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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-149- 5.49% |
$14.7K - $14.8K
|
2.57K
$258K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.81KClosed |
$475K - $479K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.09K+ 17.72% |
$107K - $108K
|
7.21K
$726K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-57- 0.95% |
$5.63K - $5.67K
|
5.91K
$595K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-532- 24.3% |
$52.5K - $53K
|
1.66K
$167K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
30New |
$2.96K - $2.99K
|
30
$3.02K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-47K- 99.87% |
$4.64M - $4.68M
|
60
$6.04K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.3K+ 12.14% |
$326K - $328K
|
30.5K
$3.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-500- 19.59% |
$49.4K - $49.8K
|
2.05K
$206K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-195- 5.73% |
$19.3K - $19.4K
|
3.21K
$323K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-3.42K- 15.28% |
$338K - $341K
|
19K
$1.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-372- 13.4% |
$36.7K - $37K
|
2.41K
$242K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
222+ 10.6% |
$21.9K - $22.1K
|
2.32K
$233K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3K- 4.79% |
$296K - $298K
|
59.6K
$6M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
8+ 0.04% |
$790 - $796
|
21K
$2.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.84K+ 63.64% |
$478K - $482K
|
12.4K
$1.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
524+ 1.02% |
$51.7K - $52.2K
|
51.7K
$5.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
9.17K+ 10.1% |
$905K - $913K
|
99.9K
$10.1M
|
|
| Q4 2022 | |||||||
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.29KNew |
$225K - $227K
|
2.29K
$230K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-64- 5.65% |
$6.28K - $6.34K
|
1.07K
$108K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
241New |
$23.7K - $23.9K
|
241
$24.2K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
100New |
$9.82K - $9.9K
|
100
$10.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
8.9KNew |
$874K - $881K
|
8.9K
$895K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
43.7KNew |
$4.29M - $4.33M
|
43.7K
$4.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.27K- 16.8% |
$616K - $621K
|
31.1K
$3.13M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
207New |
$20.3K - $20.5K
|
207
$20.8K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-974- 19.61% |
$95.6K - $96.4K
|
3.99K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.98KNew |
$391K - $394K
|
3.98K
$400K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.78KClosed |
$666K - $671K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.07M- 98.99% |
$105M - $106M
|
10.9K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-9K- 78.74% |
$884K - $891K
|
2.43K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.1K- 25.06% |
$206K - $208K
|
6.29K
$633K
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-9.98K- 36.36% |
$980K - $988K
|
17.5K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
3.1KNew |
$304K - $307K
|
3.1K
$312K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-54- 65.06% |
$5.3K - $5.35K
|
29
$2.92K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.32K- 88.96% |
$523K - $527K
|
661
$66.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.86K+ 93.94% |
$673K - $679K
|
14.2K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-12.7K- 34.67% |
$1.25M - $1.26M
|
23.9K
$2.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
2.18K+ 6.1% |
$214K - $216K
|
37.9K
$3.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-14.9K- 78.56% |
$1.46M - $1.47M
|
4.06K
$408K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
200New |
$19.6K - $19.8K
|
200
$20.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
255New |
$25K - $25.2K
|
255
$25.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.29KNew |
$618K - $623K
|
6.29K
$633K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-21.7K- 95.02% |
$2.13M - $2.15M
|
1.14K
$114K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.47K- 35.5% |
$537K - $541K
|
9.94K
$1M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
299New |
$29.4K - $29.6K
|
299
$30.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.56K- 48.53% |
$546K - $551K
|
5.9K
$593K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.67KNew |
$262K - $264K
|
2.67K
$268K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-930- 29.97% |
$91.3K - $92.1K
|
2.17K
$219K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
9.57KNew |
$940K - $948K
|
9.57K
$963K
|
|