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 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.78K+ 2.36% |
$164K - $170K
|
77.3K
$7.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 86.45% |
$157K - $163K
|
3.68K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.66K+ 14.23% |
$153K - $158K
|
13.3K
$1.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.53K+ 13872.73% |
$141K - $146K
|
1.54K
$146K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.49K+ 11.43% |
$137K - $142K
|
14.5K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.32K+ 20.34% |
$122K - $126K
|
7.83K
$743K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.26K+ 43.85% |
$116K - $121K
|
4.14K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.2K+ 55.43% |
$111K - $115K
|
3.37K
$319K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.09K+ 5.51% |
$100K - $104K
|
20.8K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.05K+ 30.84% |
$96.5K - $100K
|
4.45K
$422K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
945+ 2.33% |
$87K - $90.3K
|
41.5K
$3.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
918+ 2.08% |
$84.5K - $87.7K
|
45K
$4.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
826New |
$76.1K - $78.9K
|
826
$78.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
634+ 7.06% |
$58.4K - $60.6K
|
9.61K
$912K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
599+ 17.9% |
$55.2K - $57.2K
|
3.95K
$374K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
562+ 11.62% |
$51.8K - $53.7K
|
5.4K
$512K
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
BUY
|
- |
541+ 2.8% |
$49.8K - $51.7K
|
19.8K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
534+ 9.73% |
$49.2K - $51K
|
6.02K
$572K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
451+ 12.86% |
$41.5K - $43.1K
|
3.96K
$376K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
369+ 2.31% |
$34K - $35.2K
|
16.4K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
366+ 16.53% |
$33.7K - $35K
|
2.58K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
358+ 2.93% |
$33K - $34.2K
|
12.6K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
349+ 7.59% |
$32.1K - $33.3K
|
4.95K
$470K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
343+ 0.76% |
$31.6K - $32.8K
|
45.7K
$4.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
309+ 114.87% |
$28.5K - $29.5K
|
578
$54.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
262+ 4.33% |
$24.1K - $25K
|
6.31K
$598K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
261+ 3.24% |
$24K - $24.9K
|
8.32K
$790K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
210+ 0.41% |
$19.3K - $20.1K
|
51K
$4.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
192+ 0.75% |
$17.7K - $18.3K
|
25.7K
$2.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
180+ 2.4% |
$16.6K - $17.2K
|
7.68K
$729K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
176+ 1.77% |
$16.2K - $16.8K
|
10.1K
$963K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
175+ 1.76% |
$16.1K - $16.7K
|
10.1K
$961K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
125+ 9.92% |
$11.5K - $11.9K
|
1.39K
$131K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
88+ 0.26% |
$8.1K - $8.41K
|
34.3K
$3.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
85+ 0.3% |
$7.83K - $8.12K
|
28.4K
$2.7M
|
|
|
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 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
74New |
$6.82K - $7.07K
|
74
$7.02K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
74+ 2.5% |
$6.82K - $7.07K
|
3.03K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
55+ 1.86% |
$5.07K - $5.25K
|
3.01K
$285K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
46New |
$4.24K - $4.39K
|
46
$4.37K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
42+ 1.5% |
$3.87K - $4.01K
|
2.84K
$269K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
41+ 4.35% |
$3.78K - $3.92K
|
984
$93.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
37New |
$3.41K - $3.53K
|
37
$3.51K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
25+ 0.28% |
$2.3K - $2.39K
|
9K
$854K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23+ 0.55% |
$2.12K - $2.2K
|
4.22K
$401K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21+ 0.92% |
$1.93K - $2.01K
|
2.31K
$219K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.66K - $1.72K
|
18
$1.71K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 9.05% |
$1.66K - $1.72K
|
217
$20.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10+ 20.83% |
$921 - $955
|
58
$5.5K
|