Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-10.6K- 2.45% |
$1.08M - $1.08M
|
422K
$42.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.8K- 95.65% |
$1.09M - $1.1M
|
490
$49.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-11.1K- 9.98% |
$1.13M - $1.13M
|
100K
$10.1M
|
|
|
Jan 18, 2022
Q4 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-11.3KClosed |
$1.15M - $1.15M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11.3KClosed |
$1.15M - $1.16M
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-11.4K- 29.75% |
$1.16M - $1.16M
|
26.9K
$2.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.2K- 3.67% |
$1.23M - $1.24M
|
319K
$32.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-13.3K- 2.52% |
$1.35M - $1.36M
|
515K
$51.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-13.9K- 14.83% |
$1.41M - $1.42M
|
80K
$8.04M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14K- 28.26% |
$1.42M - $1.42M
|
35.5K
$3.56M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-15.2K- 37.73% |
$1.54M - $1.55M
|
25.1K
$2.52M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-15.4K- 14.01% |
$1.56M - $1.56M
|
94.3K
$9.47M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.4K- 1.69% |
$1.56M - $1.57M
|
893K
$89.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-15.4K- 12.03% |
$1.56M - $1.57M
|
112K
$11.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-15.5K- 55.53% |
$1.57M - $1.58M
|
12.4K
$1.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-15.9K- 81.57% |
$1.61M - $1.62M
|
3.59K
$361K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-16.1K- 10.87% |
$1.63M - $1.64M
|
132K
$13.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-17K- 42.55% |
$1.73M - $1.73M
|
22.9K
$2.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17K- 25.97% |
$1.73M - $1.73M
|
48.5K
$4.87M
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-17K- 2.9% |
$1.73M - $1.74M
|
570K
$57.2M
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-17.1K- 89.59% |
$1.73M - $1.74M
|
1.99K
$199K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-17.5K- 45.75% |
$1.78M - $1.79M
|
20.8K
$2.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.6K- 35.88% |
$1.89M - $1.9M
|
33.3K
$3.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-18.8K- 6.95% |
$1.9M - $1.91M
|
251K
$25.2M
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-18.8K- 15.12% |
$1.9M - $1.91M
|
105K
$10.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-18.8K- 83.07% |
$1.91M - $1.91M
|
3.83K
$384K
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-19.3KClosed |
$1.96M - $1.97M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-19.4K- 20.73% |
$1.97M - $1.98M
|
74.1K
$7.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-19.6K- 15.98% |
$1.99M - $1.99M
|
103K
$10.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-20.1KClosed |
$2.04M - $2.05M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-20.5K- 5.86% |
$2.08M - $2.09M
|
329K
$33M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-20.9K- 4.55% |
$2.13M - $2.13M
|
439K
$44.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.2K- 6.86% |
$2.16M - $2.16M
|
288K
$28.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-21.3K- 9.34% |
$2.16M - $2.17M
|
207K
$20.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
SELL
|
- |
-23.2K- 68.48% |
$2.35M - $2.36M
|
10.7K
$1.07M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-24.1K- 6.8% |
$2.45M - $2.46M
|
331K
$33.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-25K- 29.22% |
$2.53M - $2.54M
|
60.5K
$6.07M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-25.1K- 61.07% |
$2.55M - $2.56M
|
16K
$1.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-25.5K- 17.24% |
$2.59M - $2.6M
|
122K
$12.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-25.9K- 58.27% |
$2.63M - $2.64M
|
18.5K
$1.86M
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-26.9K- 53.34% |
$2.74M - $2.75M
|
23.6K
$2.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-27.3K- 10.54% |
$2.77M - $2.78M
|
232K
$23.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27.9KClosed |
$2.83M - $2.84M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-28.2K- 14.58% |
$2.87M - $2.88M
|
165K
$16.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-28.4K- 6.36% |
$2.88M - $2.89M
|
418K
$42M
|
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-28.9K- 81.01% |
$2.93M - $2.94M
|
6.76K
$679K
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-29.2KClosed |
$2.97M - $2.98M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.5K- 4.91% |
$3.1M - $3.11M
|
591K
$59.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-32K- 2.79% |
$3.25M - $3.26M
|
1.11M
$112M
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-33.2K- 26.42% |
$3.37M - $3.39M
|
92.5K
$9.29M
|