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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
207New |
$20.3K - $20.5K
|
207
$20.8K
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-974- 19.61% |
$95.6K - $96.4K
|
3.99K
$402K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.98KNew |
$391K - $394K
|
3.98K
$401K
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.78KClosed |
$666K - $671K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.07M- 98.99% |
$105M - $106M
|
10.9K
$1.1M
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-9K- 78.74% |
$884K - $891K
|
2.43K
$245K
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.1K- 25.06% |
$206K - $208K
|
6.29K
$633K
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-9.98K- 36.36% |
$980K - $988K
|
17.5K
$1.76M
|
|
Feb 13, 2023
Q4 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
3.1KNew |
$304K - $307K
|
3.1K
$312K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-54- 65.06% |
$5.3K - $5.35K
|
29
$2.92K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.32K- 88.96% |
$523K - $527K
|
661
$66.6K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.86K+ 93.94% |
$673K - $679K
|
14.2K
$1.43M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-12.7K- 34.67% |
$1.25M - $1.26M
|
23.9K
$2.41M
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
2.18K+ 6.1% |
$214K - $216K
|
37.9K
$3.81M
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-14.9K- 78.56% |
$1.46M - $1.47M
|
4.06K
$409K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
200New |
$19.6K - $19.8K
|
200
$20.1K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
255New |
$25K - $25.2K
|
255
$25.7K
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.29KNew |
$618K - $623K
|
6.29K
$634K
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-21.7K- 95.02% |
$2.13M - $2.15M
|
1.14K
$114K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
299New |
$29.4K - $29.6K
|
299
$30.1K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.56K- 48.53% |
$546K - $551K
|
5.9K
$594K
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.67KNew |
$262K - $264K
|
2.67K
$268K
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-930- 29.97% |
$91.3K - $92.1K
|
2.17K
$219K
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
9.57KNew |
$940K - $948K
|
9.57K
$964K
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-5.44K- 20.97% |
$534K - $539K
|
20.5K
$2.06M
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
12.1KNew |
$1.18M - $1.19M
|
12.1K
$1.21M
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.49K+ 29.98% |
$146K - $147K
|
6.45K
$649K
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-105- 2.53% |
$10.3K - $10.4K
|
4.05K
$408K
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
31.8KNew |
$3.12M - $3.15M
|
31.8K
$3.2M
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-50- 0.8% |
$4.91K - $4.95K
|
6.22K
$627K
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-283- 15.13% |
$27.8K - $28K
|
1.59K
$160K
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
27.9K+ 109.52% |
$2.74M - $2.77M
|
53.5K
$5.38M
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
8.09KNew |
$795K - $801K
|
8.09K
$815K
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-2.98K- 37.66% |
$292K - $295K
|
4.93K
$496K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.33K- 44.99% |
$130K - $131K
|
1.62K
$163K
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-20K- 86.21% |
$1.96M - $1.98M
|
3.2K
$322K
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-311- 10.05% |
$30.5K - $30.8K
|
2.79K
$280K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
11New |
$1.08K - $1.09K
|
11
$1.11K
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.99K- 18.87% |
$293K - $296K
|
12.8K
$1.29M
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
3.65KNew |
$358K - $361K
|
3.65K
$368K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
50New |
$4.91K - $4.95K
|
50
$5.03K
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-2.13K- 10.02% |
$209K - $210K
|
19.1K
$1.92M
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-157- 3.22% |
$15.4K - $15.5K
|
4.72K
$476K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.94K- 92.13% |
$780K - $786K
|
679
$68.4K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-1.69K- 47.54% |
$166K - $167K
|
1.86K
$188K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
100New |
$9.82K - $9.9K
|
100
$10.1K
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
2.6KNew |
$255K - $257K
|
2.6K
$262K
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-30.4K- 93.56% |
$2.99M - $3.01M
|
2.1K
$211K
|
|
Q3 2022 | |||||||
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-48.5KClosed |
$4.8M - $4.82M
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-352- 0.75% |
$34.8K - $35K
|
46.9K
$4.72M
|