Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
84.4KNew |
$7.78M - $8.07M
|
84.4K
$8.01M
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
69.4K+ 100.18% |
$6.39M - $6.63M
|
139K
$13.2M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.4KNew |
$3.54M - $3.67M
|
38.4K
$3.64M
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
9.4KNew |
$866K - $898K
|
9.4K
$891K
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7.32K+ 8.37% |
$674K - $699K
|
94.7K
$8.98M
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
6.16KNew |
$567K - $588K
|
6.16K
$584K
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
4.52K+ 7.04% |
$416K - $432K
|
68.7K
$6.52M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.45K+ 12.08% |
$409K - $425K
|
41.3K
$3.91M
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.97K+ 26.99% |
$273K - $283K
|
14K
$1.32M
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
2.75KNew |
$253K - $263K
|
2.75K
$261K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
82New |
$7.55K - $7.83K
|
82
$7.78K
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
81+ 2.71% |
$7.46K - $7.74K
|
3.07K
$291K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
46New |
$4.24K - $4.39K
|
46
$4.36K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
37New |
$3.41K - $3.53K
|
37
$3.51K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 9.05% |
$1.66K - $1.72K
|
217
$20.6K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.66K - $1.72K
|
18
$1.71K
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2+ 1.12% |
$184 - $191
|
180
$17.1K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.3% |
$92.1 - $95.5
|
78
$7.4K
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-79- 3.53% |
$7.28K - $7.55K
|
2.16K
$205K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-250- 81.97% |
$23K - $23.9K
|
55
$5.22K
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-250- 4.16% |
$23K - $23.9K
|
5.76K
$546K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-563- 9.64% |
$51.9K - $53.8K
|
5.28K
$500K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-700- 4.47% |
$64.5K - $66.9K
|
15K
$1.42M
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-705- 3.51% |
$64.9K - $67.3K
|
19.4K
$1.84M
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.9K- 32.49% |
$451K - $468K
|
10.2K
$964K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-8.14K- 6.04% |
$750K - $778K
|
127K
$12M
|