Purchases and Sales Made in Q4 2023 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 2023. 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 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
1.31K+ 23.69% |
$131K - $131K
|
6.85K
$688K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.3KNew |
$130K - $130K
|
1.3K
$130K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.22K+ 33.95% |
$122K - $123K
|
4.83K
$485K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.21KNew |
$121K - $121K
|
1.21K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.16KNew |
$116K - $116K
|
1.16K
$117K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.13K+ 22.46% |
$112K - $113K
|
6.14K
$617K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.12KNew |
$112K - $112K
|
1.12K
$112K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.08K+ 5.97% |
$107K - $108K
|
19.1K
$1.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
1.08K+ 0.7% |
$107K - $108K
|
154K
$15.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.07K+ 13.83% |
$107K - $107K
|
8.81K
$885K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.06K+ 4.74% |
$106K - $106K
|
23.5K
$2.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
993+ 26.09% |
$99K - $99.5K
|
4.8K
$482K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
953+ 2.89% |
$95K - $95.5K
|
34K
$3.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
934+ 17.68% |
$93.1K - $93.6K
|
6.22K
$624K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
915+ 36.76% |
$91.2K - $91.7K
|
3.4K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
905New |
$90.2K - $90.7K
|
905
$90.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
891+ 4.48% |
$88.8K - $89.3K
|
20.8K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
850New |
$84.8K - $85.1K
|
850
$85.4K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
839New |
$83.7K - $84K
|
839
$84.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
822+ 1.33% |
$82K - $82.3K
|
62.7K
$6.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
798+ 1.4% |
$79.6K - $79.9K
|
57.7K
$5.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
782+ 20.72% |
$78K - $78.3K
|
4.56K
$458K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
777+ 7.85% |
$77.5K - $77.8K
|
10.7K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
776+ 17.34% |
$77.4K - $77.7K
|
5.25K
$527K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
744+ 17.42% |
$74.2K - $74.5K
|
5.01K
$504K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
740+ 5.18% |
$73.8K - $74.1K
|
15K
$1.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
725New |
$72.3K - $72.6K
|
725
$72.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
721+ 87.93% |
$71.9K - $72.2K
|
1.54K
$155K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
709+ 7.65% |
$70.7K - $71K
|
9.97K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
675+ 3.77% |
$67.3K - $67.6K
|
18.6K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
663+ 14.07% |
$66.1K - $66.4K
|
5.37K
$540K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
658+ 1.18% |
$65.6K - $65.9K
|
56.3K
$5.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
606New |
$60.4K - $60.7K
|
606
$60.9K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
593+ 3.82% |
$59.1K - $59.4K
|
16.1K
$1.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
593+ 21.96% |
$59.1K - $59.4K
|
3.29K
$331K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
533+ 18.67% |
$53.1K - $53.4K
|
3.39K
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
531+ 5.29% |
$52.9K - $53.2K
|
10.6K
$1.06M
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
531+ 5.29% |
$52.9K - $53.2K
|
10.6K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
528+ 0.96% |
$52.6K - $52.9K
|
55.8K
$5.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
527+ 3.93% |
$52.5K - $52.8K
|
13.9K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
508+ 6.39% |
$50.7K - $50.9K
|
8.46K
$850K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
500+ 10.11% |
$49.9K - $50.1K
|
5.45K
$547K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
488+ 2.79% |
$48.7K - $48.9K
|
18K
$1.81M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
457+ 27.19% |
$45.6K - $45.8K
|
2.14K
$215K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
443New |
$44.2K - $44.4K
|
443
$44.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
401+ 6.68% |
$40K - $40.2K
|
6.4K
$643K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
372+ 1.93% |
$37.1K - $37.3K
|
19.7K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
356New |
$35.5K - $35.7K
|
356
$35.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
351New |
$35K - $35.2K
|
351
$35.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
335+ 345.36% |
$33.4K - $33.6K
|
432
$43.4K
|