $3.26M
|
33.2K
$3.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.1K+ 22.04% |
$1.95M - $1.97M
|
111K
$11M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
18.4KNew |
$1.79M - $1.8M
|
18.4K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.98K+ 61.33% |
$778K - $783K
|
21K
$2.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
5.78K+ 23.75% |
$563K - $567K
|
30.1K
$2.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.51KNew |
$538K - $541K
|
5.51K
$545K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.79K+ 24.15% |
$467K - $470K
|
24.6K
$2.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.71KNew |
$361K - $364K
|
3.71K
$366K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.03K+ 9.4% |
$295K - $297K
|
35.2K
$3.48M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.86KNew |
$279K - $281K
|
2.86K
$283K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.8KNew |
$273K - $275K
|
2.8K
$277K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
2.7K+ 112.18% |
$263K - $265K
|
5.1K
$504K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.77K+ 19.07% |
$173K - $174K
|
11.1K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
1.21K+ 2.58% |
$118K - $119K
|
48.2K
$4.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.08KNew |
$105K - $105K
|
1.08K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
746New |
$72.7K - $73.2K
|
746
$73.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
719+ 5.63% |
$70.1K - $70.5K
|
13.5K
$1.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
656+ 15.54% |
$64K - $64.4K
|
4.88K
$482K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
566+ 74.38% |
$55.2K - $55.5K
|
1.33K
$131K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
481New |
$46.9K - $47.2K
|
481
$47.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
222+ 8.19% |
$21.6K - $21.8K
|
2.93K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
128+ 0.5% |
$12.5K - $12.6K
|
25.6K
$2.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
66New |
$6.43K - $6.48K
|
66
$6.52K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
62+ 21.38% |
$6.04K - $6.08K
|
352
$34.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
55+ 1.39% |
$5.36K - $5.4K
|
4.02K
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
46+ 6.59% |
$4.48K - $4.51K
|
744
$73.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21+ 1.01% |
$2.05K - $2.06K
|
2.1K
$207K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12+ 0.59% |
$1.17K - $1.18K
|
2.06K
$204K
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1+ 0.04% |
$97.5 - $98.1
|
2.65K
$262K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1- 0.87% |
$97.5 - $98.1
|
114
$11.3K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-31- 1.06% |
$3.02K - $3.04K
|
2.9K
$286K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-44- 0.61% |
$4.29K - $4.32K
|
7.21K
$712K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-55- 1.3% |
$5.36K - $5.4K
|
4.18K
$413K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-150- 14.34% |
$14.6K - $14.7K
|
896
$88.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-273- 5.16% |
$26.6K - $26.8K
|
5.02K
$496K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-452- 0.47% |
$44.1K - $44.4K
|
96.3K
$9.52M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-507- 3.17% |
$49.4K - $49.7K
|
15.5K
$1.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-879- 20.17% |
$85.7K - $86.2K
|
3.48K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.04K- 2.27% |
$102K - $102K
|
45K
$4.44M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.28K- 10.1% |
$125K - $126K
|
11.4K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.37K- 19.37% |
$134K - $135K
|
5.71K
$564K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.82K- 90.19% |
$177K - $179K
|
198
$19.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-1.97K- 18.71% |
$192K - $193K
|
8.57K
$847K
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-2.11K- 37.59% |
$206K - $207K
|
3.51K
$346K
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.23K- 5.96% |
$218K - $219K
|
35.2K
$3.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.1K- 33.01% |
$981K - $987K
|
20.4K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.6K- 90.04% |
$3.38M - $3.4M
|
3.83K
$379K
|