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 |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
36+ 2.78% |
$3.56K - $3.59K
|
1.33K
$134K
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-26.4K- 91.09% |
$2.61M - $2.63M
|
2.58K
$259K
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.05KNew |
$203K - $205K
|
2.05K
$206K
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
123+ 3.93% |
$12.2K - $12.3K
|
3.25K
$327K
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
7.3K+ 205.61% |
$722K - $728K
|
10.8K
$1.09M
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
19+ 1.25% |
$1.88K - $1.9K
|
1.54K
$155K
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11.7KNew |
$1.16M - $1.17M
|
11.7K
$1.18M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.3K- 64.36% |
$129K - $130K
|
721
$72.5K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-226- 7.98% |
$22.4K - $22.5K
|
2.61K
$262K
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.57K- 35.76% |
$155K - $156K
|
2.81K
$283K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-616- 1.09% |
$60.9K - $61.5K
|
55.8K
$5.61M
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
5.89KNew |
$583K - $588K
|
5.89K
$593K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
142New |
$14K - $14.2K
|
142
$14.3K
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-2.59K- 53.78% |
$256K - $258K
|
2.22K
$224K
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-138- 2.14% |
$13.7K - $13.8K
|
6.31K
$635K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-436- 36.73% |
$43.1K - $43.5K
|
751
$75.6K
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-4- 0.03% |
$396 - $399
|
15.5K
$1.56M
|
|
Q1 2023 | |||||||
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
90+ 900.0% |
$8.89K - $8.96K
|
100
$10.1K
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-118- 2.52% |
$11.7K - $11.7K
|
4.56K
$459K
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-121- 7.8% |
$11.9K - $12K
|
1.43K
$144K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.82K- 15.06% |
$278K - $280K
|
15.9K
$1.6M
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.03KNew |
$299K - $301K
|
3.03K
$305K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-676- 16.42% |
$66.7K - $67.3K
|
3.44K
$346K
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.02KNew |
$298K - $301K
|
3.02K
$304K
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.23KNew |
$220K - $222K
|
2.23K
$225K
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.39K- 38.52% |
$137K - $138K
|
2.22K
$223K
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
113KNew |
$11.2M - $11.3M
|
113K
$11.4M
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.66K- 55.07% |
$263K - $265K
|
2.17K
$218K
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.24K- 27.17% |
$122K - $123K
|
3.31K
$333K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38KNew |
$3.75M - $3.78M
|
38K
$3.83M
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.86K- 36.39% |
$282K - $285K
|
5K
$503K
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-416- 4.53% |
$41.1K - $41.4K
|
8.76K
$881K
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-347- 10.6% |
$34.3K - $34.5K
|
2.93K
$295K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
257New |
$25.4K - $25.6K
|
257
$25.9K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
150New |
$14.8K - $14.9K
|
150
$15.1K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-3.94K- 88.74% |
$389K - $392K
|
500
$50.3K
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7.61KNew |
$752K - $758K
|
7.61K
$766K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4New |
$395 - $398
|
4
$402
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
2.76KNew |
$273K - $275K
|
2.76K
$278K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.03KNew |
$101K - $102K
|
1.03K
$103K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7.18KNew |
$709K - $715K
|
7.18K
$722K
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-15.7K- 75.48% |
$1.55M - $1.56M
|
5.11K
$514K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
55+ 0.32% |
$5.43K - $5.47K
|
17K
$1.71M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-16- 26.67% |
$1.58K - $1.59K
|
44
$4.43K
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-100- 4.73% |
$9.87K - $9.95K
|
2.02K
$203K
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.98% |
$395 - $398
|
412
$41.5K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.14KNew |
$804K - $810K
|
8.14K
$819K
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.46KNew |
$440K - $444K
|
4.46K
$449K
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-5.84K- 47.26% |
$577K - $581K
|
6.52K
$656K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-56- 93.33% |
$5.53K - $5.57K
|
4
$402
|