Latest Institutional Purchases of Pimco ETF Tr Enhanced Sht Matu (MINT)
This list provides information on the latest institutional transactions involving Pimco ETF Tr Enhanced Sht Matu (MINT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72+ 480.0% |
$7.19K - $7.24K
|
87
$8.75K
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
29+ 1.2% |
$2.89K - $2.92K
|
2.45K
$246K
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
17+ 0.83% |
$1.7K - $1.71K
|
2.08K
$209K
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
47.6K+ 13.96% |
$4.75M - $4.77M
|
388K
$39.1M
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
41.5KNew |
$4.14M - $4.15M
|
41.5K
$4.17M
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
40.6K+ 43.79% |
$4.05M - $4.06M
|
133K
$13.4M
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
25.8KNew |
$2.57M - $2.58M
|
25.8K
$2.59M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
19.1KNew |
$1.9M - $1.91M
|
19.1K
$1.92M
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
14.3KNew |
$1.42M - $1.43M
|
14.3K
$1.44M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.6KNew |
$1.16M - $1.16M
|
11.6K
$1.17M
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
6.4KNew |
$638K - $641K
|
6.4K
$643K
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6.34KNew |
$632K - $635K
|
6.34K
$637K
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
6.22KNew |
$620K - $623K
|
6.22K
$625K
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.29KNew |
$527K - $529K
|
5.29K
$531K
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
4.44KNew |
$443K - $445K
|
4.44K
$446K
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.44K+ 80.51% |
$343K - $344K
|
7.71K
$775K
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
3.35KNew |
$334K - $335K
|
3.35K
$337K
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.33KNew |
$332K - $334K
|
3.33K
$335K
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
3.06KNew |
$305K - $306K
|
3.06K
$308K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.89KNew |
$288K - $289K
|
2.89K
$290K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.86K+ 12.46% |
$285K - $286K
|
25.8K
$2.59M
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.32KNew |
$232K - $233K
|
2.32K
$234K
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.23KNew |
$222K - $223K
|
2.23K
$224K
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
2.1KNew |
$209K - $210K
|
2.1K
$211K
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.01KNew |
$200K - $201K
|
2.01K
$202K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.57KNew |
$156K - $157K
|
1.57K
$158K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.12KNew |
$112K - $112K
|
1.12K
$113K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
993+ 26.09% |
$99K - $99.5K
|
4.8K
$483K
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
709+ 7.65% |
$70.7K - $71K
|
9.97K
$1M
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
606New |
$60.4K - $60.7K
|
606
$60.9K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
443New |
$44.2K - $44.4K
|
443
$44.5K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
351New |
$35K - $35.2K
|
351
$35.3K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
300New |
$29.9K - $30.1K
|
300
$30.2K
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
259New |
$25.8K - $25.9K
|
259
$26K
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
223+ 9.33% |
$22.2K - $22.3K
|
2.61K
$263K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
217New |
$21.6K - $21.7K
|
217
$21.8K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
212New |
$21.1K - $21.2K
|
212
$21.3K
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
194+ 6.07% |
$19.3K - $19.4K
|
3.39K
$341K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
189New |
$18.8K - $18.9K
|
189
$19K
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
189+ 4.8% |
$18.8K - $18.9K
|
4.13K
$415K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
99New |
$9.87K - $9.92K
|
99
$9.95K
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
65+ 1.33% |
$6.48K - $6.51K
|
4.94K
$497K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
32New |
$3.19K - $3.21K
|
32
$3.22K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
30New |
$2.99K - $3.01K
|
30
$3.02K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
16New |
$1.6K - $1.6K
|
16
$1.61K
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
13+ 0.56% |
$1.3K - $1.3K
|
2.34K
$235K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.16% |
$299 - $301
|
1.84K
$185K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.08% |
$199 - $200
|
2.56K
$258K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
341KNew |
$33.9M - $34.2M
|
341K
$34.3M
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
150KNew |
$14.9M - $15M
|
150K
$15.1M
|