Latest Institutional Transactions on Pimco ETF Tr Enhanced Sht Matu (MINT)
This table provides information on the latest institutional transactions involving Pimco ETF Tr Enhanced Sht Matu (MINT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
479+ 15.1% |
$47.9K - $48.2K
|
3.65K
$368K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.96K+ 14.47% |
$997K - $1M
|
78.8K
$7.93M
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-491- 8.97% |
$49.1K - $49.4K
|
4.98K
$502K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
637K+ 10.51% |
$63.8M - $64.2M
|
6.7M
$675M
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-282- 0.26% |
$28.2K - $28.4K
|
109K
$11M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.98K- 7.2% |
$298K - $300K
|
38.4K
$3.87M
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
595+ 3.37% |
$59.6K - $59.9K
|
18.3K
$1.84M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-283- 7.72% |
$28.3K - $28.5K
|
3.38K
$341K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
29.8K+ 4.51% |
$2.99M - $3.01M
|
692K
$69.7M
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-5.2K- 7.93% |
$520K - $523K
|
60.3K
$6.07M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14K- 22.57% |
$1.4M - $1.41M
|
48.1K
$4.84M
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
77+ 1.37% |
$7.71K - $7.75K
|
5.71K
$575K
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-9.64K- 16.25% |
$965K - $971K
|
49.7K
$5M
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-110- 1.64% |
$11K - $11.1K
|
6.6K
$664K
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
19.1K+ 104.86% |
$1.91M - $1.93M
|
37.4K
$3.76M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.81K+ 5.88% |
$281K - $283K
|
50.6K
$5.09M
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5New |
$500 - $503
|
5
$503
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.5K+ 7.12% |
$450K - $453K
|
67.7K
$6.81M
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
3.07KNew |
$307K - $309K
|
3.07K
$309K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
895+ 1316.18% |
$89.6K - $90.1K
|
963
$96.9K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
137+ 4.04% |
$13.7K - $13.8K
|
3.53K
$355K
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
408+ 6.25% |
$40.8K - $41.1K
|
6.94K
$699K
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-4.35K- 8.68% |
$435K - $437K
|
45.7K
$4.6M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.1KNew |
$210K - $211K
|
2.1K
$211K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.26K- 51.22% |
$727K - $731K
|
6.92K
$696K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
241+ 2.09% |
$24.1K - $24.3K
|
11.8K
$1.19M
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
135+ 0.48% |
$13.5K - $13.6K
|
28K
$2.82M
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-93.5K- 21.76% |
$9.36M - $9.41M
|
336K
$33.8M
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-5.17K- 0.76% |
$518K - $521K
|
679K
$68.3M
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
413+ 9.42% |
$41.3K - $41.6K
|
4.8K
$483K
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.36KNew |
$236K - $238K
|
2.36K
$238K
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-150- 1.02% |
$15K - $15.1K
|
14.6K
$1.47M
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
18.2K+ 69.88% |
$1.82M - $1.83M
|
44.3K
$4.46M
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.81K+ 59.94% |
$281K - $283K
|
7.5K
$755K
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.3K- 32.03% |
$130K - $131K
|
2.77K
$278K
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.65K+ 27.02% |
$165K - $166K
|
7.74K
$779K
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-413- 4.02% |
$41.3K - $41.6K
|
9.86K
$993K
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-278- 5.52% |
$27.8K - $28K
|
4.76K
$479K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-125K- 11.07% |
$12.5M - $12.6M
|
1.01M
$101M
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.67K+ 4.22% |
$167K - $168K
|
41.2K
$4.15M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
921+ 52.54% |
$92.2K - $92.7K
|
2.67K
$269K
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
7.48K+ 52.11% |
$749K - $753K
|
21.8K
$2.2M
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
7.48K+ 52.11% |
$749K - $753K
|
21.8K
$2.2M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.34K+ 7.67% |
$335K - $337K
|
46.9K
$4.72M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
217+ 99.09% |
$21.7K - $21.8K
|
436
$43.9K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.96K- 18.36% |
$196K - $197K
|
8.71K
$877K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
26+ 0.33% |
$2.6K - $2.62K
|
7.79K
$784K
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.63K+ 12.33% |
$163K - $164K
|
14.9K
$1.5M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.34K- 26.59% |
$735K - $739K
|
20.3K
$2.04M
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-200- 4.69% |
$20K - $20.1K
|
4.06K
$409K
|