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 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.6K+ 7.4% |
$261K - $262K
|
37.7K
$3.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.55KNew |
$256K - $257K
|
2.55K
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
2.49KNew |
$250K - $251K
|
2.49K
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.48K+ 6.56% |
$248K - $250K
|
40.3K
$4.04M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.46KNew |
$246K - $247K
|
2.46K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.36KNew |
$236K - $238K
|
2.36K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.35K+ 4.48% |
$236K - $237K
|
54.8K
$5.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2.1K+ 99.67% |
$211K - $212K
|
4.22K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.09KNew |
$210K - $211K
|
2.09K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
2.02K+ 1.15% |
$203K - $204K
|
178K
$17.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.02KNew |
$203K - $204K
|
2.02K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2K+ 4.2% |
$201K - $202K
|
49.7K
$4.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2K+ 14.57% |
$200K - $201K
|
15.7K
$1.58M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
1.94K+ 11.66% |
$195K - $196K
|
18.6K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.91K+ 1.55% |
$192K - $193K
|
125K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.91K+ 46.58% |
$191K - $192K
|
6K
$603K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.91KNew |
$191K - $192K
|
1.91K
$192K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.89K+ 5.28% |
$189K - $190K
|
37.7K
$3.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.84K+ 15.17% |
$185K - $185K
|
14K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.81K+ 5.35% |
$181K - $182K
|
35.7K
$3.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.81K+ 26.2% |
$181K - $182K
|
8.71K
$875K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.8K+ 4.27% |
$180K - $181K
|
43.8K
$4.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.71K+ 13.46% |
$171K - $172K
|
14.4K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.59K+ 5.3% |
$159K - $160K
|
31.5K
$3.16M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.55KNew |
$155K - $156K
|
1.55K
$155K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.51K+ 16.73% |
$151K - $152K
|
10.5K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.46K+ 31.76% |
$147K - $147K
|
6.07K
$610K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.4K+ 5.5% |
$141K - $141K
|
26.9K
$2.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.39K+ 6.0% |
$139K - $140K
|
24.5K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.36K+ 5.95% |
$136K - $136K
|
24.1K
$2.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.3K+ 4625.0% |
$130K - $130K
|
1.32K
$133K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.28K+ 3.12% |
$129K - $129K
|
42.5K
$4.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.27K+ 5.66% |
$127K - $128K
|
23.7K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.22K+ 57.26% |
$122K - $123K
|
3.36K
$337K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.18K+ 25.41% |
$119K - $119K
|
5.84K
$587K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.18K+ 3.98% |
$118K - $118K
|
30.7K
$3.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.12K+ 14.27% |
$112K - $112K
|
8.93K
$897K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.08K+ 3.0% |
$108K - $109K
|
37.1K
$3.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.02K+ 6.51% |
$103K - $103K
|
16.8K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.02K+ 43.47% |
$102K - $102K
|
3.35K
$337K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
1K+ 33.33% |
$100K - $101K
|
4K
$402K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
962+ 4.8% |
$96.4K - $96.9K
|
21K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
900+ 241.94% |
$90.2K - $90.7K
|
1.27K
$128K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
817+ 0.69% |
$81.9K - $82.3K
|
119K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
778+ 19.41% |
$78K - $78.4K
|
4.79K
$481K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
679+ 2.75% |
$68K - $68.4K
|
25.4K
$2.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
659+ 3.03% |
$66K - $66.4K
|
22.4K
$2.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
581+ 15.93% |
$58.2K - $58.5K
|
4.23K
$425K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
542+ 89.59% |
$54.3K - $54.6K
|
1.15K
$115K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
500+ 6.66% |
$50.1K - $50.4K
|
8K
$804K
|