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 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-5.41K- 22.76% |
$542K - $544K
|
18.3K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.37K- 45.65% |
$639K - $642K
|
7.58K
$764K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.53K- 26.69% |
$655K - $658K
|
17.9K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.06K- 6.88% |
$708K - $711K
|
95.5K
$9.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.65K- 5.81% |
$766K - $770K
|
124K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-8.53K- 31.16% |
$855K - $859K
|
18.8K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-10.1K- 83.49% |
$1.01M - $1.02M
|
2K
$201K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-12.3K- 13.84% |
$1.23M - $1.24M
|
76.3K
$7.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.9K- 12.38% |
$1.39M - $1.4M
|
98.1K
$9.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-14.9K- 85.62% |
$1.49M - $1.5M
|
2.5K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-15.8K- 39.55% |
$1.59M - $1.59M
|
24.2K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-17.2K- 15.73% |
$1.73M - $1.74M
|
92.3K
$9.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18K- 18.61% |
$1.8M - $1.81M
|
78.7K
$7.93M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-20.4K- 37.34% |
$2.05M - $2.06M
|
34.3K
$3.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-23K- 17.84% |
$2.3M - $2.31M
|
106K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-24.5K- 29.93% |
$2.45M - $2.47M
|
57.3K
$5.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-27.1K- 68.06% |
$2.71M - $2.73M
|
12.7K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-27.3K- 28.25% |
$2.74M - $2.75M
|
69.3K
$6.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-33K- 35.3% |
$3.3M - $3.32M
|
60.4K
$6.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-39.9K- 36.46% |
$4M - $4.02M
|
69.6K
$7.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-41.1K- 68.33% |
$4.12M - $4.14M
|
19K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-62.5K- 30.31% |
$6.27M - $6.3M
|
144K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-74.9K- 51.65% |
$7.5M - $7.54M
|
70.1K
$7.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.94M- 82.34% |
$194M - $195M
|
416K
$41.9M
|