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 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
932+ 6.09% |
$93.4K - $93.9K
|
16.2K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
900+ 241.94% |
$90.2K - $90.7K
|
1.27K
$128K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
891New |
$89.3K - $89.8K
|
891
$89.7K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
823+ 1.97% |
$82.5K - $82.9K
|
42.6K
$4.28M
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
752+ 13.86% |
$75.4K - $75.7K
|
6.18K
$622K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
679+ 2.75% |
$68K - $68.4K
|
25.4K
$2.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
672+ 16.54% |
$67.3K - $67.7K
|
4.74K
$476K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
659+ 5.2% |
$66K - $66.4K
|
13.3K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
659+ 3.03% |
$66K - $66.4K
|
22.4K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
632+ 12.06% |
$63.3K - $63.7K
|
5.87K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
616+ 25.72% |
$61.7K - $62K
|
3.01K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
600+ 23.99% |
$60.1K - $60.4K
|
3.1K
$312K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
581+ 15.93% |
$58.2K - $58.5K
|
4.23K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
578+ 36.82% |
$57.9K - $58.2K
|
2.15K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
572+ 0.42% |
$57.3K - $57.6K
|
135K
$13.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
542+ 89.59% |
$54.3K - $54.6K
|
1.15K
$115K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
538New |
$53.9K - $54.2K
|
538
$54.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
500+ 6.66% |
$50.1K - $50.4K
|
8K
$805K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
481+ 14.6% |
$48.2K - $48.5K
|
3.78K
$380K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
479+ 5.08% |
$48K - $48.2K
|
9.9K
$996K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
450New |
$45.1K - $45.3K
|
450
$45.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
441New |
$44.2K - $44.4K
|
441
$44.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
389+ 10.63% |
$39K - $39.2K
|
4.05K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
372+ 1.15% |
$37.3K - $37.5K
|
32.8K
$3.3M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
369+ 1.47% |
$37K - $37.2K
|
25.5K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
355New |
$35.6K - $35.8K
|
355
$35.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
354+ 2.93% |
$35.5K - $35.7K
|
12.4K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
349+ 30.19% |
$35K - $35.2K
|
1.51K
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
304+ 1.07% |
$30.5K - $30.6K
|
28.7K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
291+ 10.91% |
$29.2K - $29.3K
|
2.96K
$298K
|
|
|
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
$97.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
258+ 26.79% |
$25.9K - $26K
|
1.22K
$123K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
250New |
$25.1K - $25.2K
|
250
$25.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
229+ 2.69% |
$23K - $23.1K
|
8.76K
$881K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
211+ 6.66% |
$21.1K - $21.3K
|
3.38K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
206+ 4.99% |
$20.6K - $20.8K
|
4.33K
$436K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
203+ 2.33% |
$20.3K - $20.4K
|
8.92K
$897K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
200+ 0.46% |
$20K - $20.1K
|
44K
$4.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
174New |
$17.4K - $17.5K
|
174
$17.5K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
173+ 4.32% |
$17.3K - $17.4K
|
4.18K
$421K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
167New |
$16.7K - $16.8K
|
167
$16.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
167+ 1.42% |
$16.7K - $16.8K
|
11.9K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
165+ 16.19% |
$16.5K - $16.6K
|
1.18K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
162+ 7.5% |
$16.2K - $16.3K
|
2.32K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
155+ 2.2% |
$15.5K - $15.6K
|
7.21K
$726K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
152+ 1.83% |
$15.2K - $15.3K
|
8.46K
$851K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
140+ 2.89% |
$14K - $14.1K
|
4.98K
$501K
|