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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-7.28K- 71.82% |
$729K - $733K
|
2.86K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
29New |
$2.9K - $2.92K
|
29
$2.92K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-442- 48.15% |
$44.3K - $44.5K
|
476
$47.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-13.6K- 3.97% |
$1.36M - $1.37M
|
328K
$33M
|
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-2.43K- 10.13% |
$243K - $245K
|
21.6K
$2.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7- 1.25% |
$701 - $705
|
552
$55.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
80New |
$8.01K - $8.05K
|
80
$8.06K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.59KNew |
$259K - $261K
|
2.59K
$261K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.93K+ 65.29% |
$694K - $698K
|
17.5K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-45.6K- 75.18% |
$4.57M - $4.6M
|
15.1K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
392+ 17.39% |
$39.3K - $39.5K
|
2.65K
$266K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.12KNew |
$213K - $214K
|
2.12K
$214K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-907- 14.36% |
$90.8K - $91.3K
|
5.41K
$545K
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-250- 7.75% |
$25K - $25.2K
|
2.98K
$300K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.27K- 92.65% |
$128K - $128K
|
101
$10.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.46KNew |
$447K - $449K
|
4.46K
$449K
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-8.97K- 59.79% |
$898K - $903K
|
6.03K
$607K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
6.05KNew |
$606K - $609K
|
6.05K
$609K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
50New |
$5.01K - $5.03K
|
50
$5.03K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16K- 39.59% |
$1.6M - $1.61M
|
24.4K
$2.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.43KNew |
$343K - $345K
|
3.43K
$345K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.1K+ 689.31% |
$3.61M - $3.63M
|
41.3K
$4.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.81K- 78.26% |
$281K - $282K
|
779
$78.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
403New |
$40.4K - $40.6K
|
403
$40.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-127- 0.99% |
$12.7K - $12.8K
|
12.7K
$1.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2K- 45.71% |
$200K - $201K
|
2.38K
$239K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
325+ 2.05% |
$32.5K - $32.7K
|
16.2K
$1.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.43K- 32.38% |
$143K - $143K
|
2.98K
$300K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.52KNew |
$252K - $253K
|
2.52K
$253K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-680- 23.51% |
$68.1K - $68.5K
|
2.21K
$223K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-200- 8.0% |
$20K - $20.1K
|
2.3K
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-162- 7.51% |
$16.2K - $16.3K
|
2K
$201K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6- 0.25% |
$601 - $604
|
2.41K
$243K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-30- 1.07% |
$3K - $3.02K
|
2.78K
$280K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.9K+ 32.03% |
$1.09M - $1.1M
|
45K
$4.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
505New |
$50.6K - $50.8K
|
505
$50.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12New |
$1.2K - $1.21K
|
12
$1.21K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
485New |
$48.6K - $48.8K
|
485
$48.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.37KNew |
$237K - $238K
|
2.37K
$238K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-688- 3.87% |
$68.9K - $69.3K
|
17.1K
$1.72M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
64New |
$6.41K - $6.44K
|
64
$6.44K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
136New |
$13.6K - $13.7K
|
136
$13.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-355- 12.17% |
$35.5K - $35.7K
|
2.56K
$258K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
124New |
$12.4K - $12.5K
|
124
$12.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
4+ 0.13% |
$401 - $403
|
3.03K
$305K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-45- 0.79% |
$4.51K - $4.53K
|
5.67K
$570K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-624- 21.17% |
$62.5K - $62.8K
|
2.32K
$234K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 21.74% |
$5.01K - $5.03K
|
180
$18.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-30- 0.21% |
$3K - $3.02K
|
14.6K
$1.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
6.91KNew |
$692K - $695K
|
6.91K
$695K
|