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 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
2.73KNew |
$274K - $275K
|
2.73K
$273K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.67KNew |
$268K - $269K
|
2.67K
$268K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.65K+ 8.42% |
$266K - $267K
|
34.2K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.62K+ 7.1% |
$263K - $264K
|
39.5K
$3.96M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.58K+ 16.77% |
$259K - $260K
|
18K
$1.8M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.57K+ 7.41% |
$257K - $258K
|
37.2K
$3.73M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.54K+ 9.98% |
$255K - $256K
|
28K
$2.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
2.54K+ 13.66% |
$255K - $256K
|
21.1K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.5K+ 42.57% |
$251K - $252K
|
8.37K
$838K
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.48KNew |
$248K - $250K
|
2.48K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.44K+ 69.13% |
$244K - $246K
|
5.96K
$597K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.39K+ 5.61% |
$239K - $240K
|
44.9K
$4.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
2.38K+ 4.83% |
$239K - $240K
|
51.7K
$5.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.36K+ 11.4% |
$237K - $238K
|
23.1K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 170.62% |
$231K - $232K
|
3.65K
$365K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.29K+ 4.16% |
$229K - $230K
|
57.2K
$5.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.28KNew |
$229K - $230K
|
2.28K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2.27K+ 3.54% |
$227K - $228K
|
66.3K
$6.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.25K+ 2.98% |
$225K - $226K
|
77.7K
$7.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.24K+ 13.36% |
$225K - $226K
|
19K
$1.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.23K+ 6.38% |
$224K - $225K
|
37.2K
$3.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.15K+ 9.5% |
$216K - $217K
|
24.8K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.14KNew |
$215K - $216K
|
2.14K
$214K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.13KNew |
$214K - $215K
|
2.13K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.13K+ 70.61% |
$213K - $214K
|
5.14K
$515K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.1KNew |
$211K - $212K
|
2.1K
$210K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.06KNew |
$206K - $207K
|
2.06K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.04K+ 8.89% |
$205K - $206K
|
25K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.03KNew |
$204K - $205K
|
2.03K
$203K
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
2.01KNew |
$201K - $202K
|
2.01K
$201K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2KNew |
$200K - $201K
|
2K
$200K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.99KNew |
$200K - $201K
|
1.99K
$200K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.96K+ 5.6% |
$196K - $197K
|
36.8K
$3.69M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.92K+ 0.45% |
$192K - $193K
|
432K
$43.3M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
1.92K+ 4.5% |
$192K - $193K
|
44.5K
$4.46M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.82K+ 3.56% |
$182K - $183K
|
52.8K
$5.29M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.71K+ 30.02% |
$172K - $173K
|
7.42K
$744K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.68K+ 7.63% |
$168K - $169K
|
23.7K
$2.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.68K+ 44.42% |
$168K - $169K
|
5.45K
$546K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.67KNew |
$167K - $168K
|
1.67K
$167K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.64K+ 17.47% |
$165K - $165K
|
11K
$1.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.59K+ 882.78% |
$159K - $160K
|
1.77K
$177K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.56K+ 37.22% |
$156K - $157K
|
5.73K
$574K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.55K+ 1.76% |
$156K - $157K
|
90K
$9.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.51KNew |
$152K - $153K
|
1.51K
$152K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.49K+ 10.69% |
$150K - $151K
|
15.5K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.49KNew |
$150K - $150K
|
1.49K
$150K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.48K+ 5.48% |
$148K - $149K
|
28.5K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.48K+ 57.5% |
$148K - $149K
|
4.04K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 25.66% |
$137K - $138K
|
6.7K
$672K
|