Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-100- 4.0% |
$9.98K - $10.1K
|
2.4K
$241K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-109- 3.31% |
$10.9K - $11K
|
3.18K
$320K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-122- 0.89% |
$12.2K - $12.3K
|
13.5K
$1.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-124- 3.16% |
$12.4K - $12.5K
|
3.8K
$382K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-127- 4.88% |
$12.7K - $12.8K
|
2.48K
$249K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-127- 80.89% |
$12.7K - $12.8K
|
30
$3.01K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-132- 3.49% |
$13.2K - $13.3K
|
3.65K
$366K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-142- 0.73% |
$14.2K - $14.3K
|
19.2K
$1.93M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-159- 6.17% |
$15.9K - $16K
|
2.42K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-161- 3.54% |
$16.1K - $16.2K
|
4.39K
$440K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-174- 1.67% |
$17.4K - $17.5K
|
10.2K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-175- 0.4% |
$17.5K - $17.6K
|
43.7K
$4.39M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-178- 1.53% |
$17.8K - $17.9K
|
11.5K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-181- 1.05% |
$18.1K - $18.2K
|
17K
$1.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-197- 3.35% |
$19.7K - $19.8K
|
5.68K
$570K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-199- 1.09% |
$19.9K - $20K
|
18K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-200- 1.87% |
$20K - $20.1K
|
10.5K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-200- 7.41% |
$20K - $20.1K
|
2.5K
$251K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-209- 16.09% |
$20.9K - $21K
|
1.09K
$109K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-235- 6.66% |
$23.5K - $23.6K
|
3.29K
$331K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-239- 88.19% |
$23.9K - $24K
|
32
$3.21K
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-242- 1.63% |
$24.2K - $24.3K
|
14.6K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-245- 10.2% |
$24.5K - $24.6K
|
2.16K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-246- 1.07% |
$24.6K - $24.7K
|
22.7K
$2.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-249- 7.75% |
$24.9K - $25K
|
2.96K
$297K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-254- 2.94% |
$25.4K - $25.5K
|
8.4K
$843K
|
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-257- 11.39% |
$25.7K - $25.8K
|
2K
$201K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-270- 10.2% |
$26.9K - $27.1K
|
2.38K
$239K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-272- 1.15% |
$27.1K - $27.3K
|
23.4K
$2.35M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-282- 1.31% |
$28.1K - $28.4K
|
21.3K
$2.14M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-284- 1.02% |
$28.3K - $28.6K
|
27.6K
$2.77M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-290- 10.09% |
$28.9K - $29.2K
|
2.59K
$260K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-300- 3.14% |
$29.9K - $30.2K
|
9.25K
$929K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-302- 2.62% |
$30.1K - $30.4K
|
11.2K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-312- 2.16% |
$31.1K - $31.4K
|
14.1K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-335- 4.3% |
$33.4K - $33.7K
|
7.45K
$748K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-335- 1.55% |
$33.4K - $33.7K
|
21.2K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-345- 5.69% |
$34.4K - $34.7K
|
5.71K
$574K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-352- 1.04% |
$35.1K - $35.4K
|
33.3K
$3.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-357- 3.76% |
$35.6K - $35.9K
|
9.14K
$918K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-366- 7.65% |
$36.5K - $36.8K
|
4.42K
$444K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-374- 6.91% |
$37.3K - $37.6K
|
5.04K
$506K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-377- 6.72% |
$37.6K - $37.9K
|
5.23K
$525K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-387- 9.75% |
$38.6K - $38.9K
|
3.58K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-388- 4.35% |
$38.7K - $39K
|
8.53K
$857K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-389- 11.39% |
$38.8K - $39.1K
|
3.03K
$304K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-427- 4.97% |
$42.6K - $42.9K
|
8.16K
$820K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-443- 12.83% |
$44.2K - $44.5K
|
3.01K
$302K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-443- 3.59% |
$44.2K - $44.5K
|
11.9K
$1.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-447- 0.83% |
$44.6K - $44.9K
|
53.6K
$5.38M
|