Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.76K+ 22.02% |
$468K - $472K
|
26.4K
$2.66M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
4.74K+ 32.36% |
$466K - $470K
|
19.4K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.71K+ 745.64% |
$462K - $466K
|
5.34K
$537K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.54KNew |
$445K - $449K
|
4.54K
$456K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.34KNew |
$426K - $430K
|
4.34K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.25K+ 117.7% |
$417K - $421K
|
7.86K
$791K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.08KNew |
$401K - $404K
|
4.08K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.98KNew |
$391K - $394K
|
3.98K
$400K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.9K+ 29.88% |
$383K - $386K
|
17K
$1.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
3.65KNew |
$358K - $361K
|
3.65K
$367K
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
3.61KNew |
$355K - $357K
|
3.61K
$363K
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.55KNew |
$348K - $351K
|
3.55K
$357K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
3.53K+ 46.62% |
$347K - $350K
|
11.1K
$1.12M
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.45KNew |
$339K - $342K
|
3.45K
$347K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.43KNew |
$337K - $340K
|
3.43K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.27K+ 51.86% |
$321K - $324K
|
9.58K
$963K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.22K+ 20.92% |
$317K - $319K
|
18.6K
$1.87M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
3.21K+ 18.04% |
$315K - $318K
|
21K
$2.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
3.11K+ 129.11% |
$305K - $307K
|
5.51K
$554K
|
|
|
Feb 13, 2023
Q4 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
3.1KNew |
$304K - $307K
|
3.1K
$312K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.05K+ 20.6% |
$300K - $302K
|
17.9K
$1.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.89K+ 5.33% |
$284K - $286K
|
57.1K
$5.75M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.73KNew |
$268K - $271K
|
2.73K
$275K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
2.72K+ 24.39% |
$267K - $269K
|
13.9K
$1.39M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.67K+ 27.72% |
$262K - $265K
|
12.3K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.67KNew |
$262K - $264K
|
2.67K
$268K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2.61K+ 276.48% |
$256K - $258K
|
3.55K
$358K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
2.6KNew |
$255K - $257K
|
2.6K
$261K
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.53K+ 39.35% |
$248K - $250K
|
8.95K
$900K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.51K+ 52.42% |
$246K - $248K
|
7.28K
$733K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
2.39KNew |
$235K - $237K
|
2.39K
$241K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
2.39KNew |
$235K - $237K
|
2.39K
$241K
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.29KNew |
$225K - $227K
|
2.29K
$230K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
2.18K+ 6.1% |
$214K - $216K
|
37.9K
$3.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.09K+ 19.23% |
$205K - $207K
|
12.9K
$1.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.04KNew |
$200K - $202K
|
2.04K
$205K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.98K+ 64.71% |
$194K - $196K
|
5.04K
$507K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.93K+ 9.21% |
$190K - $191K
|
22.9K
$2.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Signify Wealth
|
BUY
|
- |
1.82K+ 16.53% |
$179K - $181K
|
12.9K
$1.29M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.78K+ 7.85% |
$175K - $176K
|
24.5K
$2.46M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
1.64K+ 7.29% |
$161K - $162K
|
24.1K
$2.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.57K+ 61.45% |
$154K - $155K
|
4.12K
$414K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.49K+ 29.98% |
$146K - $147K
|
6.45K
$649K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.28K+ 359.27% |
$126K - $127K
|
1.64K
$164K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.23K+ 3.33% |
$121K - $122K
|
38.1K
$3.84M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.2KNew |
$118K - $119K
|
1.2K
$121K
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
1.07K+ 14.39% |
$105K - $106K
|
8.5K
$855K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1K+ 25.0% |
$98.2K - $99K
|
5K
$503K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
957+ 3.81% |
$94K - $94.7K
|
26.1K
$2.62M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
953+ 22.8% |
$93.6K - $94.3K
|
5.13K
$516K
|