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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-87- 42.65% |
$8.64K - $8.71K
|
117
$11.7K
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.01K- 46.99% |
$199K - $201K
|
2.26K
$227K
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.18KNew |
$217K - $218K
|
2.18K
$219K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
217New |
$21.6K - $21.7K
|
217
$21.8K
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
25+ 0.93% |
$2.48K - $2.5K
|
2.72K
$273K
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-160- 7.21% |
$15.9K - $16K
|
2.06K
$207K
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
BUY
|
- |
2.69KNew |
$267K - $269K
|
2.69K
$270K
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
26+ 1.29% |
$2.58K - $2.6K
|
2.04K
$204K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
47New |
$4.67K - $4.71K
|
47
$4.72K
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-450- 6.53% |
$44.7K - $45.1K
|
6.45K
$647K
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-5.04K- 25.82% |
$501K - $505K
|
14.5K
$1.45M
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.17% |
$596 - $601
|
3.55K
$356K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
171New |
$17K - $17.1K
|
171
$17.2K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-120- 46.15% |
$11.9K - $12K
|
140
$14.1K
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
BUY
|
- |
23.4KNew |
$2.33M - $2.35M
|
23.4K
$2.35M
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-18- 94.74% |
$1.79K - $1.8K
|
1
$100
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
14New |
$1.39K - $1.4K
|
14
$1.41K
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
348+ 1.81% |
$34.6K - $34.8K
|
19.6K
$1.96M
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-318- 8.08% |
$31.6K - $31.8K
|
3.62K
$363K
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$99.4 - $100
|
3.31K
$332K
|
|
Q2 2023 | |||||||
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-3.89KClosed |
$384K - $388K
|
0
$0
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-35.1K- 68.01% |
$3.47M - $3.5M
|
16.5K
$1.66M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5KNew |
$495K - $499K
|
5K
$502K
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-445- 55.01% |
$44K - $44.4K
|
364
$36.5K
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
134KNew |
$13.2M - $13.4M
|
134K
$13.4M
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-952- 23.65% |
$94.2K - $95K
|
3.07K
$309K
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.11K+ 55.72% |
$208K - $210K
|
5.88K
$590K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
36New |
$3.56K - $3.59K
|
36
$3.61K
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.05K- 99.23% |
$203K - $205K
|
16
$1.61K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
600New |
$59.4K - $59.9K
|
600
$60.2K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
19New |
$1.88K - $1.9K
|
19
$1.91K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
72New |
$7.12K - $7.18K
|
72
$7.23K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.87K+ 3.02% |
$779K - $785K
|
268K
$26.9M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
36+ 2.78% |
$3.56K - $3.59K
|
1.33K
$133K
|
|
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
$154K
|
|
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
$72.4K
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.57K- 35.76% |
$155K - $156K
|
2.81K
$282K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-616- 1.09% |
$60.9K - $61.5K
|
55.8K
$5.6M
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
5.89KNew |
$583K - $588K
|
5.89K
$591K
|
|
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
$223K
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-138- 2.14% |
$13.7K - $13.8K
|
6.31K
$634K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-436- 36.73% |
$43.1K - $43.5K
|
751
$75.4K
|
|
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
$10K
|