Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-996- 21.56% |
$88.6K - $92.1K
|
3.62K
$344K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.05K- 12.17% |
$93K - $96.6K
|
7.54K
$716K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 13.13% |
$95.7K - $99.4K
|
7.11K
$675K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.14K- 7.81% |
$101K - $105K
|
13.4K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.18K- 27.99% |
$105K - $109K
|
3.04K
$288K
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.29K- 5.26% |
$115K - $119K
|
23.2K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.33K- 16.7% |
$118K - $123K
|
6.62K
$628K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.42K- 38.39% |
$126K - $131K
|
2.27K
$216K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.44K- 4.84% |
$128K - $133K
|
28.2K
$2.68M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.4K- 25.9% |
$214K - $222K
|
6.87K
$651K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.41K- 22.19% |
$214K - $223K
|
8.44K
$801K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.86K- 21.53% |
$254K - $264K
|
10.4K
$989K
|
|
|
Apr 20, 2023
Q1 2023
|
Signify Wealth
|
SELL
|
- |
-2.96K- 35.03% |
$264K - $274K
|
5.5K
$522K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-3.03K- 44.83% |
$269K - $280K
|
3.72K
$353K
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.39K- 8.73% |
$302K - $314K
|
35.5K
$3.37M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.61K- 17.51% |
$410K - $426K
|
21.7K
$2.06M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.88K- 55.53% |
$435K - $451K
|
3.91K
$371K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.21K- 86.34% |
$464K - $482K
|
825
$78.3K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.62K- 7.07% |
$501K - $520K
|
73.9K
$7.02M
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-7.93K- 33.17% |
$706K - $733K
|
16K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
SELL
|
- |
-8.37K- 48.59% |
$745K - $773K
|
8.85K
$840K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.94K- 27.19% |
$796K - $827K
|
24K
$2.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-10.6K- 58.56% |
$942K - $978K
|
7.49K
$711K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-11.4K- 81.94% |
$1.02M - $1.06M
|
2.52K
$239K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-11.8K- 71.48% |
$1.05M - $1.09M
|
4.71K
$447K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.2K- 36.97% |
$1.08M - $1.13M
|
20.8K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-13.9K- 94.34% |
$1.24M - $1.29M
|
837
$79.4K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.2K- 3.49% |
$1.27M - $1.32M
|
394K
$37.4M
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-15.3K- 23.31% |
$1.36M - $1.42M
|
50.4K
$4.79M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-23.4K- 78.12% |
$2.09M - $2.17M
|
6.56K
$623K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.8K- 43.88% |
$2.29M - $2.38M
|
33K
$3.13M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-28.4K- 87.99% |
$2.53M - $2.63M
|
3.88K
$368K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34.4K- 2.18% |
$3.06M - $3.18M
|
1.54M
$146M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50.2K- 22.8% |
$4.47M - $4.64M
|
170K
$16.1M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51.5K- 10.82% |
$4.58M - $4.76M
|
424K
$40.3M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-106K- 25.06% |
$9.46M - $9.82M
|
318K
$30.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-123K- 79.43% |
$10.9M - $11.4M
|
31.8K
$3.02M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-204K- 95.64% |
$18.2M - $18.9M
|
9.32K
$885K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-550K- 42.57% |
$49M - $50.9M
|
742K
$70.4M
|