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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-300- 7.59% |
$29.8K - $30K
|
3.65K
$367K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-304- 4.05% |
$30.2K - $30.4K
|
7.2K
$724K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-313- 0.96% |
$31.1K - $31.3K
|
32.4K
$3.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-318- 8.08% |
$31.6K - $31.8K
|
3.62K
$364K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-326- 58.63% |
$32.4K - $32.6K
|
230
$23.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-329- 3.57% |
$32.7K - $32.9K
|
8.88K
$893K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-352- 2.79% |
$35K - $35.2K
|
12.3K
$1.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-373- 12.71% |
$37.1K - $37.4K
|
2.56K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-375- 8.07% |
$37.3K - $37.6K
|
4.27K
$430K
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-377- 0.4% |
$37.5K - $37.8K
|
93K
$9.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-400- 12.05% |
$39.7K - $40.1K
|
2.92K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-401- 9.35% |
$39.8K - $40.2K
|
3.89K
$391K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-414- 6.08% |
$41.1K - $41.5K
|
6.4K
$644K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-419- 1.62% |
$41.6K - $42K
|
25.5K
$2.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-437- 7.32% |
$43.4K - $43.8K
|
5.54K
$557K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-438- 3.98% |
$43.5K - $43.9K
|
10.6K
$1.06M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-450- 6.53% |
$44.7K - $45.1K
|
6.45K
$648K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-456- 0.23% |
$45.3K - $45.7K
|
196K
$19.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-465- 33.33% |
$46.2K - $46.6K
|
930
$93.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-500- 8.12% |
$49.7K - $50.1K
|
5.66K
$569K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-502- 4.08% |
$49.9K - $50.3K
|
11.8K
$1.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-502- 4.08% |
$49.9K - $50.3K
|
11.8K
$1.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-521- 2.75% |
$51.8K - $52.2K
|
18.5K
$1.86M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-543- 2.49% |
$54K - $54.4K
|
21.3K
$2.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-547- 3.79% |
$54.3K - $54.8K
|
13.9K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-556- 1.54% |
$55.2K - $55.7K
|
35.5K
$3.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-557- 17.01% |
$55.3K - $55.8K
|
2.72K
$273K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-563- 4.86% |
$55.9K - $56.4K
|
11K
$1.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-571- 3.19% |
$56.7K - $57.2K
|
17.3K
$1.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-577- 9.46% |
$57.3K - $57.8K
|
5.52K
$556K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-605- 5.43% |
$60.1K - $60.6K
|
10.5K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-611- 1.75% |
$60.7K - $61.2K
|
34.2K
$3.44M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-630- 6.31% |
$62.6K - $63.1K
|
9.36K
$942K
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-646- 12.38% |
$64.2K - $64.7K
|
4.57K
$460K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-654- 9.7% |
$65K - $65.5K
|
6.09K
$613K
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-657- 3.79% |
$65.3K - $65.8K
|
16.7K
$1.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-669- 3.25% |
$66.5K - $67K
|
19.9K
$2M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-670- 1.74% |
$66.6K - $67.1K
|
37.7K
$3.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-700- 7.09% |
$69.6K - $70.1K
|
9.17K
$922K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-700- 93.33% |
$69.6K - $70.1K
|
50
$5.03K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-700- 19.44% |
$69.6K - $70.1K
|
2.9K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-701- 1.35% |
$69.7K - $70.2K
|
51.1K
$5.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-734- 40.07% |
$72.9K - $73.5K
|
1.1K
$110K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-737- 0.24% |
$73.2K - $73.8K
|
306K
$30.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-741- 17.25% |
$73.6K - $74.2K
|
3.56K
$358K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-758- 14.33% |
$75.3K - $75.9K
|
4.53K
$456K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-782- 5.52% |
$77.7K - $78.3K
|
13.4K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-800- 24.78% |
$79.5K - $80.1K
|
2.43K
$244K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-807- 27.28% |
$80.2K - $80.8K
|
2.15K
$216K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-833- 8.33% |
$82.8K - $83.4K
|
9.17K
$923K
|