Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
26.6KNew |
$2.65M - $2.66M
|
26.6K
$2.67M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
26.2KNew |
$2.61M - $2.62M
|
26.2K
$2.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
25.8KNew |
$2.58M - $2.59M
|
25.8K
$2.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
25.8KNew |
$2.57M - $2.58M
|
25.8K
$2.59M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
25.5KNew |
$2.54M - $2.56M
|
25.5K
$2.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
23.8K+ 35.58% |
$2.37M - $2.39M
|
90.8K
$9.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.7K+ 258.09% |
$2.37M - $2.38M
|
32.9K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
23.1K+ 17.65% |
$2.3M - $2.31M
|
154K
$15.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
22.1K+ 13.76% |
$2.2M - $2.21M
|
183K
$18.3M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
21.3K+ 22.48% |
$2.12M - $2.13M
|
116K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
20.9KNew |
$2.08M - $2.09M
|
20.9K
$2.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
19.5K+ 19.0% |
$1.94M - $1.95M
|
122K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
19.1KNew |
$1.9M - $1.91M
|
19.1K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.2K+ 5.85% |
$1.82M - $1.83M
|
330K
$33.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
18.1KNew |
$1.8M - $1.81M
|
18.1K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.9K+ 13.43% |
$1.79M - $1.8M
|
152K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
16KNew |
$1.6M - $1.61M
|
16K
$1.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15.8KNew |
$1.58M - $1.59M
|
15.8K
$1.59M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
15.1KNew |
$1.51M - $1.51M
|
15.1K
$1.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
14.7KNew |
$1.47M - $1.47M
|
14.7K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
14.6K+ 107.86% |
$1.46M - $1.47M
|
28.2K
$2.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
14.3KNew |
$1.42M - $1.43M
|
14.3K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
14.3KNew |
$1.42M - $1.43M
|
14.3K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$1.39M - $1.39M
|
13.9K
$1.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13.7KNew |
$1.36M - $1.37M
|
13.7K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
13.1K+ 16.99% |
$1.3M - $1.31M
|
90K
$9.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.1K+ 111.05% |
$1.3M - $1.31M
|
24.8K
$2.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
12.9K+ 56.49% |
$1.29M - $1.29M
|
35.8K
$3.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.8K+ 144.65% |
$1.27M - $1.28M
|
21.6K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
12.4K+ 121.75% |
$1.24M - $1.24M
|
22.6K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.6KNew |
$1.16M - $1.16M
|
11.6K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
11.2K+ 5.58% |
$1.12M - $1.12M
|
213K
$21.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
11K+ 296.07% |
$1.1M - $1.1M
|
14.7K
$1.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
10.6K+ 16.14% |
$1.06M - $1.06M
|
76.5K
$7.68M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
10.5KNew |
$1.05M - $1.06M
|
10.5K
$1.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
10.2K+ 10.96% |
$1.02M - $1.02M
|
103K
$10.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10.1K+ 347.92% |
$1.01M - $1.01M
|
13K
$1.31M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.96KNew |
$993K - $997K
|
9.96K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.93KNew |
$990K - $995K
|
9.93K
$997K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.84K+ 63.2% |
$982K - $986K
|
25.4K
$2.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.82K+ 9.69% |
$980K - $984K
|
111K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.73K+ 91.57% |
$971K - $975K
|
20.4K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.04KNew |
$902K - $906K
|
9.04K
$908K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.81K+ 2.88% |
$879K - $883K
|
314K
$31.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
8.68KNew |
$866K - $870K
|
8.68K
$872K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8.13K+ 8.0% |
$810K - $814K
|
110K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
8.08KNew |
$806K - $809K
|
8.08K
$811K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.01K+ 9.15% |
$799K - $803K
|
95.6K
$9.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.95K+ 19.24% |
$792K - $796K
|
49.3K
$4.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.88K+ 23.12% |
$786K - $790K
|
42K
$4.21M
|