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 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.43KNew |
$243K - $245K
|
2.43K
$244K
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.36KNew |
$236K - $238K
|
2.36K
$237K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.35K+ 4.48% |
$236K - $237K
|
54.8K
$5.51M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.26K+ 56.02% |
$226K - $227K
|
6.29K
$632K
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.13K+ 8.17% |
$214K - $215K
|
28.3K
$2.84M
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2.1K+ 99.67% |
$211K - $212K
|
4.22K
$424K
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.09KNew |
$210K - $211K
|
2.09K
$211K
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
2.02K+ 1.15% |
$203K - $204K
|
178K
$17.9M
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.02KNew |
$203K - $204K
|
2.02K
$203K
|
|
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
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.99K+ 6.77% |
$200K - $201K
|
31.4K
$3.16M
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
1.94K+ 11.66% |
$195K - $196K
|
18.6K
$1.87M
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.91K+ 1.55% |
$192K - $193K
|
125K
$12.6M
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.91K+ 46.58% |
$191K - $192K
|
6K
$604K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.91KNew |
$191K - $192K
|
1.91K
$192K
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.89K+ 5.28% |
$189K - $190K
|
37.7K
$3.79M
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.84K+ 15.17% |
$185K - $185K
|
14K
$1.41M
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.81K+ 5.35% |
$181K - $182K
|
35.7K
$3.59M
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.81K+ 26.2% |
$181K - $182K
|
8.71K
$876K
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.8K+ 4.27% |
$180K - $181K
|
43.8K
$4.41M
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.71K+ 13.46% |
$171K - $172K
|
14.4K
$1.45M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.59KNew |
$160K - $160K
|
1.59K
$160K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.59K+ 5.3% |
$159K - $160K
|
31.5K
$3.17M
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.55KNew |
$155K - $156K
|
1.55K
$155K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.51K+ 16.73% |
$151K - $152K
|
10.5K
$1.06M
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$151K - $151K
|
1.5K
$151K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.46K+ 31.76% |
$147K - $147K
|
6.07K
$611K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.4K+ 5.5% |
$141K - $141K
|
26.9K
$2.71M
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.39K+ 6.0% |
$139K - $140K
|
24.5K
$2.46M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.36K+ 5.95% |
$136K - $136K
|
24.1K
$2.43M
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.3K+ 37.42% |
$130K - $131K
|
4.78K
$481K
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.3K+ 4625.0% |
$130K - $130K
|
1.32K
$133K
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.28K+ 3.12% |
$129K - $129K
|
42.5K
$4.28M
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.27K+ 5.66% |
$127K - $128K
|
23.7K
$2.39M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.27KNew |
$127K - $128K
|
1.27K
$127K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.22K+ 57.26% |
$122K - $123K
|
3.36K
$338K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.18K+ 25.41% |
$119K - $119K
|
5.84K
$588K
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.18K+ 3.98% |
$118K - $118K
|
30.7K
$3.09M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.15K+ 9.44% |
$116K - $116K
|
13.4K
$1.34M
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.15K+ 6.73% |
$115K - $116K
|
18.2K
$1.83M
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.15K+ 41.85% |
$115K - $115K
|
3.88K
$391K
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.12K+ 14.27% |
$112K - $112K
|
8.93K
$899K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.08K+ 3.0% |
$108K - $109K
|
37.1K
$3.74M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.02K+ 6.51% |
$103K - $103K
|
16.8K
$1.69M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.02K+ 32.18% |
$102K - $103K
|
4.18K
$421K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.02K+ 43.47% |
$102K - $102K
|
3.35K
$337K
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
1K+ 33.33% |
$100K - $101K
|
4K
$402K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
996+ 282.95% |
$99.8K - $100K
|
1.35K
$136K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
962+ 4.8% |
$96.4K - $96.9K
|
21K
$2.12M
|