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 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
316+ 4.38% |
$31.7K - $31.8K
|
7.53K
$754K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
305+ 5.08% |
$30.6K - $30.7K
|
6.31K
$632K
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
300+ 1.23% |
$30.1K - $30.2K
|
24.6K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
270+ 50.47% |
$27.1K - $27.2K
|
805
$80.7K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
265+ 17.61% |
$26.6K - $26.7K
|
1.77K
$177K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
253+ 200.79% |
$25.4K - $25.5K
|
379
$38K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
227+ 145.51% |
$22.8K - $22.9K
|
383
$38.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
216+ 0.32% |
$21.7K - $21.8K
|
68.4K
$6.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
213New |
$21.4K - $21.5K
|
213
$21.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
211+ 7.58% |
$21.2K - $21.3K
|
3K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
202+ 961.9% |
$20.3K - $20.4K
|
223
$22.3K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
201+ 4.81% |
$20.2K - $20.3K
|
4.38K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
198+ 3.98% |
$19.9K - $20K
|
5.18K
$519K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
190+ 1.43% |
$19.1K - $19.1K
|
13.5K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
150+ 3.18% |
$15K - $15.1K
|
4.87K
$488K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
145New |
$14.5K - $14.6K
|
145
$14.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
137New |
$13.7K - $13.8K
|
137
$13.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
126+ 3.13% |
$12.6K - $12.7K
|
4.16K
$416K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
109New |
$10.9K - $11K
|
109
$10.9K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
105+ 2.63% |
$10.5K - $10.6K
|
4.09K
$410K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
99New |
$9.93K - $9.98K
|
99
$9.92K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
90+ 1.21% |
$9.03K - $9.07K
|
7.53K
$755K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
83New |
$8.33K - $8.36K
|
83
$8.32K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
76+ 0.56% |
$7.62K - $7.66K
|
13.7K
$1.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
72New |
$7.22K - $7.25K
|
72
$7.21K
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
72New |
$7.22K - $7.25K
|
72
$7.21K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
57+ 5700.0% |
$5.72K - $5.74K
|
58
$5.81K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
56+ 0.65% |
$5.62K - $5.64K
|
8.63K
$864K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
47+ 2.46% |
$4.72K - $4.74K
|
1.95K
$196K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
44+ 0.89% |
$4.41K - $4.43K
|
4.96K
$497K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
42+ 1.23% |
$4.21K - $4.23K
|
3.45K
$345K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
40+ 1.23% |
$4.01K - $4.03K
|
3.3K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
39+ 0.29% |
$3.91K - $3.93K
|
13.5K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
36+ 1.22% |
$3.61K - $3.63K
|
2.99K
$299K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
35+ 0.7% |
$3.51K - $3.53K
|
5.01K
$502K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
35+ 0.3% |
$3.51K - $3.53K
|
11.5K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
34+ 1.22% |
$3.41K - $3.43K
|
2.83K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
33+ 0.95% |
$3.31K - $3.33K
|
3.52K
$353K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
27+ 0.11% |
$2.71K - $2.72K
|
24.5K
$2.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
26+ 1.24% |
$2.61K - $2.62K
|
2.12K
$212K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
26+ 1.22% |
$2.61K - $2.62K
|
2.16K
$216K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
23+ 0.8% |
$2.31K - $2.32K
|
2.89K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
23New |
$2.31K - $2.32K
|
23
$2.3K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
18New |
$1.81K - $1.81K
|
18
$1.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17New |
$1.71K - $1.71K
|
17
$1.7K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12+ 0.29% |
$1.2K - $1.21K
|
4.22K
$422K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
11+ 0.51% |
$1.1K - $1.11K
|
2.15K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10+ 0.21% |
$1K - $1.01K
|
4.75K
$475K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9+ 10.71% |
$903 - $907
|
93
$9.32K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
7+ 0.03% |
$702 - $705
|
20.5K
$2.05M
|