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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-11.4K- 52.94% |
$1.15M - $1.15M
|
10.2K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-11.5K- 25.05% |
$1.15M - $1.16M
|
34.4K
$3.45M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-12.4K- 84.9% |
$1.25M - $1.25M
|
2.21K
$221K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-12.7K- 19.28% |
$1.28M - $1.28M
|
53.2K
$5.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-14.7K- 74.26% |
$1.47M - $1.48M
|
5.09K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-15.3K- 79.47% |
$1.53M - $1.54M
|
3.94K
$395K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-15.5K- 77.57% |
$1.55M - $1.56M
|
4.47K
$448K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15.9K- 78.06% |
$1.59M - $1.6M
|
4.46K
$447K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-15.9K- 26.29% |
$1.59M - $1.6M
|
44.5K
$4.46M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-16.5K- 13.28% |
$1.65M - $1.66M
|
108K
$10.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-19.3K- 74.97% |
$1.94M - $1.95M
|
6.46K
$647K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-19.9K- 24.3% |
$1.99M - $2M
|
61.9K
$6.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-19.9K- 99.01% |
$2M - $2.01M
|
200
$20K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-21.6K- 7.09% |
$2.16M - $2.17M
|
283K
$28.3M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-22K- 19.67% |
$2.21M - $2.22M
|
89.8K
$9M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.6K- 48.61% |
$2.26M - $2.27M
|
23.9K
$2.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22.7K- 69.31% |
$2.28M - $2.29M
|
10.1K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-22.8K- 66.7% |
$2.28M - $2.29M
|
11.4K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-26.2K- 58.54% |
$2.63M - $2.64M
|
18.5K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26.7K- 38.38% |
$2.68M - $2.69M
|
42.9K
$4.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-29.2K- 24.47% |
$2.93M - $2.95M
|
90.3K
$9.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-30K- 34.22% |
$3.01M - $3.02M
|
57.7K
$5.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-30K- 79.45% |
$3.01M - $3.02M
|
7.77K
$778K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-33.9K- 6.34% |
$3.4M - $3.42M
|
501K
$50.2M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-45.3K- 7.84% |
$4.55M - $4.57M
|
533K
$53.4M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-47.5K- 64.83% |
$4.76M - $4.79M
|
25.8K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-55.4K- 21.69% |
$5.56M - $5.59M
|
200K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-56K- 63.26% |
$5.62M - $5.64M
|
32.5K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-81.2K- 81.71% |
$8.14M - $8.18M
|
18.2K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-86.1K- 31.17% |
$8.64M - $8.68M
|
190K
$19M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-94.9K- 22.83% |
$9.52M - $9.56M
|
321K
$32.1M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-100K- 69.63% |
$10.1M - $10.1M
|
43.8K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-113K- 99.12% |
$11.3M - $11.4M
|
1.01K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-148K- 27.69% |
$14.9M - $14.9M
|
387K
$38.8M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-226K- 91.13% |
$22.7M - $22.8M
|
22K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-543K- 98.2% |
$54.4M - $54.7M
|
9.94K
$996K
|