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 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
11KNew |
$1.1M - $1.11M
|
11K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10.9KNew |
$1.1M - $1.1M
|
10.9K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
10.8KNew |
$1.08M - $1.09M
|
10.8K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.3K+ 7.51% |
$1.03M - $1.04M
|
147K
$14.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
10.2K+ 106.82% |
$1.02M - $1.03M
|
19.8K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
10.1K+ 4.88% |
$1.01M - $1.01M
|
216K
$21.7M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.92KNew |
$994K - $999K
|
9.92K
$996K
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
9.74K+ 151.03% |
$976K - $981K
|
16.2K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.48K+ 24.23% |
$950K - $955K
|
48.6K
$4.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
9.39KNew |
$941K - $946K
|
9.39K
$943K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.37K+ 32.36% |
$939K - $943K
|
38.3K
$3.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
9.35KNew |
$937K - $942K
|
9.35K
$939K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9.35K+ 46.76% |
$937K - $942K
|
29.3K
$2.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
8.99KNew |
$901K - $906K
|
8.99K
$903K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
8.6KNew |
$862K - $866K
|
8.6K
$863K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
8.34KNew |
$836K - $840K
|
8.34K
$837K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.14K+ 24.46% |
$815K - $820K
|
41.4K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.03K+ 259.21% |
$805K - $809K
|
11.1K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.93KNew |
$794K - $798K
|
7.93K
$796K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.8K+ 287.01% |
$782K - $786K
|
10.5K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
7.7KNew |
$772K - $776K
|
7.7K
$773K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
7.61K+ 12.56% |
$762K - $766K
|
68.2K
$6.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.4K+ 12.65% |
$742K - $746K
|
65.9K
$6.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.39KNew |
$741K - $744K
|
7.39K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
7.06KNew |
$708K - $711K
|
7.06K
$709K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
6.89KNew |
$690K - $694K
|
6.89K
$691K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.82K+ 35.3% |
$684K - $687K
|
26.1K
$2.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.79KNew |
$680K - $684K
|
6.79K
$682K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.54K+ 73.99% |
$656K - $659K
|
15.4K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
6.51K+ 13.32% |
$653K - $656K
|
55.4K
$5.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.25K+ 45.96% |
$627K - $630K
|
19.9K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
6.12K+ 25.9% |
$613K - $616K
|
29.8K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.09K+ 3.99% |
$610K - $613K
|
159K
$15.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6K+ 9.07% |
$601K - $604K
|
72.1K
$7.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.98K+ 92.16% |
$600K - $603K
|
12.5K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.98KNew |
$599K - $602K
|
5.98K
$600K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.86KNew |
$587K - $590K
|
5.86K
$589K
|
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
5.68KNew |
$569K - $572K
|
5.68K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.65K+ 29.17% |
$566K - $569K
|
25K
$2.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.57K+ 70.85% |
$558K - $561K
|
13.4K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
5.47K+ 8.08% |
$548K - $551K
|
73.1K
$7.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
5.45K+ 12.14% |
$546K - $549K
|
50.3K
$5.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
5.39KNew |
$540K - $543K
|
5.39K
$541K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
5.29K+ 1.93% |
$530K - $533K
|
280K
$28.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.26K+ 12.23% |
$527K - $530K
|
48.3K
$4.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.24K+ 9.75% |
$525K - $528K
|
59K
$5.92M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.23K+ 189.19% |
$524K - $527K
|
8K
$803K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
5.17KNew |
$518K - $521K
|
5.17K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
5.06KNew |
$508K - $510K
|
5.06K
$508K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
5KNew |
$501K - $504K
|
5K
$502K
|