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 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-675- 3.7% |
$67.6K - $68K
|
17.6K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-678- 1.94% |
$67.9K - $68.3K
|
34.2K
$3.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-695- 13.5% |
$69.7K - $70K
|
4.46K
$449K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-708- 19.82% |
$71K - $71.3K
|
2.86K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-714- 12.55% |
$71.6K - $71.9K
|
4.97K
$501K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-774- 14.27% |
$77.6K - $78K
|
4.65K
$468K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-800- 2.08% |
$80.2K - $80.6K
|
37.6K
$3.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-851- 2.43% |
$85.3K - $85.7K
|
34.1K
$3.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-919- 4.27% |
$92.1K - $92.6K
|
20.6K
$2.07M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-935- 13.86% |
$93.7K - $94.2K
|
5.81K
$586K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-978- 10.8% |
$98K - $98.5K
|
8.08K
$814K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-988- 2.16% |
$99K - $99.5K
|
44.7K
$4.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-993- 7.4% |
$99.5K - $100K
|
12.4K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.24K- 1.93% |
$124K - $125K
|
63.1K
$6.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.5K- 1.95% |
$150K - $151K
|
75.4K
$7.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.52K- 10.28% |
$153K - $153K
|
13.3K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.57K- 9.08% |
$157K - $158K
|
15.7K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.64K- 21.05% |
$164K - $165K
|
6.15K
$620K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.64K- 7.62% |
$165K - $165K
|
19.9K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.64K- 31.62% |
$165K - $166K
|
3.56K
$358K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.7K- 6.79% |
$170K - $171K
|
23.3K
$2.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.72K- 7.65% |
$172K - $173K
|
20.7K
$2.09M
|
|
|
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
$2.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.04K- 4.69% |
$204K - $205K
|
41.4K
$4.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.11K- 5.4% |
$212K - $213K
|
37K
$3.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.16K- 34.08% |
$216K - $218K
|
4.18K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-2.29K- 8.61% |
$230K - $231K
|
24.3K
$2.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.32K- 48.69% |
$233K - $234K
|
2.45K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.36K- 20.19% |
$237K - $238K
|
9.34K
$941K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.39K- 6.17% |
$239K - $240K
|
36.3K
$3.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.42K- 40.86% |
$243K - $244K
|
3.51K
$353K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.45K- 98.43% |
$246K - $247K
|
39
$3.93K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.58K- 18.58% |
$258K - $260K
|
11.3K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.9K- 59.12% |
$291K - $292K
|
2.01K
$202K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.12K- 5.76% |
$313K - $314K
|
51K
$5.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-3.12K- 2.28% |
$313K - $315K
|
134K
$13.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-3.22K- 3.76% |
$323K - $324K
|
82.4K
$8.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.26K- 26.6% |
$326K - $328K
|
8.99K
$906K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3.28K- 3.44% |
$329K - $331K
|
92.3K
$9.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.36K- 99.94% |
$337K - $338K
|
2
$202
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.85K- 14.71% |
$386K - $388K
|
22.3K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.91K- 19.83% |
$392K - $394K
|
15.8K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.98K- 52.32% |
$399K - $401K
|
3.63K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4.1K- 20.05% |
$411K - $413K
|
16.4K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.51K- 8.75% |
$451K - $454K
|
47K
$4.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.54K- 45.47% |
$454K - $457K
|
5.44K
$548K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-4.71K- 60.84% |
$472K - $474K
|
3.03K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-5.15K- 49.77% |
$516K - $519K
|
5.2K
$523K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.33K- 3.07% |
$534K - $537K
|
168K
$16.9M
|