Latest Institutional Transactions on Pimco ETF Tr Enhanced Sht Matu (MINT)
This table provides information on the latest institutional transactions involving Pimco ETF Tr Enhanced Sht Matu (MINT) 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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.33K- 61.86% |
$133K - $134K
|
820
$82.5K
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-820- 16.87% |
$81.8K - $82.4K
|
4.04K
$406K
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-200- 1.87% |
$20K - $20.1K
|
10.5K
$1.05M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
53.8K+ 885.79% |
$5.37M - $5.41M
|
59.9K
$6.02M
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
29+ 1.2% |
$2.89K - $2.92K
|
2.45K
$246K
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.55KNew |
$255K - $256K
|
2.55K
$257K
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-114K- 97.83% |
$11.4M - $11.5M
|
2.53K
$255K
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
189New |
$18.9K - $19K
|
189
$19K
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-257- 11.39% |
$25.7K - $25.8K
|
2K
$201K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
28New |
$2.79K - $2.82K
|
28
$2.82K
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-2.54K- 53.85% |
$253K - $255K
|
2.18K
$219K
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.45K- 63.27% |
$344K - $346K
|
2K
$201K
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
3.69K+ 164.33% |
$368K - $371K
|
5.93K
$597K
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-500- 13.72% |
$49.9K - $50.3K
|
3.15K
$316K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.52K- 2.82% |
$551K - $555K
|
191K
$19.2M
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
3.73KNew |
$372K - $375K
|
3.73K
$375K
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-2.5K- 48.88% |
$250K - $251K
|
2.62K
$263K
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-290- 10.09% |
$28.9K - $29.2K
|
2.59K
$260K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-80- 8.0% |
$7.98K - $8.04K
|
920
$92.6K
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-13.9K- 69.73% |
$1.38M - $1.39M
|
6.02K
$606K
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
100New |
$9.98K - $10.1K
|
100
$10.1K
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.42KNew |
$441K - $444K
|
4.42K
$444K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-239- 88.19% |
$23.9K - $24K
|
32
$3.22K
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
18.1KNew |
$1.81M - $1.82M
|
18.1K
$1.82M
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-35.4K- 86.12% |
$3.54M - $3.56M
|
5.71K
$574K
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
777+ 18.54% |
$77.6K - $78.1K
|
4.97K
$500K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-366- 7.65% |
$36.5K - $36.8K
|
4.42K
$444K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72+ 480.0% |
$7.19K - $7.24K
|
87
$8.75K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.9K- 27.48% |
$290K - $292K
|
7.66K
$771K
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
442+ 3.4% |
$44.1K - $44.4K
|
13.4K
$1.35M
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.05KNew |
$204K - $206K
|
2.05K
$206K
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$201K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-10- 2.31% |
$998 - $1.01K
|
422
$42.5K
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.81K- 24.75% |
$181K - $182K
|
5.51K
$554K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-127- 80.89% |
$12.7K - $12.8K
|
30
$3.02K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.09K+ 13.0% |
$209K - $210K
|
18.2K
$1.83M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.98K+ 19.7% |
$298K - $300K
|
18.1K
$1.82M
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.49KNew |
$249K - $250K
|
2.49K
$251K
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-3.2K- 57.38% |
$319K - $322K
|
2.38K
$239K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4- 1.01% |
$399 - $402
|
393
$39.5K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
2.11KNew |
$211K - $212K
|
2.11K
$212K
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-37- 1.64% |
$3.69K - $3.72K
|
2.22K
$223K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.04KNew |
$503K - $507K
|
5.04K
$507K
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
3.72KNew |
$371K - $374K
|
3.72K
$374K
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-127- 4.88% |
$12.7K - $12.8K
|
2.48K
$249K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.45K+ 12.48% |
$245K - $247K
|
22.1K
$2.22M
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
205New |
$20.5K - $20.6K
|
205
$20.6K
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
17+ 0.83% |
$1.7K - $1.71K
|
2.08K
$209K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-60- 66.67% |
$5.99K - $6.03K
|
30
$3.02K
|