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 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
130New |
$13K - $13.1K
|
130
$13.1K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
124New |
$12.4K - $12.5K
|
124
$12.5K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
118+ 1.03% |
$11.8K - $11.9K
|
11.5K
$1.16M
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
118+ 1.39% |
$11.8K - $11.9K
|
8.59K
$864K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
112+ 1.96% |
$11.2K - $11.3K
|
5.81K
$585K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
107+ 2.23% |
$10.7K - $10.8K
|
4.9K
$493K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
104+ 3.17% |
$10.4K - $10.5K
|
3.39K
$341K
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
100+ 0.18% |
$10K - $10.1K
|
54.3K
$5.47M
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
100New |
$10K - $10.1K
|
100
$10.1K
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
100+ 3.36% |
$10K - $10.1K
|
3.08K
$309K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
77+ 37.38% |
$7.72K - $7.76K
|
283
$28.5K
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
76+ 2.28% |
$7.62K - $7.66K
|
3.4K
$343K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
72New |
$7.22K - $7.25K
|
72
$7.24K
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
63+ 0.59% |
$6.31K - $6.35K
|
10.7K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
57+ 0.67% |
$5.71K - $5.74K
|
8.57K
$862K
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
56+ 1.8% |
$5.61K - $5.64K
|
3.17K
$319K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
54New |
$5.41K - $5.44K
|
54
$5.43K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
45+ 1.24% |
$4.51K - $4.53K
|
3.68K
$370K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
43+ 0.69% |
$4.31K - $4.33K
|
6.28K
$632K
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
42+ 1.3% |
$4.21K - $4.23K
|
3.26K
$328K
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
37+ 1.27% |
$3.71K - $3.73K
|
2.95K
$297K
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
36+ 1.3% |
$3.61K - $3.63K
|
2.8K
$282K
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
34+ 23.29% |
$3.41K - $3.42K
|
180
$18.1K
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
34+ 0.98% |
$3.41K - $3.42K
|
3.49K
$351K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
30+ 71.43% |
$3.01K - $3.02K
|
72
$7.24K
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
30+ 1.24% |
$3.01K - $3.02K
|
2.46K
$247K
|
|
Mar 25, 2025
Q4 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
27+ 1.28% |
$2.71K - $2.72K
|
2.13K
$214K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
24New |
$2.41K - $2.42K
|
24
$2.41K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
22New |
$2.2K - $2.22K
|
22
$2.21K
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
21New |
$2.1K - $2.12K
|
21
$2.11K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
18+ 0.52% |
$1.8K - $1.81K
|
3.5K
$352K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14New |
$1.4K - $1.41K
|
14
$1.41K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12+ 0.42% |
$1.2K - $1.21K
|
2.85K
$287K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9New |
$902 - $907
|
9
$906
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
9+ 0.22% |
$902 - $907
|
4.07K
$409K
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
8+ 0.12% |
$802 - $806
|
6.54K
$658K
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7+ 9.09% |
$702 - $705
|
84
$8.45K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.42% |
$702 - $705
|
1.69K
$170K
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
6+ 0.21% |
$601 - $604
|
2.81K
$282K
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3+ 0.07% |
$301 - $302
|
4.08K
$410K
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3+ 0.11% |
$301 - $302
|
2.82K
$284K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.56% |
$301 - $302
|
535
$53.8K
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3+ 0.11% |
$301 - $302
|
2.68K
$269K
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$301 - $302
|
2.19K
$220K
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 1.2% |
$200 - $201
|
169
$17K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2+ 0.66% |
$200 - $201
|
305
$30.7K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$100 - $101
|
1
$101
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$100 - $101
|
7.36K
$741K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2- 0.1% |
$200 - $201
|
2.1K
$211K
|
|
Feb 14, 2025
Q4 2024
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-2- 0.03% |
$200 - $201
|
7.21K
$725K
|