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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
300New |
$29.9K - $30.1K
|
300
$30.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
297+ 2.04% |
$29.6K - $29.8K
|
14.9K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
285+ 3.61% |
$28.4K - $28.5K
|
8.19K
$822K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
259+ 25.1% |
$25.8K - $25.9K
|
1.29K
$130K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
259New |
$25.8K - $25.9K
|
259
$26K
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
254+ 2.15% |
$25.3K - $25.4K
|
12.1K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
241+ 2.3% |
$24K - $24.1K
|
10.7K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
238+ 3.72% |
$23.7K - $23.8K
|
6.64K
$667K
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
236+ 1.41% |
$23.5K - $23.6K
|
16.9K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
235+ 1.45% |
$23.4K - $23.5K
|
16.5K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
231+ 2.45% |
$23K - $23.1K
|
9.65K
$969K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
223+ 9.33% |
$22.2K - $22.3K
|
2.61K
$262K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
219New |
$21.8K - $21.9K
|
219
$22K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
217New |
$21.6K - $21.7K
|
217
$21.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
212New |
$21.1K - $21.2K
|
212
$21.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
200+ 5.81% |
$19.9K - $20K
|
3.65K
$366K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
194+ 6.07% |
$19.3K - $19.4K
|
3.39K
$341K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
189New |
$18.8K - $18.9K
|
189
$19K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
189+ 4.8% |
$18.8K - $18.9K
|
4.13K
$415K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
180New |
$17.9K - $18K
|
180
$18.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
168New |
$16.8K - $16.8K
|
168
$16.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
150+ 300.0% |
$15K - $15K
|
200
$20.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
148+ 0.46% |
$14.8K - $14.8K
|
32.1K
$3.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
132+ 36.97% |
$13.2K - $13.2K
|
489
$49.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
99New |
$9.87K - $9.92K
|
99
$9.94K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
90+ 0.7% |
$8.97K - $9.02K
|
12.9K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
65+ 0.2% |
$6.48K - $6.51K
|
31.9K
$3.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
65+ 1.33% |
$6.48K - $6.51K
|
4.94K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
64+ 0.77% |
$6.38K - $6.41K
|
8.43K
$846K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
64+ 0.52% |
$6.38K - $6.41K
|
12.3K
$1.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
62+ 1.27% |
$6.18K - $6.21K
|
4.95K
$497K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
60+ 2.56% |
$5.98K - $6.01K
|
2.41K
$242K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
40+ 1.33% |
$3.99K - $4.01K
|
3.06K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
37+ 1.34% |
$3.69K - $3.71K
|
2.8K
$281K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
36New |
$3.59K - $3.61K
|
36
$3.62K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
32New |
$3.19K - $3.21K
|
32
$3.21K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
30New |
$2.99K - $3.01K
|
30
$3.01K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26New |
$2.59K - $2.6K
|
26
$2.61K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
25+ 1.07% |
$2.49K - $2.5K
|
2.37K
$238K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
23+ 0.64% |
$2.29K - $2.3K
|
3.64K
$366K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
20+ 0.78% |
$1.99K - $2K
|
2.58K
$259K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
17+ 0.83% |
$1.7K - $1.7K
|
2.06K
$207K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
16New |
$1.6K - $1.6K
|
16
$1.61K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
13+ 0.56% |
$1.3K - $1.3K
|
2.34K
$235K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 0.75% |
$798 - $801
|
1.08K
$108K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.66% |
$598 - $601
|
918
$92.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.16% |
$299 - $301
|
1.84K
$185K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.08% |
$199 - $200
|
2.56K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2+ 0.05% |
$199 - $200
|
3.87K
$389K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.51% |
$99.7 - $100
|
197
$19.8K
|