Purchases and Sales Made in Q1 2025 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 2025. 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 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33New |
$3.08K - $3.15K
|
33
$3.1K
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
26+ 0.71% |
$2.43K - $2.48K
|
3.68K
$346K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
15+ 1.09% |
$1.4K - $1.43K
|
1.4K
$131K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12+ 0.12% |
$1.12K - $1.14K
|
10.1K
$951K
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
8+ 0.15% |
$747 - $763
|
5.25K
$493K
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
4+ 2.19% |
$373 - $381
|
187
$17.6K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 1.56% |
$187 - $191
|
130
$12.2K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$93.3 - $95.4
|
3.27K
$308K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.27% |
$93.3 - $95.4
|
80
$7.52K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$93.3 - $95.4
|
1.54K
$145K
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$93.3 - $95.4
|
1
$94
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1- 0.03% |
$93.3 - $95.4
|
3.97K
$374K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-2- 2.2% |
$187 - $191
|
89
$8.37K
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-5- 4.46% |
$467 - $477
|
107
$10.1K
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-10- 0.41% |
$933 - $954
|
2.45K
$230K
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-18- 1.01% |
$1.68K - $1.72K
|
1.77K
$166K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-25- 1.09% |
$2.33K - $2.38K
|
2.28K
$214K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-42- 13.5% |
$3.92K - $4K
|
269
$25.3K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-42- 0.23% |
$3.92K - $4K
|
18.4K
$1.73M
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-62- 8.67% |
$5.79K - $5.91K
|
653
$61.4K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-62- 0.52% |
$5.79K - $5.91K
|
11.8K
$1.11M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-71- 53.79% |
$6.63K - $6.77K
|
61
$5.74K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-95- 2.46% |
$8.87K - $9.06K
|
3.76K
$354K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-114- 4.01% |
$10.6K - $10.9K
|
2.73K
$257K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-135- 23.32% |
$12.6K - $12.9K
|
444
$41.7K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-157- 16.94% |
$14.7K - $15K
|
770
$72.4K
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-185- 27.05% |
$17.3K - $17.6K
|
499
$46.9K
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-191- 1.11% |
$17.8K - $18.2K
|
17K
$1.6M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-221- 2.13% |
$20.6K - $21.1K
|
10.2K
$956K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-221- 0.58% |
$20.6K - $21.1K
|
37.8K
$3.55M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-236- 9.15% |
$22K - $22.5K
|
2.34K
$220K
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-250- 2.64% |
$23.3K - $23.8K
|
9.21K
$866K
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-253- 4.17% |
$23.6K - $24.1K
|
5.81K
$547K
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-295- 7.73% |
$27.5K - $28.1K
|
3.52K
$331K
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-312- 1.14% |
$29.1K - $29.7K
|
27.1K
$2.55M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-338- 1.27% |
$31.5K - $32.2K
|
26.2K
$2.47M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-364- 4.39% |
$34K - $34.7K
|
7.92K
$745K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-448Closed |
$41.8K - $42.7K
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-457- 7.82% |
$42.6K - $43.6K
|
5.39K
$507K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-571- 11.55% |
$53.3K - $54.4K
|
4.37K
$411K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-585- 20.63% |
$54.6K - $55.8K
|
2.25K
$212K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-620- 3.59% |
$57.9K - $59.1K
|
16.6K
$1.56M
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-672- 10.33% |
$62.7K - $64.1K
|
5.83K
$549K
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-708- 6.96% |
$66.1K - $67.5K
|
9.46K
$890K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-731- 26.92% |
$68.2K - $69.7K
|
1.98K
$187K
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-743- 10.95% |
$69.3K - $70.8K
|
6.04K
$568K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-812- 8.05% |
$75.8K - $77.4K
|
9.27K
$872K
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-817- 2.17% |
$76.2K - $77.9K
|
36.9K
$3.47M
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1K- 21.73% |
$93.4K - $95.4K
|
3.61K
$339K
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.11K- 24.05% |
$104K - $106K
|
3.51K
$330K
|