Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
288K+ 9.04% |
$28.9M - $29M
|
3.48M
$350M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
161K+ 42.85% |
$16.1M - $16.2M
|
535K
$53.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
107K+ 1293.07% |
$10.7M - $10.7M
|
115K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
76.4KNew |
$7.66M - $7.7M
|
76.4K
$7.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
64.5K+ 328.33% |
$6.46M - $6.5M
|
84.1K
$8.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
64.3KNew |
$6.44M - $6.47M
|
64.3K
$6.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
57.2K+ 1610.53% |
$5.73M - $5.76M
|
60.8K
$6.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
47K+ 11.52% |
$4.71M - $4.74M
|
455K
$45.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
35.6K+ 1430.51% |
$3.57M - $3.59M
|
38.1K
$3.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
33.9K+ 49.38% |
$3.4M - $3.41M
|
102K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
31.9K+ 57.06% |
$3.19M - $3.21M
|
87.7K
$8.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
30.2K+ 643.16% |
$3.03M - $3.05M
|
35K
$3.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
28.3KNew |
$2.83M - $2.85M
|
28.3K
$2.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
23.6K+ 1078.89% |
$2.37M - $2.38M
|
25.8K
$2.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
22.7K+ 51.16% |
$2.27M - $2.28M
|
66.9K
$6.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.6K+ 326.06% |
$2.26M - $2.27M
|
29.5K
$2.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
20.8KNew |
$2.08M - $2.1M
|
20.8K
$2.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1K+ 4.85% |
$1.72M - $1.72M
|
370K
$37.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
16.8KNew |
$1.69M - $1.69M
|
16.8K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
16.4K+ 6.66% |
$1.64M - $1.65M
|
262K
$26.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
14.6KNew |
$1.47M - $1.47M
|
14.6K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.7KNew |
$1.37M - $1.38M
|
13.7K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.1K+ 18.99% |
$1.31M - $1.32M
|
81.8K
$8.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13K+ 27.62% |
$1.3M - $1.3M
|
59.9K
$6.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
12.2K+ 117.92% |
$1.22M - $1.23M
|
22.6K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
11.7K+ 11.39% |
$1.17M - $1.18M
|
114K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.3K+ 22.34% |
$1.13M - $1.14M
|
61.8K
$6.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.3K+ 7.51% |
$1.03M - $1.04M
|
147K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.92KNew |
$994K - $999K
|
9.92K
$999K
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
9.35KNew |
$937K - $942K
|
9.35K
$942K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9.35K+ 46.76% |
$937K - $942K
|
29.3K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
8.6KNew |
$862K - $866K
|
8.6K
$866K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
8.34KNew |
$836K - $840K
|
8.34K
$840K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.14K+ 24.46% |
$815K - $820K
|
41.4K
$4.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.93KNew |
$794K - $798K
|
7.93K
$799K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.8K+ 287.01% |
$782K - $786K
|
10.5K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
7.61K+ 12.56% |
$762K - $766K
|
68.2K
$6.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.4K+ 12.65% |
$742K - $746K
|
65.9K
$6.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.39KNew |
$741K - $744K
|
7.39K
$745K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.82K+ 35.3% |
$684K - $687K
|
26.1K
$2.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.79KNew |
$680K - $684K
|
6.79K
$684K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.54K+ 73.99% |
$656K - $659K
|
15.4K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
6.12K+ 25.9% |
$613K - $616K
|
29.8K
$3M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.09K+ 3.99% |
$610K - $613K
|
159K
$16M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.98K+ 92.16% |
$600K - $603K
|
12.5K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.98KNew |
$599K - $602K
|
5.98K
$602K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.86KNew |
$587K - $590K
|
5.86K
$591K
|
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
5.68KNew |
$569K - $572K
|
5.68K
$572K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
5.47K+ 8.08% |
$548K - $551K
|
73.1K
$7.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.26K+ 12.23% |
$527K - $530K
|
48.3K
$4.86M
|