Purchases and Sales Made in Q1 2021 in Pimco ETF Tr 1 5 Yr High Yield (HYS)
This table provides information about the institutional ownership of Pimco ETF Tr 1 5 Yr High Yield (HYS) during Q1 2021. The information is specifically focused on institutions that hold shares of PIMCO ETF TR 1-5 YR HIGH YIELD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2021
Q1 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-213- 12.12% |
$20.8K - $21.1K
|
1.54K
$146K
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-250Closed |
$24.4K - $24.8K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-277- 9.58% |
$27.1K - $27.5K
|
2.62K
$247K
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-452- 13.08% |
$44.2K - $44.8K
|
3K
$284K
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-469Closed |
$45.8K - $46.5K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-500- 8.66% |
$48.9K - $49.6K
|
5.28K
$499K
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-500Closed |
$48.9K - $49.6K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-538- 11.61% |
$52.6K - $53.4K
|
4.1K
$387K
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-541- 96.09% |
$52.9K - $53.7K
|
22
$2.08K
|
|
Apr 15, 2021
Q1 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-580- 3.46% |
$56.7K - $57.5K
|
16.2K
$1.53M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-588- 1.47% |
$57.5K - $58.3K
|
39.5K
$3.73M
|
|
May 17, 2021
Q1 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-592- 15.91% |
$57.9K - $58.7K
|
3.13K
$296K
|
|
May 07, 2021
Q1 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-625- 5.1% |
$61.1K - $62K
|
11.6K
$1.1M
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-751- 18.45% |
$73.4K - $74.5K
|
3.32K
$314K
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-815Closed |
$79.6K - $80.8K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-866- 3.3% |
$84.6K - $85.9K
|
25.3K
$2.39M
|
|
May 04, 2021
Q1 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-874- 9.2% |
$85.4K - $86.7K
|
8.63K
$815K
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.35K- 67.7% |
$132K - $134K
|
646
$61.1K
|
|
Apr 14, 2021
Q1 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.42K- 17.7% |
$139K - $141K
|
6.61K
$625K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.44KClosed |
$140K - $142K
|
0
$0
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.68K- 38.4% |
$164K - $167K
|
2.7K
$255K
|
|
May 17, 2021
Q1 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.68K- 8.04% |
$165K - $167K
|
19.3K
$1.82M
|
|
May 13, 2021
Q1 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.69K- 22.41% |
$165K - $167K
|
5.84K
$552K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.71KClosed |
$167K - $170K
|
0
$0
|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-2.09KClosed |
$204K - $207K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.09K- 15.01% |
$204K - $207K
|
11.8K
$1.12M
|
|
Apr 27, 2021
Q1 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-2.26KClosed |
$221K - $224K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.29KClosed |
$224K - $227K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.37KClosed |
$232K - $235K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.38KClosed |
$233K - $236K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.39K- 26.65% |
$233K - $237K
|
6.57K
$621K
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.65KClosed |
$259K - $263K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-2.66KClosed |
$260K - $264K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.72KClosed |
$266K - $270K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.78K- 20.72% |
$271K - $275K
|
10.6K
$1M
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-2.9KClosed |
$284K - $288K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3KClosed |
$294K - $298K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.04K- 29.43% |
$297K - $302K
|
7.29K
$689K
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.22K- 34.26% |
$314K - $319K
|
6.17K
$584K
|
|
Aug 25, 2023
Q1 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-3.56K- 14.37% |
$348K - $353K
|
21.2K
$2.01M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-3.63K- 2.43% |
$355K - $360K
|
146K
$13.8M
|
|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.7KClosed |
$362K - $367K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.78K- 3.51% |
$370K - $375K
|
104K
$9.81M
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.87K- 28.54% |
$378K - $383K
|
9.68K
$915K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-5K- 21.15% |
$489K - $496K
|
18.7K
$1.76M
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.01K- 78.66% |
$489K - $497K
|
1.36K
$128K
|
|
May 10, 2021
Q1 2021
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-5.33KClosed |
$521K - $529K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Ballast, Inc.
|
SELL
|
- |
-5.42K- 28.08% |
$530K - $537K
|
13.9K
$1.31M
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-5.78KClosed |
$565K - $573K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.17KClosed |
$603K - $612K
|
0
$0
|