Purchases and Sales Made in Q4 2022 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 2022. 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 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.5K+ 181.71% |
$2.21M - $2.23M
|
34.9K
$3.52M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
22.4KNew |
$2.2M - $2.22M
|
22.4K
$2.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22.1K+ 431.72% |
$2.17M - $2.19M
|
27.2K
$2.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.4K+ 101.9% |
$2.01M - $2.02M
|
40.5K
$4.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
18.9K+ 12.42% |
$1.85M - $1.87M
|
171K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
18.1K+ 5.19% |
$1.78M - $1.79M
|
368K
$37M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17.1KNew |
$1.68M - $1.69M
|
17.1K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
17KNew |
$1.67M - $1.69M
|
17K
$1.72M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
16.9K+ 374.24% |
$1.66M - $1.67M
|
21.4K
$2.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16KNew |
$1.57M - $1.58M
|
16K
$1.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
15.2K+ 5.14% |
$1.5M - $1.51M
|
311K
$31.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
14.9K+ 211.54% |
$1.47M - $1.48M
|
22K
$2.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.9K+ 11.28% |
$1.46M - $1.48M
|
147K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.7K+ 247.09% |
$1.44M - $1.45M
|
20.6K
$2.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
14.5K+ 2.25% |
$1.42M - $1.43M
|
660K
$66.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.5K+ 47.94% |
$1.42M - $1.43M
|
44.7K
$4.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13.4K+ 33.83% |
$1.32M - $1.33M
|
53.2K
$5.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
12.1KNew |
$1.18M - $1.19M
|
12.1K
$1.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12KNew |
$1.18M - $1.19M
|
12K
$1.21M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.9K+ 3.33% |
$1.07M - $1.08M
|
337K
$33.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
9.93KNew |
$975K - $983K
|
9.93K
$1M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
9.92KNew |
$974K - $982K
|
9.92K
$999K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
9.71KNew |
$953K - $961K
|
9.71K
$978K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
9.57KNew |
$940K - $948K
|
9.57K
$965K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
9.54K+ 5.73% |
$937K - $944K
|
176K
$17.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
9.06KNew |
$889K - $897K
|
9.06K
$913K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.96KNew |
$880K - $887K
|
8.96K
$903K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
8.9KNew |
$874K - $881K
|
8.9K
$897K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.67KNew |
$851K - $858K
|
8.67K
$873K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.54K+ 31.47% |
$839K - $845K
|
35.7K
$3.59M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.33K+ 90.93% |
$818K - $825K
|
17.5K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.13K+ 121.48% |
$799K - $805K
|
14.8K
$1.49M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
8.09KNew |
$795K - $801K
|
8.09K
$815K
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
7.94KNew |
$780K - $786K
|
7.94K
$800K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.91K+ 38.77% |
$777K - $783K
|
28.3K
$2.85M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
7.62KNew |
$748K - $754K
|
7.62K
$767K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.86K+ 93.94% |
$673K - $679K
|
14.2K
$1.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
6.78KNew |
$666K - $671K
|
6.78K
$683K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
6.71K+ 45.32% |
$659K - $664K
|
21.5K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6.55KNew |
$643K - $648K
|
6.55K
$660K
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.29KNew |
$618K - $623K
|
6.29K
$634K
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
6.11KNew |
$600K - $605K
|
6.11K
$615K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
6.09K+ 7.19% |
$597K - $602K
|
90.8K
$9.15M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.92KNew |
$581K - $586K
|
5.92K
$596K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.86K+ 18.79% |
$575K - $580K
|
37K
$3.73M
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5.16KNew |
$507K - $511K
|
5.16K
$520K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4.92K+ 35.71% |
$483K - $487K
|
18.7K
$1.88M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
4.81K+ 16.06% |
$473K - $477K
|
34.8K
$3.51M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.79K+ 51.65% |
$471K - $474K
|
14.1K
$1.42M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
4.78K+ 8.06% |
$469K - $473K
|
64.1K
$6.45M
|