Purchases and Sales Made in Q2 2023 in Pimco Investment Grade Corp Bd (CORP)
This table provides information about the institutional ownership of Pimco Investment Grade Corp Bd (CORP) during Q2 2023. The information is specifically focused on institutions that hold shares of PIMCO INVESTMENT GRADE CORP BD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
125K+ 208.65% |
$11.8M - $12.1M
|
185K
$17.7M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.1K+ 92.81% |
$7.8M - $8.04M
|
173K
$16.5M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
80K+ 49.4% |
$7.51M - $7.75M
|
242K
$23.1M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67.3K+ 5.67% |
$6.32M - $6.52M
|
1.25M
$120M
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
61.5K+ 65.09% |
$5.77M - $5.95M
|
156K
$14.9M
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
42.2K+ 37.21% |
$3.96M - $4.08M
|
155K
$14.8M
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
31.7K+ 30.76% |
$2.97M - $3.07M
|
135K
$12.8M
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
28.3KNew |
$2.65M - $2.73M
|
28.3K
$2.69M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25.3K+ 32.63% |
$2.38M - $2.45M
|
103K
$9.81M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.9K+ 257.08% |
$1.96M - $2.02M
|
29K
$2.76M
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
19.2K+ 78.18% |
$1.8M - $1.86M
|
43.7K
$4.17M
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
18.1K+ 63.88% |
$1.7M - $1.75M
|
46.5K
$4.43M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
17.7K+ 20.07% |
$1.66M - $1.71M
|
106K
$10.1M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.5K+ 10.84% |
$1.54M - $1.59M
|
168K
$16M
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
15.6K+ 18.61% |
$1.46M - $1.51M
|
99.3K
$9.46M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.5K+ 51.11% |
$1.45M - $1.5M
|
45.8K
$4.37M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
12.8KNew |
$1.2M - $1.24M
|
12.8K
$1.22M
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
11.3K+ 107.11% |
$1.06M - $1.09M
|
21.9K
$2.08M
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
BUY
|
- |
11.1K+ 56.1% |
$1.04M - $1.08M
|
31K
$2.95M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.9KNew |
$1.03M - $1.06M
|
10.9K
$1.04M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.8KNew |
$1.01M - $1.05M
|
10.8K
$1.03M
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.25KNew |
$867K - $895K
|
9.25K
$881K
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
8.64K+ 31.01% |
$810K - $836K
|
36.5K
$3.48M
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
8.08K+ 15.02% |
$758K - $782K
|
61.9K
$5.9M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.81K+ 12.84% |
$732K - $755K
|
68.6K
$6.53M
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.92KNew |
$649K - $670K
|
6.92K
$659K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.1K+ 77.18% |
$572K - $590K
|
14K
$1.33M
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6.05K+ 48.7% |
$568K - $586K
|
18.5K
$1.76M
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.83KNew |
$453K - $467K
|
4.83K
$460K
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6KNew |
$432K - $445K
|
4.6K
$438K
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
4.39K+ 12.81% |
$412K - $425K
|
38.6K
$3.68M
|
|
Aug 02, 2023
Q2 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
4.11K+ 2.54% |
$385K - $398K
|
166K
$15.8M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.07KNew |
$382K - $394K
|
4.07K
$388K
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
3.29KNew |
$308K - $318K
|
3.29K
$313K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.2K+ 36.34% |
$300K - $310K
|
12K
$1.14M
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.81KNew |
$264K - $272K
|
2.81K
$268K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.39KNew |
$224K - $231K
|
2.39K
$227K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.14KNew |
$201K - $207K
|
2.14K
$204K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.51K+ 12.52% |
$141K - $146K
|
13.5K
$1.29M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 2.0% |
$125K - $129K
|
68.2K
$6.5M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
824+ 9.01% |
$77.3K - $79.8K
|
9.97K
$949K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
774+ 3.07% |
$72.6K - $74.9K
|
26K
$2.48M
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
705+ 8.54% |
$66.1K - $68.2K
|
8.97K
$854K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
620+ 14.66% |
$58.2K - $60K
|
4.85K
$462K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
606+ 23.02% |
$56.8K - $58.7K
|
3.24K
$309K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
523+ 7.21% |
$49.1K - $50.6K
|
7.78K
$741K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
505+ 0.85% |
$47.4K - $48.9K
|
60.2K
$5.73M
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
406New |
$38.1K - $39.3K
|
406
$38.7K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
348+ 8.32% |
$32.6K - $33.7K
|
4.53K
$432K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
285+ 15.39% |
$26.7K - $27.6K
|
2.14K
$204K
|