Purchases and Sales Made in Q2 2020 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 Q2 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2020
Q2 2020
|
Moody National Bank Trust Division
|
BUY
|
- |
335+ 12.67% |
$27.8K - $31.4K
|
2.98K
$283K
|
|
|
Jul 13, 2020
Q2 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
322+ 115.0% |
$26.8K - $30.2K
|
602
$57.1K
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
279+ 754.05% |
$23.2K - $26.2K
|
316
$30K
|
|
|
Aug 05, 2020
Q2 2020
|
Fifth Third Bancorp
|
BUY
|
- |
251+ 19.02% |
$20.9K - $23.5K
|
1.57K
$149K
|
|
|
Jul 17, 2020
Q2 2020
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
207+ 0.92% |
$17.2K - $19.4K
|
22.7K
$2.16M
|
|
|
Aug 13, 2020
Q2 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
169+ 20.0% |
$14K - $15.9K
|
1.01K
$96.2K
|
|
|
Aug 13, 2020
Q2 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
109New |
$9.06K - $10.2K
|
109
$10.3K
|
|
|
Aug 07, 2020
Q2 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
102+ 1.65% |
$8.48K - $9.57K
|
6.28K
$596K
|
|
|
Jul 16, 2020
Q2 2020
|
Wedbush Securities Inc
|
BUY
|
- |
101+ 1.67% |
$8.39K - $9.48K
|
6.14K
$583K
|
|
|
Jul 28, 2020
Q2 2020
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
93+ 3.56% |
$7.73K - $8.73K
|
2.71K
$257K
|
|
|
Aug 12, 2020
Q2 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
60+ 5.05% |
$4.99K - $5.63K
|
1.25K
$118K
|
|
|
Jul 16, 2020
Q2 2020
|
Monument Capital Management
|
BUY
|
- |
59+ 1.24% |
$4.9K - $5.54K
|
4.81K
$457K
|
|
|
Aug 14, 2020
Q2 2020
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
56New |
$4.65K - $5.25K
|
56
$5.31K
|
|
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
46New |
$3.82K - $4.32K
|
46
$4.37K
|
|
|
Aug 14, 2020
Q2 2020
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
37+ 1.25% |
$3.07K - $3.47K
|
3K
$284K
|
|
|
Aug 11, 2020
Q2 2020
|
Patriot Investment Management Inc.
|
BUY
|
- |
34New |
$2.83K - $3.19K
|
34
$3.23K
|
|
|
Aug 13, 2020
Q2 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
17+ 1.18% |
$1.41K - $1.59K
|
1.46K
$139K
|
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 300.0% |
$1.25K - $1.41K
|
20
$1.9K
|
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9New |
$748 - $844
|
9
$854
|
|
|
Jul 15, 2020
Q2 2020
|
First Financial Corp
|
BUY
|
- |
7New |
$582 - $657
|
7
$664
|
|
|
Aug 06, 2020
Q2 2020
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 1.53% |
$332 - $375
|
265
$25.1K
|
|
|
Jul 24, 2020
Q2 2020
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.84% |
$332 - $375
|
480
$45.6K
|
|
|
Aug 13, 2020
Q2 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$83.1 - $93.8
|
1
$94.9
|
|
|
Aug 05, 2020
Q2 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.04% |
$83.1 - $93.8
|
2.82K
$268K
|
|
|
Jul 15, 2020
Q2 2020
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.65% |
$83.1 - $93.8
|
156
$14.8K
|
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2Closed |
$166 - $188
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-6Closed |
$499 - $563
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-8- 66.67% |
$665 - $751
|
4
$380
|
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-8- 17.02% |
$665 - $751
|
39
$3.7K
|
|
|
Jul 31, 2020
Q2 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10- 0.19% |
$831 - $938
|
5.28K
$501K
|
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-13- 12.5% |
$1.08K - $1.22K
|
91
$8.64K
|
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-18- 20.93% |
$1.5K - $1.69K
|
68
$6.45K
|
|
|
Jul 14, 2020
Q2 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-31Closed |
$2.58K - $2.91K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-31- 0.72% |
$2.58K - $2.91K
|
4.25K
$403K
|
|
|
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-34- 53.13% |
$2.83K - $3.19K
|
30
$2.85K
|
|
|
Aug 06, 2020
Q2 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-40- 0.14% |
$3.32K - $3.75K
|
29.5K
$2.8M
|
|
|
Aug 06, 2020
Q2 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-54- 18.62% |
$4.49K - $5.07K
|
236
$22.4K
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-56Closed |
$4.65K - $5.25K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Pfg Advisors
|
SELL
|
- |
-58- 1.23% |
$4.82K - $5.44K
|
4.65K
$441K
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-70Closed |
$5.82K - $6.57K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-81Closed |
$6.73K - $7.6K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-85Closed |
$7.06K - $7.97K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-95Closed |
$7.89K - $8.91K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-122- 4.97% |
$10.1K - $11.4K
|
2.33K
$221K
|
|
|
Sep 07, 2021
Q2 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-127- 5.57% |
$10.6K - $11.9K
|
2.16K
$205K
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-137- 78.29% |
$11.4K - $12.9K
|
38
$3.61K
|
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-138Closed |
$11.5K - $12.9K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-140Closed |
$11.6K - $13.1K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-144- 4.85% |
$12K - $13.5K
|
2.83K
$268K
|