Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.33K+ 9.13% |
$430K - $434K
|
51.7K
$5.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.3K+ 29.99% |
$427K - $431K
|
18.6K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.88KNew |
$386K - $389K
|
3.88K
$391K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.81K+ 8.34% |
$378K - $381K
|
49.5K
$4.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.81KNew |
$378K - $381K
|
3.81K
$383K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
3.68K+ 2.47% |
$366K - $369K
|
153K
$15.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.66K+ 978.34% |
$364K - $366K
|
4.03K
$406K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.62KNew |
$359K - $362K
|
3.62K
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3.59KNew |
$356K - $359K
|
3.59K
$361K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.39K+ 9.16% |
$337K - $339K
|
40.4K
$4.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.29K+ 38.85% |
$327K - $330K
|
11.8K
$1.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.1K+ 123.7% |
$308K - $310K
|
5.6K
$563K
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.09KNew |
$307K - $309K
|
3.09K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.08KNew |
$306K - $308K
|
3.08K
$310K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.06K+ 4.79% |
$304K - $306K
|
66.9K
$6.74M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.9KNew |
$288K - $291K
|
2.9K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
2.82KNew |
$280K - $283K
|
2.82K
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.76KNew |
$275K - $277K
|
2.76K
$278K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.72K+ 18.36% |
$270K - $272K
|
17.5K
$1.76M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.7KNew |
$268K - $270K
|
2.7K
$272K
|
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
BUY
|
- |
2.69KNew |
$267K - $269K
|
2.69K
$271K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.64K+ 15.81% |
$262K - $264K
|
19.3K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.6K+ 12.02% |
$258K - $260K
|
24.2K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.43K+ 5.9% |
$241K - $243K
|
43.6K
$4.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.4K+ 8.14% |
$239K - $241K
|
31.9K
$3.22M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.33K+ 4.53% |
$231K - $233K
|
53.8K
$5.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.31KNew |
$229K - $231K
|
2.31K
$232K
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
2.31KNew |
$229K - $231K
|
2.31K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
2.21K+ 13.07% |
$220K - $221K
|
19.1K
$1.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.18KNew |
$217K - $218K
|
2.18K
$219K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.06K+ 11.98% |
$205K - $207K
|
19.3K
$1.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.03K+ 36.28% |
$202K - $203K
|
7.62K
$767K
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2KNew |
$199K - $200K
|
2K
$201K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.93K+ 96.26% |
$192K - $193K
|
3.94K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.82K+ 31.3% |
$181K - $182K
|
7.63K
$768K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.74K+ 1.71% |
$173K - $174K
|
104K
$10.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.68K+ 0.46% |
$167K - $168K
|
366K
$36.8M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.68KNew |
$167K - $168K
|
1.68K
$169K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
1.64K+ 4.19% |
$163K - $164K
|
40.7K
$4.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.48K+ 14.81% |
$147K - $148K
|
11.5K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.48K+ 19.15% |
$147K - $148K
|
9.2K
$926K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.42K+ 18.88% |
$141K - $142K
|
8.95K
$901K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.24K+ 2.89% |
$123K - $124K
|
44.2K
$4.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.23K+ 3.18% |
$123K - $124K
|
40K
$4.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.12K+ 10.84% |
$111K - $112K
|
11.5K
$1.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.04K+ 8.98% |
$103K - $104K
|
12.6K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1KNew |
$99.4K - $100K
|
1K
$101K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
995+ 43.11% |
$98.9K - $99.6K
|
3.3K
$333K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
955+ 11.28% |
$94.9K - $95.6K
|
9.42K
$948K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
913+ 2.42% |
$90.7K - $91.4K
|
38.7K
$3.89M
|