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 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
31.1K+ 28.95% |
$3.15M - $3.17M
|
138K
$13.9M
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
28.5KNew |
$2.89M - $2.9M
|
28.5K
$2.86M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
28.2K+ 140.57% |
$2.86M - $2.87M
|
48.2K
$4.84M
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
27.9K+ 16.55% |
$2.83M - $2.84M
|
196K
$19.7M
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
24.8KNew |
$2.52M - $2.53M
|
24.8K
$2.49M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.6KNew |
$2.5M - $2.51M
|
24.6K
$2.47M
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
24.5KNew |
$2.49M - $2.5M
|
24.5K
$2.46M
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.2KNew |
$2.46M - $2.46M
|
24.2K
$2.43M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
24.1K+ 87.57% |
$2.45M - $2.46M
|
51.6K
$5.18M
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
23.8K+ 90.44% |
$2.41M - $2.42M
|
50.1K
$5.03M
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
23.7K+ 45.49% |
$2.41M - $2.42M
|
75.8K
$7.61M
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
23.4KNew |
$2.38M - $2.39M
|
23.4K
$2.35M
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
22.7K+ 29.34% |
$2.31M - $2.31M
|
100K
$10.1M
|
|
Feb 04, 2022
Q4 2021
|
Mathes Company, Inc.
|
BUY
|
- |
22.5K+ 114.97% |
$2.28M - $2.29M
|
42.1K
$4.23M
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
22.3K+ 5.07% |
$2.27M - $2.27M
|
463K
$46.5M
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20.6K+ 6.75% |
$2.09M - $2.1M
|
325K
$32.7M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20.3KNew |
$2.07M - $2.07M
|
20.3K
$2.04M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
20.3K+ 164.24% |
$2.06M - $2.07M
|
32.6K
$3.28M
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
19.9K+ 122.09% |
$2.02M - $2.03M
|
36.2K
$3.64M
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19.8KNew |
$2.01M - $2.02M
|
19.8K
$1.99M
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
19.7K+ 570.92% |
$2M - $2.01M
|
23.2K
$2.33M
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
19.5K+ 7.25% |
$1.98M - $1.99M
|
288K
$29M
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
18.5K+ 23.48% |
$1.88M - $1.88M
|
97.1K
$9.75M
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
18.1KNew |
$1.84M - $1.85M
|
18.1K
$1.82M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
18.1KNew |
$1.83M - $1.84M
|
18.1K
$1.81M
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
17.9K+ 228.57% |
$1.82M - $1.83M
|
25.8K
$2.59M
|
|
Jan 24, 2022
Q4 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
17.3K+ 287.96% |
$1.76M - $1.76M
|
23.3K
$2.34M
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
16.5K+ 78.75% |
$1.68M - $1.68M
|
37.5K
$3.76M
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
16.1KNew |
$1.63M - $1.64M
|
16.1K
$1.62M
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16K+ 22.54% |
$1.62M - $1.63M
|
86.7K
$8.71M
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
15.9K+ 4.79% |
$1.62M - $1.62M
|
348K
$35M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.8KNew |
$1.61M - $1.61M
|
15.8K
$1.59M
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
15.7KNew |
$1.59M - $1.6M
|
15.7K
$1.57M
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.9K+ 39.66% |
$1.51M - $1.52M
|
52.4K
$5.27M
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
14.6K+ 15.32% |
$1.49M - $1.49M
|
110K
$11.1M
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
14.3K+ 112.24% |
$1.46M - $1.46M
|
27.1K
$2.72M
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
14.3K+ 2042.86% |
$1.45M - $1.46M
|
15K
$1.51M
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
14.2K+ 30.57% |
$1.45M - $1.45M
|
60.8K
$6.11M
|
|
Feb 14, 2022
Q4 2021
|
Wulff, Hansen & Co.
|
BUY
|
- |
14.1KNew |
$1.43M - $1.43M
|
14.1K
$1.41M
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
13.8KNew |
$1.4M - $1.4M
|
13.8K
$1.38M
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
13.4KNew |
$1.37M - $1.37M
|
13.4K
$1.35M
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11.8KNew |
$1.2M - $1.2M
|
11.8K
$1.18M
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
11.2KNew |
$1.13M - $1.14M
|
11.2K
$1.12M
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$1.1M - $1.1M
|
10.8K
$1.09M
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
9.99K+ 4.17% |
$1.01M - $1.02M
|
250K
$25.1M
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
9.88KNew |
$1M - $1.01M
|
9.88K
$992K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.88K+ 5.59% |
$1M - $1.01M
|
187K
$18.7M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.7KNew |
$984K - $988K
|
9.7K
$974K
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
9.63K+ 38.56% |
$978K - $981K
|
34.6K
$3.48M
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
9.32K+ 12.45% |
$946K - $949K
|
84.1K
$8.45M
|