Purchases and Sales Made in Q1 2025 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 2025. 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 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-885- 58.88% |
$88.8K - $89.2K
|
618
$61.9K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-886- 8.55% |
$88.9K - $89.3K
|
9.48K
$950K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-886- 2.39% |
$88.9K - $89.3K
|
36.1K
$3.62M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-949- 19.85% |
$95.2K - $95.6K
|
3.83K
$384K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-955- 4.27% |
$95.8K - $96.2K
|
21.4K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-957- 32.34% |
$96K - $96.4K
|
2K
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-961- 6.5% |
$96.4K - $96.8K
|
13.8K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-966- 8.73% |
$96.9K - $97.3K
|
10.1K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-970- 8.71% |
$97.3K - $97.7K
|
10.2K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-971- 2.08% |
$97.4K - $97.8K
|
45.7K
$4.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-977- 50.0% |
$98K - $98.4K
|
977
$97.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1.01K- 79.78% |
$101K - $102K
|
256
$25.6K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.06K- 34.51% |
$107K - $107K
|
2.02K
$202K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.07K- 30.51% |
$107K - $108K
|
2.43K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.07K- 6.89% |
$108K - $108K
|
14.5K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-1.08K- 5.12% |
$109K - $109K
|
20.1K
$2.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.09K- 13.78% |
$110K - $110K
|
6.84K
$685K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.1K- 32.66% |
$110K - $110K
|
2.26K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 29.86% |
$110K - $111K
|
2.58K
$259K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 1.39% |
$115K - $115K
|
81.3K
$8.14M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.16K- 1.89% |
$117K - $117K
|
60.3K
$6.05M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.17K- 4.65% |
$117K - $118K
|
24K
$2.4M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.19K- 32.67% |
$119K - $119K
|
2.44K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.19K- 8.9% |
$119K - $120K
|
12.2K
$1.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1.2K- 8.28% |
$120K - $121K
|
13.2K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.2K- 2.56% |
$120K - $121K
|
45.8K
$4.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.21K- 12.94% |
$121K - $122K
|
8.13K
$815K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.25K- 1.49% |
$126K - $126K
|
82.7K
$8.29M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.25K- 21.57% |
$126K - $126K
|
4.56K
$457K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.26K- 1.71% |
$127K - $127K
|
72.5K
$7.27M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.28K- 8.07% |
$128K - $129K
|
14.6K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.29K- 97.81% |
$130K - $130K
|
29
$2.91K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-1.29K- 11.75% |
$130K - $130K
|
9.72K
$974K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.33K- 8.48% |
$134K - $134K
|
14.4K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.42K- 34.41% |
$142K - $143K
|
2.7K
$270K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.45K- 1.47% |
$145K - $146K
|
96.7K
$9.69M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-1.45K- 93.85% |
$145K - $146K
|
95
$9.52K
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.58K- 24.09% |
$158K - $159K
|
4.97K
$498K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.65K- 4.04% |
$166K - $167K
|
39.3K
$3.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.67K- 27.95% |
$168K - $168K
|
4.31K
$432K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.68K- 16.0% |
$169K - $170K
|
8.84K
$885K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.71K- 31.48% |
$172K - $173K
|
3.73K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.72K- 34.42% |
$172K - $173K
|
3.27K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.77K- 5.92% |
$178K - $178K
|
28.1K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-1.85K- 35.61% |
$186K - $186K
|
3.35K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.87K- 3.71% |
$187K - $188K
|
48.4K
$4.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.88K- 15.12% |
$189K - $189K
|
10.5K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-1.96K- 10.66% |
$196K - $197K
|
16.4K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.01K- 25.16% |
$202K - $203K
|
5.98K
$600K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.15KClosed |
$215K - $216K
|
0
$0
|