Purchases and Sales Made in Q1 2023 in Pimco ETF Tr Enhanced Sht Matu (MINT)
This table provides information about the institutional ownership of Pimco ETF Tr Enhanced Sht Matu (MINT) during Q1 2023. The information is specifically focused on institutions that hold shares of PIMCO ETF TR ENHANCED SHT MATU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
4.04K+ 9.81% |
$398K - $402K
|
45.2K
$4.53M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.03KNew |
$398K - $401K
|
4.03K
$405K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.94K+ 12.59% |
$389K - $392K
|
35.2K
$3.54M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.85KNew |
$380K - $383K
|
3.85K
$387K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.83K+ 3864.65% |
$378K - $381K
|
3.93K
$394K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.81K+ 31.66% |
$376K - $379K
|
15.8K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.78KNew |
$373K - $376K
|
3.78K
$379K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.76K+ 42.2% |
$371K - $374K
|
12.7K
$1.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.72K+ 96.97% |
$367K - $370K
|
7.55K
$758K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.7KNew |
$365K - $368K
|
3.7K
$372K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3.66K+ 12.99% |
$361K - $364K
|
31.8K
$3.2M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.55KNew |
$350K - $353K
|
3.55K
$356K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.33K+ 56.95% |
$329K - $332K
|
9.18K
$922K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.3K+ 12.14% |
$326K - $328K
|
30.5K
$3.06M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.24K+ 42.92% |
$319K - $322K
|
10.8K
$1.08M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3.16K+ 84.92% |
$312K - $315K
|
6.88K
$691K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.03KNew |
$299K - $301K
|
3.03K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.02KNew |
$298K - $301K
|
3.02K
$303K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.93KNew |
$289K - $292K
|
2.93K
$294K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.91K+ 0.69% |
$288K - $290K
|
427K
$42.9M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.81K+ 17.49% |
$278K - $280K
|
18.9K
$1.9M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
2.76KNew |
$273K - $275K
|
2.76K
$277K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.7K+ 12.31% |
$266K - $269K
|
24.6K
$2.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.62K+ 337.55% |
$258K - $260K
|
3.39K
$341K
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2.61K+ 5.33% |
$257K - $259K
|
51.5K
$5.17M
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
2.58K+ 2.55% |
$254K - $256K
|
104K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.57K+ 125.97% |
$253K - $255K
|
4.6K
$462K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2.55K+ 71.72% |
$252K - $254K
|
6.1K
$613K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
2.5K+ 3.91% |
$247K - $249K
|
66.6K
$6.68M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.5K+ 96.45% |
$247K - $249K
|
5.09K
$511K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.43KNew |
$240K - $241K
|
2.43K
$244K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.32K+ 24.32% |
$229K - $231K
|
11.8K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.26K+ 4.56% |
$223K - $225K
|
51.8K
$5.2M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.23KNew |
$220K - $222K
|
2.23K
$224K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.07KNew |
$204K - $206K
|
2.07K
$207K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.99K+ 25.69% |
$197K - $198K
|
9.76K
$980K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.91K+ 7.49% |
$188K - $190K
|
27.4K
$2.75M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.89K+ 1036.26% |
$186K - $188K
|
2.07K
$208K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.79KNew |
$177K - $178K
|
1.79K
$180K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.71K+ 12.12% |
$168K - $170K
|
15.8K
$1.58M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.69K+ 13.72% |
$167K - $168K
|
14K
$1.41M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.53K+ 28.2% |
$151K - $153K
|
6.97K
$700K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.52K+ 1.71% |
$150K - $152K
|
90.9K
$9.13M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.48K+ 53.89% |
$146K - $148K
|
4.23K
$425K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.46K+ 55.37% |
$144K - $145K
|
4.09K
$411K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.43K+ 9.9% |
$141K - $143K
|
15.9K
$1.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.39K+ 92.99% |
$138K - $139K
|
2.89K
$290K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.26K+ 16.15% |
$125K - $126K
|
9.08K
$912K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.26KNew |
$125K - $126K
|
1.26K
$127K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
1.16K+ 0.82% |
$115K - $116K
|
142K
$14.3M
|