Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.5KNew |
$1.33M - $1.34M
|
13.5K
$1.34M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.98K+ 18.55% |
$980K - $987K
|
63.7K
$6.3M
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
5.29KNew |
$520K - $524K
|
5.29K
$523K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.83K+ 3.02% |
$376K - $379K
|
131K
$12.9M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.45K+ 13.13% |
$339K - $342K
|
29.8K
$2.94M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.37KNew |
$233K - $234K
|
2.37K
$234K
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2.37K+ 6.32% |
$233K - $234K
|
39.8K
$3.94M
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.57K+ 3.81% |
$154K - $155K
|
42.7K
$4.22M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.54K+ 2.8% |
$151K - $152K
|
56.4K
$5.57M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.33K+ 16.77% |
$131K - $132K
|
9.27K
$916K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.29K+ 127.9% |
$127K - $127K
|
2.3K
$227K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.16K+ 42.32% |
$114K - $115K
|
3.9K
$385K
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
821+ 1.71% |
$80.6K - $81.3K
|
49K
$4.84M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
644+ 90.96% |
$63.3K - $63.7K
|
1.35K
$134K
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
637+ 8.08% |
$62.6K - $63K
|
8.52K
$842K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
625+ 21.74% |
$61.4K - $61.9K
|
3.5K
$346K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
431New |
$42.3K - $42.7K
|
431
$42.6K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
308+ 7.29% |
$30.3K - $30.5K
|
4.54K
$448K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
256+ 9.04% |
$25.1K - $25.3K
|
3.09K
$305K
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
185+ 5.45% |
$18.2K - $18.3K
|
3.58K
$354K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
150New |
$14.7K - $14.8K
|
150
$14.8K
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
96+ 4.31% |
$9.43K - $9.5K
|
2.32K
$230K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
94New |
$9.23K - $9.3K
|
94
$9.29K
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
73+ 2.19% |
$7.17K - $7.22K
|
3.41K
$337K
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
72+ 1.39% |
$7.07K - $7.13K
|
5.24K
$518K
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
12+ 0.41% |
$1.18K - $1.19K
|
2.94K
$291K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.06% |
$1.18K - $1.19K
|
18.6K
$1.84M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10+ 25.0% |
$982 - $990
|
50
$4.94K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.03% |
$393 - $396
|
13.5K
$1.33M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4+ 0.12% |
$393 - $396
|
3.22K
$318K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 1.68% |
$196 - $198
|
121
$12K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 3.83% |
$3.44K - $3.46K
|
878
$86.8K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-85- 1.59% |
$8.35K - $8.41K
|
5.26K
$519K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-88- 7.75% |
$8.64K - $8.71K
|
1.05K
$104K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-120- 2.03% |
$11.8K - $11.9K
|
5.78K
$572K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-172- 5.16% |
$16.9K - $17K
|
3.16K
$312K
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-214- 0.61% |
$21K - $21.2K
|
34.6K
$3.42M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-350- 50.0% |
$34.4K - $34.6K
|
350
$34.6K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-510- 4.14% |
$50.1K - $50.5K
|
11.8K
$1.17M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-532- 0.55% |
$52.3K - $52.7K
|
95.8K
$9.47M
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-550- 11.96% |
$54K - $54.4K
|
4.05K
$400K
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-560- 3.4% |
$55K - $55.4K
|
15.9K
$1.57M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.62K- 24.23% |
$159K - $160K
|
5.06K
$500K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.78K- 15.34% |
$175K - $176K
|
9.84K
$972K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2.24K- 60.57% |
$220K - $222K
|
1.46K
$144K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.65K- 25.08% |
$260K - $262K
|
7.91K
$782K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.79K- 85.31% |
$372K - $375K
|
652
$64.4K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.3K- 35.65% |
$1.7M - $1.71M
|
31.2K
$3.08M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-34.6K- 48.4% |
$3.4M - $3.43M
|
36.9K
$3.65M
|