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 |
---|---|---|---|---|---|---|---|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
8.63KNew |
$853K - $857K
|
8.63K
$868K
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
13.3K+ 35.58% |
$1.32M - $1.32M
|
50.7K
$5.1M
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
2.11K+ 2.06% |
$209K - $210K
|
105K
$10.5M
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
BUY
|
- |
2.85KNew |
$282K - $283K
|
2.85K
$287K
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.64K+ 128.85% |
$459K - $461K
|
8.24K
$829K
|
|
Nov 01, 2022
Q3 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-610- 20.47% |
$60.3K - $60.6K
|
2.37K
$238K
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
42.1KNew |
$4.17M - $4.19M
|
42.1K
$4.24M
|
|
Nov 01, 2022
Q3 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
25+ 0.47% |
$2.47K - $2.48K
|
5.33K
$536K
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-1K- 25.0% |
$98.9K - $99.4K
|
3K
$302K
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
104KNew |
$10.3M - $10.3M
|
104K
$10.4M
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-4.24K- 48.3% |
$419K - $421K
|
4.54K
$456K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.14KNew |
$508K - $510K
|
5.14K
$517K
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
15+ 0.4% |
$1.48K - $1.49K
|
3.73K
$375K
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-22.9K- 93.97% |
$2.26M - $2.28M
|
1.47K
$148K
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
24.7K+ 620.21% |
$2.45M - $2.46M
|
28.7K
$2.89M
|
|
Oct 24, 2022
Q3 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-6.65K- 63.09% |
$657K - $661K
|
3.89K
$391K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.75K- 45.26% |
$173K - $174K
|
2.11K
$213K
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.11K- 18.56% |
$109K - $110K
|
4.85K
$488K
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-496- 19.24% |
$49K - $49.3K
|
2.08K
$209K
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-50- 2.21% |
$4.94K - $4.97K
|
2.21K
$222K
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-3- 0.13% |
$297 - $298
|
2.32K
$234K
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-96- 3.8% |
$9.49K - $9.54K
|
2.43K
$245K
|
|
Oct 18, 2022
Q3 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-455- 48.46% |
$45K - $45.2K
|
484
$48.7K
|
|
Oct 18, 2022
Q3 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.48KNew |
$245K - $247K
|
2.48K
$250K
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
27+ 1.18% |
$2.67K - $2.68K
|
2.32K
$233K
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-10- 3.82% |
$989 - $994
|
252
$25.4K
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-368- 8.74% |
$36.4K - $36.6K
|
3.84K
$387K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
2.73KNew |
$269K - $271K
|
2.73K
$274K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
187New |
$18.5K - $18.6K
|
187
$18.8K
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-50K- 29.52% |
$4.95M - $4.97M
|
119K
$12M
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-50- 1.66% |
$4.94K - $4.97K
|
2.96K
$298K
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-351- 9.88% |
$34.7K - $34.9K
|
3.2K
$322K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
3.49KNew |
$345K - $347K
|
3.49K
$351K
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
100New |
$9.89K - $9.94K
|
100
$10.1K
|
|
Q2 2022 | |||||||
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-6.19KClosed |
$613K - $619K
|
0
$0
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-100Closed |
$9.9K - $10K
|
0
$0
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.62K- 3.37% |
$160K - $162K
|
46.3K
$4.66M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
24New |
$2.38K - $2.4K
|
24
$2.41K
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4.18KClosed |
$414K - $418K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.59K- 30.13% |
$157K - $159K
|
3.68K
$370K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
57New |
$5.64K - $5.7K
|
57
$5.73K
|
|
Aug 15, 2022
Q2 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
402+ 16.31% |
$39.8K - $40.2K
|
2.87K
$288K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-5.37KClosed |
$532K - $537K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.42KNew |
$438K - $443K
|
4.42K
$445K
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-7.14K- 6.49% |
$707K - $714K
|
103K
$10.4M
|
|
Aug 15, 2022
Q2 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-300- 5.94% |
$29.7K - $30K
|
4.75K
$478K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-27Closed |
$2.67K - $2.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-106Closed |
$10.5K - $10.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-2KClosed |
$198K - $200K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$99 - $100
|
1
$101
|