Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.44M+ 71.54% |
$242M - $244M
|
5.84M
$587M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
948K+ 14.34% |
$94.2M - $95M
|
7.56M
$760M
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
485K+ 3826.62% |
$48.2M - $48.6M
|
498K
$50M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
421K+ 76.19% |
$41.9M - $42.2M
|
975K
$98M
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
374K+ 282.06% |
$37.2M - $37.5M
|
507K
$51M
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
341KNew |
$33.9M - $34.2M
|
341K
$34.3M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
290K+ 15.63% |
$28.9M - $29.1M
|
2.15M
$216M
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
224KNew |
$22.3M - $22.4M
|
224K
$22.5M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
221K+ 979.71% |
$21.9M - $22.1M
|
243K
$24.5M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
209K+ 10184.53% |
$20.7M - $20.9M
|
211K
$21.2M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
203K+ 1058.94% |
$20.2M - $20.3M
|
222K
$22.4M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
182K+ 56.28% |
$18.1M - $18.2M
|
505K
$50.8M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
166K+ 8.19% |
$16.5M - $16.7M
|
2.2M
$221M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
159K+ 50.0% |
$15.8M - $15.9M
|
478K
$48M
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
150KNew |
$14.9M - $15M
|
150K
$15.1M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
123KNew |
$12.2M - $12.3M
|
123K
$12.4M
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
120K+ 177.58% |
$11.9M - $12M
|
187K
$18.9M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
113K+ 2.71% |
$11.3M - $11.3M
|
4.29M
$432M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88.4K+ 6.76% |
$8.78M - $8.85M
|
1.4M
$140M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
76.1K+ 132.29% |
$7.56M - $7.62M
|
134K
$13.4M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
70.2K+ 288.01% |
$6.97M - $7.03M
|
94.5K
$9.51M
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
BUY
|
- |
69.9KNew |
$6.94M - $7M
|
69.9K
$7.03M
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
67.2K+ 50.04% |
$6.67M - $6.73M
|
201K
$20.3M
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
66K+ 247.24% |
$6.55M - $6.61M
|
92.6K
$9.32M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
64.1KNew |
$6.37M - $6.42M
|
64.1K
$6.45M
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
52.8K+ 201.13% |
$5.24M - $5.28M
|
79K
$7.95M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
49.7KNew |
$4.94M - $4.98M
|
49.7K
$5M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
48.8KNew |
$4.85M - $4.89M
|
48.8K
$4.91M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
48.1K+ 53.26% |
$4.78M - $4.82M
|
138K
$13.9M
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
45KNew |
$4.47M - $4.51M
|
45K
$4.53M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
40.5K+ 80.66% |
$4.02M - $4.06M
|
90.7K
$9.12M
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
37.6K+ 9.22% |
$3.73M - $3.76M
|
445K
$44.8M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
35.4K+ 219.22% |
$3.52M - $3.54M
|
51.5K
$5.18M
|
|
Oct 16, 2023
Q3 2023
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
31K+ 128.2% |
$3.08M - $3.1M
|
55.2K
$5.55M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
30.9K+ 48.73% |
$3.07M - $3.09M
|
94.3K
$9.48M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.5K+ 10.87% |
$3.03M - $3.06M
|
312K
$31.3M
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
30K+ 61.48% |
$2.98M - $3M
|
78.8K
$7.92M
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
29.8KNew |
$2.96M - $2.98M
|
29.8K
$3M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
29K+ 6276.62% |
$2.88M - $2.9M
|
29.5K
$2.96M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.8K+ 16.9% |
$2.77M - $2.79M
|
192K
$19.4M
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
25.7K+ 413.21% |
$2.55M - $2.57M
|
31.9K
$3.2M
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24.9KNew |
$2.48M - $2.5M
|
24.9K
$2.51M
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
24.6K+ 1680.97% |
$2.44M - $2.46M
|
26K
$2.62M
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
BUY
|
- |
23.4KNew |
$2.33M - $2.35M
|
23.4K
$2.36M
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
23.2K+ 61.25% |
$2.31M - $2.32M
|
61.1K
$6.15M
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
22.1K+ 72.98% |
$2.2M - $2.22M
|
52.5K
$5.28M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
21.3KNew |
$2.11M - $2.13M
|
21.3K
$2.14M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
21.1K+ 58.81% |
$2.09M - $2.11M
|
56.9K
$5.73M
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
20.6K+ 6.22% |
$2.04M - $2.06M
|
351K
$35.3M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
20.4K+ 62.28% |
$2.03M - $2.04M
|
53.1K
$5.34M
|