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 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.02K+ 6.51% |
$103K - $103K
|
16.8K
$1.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.02K+ 43.47% |
$102K - $102K
|
3.35K
$338K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
1K+ 33.33% |
$100K - $101K
|
4K
$403K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
962+ 4.8% |
$96.4K - $96.9K
|
21K
$2.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
900+ 241.94% |
$90.2K - $90.7K
|
1.27K
$128K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
817+ 0.69% |
$81.9K - $82.3K
|
119K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
778+ 19.41% |
$78K - $78.4K
|
4.79K
$482K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
679+ 2.75% |
$68K - $68.4K
|
25.4K
$2.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
659+ 3.03% |
$66K - $66.4K
|
22.4K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
581+ 15.93% |
$58.2K - $58.5K
|
4.23K
$426K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
542+ 89.59% |
$54.3K - $54.6K
|
1.15K
$116K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
500+ 6.66% |
$50.1K - $50.4K
|
8K
$806K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
481+ 14.6% |
$48.2K - $48.5K
|
3.78K
$380K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
450New |
$45.1K - $45.3K
|
450
$45.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
389+ 10.63% |
$39K - $39.2K
|
4.05K
$408K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
349+ 30.19% |
$35K - $35.2K
|
1.51K
$152K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
304+ 1.07% |
$30.5K - $30.6K
|
28.7K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
267+ 2.64% |
$26.8K - $26.9K
|
10.4K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
266+ 37.73% |
$26.7K - $26.8K
|
971
$97.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
206+ 4.99% |
$20.6K - $20.8K
|
4.33K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
203+ 2.33% |
$20.3K - $20.4K
|
8.92K
$898K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
200+ 0.46% |
$20K - $20.1K
|
44K
$4.43M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
173+ 4.32% |
$17.3K - $17.4K
|
4.18K
$421K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
167+ 1.42% |
$16.7K - $16.8K
|
11.9K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
167New |
$16.7K - $16.8K
|
167
$16.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
155+ 2.2% |
$15.5K - $15.6K
|
7.21K
$727K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
140+ 2.89% |
$14K - $14.1K
|
4.98K
$502K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
118+ 1.03% |
$11.8K - $11.9K
|
11.5K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
118+ 1.39% |
$11.8K - $11.9K
|
8.59K
$866K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
112+ 1.96% |
$11.2K - $11.3K
|
5.81K
$586K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
107+ 2.23% |
$10.7K - $10.8K
|
4.9K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
100+ 0.18% |
$10K - $10.1K
|
54.3K
$5.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
77+ 37.38% |
$7.72K - $7.76K
|
283
$28.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
76+ 2.28% |
$7.62K - $7.66K
|
3.4K
$343K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
63+ 0.59% |
$6.31K - $6.35K
|
10.7K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
56+ 1.8% |
$5.61K - $5.64K
|
3.17K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
54New |
$5.41K - $5.44K
|
54
$5.44K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
45+ 1.24% |
$4.51K - $4.53K
|
3.68K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
43+ 0.69% |
$4.31K - $4.33K
|
6.28K
$633K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
36+ 1.3% |
$3.61K - $3.63K
|
2.8K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
34+ 23.29% |
$3.41K - $3.42K
|
180
$18.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
18+ 0.52% |
$1.8K - $1.81K
|
3.5K
$353K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12+ 0.42% |
$1.2K - $1.21K
|
2.85K
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9New |
$902 - $907
|
9
$907
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
8+ 0.12% |
$802 - $806
|
6.54K
$659K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7+ 9.09% |
$702 - $705
|
84
$8.46K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.42% |
$702 - $705
|
1.69K
$170K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
6+ 0.21% |
$601 - $604
|
2.81K
$283K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3+ 0.11% |
$301 - $302
|
2.68K
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2- 0.1% |
$200 - $201
|
2.1K
$211K
|