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 |
---|---|---|---|---|---|---|---|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.05KNew |
$203K - $205K
|
2.05K
$205K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
700New |
$69.2K - $69.8K
|
700
$70.1K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
600New |
$59.4K - $59.9K
|
600
$60.1K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
142New |
$14K - $14.2K
|
142
$14.2K
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
123+ 3.93% |
$12.2K - $12.3K
|
3.25K
$326K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
72New |
$7.12K - $7.18K
|
72
$7.21K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
36New |
$3.56K - $3.59K
|
36
$3.61K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
36+ 2.78% |
$3.56K - $3.59K
|
1.33K
$133K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
19New |
$1.88K - $1.9K
|
19
$1.9K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
19+ 1.25% |
$1.88K - $1.9K
|
1.54K
$154K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38KNew |
$3.75M - $3.78M
|
38K
$3.81M
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
9.17K+ 10.1% |
$905K - $913K
|
99.9K
$10M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.14KNew |
$804K - $810K
|
8.14K
$816K
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7.61KNew |
$752K - $758K
|
7.61K
$763K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7.18KNew |
$709K - $715K
|
7.18K
$719K
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.46KNew |
$440K - $444K
|
4.46K
$447K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.3K+ 12.14% |
$326K - $328K
|
30.5K
$3.05M
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.03KNew |
$299K - $301K
|
3.03K
$303K
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.02KNew |
$298K - $301K
|
3.02K
$303K
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
2.76KNew |
$273K - $275K
|
2.76K
$277K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.03KNew |
$101K - $102K
|
1.03K
$103K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
257New |
$25.4K - $25.6K
|
257
$25.7K
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
222+ 10.6% |
$21.9K - $22.1K
|
2.32K
$232K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
150New |
$14.8K - $14.9K
|
150
$15K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
90+ 900.0% |
$8.89K - $8.96K
|
100
$10K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
55+ 0.32% |
$5.43K - $5.47K
|
17K
$1.7M
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
30New |
$2.96K - $2.99K
|
30
$3.01K
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
8+ 0.04% |
$790 - $796
|
21K
$2.11M
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4New |
$395 - $398
|
4
$401
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.98% |
$395 - $398
|
412
$41.3K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
43.7KNew |
$4.29M - $4.33M
|
43.7K
$4.38M
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
31.8KNew |
$3.12M - $3.15M
|
31.8K
$3.18M
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
27.9K+ 109.52% |
$2.74M - $2.77M
|
53.5K
$5.36M
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
12.1KNew |
$1.18M - $1.19M
|
12.1K
$1.21M
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
9.57KNew |
$940K - $948K
|
9.57K
$959K
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
8.9KNew |
$874K - $881K
|
8.9K
$891K
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
8.09KNew |
$795K - $801K
|
8.09K
$811K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.86K+ 93.94% |
$673K - $679K
|
14.2K
$1.42M
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.29KNew |
$618K - $623K
|
6.29K
$631K
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
3.65KNew |
$358K - $361K
|
3.65K
$366K
|
|
Feb 13, 2023
Q4 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
3.1KNew |
$304K - $307K
|
3.1K
$311K
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.67KNew |
$262K - $264K
|
2.67K
$267K
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
2.6KNew |
$255K - $257K
|
2.6K
$260K
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.29KNew |
$225K - $227K
|
2.29K
$230K
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
2.18K+ 6.1% |
$214K - $216K
|
37.9K
$3.79M
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.49K+ 29.98% |
$146K - $147K
|
6.45K
$646K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
299New |
$29.4K - $29.6K
|
299
$30K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
255New |
$25K - $25.2K
|
255
$25.5K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
241New |
$23.7K - $23.9K
|
241
$24.1K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
207New |
$20.3K - $20.5K
|
207
$20.7K
|