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 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.16K- 3.95% |
$217K - $218K
|
52.6K
$5.27M
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-2.2K- 10.69% |
$221K - $222K
|
18.4K
$1.84M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.84K- 6.83% |
$285K - $286K
|
38.7K
$3.88M
|
|
May 13, 2025
Q1 2025
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-3K- 14.02% |
$301K - $302K
|
18.4K
$1.84M
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-3.11K- 2.08% |
$312K - $313K
|
147K
$14.7M
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-3.14K- 1.76% |
$315K - $316K
|
175K
$17.5M
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-3.2K- 7.16% |
$321K - $323K
|
41.5K
$4.16M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.26K- 9.14% |
$327K - $329K
|
32.4K
$3.25M
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.28K- 9.04% |
$329K - $331K
|
33K
$3.31M
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-3.37K- 4.01% |
$338K - $340K
|
80.8K
$8.1M
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.5K- 17.0% |
$351K - $353K
|
17.1K
$1.71M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.68K- 0.77% |
$369K - $370K
|
476K
$47.7M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-3.72K- 11.75% |
$373K - $375K
|
28K
$2.8M
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-3.82K- 93.17% |
$383K - $385K
|
280
$28.1K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.87K- 30.41% |
$388K - $390K
|
8.85K
$886K
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.88K- 17.37% |
$389K - $391K
|
18.5K
$1.85M
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.22K- 7.96% |
$423K - $425K
|
48.7K
$4.88M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.24K- 26.88% |
$425K - $427K
|
11.5K
$1.16M
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-4.34K- 7.99% |
$435K - $437K
|
50K
$5.01M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.36K- 34.95% |
$437K - $439K
|
8.12K
$813K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.74K- 75.34% |
$475K - $477K
|
1.55K
$155K
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-4.75K- 33.34% |
$476K - $478K
|
9.49K
$951K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.75K- 11.08% |
$477K - $479K
|
38.1K
$3.82M
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-4.86K- 26.91% |
$488K - $490K
|
13.2K
$1.32M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.87K- 31.11% |
$489K - $491K
|
10.8K
$1.08M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.15K- 11.3% |
$517K - $519K
|
40.4K
$4.05M
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.17K- 35.05% |
$519K - $521K
|
9.58K
$960K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.41K- 13.3% |
$543K - $545K
|
35.3K
$3.54M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.47K- 4.37% |
$548K - $551K
|
120K
$12M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.52K- 84.53% |
$554K - $557K
|
1.01K
$101K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-5.74K- 52.38% |
$575K - $578K
|
5.21K
$522K
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.79K- 23.94% |
$581K - $583K
|
18.4K
$1.84M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-5.94K- 3.32% |
$596K - $598K
|
173K
$17.3M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.03K- 52.15% |
$605K - $608K
|
5.54K
$555K
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-6.48K- 14.74% |
$650K - $653K
|
37.5K
$3.76M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.5K- 65.49% |
$652K - $655K
|
3.42K
$343K
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-6.57K- 6.21% |
$659K - $662K
|
99.2K
$9.94M
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-6.58K- 41.61% |
$660K - $662K
|
9.23K
$924K
|
|
May 07, 2025
Q1 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
SELL
|
- |
-7.18K- 29.97% |
$721K - $724K
|
16.8K
$1.68M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-7.32K- 5.41% |
$735K - $738K
|
128K
$12.8M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.4K- 11.02% |
$743K - $746K
|
59.8K
$5.99M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.58K- 17.79% |
$761K - $764K
|
35K
$3.51M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-7.62K- 16.88% |
$765K - $768K
|
37.5K
$3.76M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.7K- 2.45% |
$772K - $776K
|
307K
$30.7M
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-8.2K- 76.64% |
$823K - $827K
|
2.5K
$250K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.45K- 13.84% |
$848K - $852K
|
52.6K
$5.27M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.71K- 3.42% |
$874K - $878K
|
246K
$24.6M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.34K- 18.79% |
$937K - $941K
|
40.4K
$4.04M
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-10.6K- 18.56% |
$1.07M - $1.07M
|
46.7K
$4.68M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-10.9K- 0.31% |
$1.1M - $1.1M
|
3.46M
$347M
|