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 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.42% |
$702 - $705
|
1.69K
$170K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7+ 9.09% |
$702 - $705
|
84
$8.43K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
6+ 0.21% |
$601 - $604
|
2.81K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3+ 0.11% |
$301 - $302
|
2.82K
$283K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$301 - $302
|
2.19K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.56% |
$301 - $302
|
535
$53.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3+ 0.07% |
$301 - $302
|
4.08K
$409K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3+ 0.11% |
$301 - $302
|
2.68K
$269K
|
|
|
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
$30.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$100 - $101
|
1
$100
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$100 - $101
|
7.36K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-2- 0.03% |
$200 - $201
|
7.21K
$723K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2- 0.1% |
$200 - $201
|
2.1K
$211K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 0.8% |
$200 - $201
|
248
$24.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6- 14.63% |
$601 - $604
|
35
$3.51K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7- 3.24% |
$702 - $705
|
209
$21K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-10- 0.18% |
$1K - $1.01K
|
5.7K
$572K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-12- 0.18% |
$1.2K - $1.21K
|
6.74K
$676K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 0.26% |
$1.5K - $1.51K
|
5.79K
$581K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-22- 1.01% |
$2.2K - $2.22K
|
2.15K
$216K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-23- 0.36% |
$2.31K - $2.32K
|
6.35K
$637K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-27- 0.95% |
$2.71K - $2.72K
|
2.81K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-29- 1.26% |
$2.91K - $2.92K
|
2.28K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-31- 0.45% |
$3.11K - $3.12K
|
6.86K
$689K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-33- 0.21% |
$3.31K - $3.32K
|
15.4K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-33- 0.54% |
$3.31K - $3.32K
|
6.03K
$605K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-34- 0.23% |
$3.41K - $3.42K
|
14.9K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-36- 0.73% |
$3.61K - $3.63K
|
4.88K
$490K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-40- 0.19% |
$4.01K - $4.03K
|
21.5K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-42- 1.68% |
$4.21K - $4.23K
|
2.45K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-46- 26.74% |
$4.61K - $4.63K
|
126
$12.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-50- 0.02% |
$5.01K - $5.04K
|
225K
$22.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-50- 0.52% |
$5.01K - $5.04K
|
9.51K
$954K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-51- 1.86% |
$5.11K - $5.14K
|
2.69K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-52- 0.79% |
$5.21K - $5.24K
|
6.55K
$657K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-55- 0.83% |
$5.51K - $5.54K
|
6.54K
$656K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-60- 15.71% |
$6.01K - $6.04K
|
322
$32.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-63- 1.07% |
$6.31K - $6.35K
|
5.84K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-65- 0.41% |
$6.51K - $6.55K
|
15.8K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-81- 18.58% |
$8.12K - $8.16K
|
355
$35.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-84- 3.46% |
$8.42K - $8.46K
|
2.34K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-85- 1.39% |
$8.52K - $8.56K
|
6.02K
$604K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-87- 39.73% |
$8.72K - $8.76K
|
132
$13.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-99- 0.91% |
$9.92K - $9.97K
|
10.7K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-100- 3.11% |
$10K - $10.1K
|
3.12K
$313K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-101- 25.25% |
$10.1K - $10.2K
|
299
$30K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-105- 40.23% |
$10.5K - $10.6K
|
156
$15.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-108- 1.33% |
$10.8K - $10.9K
|
8.01K
$804K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-124- 1.88% |
$12.4K - $12.5K
|
6.48K
$650K
|