Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
288K+ 9.04% |
$28.9M - $29M
|
3.48M
$350M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
161K+ 42.85% |
$16.1M - $16.2M
|
535K
$53.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
107K+ 1293.07% |
$10.7M - $10.7M
|
115K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
57.2K+ 1610.53% |
$5.73M - $5.76M
|
60.8K
$6.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
35.6K+ 1430.51% |
$3.57M - $3.59M
|
38.1K
$3.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
33.9K+ 49.38% |
$3.4M - $3.41M
|
102K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
31.9K+ 57.06% |
$3.19M - $3.21M
|
87.7K
$8.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
30.2K+ 643.16% |
$3.03M - $3.05M
|
35K
$3.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
28.3KNew |
$2.83M - $2.85M
|
28.3K
$2.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
23.6K+ 1078.89% |
$2.37M - $2.38M
|
25.8K
$2.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1K+ 4.85% |
$1.72M - $1.72M
|
370K
$37.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
16.4K+ 6.66% |
$1.64M - $1.65M
|
262K
$26.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
14.6KNew |
$1.47M - $1.47M
|
14.6K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
11.7K+ 11.39% |
$1.17M - $1.18M
|
114K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.92KNew |
$994K - $999K
|
9.92K
$999K
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
9.35KNew |
$937K - $942K
|
9.35K
$941K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9.35K+ 46.76% |
$937K - $942K
|
29.3K
$2.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
8.34KNew |
$836K - $840K
|
8.34K
$839K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.14K+ 24.46% |
$815K - $820K
|
41.4K
$4.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.8K+ 287.01% |
$782K - $786K
|
10.5K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
7.61K+ 12.56% |
$762K - $766K
|
68.2K
$6.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.4K+ 12.65% |
$742K - $746K
|
65.9K
$6.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.39KNew |
$741K - $744K
|
7.39K
$744K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.82K+ 35.3% |
$684K - $687K
|
26.1K
$2.63M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
6.12K+ 25.9% |
$613K - $616K
|
29.8K
$3M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.09K+ 3.99% |
$610K - $613K
|
159K
$16M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.98K+ 92.16% |
$600K - $603K
|
12.5K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.86KNew |
$587K - $590K
|
5.86K
$590K
|
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
5.68KNew |
$569K - $572K
|
5.68K
$572K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.9K+ 11.89% |
$491K - $493K
|
46.1K
$4.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
3.96KNew |
$396K - $398K
|
3.96K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.69K+ 11.92% |
$370K - $372K
|
34.6K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
3.55K+ 18.63% |
$356K - $358K
|
22.6K
$2.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.54KNew |
$354K - $356K
|
3.54K
$356K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.32K+ 40.14% |
$333K - $334K
|
11.6K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.17KNew |
$317K - $319K
|
3.17K
$319K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
3.16K+ 6.84% |
$316K - $318K
|
49.3K
$4.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.01K+ 1.54% |
$301K - $303K
|
198K
$20M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.79KNew |
$280K - $281K
|
2.79K
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.7K+ 25.2% |
$270K - $272K
|
13.4K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.69K+ 115.98% |
$269K - $270K
|
5K
$503K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.6K+ 7.4% |
$261K - $262K
|
37.7K
$3.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.55KNew |
$256K - $257K
|
2.55K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.48K+ 6.56% |
$248K - $250K
|
40.3K
$4.05M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.46KNew |
$246K - $247K
|
2.46K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.36KNew |
$236K - $238K
|
2.36K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
2.02K+ 1.15% |
$203K - $204K
|
178K
$17.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2K+ 4.2% |
$201K - $202K
|
49.7K
$5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2K+ 14.57% |
$200K - $201K
|
15.7K
$1.58M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
1.94K+ 11.66% |
$195K - $196K
|
18.6K
$1.87M
|