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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.23KNew |
$220K - $222K
|
2.23K
$225K
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.39K- 38.52% |
$137K - $138K
|
2.22K
$224K
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
113KNew |
$11.2M - $11.3M
|
113K
$11.4M
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.66K- 55.07% |
$263K - $265K
|
2.17K
$218K
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.24K- 27.17% |
$122K - $123K
|
3.31K
$333K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38KNew |
$3.75M - $3.78M
|
38K
$3.83M
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.86K- 36.39% |
$282K - $285K
|
5K
$503K
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-416- 4.53% |
$41.1K - $41.4K
|
8.76K
$882K
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-347- 10.6% |
$34.3K - $34.5K
|
2.93K
$295K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
257New |
$25.4K - $25.6K
|
257
$25.9K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
150New |
$14.8K - $14.9K
|
150
$15.1K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-3.94K- 88.74% |
$389K - $392K
|
500
$50.3K
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7.61KNew |
$752K - $758K
|
7.61K
$767K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4New |
$395 - $398
|
4
$403
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
2.76KNew |
$273K - $275K
|
2.76K
$278K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.03KNew |
$101K - $102K
|
1.03K
$104K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7.18KNew |
$709K - $715K
|
7.18K
$723K
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-15.7K- 75.48% |
$1.55M - $1.56M
|
5.11K
$514K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
55+ 0.32% |
$5.43K - $5.47K
|
17K
$1.71M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-16- 26.67% |
$1.58K - $1.59K
|
44
$4.43K
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-100- 4.73% |
$9.87K - $9.95K
|
2.02K
$203K
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.98% |
$395 - $398
|
412
$41.5K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.14KNew |
$804K - $810K
|
8.14K
$820K
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.46KNew |
$440K - $444K
|
4.46K
$449K
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-5.84K- 47.26% |
$577K - $581K
|
6.52K
$656K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-56- 93.33% |
$5.53K - $5.57K
|
4
$403
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-149- 5.49% |
$14.7K - $14.8K
|
2.57K
$258K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.81KClosed |
$475K - $479K
|
0
$0
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.09K+ 17.72% |
$107K - $108K
|
7.21K
$726K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-57- 0.95% |
$5.63K - $5.67K
|
5.91K
$595K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-532- 24.3% |
$52.5K - $53K
|
1.66K
$167K
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
30New |
$2.96K - $2.99K
|
30
$3.02K
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-47K- 99.87% |
$4.64M - $4.68M
|
60
$6.04K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.3K+ 12.14% |
$326K - $328K
|
30.5K
$3.07M
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-500- 19.59% |
$49.4K - $49.8K
|
2.05K
$207K
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-195- 5.73% |
$19.3K - $19.4K
|
3.21K
$323K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-3.42K- 15.28% |
$338K - $341K
|
19K
$1.91M
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-372- 13.4% |
$36.7K - $37K
|
2.41K
$242K
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
222+ 10.6% |
$21.9K - $22.1K
|
2.32K
$233K
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3K- 4.79% |
$296K - $298K
|
59.6K
$6M
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
8+ 0.04% |
$790 - $796
|
21K
$2.12M
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.84K+ 63.64% |
$478K - $482K
|
12.4K
$1.25M
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
9.17K+ 10.1% |
$905K - $913K
|
99.9K
$10.1M
|
|
Q4 2022 | |||||||
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.29KNew |
$225K - $227K
|
2.29K
$231K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-64- 5.65% |
$6.28K - $6.34K
|
1.07K
$108K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
241New |
$23.7K - $23.9K
|
241
$24.3K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
100New |
$9.82K - $9.9K
|
100
$10.1K
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
8.9KNew |
$874K - $881K
|
8.9K
$896K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
43.7KNew |
$4.29M - $4.33M
|
43.7K
$4.4M
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.27K- 16.8% |
$616K - $621K
|
31.1K
$3.13M
|