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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
18.5MNew |
$1.85B - $1.86B
|
18.5M
$1.86B
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
544K+ 6321.16% |
$54.5M - $54.8M
|
553K
$55.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
487K+ 7.27% |
$48.8M - $49.1M
|
7.19M
$722M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
479KNew |
$48M - $48.3M
|
479K
$48.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
288K+ 9.04% |
$28.9M - $29M
|
3.48M
$349M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
282K+ 83.95% |
$28.3M - $28.4M
|
618K
$62.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
197K+ 29.0% |
$19.7M - $19.8M
|
875K
$87.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
161K+ 42.85% |
$16.1M - $16.2M
|
535K
$53.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
107K+ 1293.07% |
$10.7M - $10.7M
|
115K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
76.4KNew |
$7.66M - $7.7M
|
76.4K
$7.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
73.8K+ 709.53% |
$7.4M - $7.43M
|
84.2K
$8.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
64.5K+ 328.33% |
$6.46M - $6.5M
|
84.1K
$8.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
64.3KNew |
$6.44M - $6.47M
|
64.3K
$6.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
57.2K+ 1610.53% |
$5.73M - $5.76M
|
60.8K
$6.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
47K+ 11.52% |
$4.71M - $4.74M
|
455K
$45.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
43.7KNew |
$4.38M - $4.4M
|
43.7K
$4.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
37.8KNew |
$3.79M - $3.81M
|
37.8K
$3.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
35.6K+ 1430.51% |
$3.57M - $3.59M
|
38.1K
$3.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
33.9K+ 49.38% |
$3.4M - $3.41M
|
102K
$10.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
33.7K+ 29.1% |
$3.38M - $3.4M
|
150K
$15M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33.2K+ 147.82% |
$3.33M - $3.35M
|
55.7K
$5.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
31.9K+ 57.06% |
$3.19M - $3.21M
|
87.7K
$8.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
30.2K+ 643.16% |
$3.03M - $3.05M
|
35K
$3.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
28.3KNew |
$2.83M - $2.85M
|
28.3K
$2.84M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.7K+ 8.22% |
$2.37M - $2.39M
|
312K
$31.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
23.6K+ 1078.89% |
$2.37M - $2.38M
|
25.8K
$2.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
22.7K+ 51.16% |
$2.27M - $2.28M
|
66.9K
$6.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.6K+ 326.06% |
$2.26M - $2.27M
|
29.5K
$2.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
21.6KNew |
$2.16M - $2.17M
|
21.6K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
21.1KNew |
$2.12M - $2.13M
|
21.1K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
20.8KNew |
$2.08M - $2.1M
|
20.8K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.4K+ 50.08% |
$2.05M - $2.06M
|
61.2K
$6.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.7KNew |
$1.78M - $1.79M
|
17.7K
$1.78M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1K+ 4.85% |
$1.72M - $1.72M
|
370K
$37.2M
|
|
|
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
$26.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
16.2K+ 448.14% |
$1.63M - $1.63M
|
19.8K
$1.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
14.6KNew |
$1.47M - $1.47M
|
14.6K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
13.8K+ 320.15% |
$1.38M - $1.39M
|
18.1K
$1.82M
|
|
|
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
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.1K+ 18.99% |
$1.31M - $1.32M
|
81.8K
$8.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13K+ 27.62% |
$1.3M - $1.3M
|
59.9K
$6.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
12.2K+ 117.92% |
$1.22M - $1.23M
|
22.6K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.9K+ 52.31% |
$1.2M - $1.2M
|
34.7K
$3.49M
|
|
|
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
$6.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
11KNew |
$1.1M - $1.11M
|
11K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10.9KNew |
$1.1M - $1.1M
|
10.9K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.3K+ 7.51% |
$1.03M - $1.04M
|
147K
$14.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
10.2K+ 106.82% |
$1.02M - $1.03M
|
19.8K
$1.99M
|