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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-775- 3.53% |
$77.7K - $78.1K
|
21.2K
$2.12M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-800- 13.91% |
$80.2K - $80.6K
|
4.95K
$496K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-800- 2.08% |
$80.2K - $80.6K
|
37.6K
$3.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-851- 2.43% |
$85.3K - $85.7K
|
34.1K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-875- 48.75% |
$87.7K - $88.1K
|
920
$92.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-912- 26.95% |
$91.4K - $91.9K
|
2.47K
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-919- 6.22% |
$92.1K - $92.6K
|
13.9K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-919- 4.27% |
$92.1K - $92.6K
|
20.6K
$2.06M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-935- 13.86% |
$93.7K - $94.2K
|
5.81K
$582K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-950- 5.46% |
$95.2K - $95.7K
|
16.5K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-978- 10.8% |
$98K - $98.5K
|
8.08K
$810K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-988- 2.16% |
$99K - $99.5K
|
44.7K
$4.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-993- 7.4% |
$99.5K - $100K
|
12.4K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.03K- 30.23% |
$103K - $104K
|
2.38K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.04K- 23.66% |
$104K - $104K
|
3.34K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.04K- 16.35% |
$105K - $105K
|
5.34K
$535K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.07K- 6.92% |
$107K - $108K
|
14.4K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.14K- 11.51% |
$114K - $114K
|
8.72K
$874K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.18K- 2.1% |
$118K - $119K
|
54.9K
$5.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.2K- 7.04% |
$120K - $120K
|
15.8K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.21K- 33.21% |
$122K - $122K
|
2.44K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.24K- 1.93% |
$124K - $125K
|
63.1K
$6.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.31K- 39.64% |
$131K - $132K
|
2K
$200K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.33K- 19.19% |
$133K - $134K
|
5.6K
$561K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.36K- 34.65% |
$136K - $137K
|
2.57K
$257K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.37K- 20.42% |
$137K - $138K
|
5.34K
$535K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.43K- 10.98% |
$143K - $144K
|
11.6K
$1.16M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.46K- 19.9% |
$146K - $147K
|
5.87K
$588K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.5K- 1.95% |
$150K - $151K
|
75.4K
$7.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.52K- 10.28% |
$153K - $153K
|
13.3K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-1.56K- 5.55% |
$156K - $157K
|
26.4K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.56K- 1.74% |
$157K - $158K
|
88.4K
$8.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.57K- 9.08% |
$157K - $158K
|
15.7K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.57K- 6.04% |
$158K - $158K
|
24.4K
$2.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.64K- 21.05% |
$164K - $165K
|
6.15K
$616K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.64K- 7.62% |
$165K - $165K
|
19.9K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.64K- 31.62% |
$165K - $166K
|
3.56K
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.7K- 6.79% |
$170K - $171K
|
23.3K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.71K- 6.49% |
$172K - $173K
|
24.7K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.72K- 7.65% |
$172K - $173K
|
20.7K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.74K- 3.62% |
$174K - $175K
|
46.3K
$4.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-1.83K- 10.01% |
$183K - $184K
|
16.4K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.85K- 6.45% |
$186K - $187K
|
26.9K
$2.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.04K- 4.69% |
$204K - $205K
|
41.4K
$4.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.11K- 5.4% |
$212K - $213K
|
37K
$3.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.16K- 34.08% |
$216K - $218K
|
4.18K
$419K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-2.29K- 8.61% |
$230K - $231K
|
24.3K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.32K- 48.69% |
$233K - $234K
|
2.45K
$245K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.34K- 19.38% |
$234K - $235K
|
9.72K
$973K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.36K- 20.19% |
$237K - $238K
|
9.34K
$936K
|