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 08, 2023
Q3 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-27- 1.19% |
$2.68K - $2.7K
|
2.24K
$225K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30- 0.24% |
$2.98K - $3K
|
12.7K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-37- 0.42% |
$3.68K - $3.71K
|
8.87K
$893K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-37- 0.42% |
$3.68K - $3.71K
|
8.87K
$893K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-40- 9.48% |
$3.97K - $4.01K
|
382
$38.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-41- 0.91% |
$4.07K - $4.11K
|
4.47K
$450K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-44- 1.29% |
$4.37K - $4.41K
|
3.37K
$339K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-50- 2.39% |
$4.97K - $5.01K
|
2.04K
$206K
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-58- 2.71% |
$5.76K - $5.81K
|
2.08K
$209K
|
|
|
Nov 15, 2023
Q3 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-62- 1.71% |
$6.16K - $6.21K
|
3.57K
$359K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-62- 1.15% |
$6.16K - $6.21K
|
5.31K
$535K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-68- 1.27% |
$6.76K - $6.81K
|
5.3K
$533K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-70- 2.36% |
$6.96K - $7.01K
|
2.9K
$291K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-70- 56.91% |
$6.96K - $7.01K
|
53
$5.33K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-71- 0.26% |
$7.05K - $7.11K
|
27K
$2.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-82- 1.5% |
$8.15K - $8.21K
|
5.37K
$541K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-87- 42.65% |
$8.64K - $8.71K
|
117
$11.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-94- 2.38% |
$9.34K - $9.41K
|
3.85K
$387K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-96- 1.37% |
$9.54K - $9.61K
|
6.9K
$694K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 12.58% |
$9.94K - $10K
|
695
$69.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-101- 8.04% |
$10K - $10.1K
|
1.16K
$116K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-101- 1.19% |
$10K - $10.1K
|
8.36K
$841K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-109- 0.41% |
$10.8K - $10.9K
|
26.6K
$2.68M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-120- 46.15% |
$11.9K - $12K
|
140
$14.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-127- 1.41% |
$12.6K - $12.7K
|
8.86K
$892K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-127- 63.18% |
$12.6K - $12.7K
|
74
$7.45K
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-132- 4.58% |
$13.1K - $13.2K
|
2.75K
$276K
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-144- 0.37% |
$14.3K - $14.4K
|
38.9K
$3.91M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-150- 0.22% |
$14.9K - $15K
|
68.8K
$6.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-150- 0.83% |
$14.9K - $15K
|
17.9K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-159- 3.59% |
$15.8K - $15.9K
|
4.27K
$430K
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-160- 7.21% |
$15.9K - $16K
|
2.06K
$207K
|
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-166- 3.6% |
$16.5K - $16.6K
|
4.45K
$448K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-166- 4.93% |
$16.5K - $16.6K
|
3.2K
$322K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-174- 2.62% |
$17.3K - $17.4K
|
6.48K
$652K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-175- 0.81% |
$17.4K - $17.5K
|
21.4K
$2.15M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-195- 1.7% |
$19.4K - $19.5K
|
11.3K
$1.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-200- 15.72% |
$19.9K - $20K
|
1.07K
$108K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-200- 3.06% |
$19.9K - $20K
|
6.34K
$637K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-201- 0.97% |
$20K - $20.1K
|
20.5K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-204- 6.45% |
$20.3K - $20.4K
|
2.96K
$298K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-212- 8.36% |
$21.1K - $21.2K
|
2.32K
$234K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-226- 58.7% |
$22.5K - $22.6K
|
159
$16K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-230- 8.78% |
$22.9K - $23K
|
2.39K
$240K
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-241- 3.24% |
$23.9K - $24.1K
|
7.21K
$725K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-245- 3.87% |
$24.3K - $24.5K
|
6.09K
$613K
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-260- 3.71% |
$25.8K - $26K
|
6.75K
$679K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-276- 3.88% |
$27.4K - $27.6K
|
6.83K
$687K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-279- 14.17% |
$27.7K - $27.9K
|
1.69K
$170K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-300- 8.01% |
$29.8K - $30K
|
3.45K
$347K
|