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 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.21K+ 503.66% |
$935K - $939K
|
11K
$1.11M
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.12K+ 21.19% |
$926K - $929K
|
52.2K
$5.24M
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8.83KNew |
$897K - $900K
|
8.83K
$887K
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
8.37K+ 2.45% |
$850K - $853K
|
351K
$35.2M
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
8.37K+ 272.16% |
$850K - $853K
|
11.4K
$1.15M
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
8.33K+ 159.23% |
$846K - $849K
|
13.6K
$1.36M
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
8.31KNew |
$844K - $847K
|
8.31K
$835K
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.19K+ 28.34% |
$832K - $835K
|
37.1K
$3.73M
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
8.1KNew |
$822K - $825K
|
8.1K
$813K
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.02K+ 73.11% |
$814K - $817K
|
19K
$1.91M
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
7.85KNew |
$797K - $800K
|
7.85K
$788K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.77K+ 29880.77% |
$789K - $792K
|
7.8K
$783K
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.65K+ 12.65% |
$777K - $780K
|
68.1K
$6.84M
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7.54KNew |
$765K - $768K
|
7.54K
$757K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7.1K+ 13.36% |
$721K - $724K
|
60.3K
$6.05M
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.1KNew |
$721K - $723K
|
7.1K
$713K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.07K+ 60.9% |
$717K - $720K
|
18.7K
$1.87M
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
6.87KNew |
$698K - $700K
|
6.87K
$690K
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
6.84KNew |
$695K - $697K
|
6.84K
$687K
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6.78K+ 110.37% |
$688K - $691K
|
12.9K
$1.3M
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
6.47KNew |
$657K - $659K
|
6.47K
$649K
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.31KNew |
$641K - $643K
|
6.31K
$634K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.18K+ 2.44% |
$627K - $629K
|
260K
$26.1M
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6.09K+ 4.19% |
$618K - $620K
|
151K
$15.2M
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.07KNew |
$616K - $618K
|
6.07K
$609K
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
6.04K+ 1.34% |
$614K - $616K
|
457K
$45.9M
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.79KNew |
$588K - $590K
|
5.79K
$581K
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.77KNew |
$585K - $588K
|
5.77K
$579K
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
5.65K+ 41.59% |
$574K - $576K
|
19.2K
$1.93M
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
5.63KNew |
$571K - $573K
|
5.63K
$565K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
5.47K+ 7.53% |
$555K - $557K
|
78K
$7.84M
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
5.4K+ 149.09% |
$548K - $550K
|
9.02K
$906K
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.3K+ 7.76% |
$538K - $540K
|
73.5K
$7.39M
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
5.19K+ 340.0% |
$526K - $528K
|
6.71K
$674K
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.18KNew |
$526K - $527K
|
5.18K
$520K
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
BUY
|
- |
5.15K+ 7.7% |
$523K - $525K
|
72K
$7.23M
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5.02KNew |
$509K - $511K
|
5.02K
$504K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4.76KNew |
$483K - $485K
|
4.76K
$478K
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.69KNew |
$476K - $478K
|
4.69K
$471K
|
|
Feb 15, 2022
Q4 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
4.56K+ 10.87% |
$463K - $465K
|
46.5K
$4.67M
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.52K+ 7.34% |
$459K - $461K
|
66.1K
$6.64M
|
|
Feb 11, 2022
Q4 2021
|
Synergy Financial Group, LTD
|
BUY
|
- |
4.47KNew |
$454K - $455K
|
4.47K
$449K
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.46KNew |
$453K - $454K
|
4.46K
$448K
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
4.44K+ 28.13% |
$450K - $452K
|
20.2K
$2.03M
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
4.38K+ 19.64% |
$444K - $446K
|
26.7K
$2.68M
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4.36K+ 10.32% |
$442K - $444K
|
46.6K
$4.68M
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.3K+ 11.55% |
$437K - $439K
|
41.6K
$4.17M
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.29K+ 17.73% |
$436K - $437K
|
28.5K
$2.86M
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4.25K+ 13.57% |
$432K - $433K
|
35.6K
$3.57M
|
|
Jan 31, 2022
Q4 2021
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.19K+ 71.62% |
$425K - $427K
|
10K
$1.01M
|