Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 28, 2021
Q4 2020
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
2.68KNew |
$251K - $264K
|
2.68K
$254K
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.63KNew |
$246K - $258K
|
2.63K
$249K
|
|
Jan 25, 2021
Q4 2020
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2.59K+ 18.25% |
$242K - $255K
|
16.8K
$1.59M
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.37KNew |
$222K - $233K
|
2.37K
$225K
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.09K+ 6.28% |
$195K - $205K
|
35.3K
$3.35M
|
|
Feb 22, 2021
Q4 2020
|
Fulcrum Equity Management
|
BUY
|
- |
2.09KNew |
$195K - $205K
|
2.09K
$198K
|
|
Jan 21, 2021
Q4 2020
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.78K+ 83.43% |
$167K - $175K
|
3.92K
$371K
|
|
Feb 16, 2021
Q4 2020
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.71KNew |
$160K - $168K
|
1.71K
$162K
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.66KNew |
$156K - $164K
|
1.66K
$158K
|
|
Feb 12, 2021
Q4 2020
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.59K+ 25.5% |
$148K - $156K
|
7.8K
$739K
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 62.51% |
$146K - $154K
|
4.07K
$386K
|
|
Aug 16, 2024
Q4 2020
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.56K+ 27.45% |
$146K - $153K
|
7.24K
$686K
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.51K+ 18.93% |
$141K - $148K
|
9.49K
$899K
|
|
Jan 22, 2021
Q4 2020
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.5KNew |
$141K - $148K
|
1.5K
$142K
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.28KNew |
$120K - $126K
|
1.28K
$121K
|
|
Jan 19, 2021
Q4 2020
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.25K+ 6.92% |
$117K - $123K
|
19.4K
$1.84M
|
|
Jan 25, 2021
Q4 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.12K+ 3.89% |
$104K - $110K
|
29.9K
$2.83M
|
|
Feb 02, 2021
Q4 2020
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.04K+ 31.59% |
$97.6K - $103K
|
4.35K
$412K
|
|
Jan 19, 2021
Q4 2020
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
947+ 5.88% |
$88.5K - $93.1K
|
17.1K
$1.62M
|
|
Feb 12, 2021
Q4 2020
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
904+ 8.4% |
$84.5K - $88.9K
|
11.7K
$1.11M
|
|
Feb 04, 2021
Q4 2020
|
New Square Capital LLC
|
BUY
|
- |
837+ 1.29% |
$78.3K - $82.3K
|
65.9K
$6.24M
|
|
Feb 05, 2021
Q4 2020
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
815New |
$76.2K - $80.1K
|
815
$77.2K
|
|
Feb 04, 2021
Q4 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
718+ 8.28% |
$67.1K - $70.6K
|
9.39K
$890K
|
|
Feb 12, 2021
Q4 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
657+ 5.16% |
$61.4K - $64.6K
|
13.4K
$1.27M
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
646+ 3.21% |
$60.4K - $63.5K
|
20.7K
$1.97M
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
559New |
$52.3K - $54.9K
|
559
$53K
|
|
Feb 10, 2021
Q4 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
553+ 378.77% |
$51.7K - $54.4K
|
699
$66.2K
|
|
Feb 12, 2021
Q4 2020
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
526+ 2.39% |
$49.2K - $51.7K
|
22.5K
$2.14M
|
|
Feb 12, 2021
Q4 2020
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
500New |
$46.7K - $49.2K
|
500
$47.4K
|
|
Feb 25, 2021
Q4 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
486+ 5.57% |
$45.4K - $47.8K
|
9.21K
$873K
|
|
Feb 03, 2021
Q4 2020
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
478+ 1.99% |
$44.7K - $47K
|
24.6K
$2.33M
|
|
Feb 18, 2021
Q4 2020
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
469New |
$43.8K - $46.1K
|
469
$44.4K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
456+ 5.36% |
$42.6K - $44.8K
|
8.96K
$849K
|
|
Jan 26, 2021
Q4 2020
|
Pinnacle Associates LTD
|
BUY
|
- |
430+ 20.06% |
$40.2K - $42.3K
|
2.57K
$244K
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
383+ 37.55% |
$35.8K - $37.6K
|
1.4K
$133K
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
357+ 3.58% |
$33.4K - $35.1K
|
10.3K
$979K
|
|
Feb 09, 2021
Q4 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
356New |
$33.3K - $35K
|
356
$33.7K
|
|
Jan 29, 2021
Q4 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
346+ 5.61% |
$32.3K - $34K
|
6.52K
$618K
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
316New |
$29.5K - $31.1K
|
316
$29.9K
|
|
Feb 17, 2021
Q4 2020
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
271New |
$25.3K - $26.6K
|
271
$25.7K
|
|
Jan 28, 2021
Q4 2020
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
250New |
$23.4K - $24.6K
|
250
$23.7K
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
233New |
$21.8K - $22.9K
|
233
$22.1K
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
189+ 15.16% |
$17.7K - $18.6K
|
1.44K
$136K
|
|
Feb 09, 2021
Q4 2020
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
177+ 5.55% |
$16.5K - $17.4K
|
3.37K
$319K
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
150+ 5.07% |
$14K - $14.7K
|
3.11K
$295K
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
129New |
$12.1K - $12.7K
|
129
$12.2K
|
|
Feb 11, 2021
Q4 2020
|
Burt Wealth Advisors
|
BUY
|
- |
120+ 3.4% |
$11.2K - $11.8K
|
3.65K
$346K
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
109+ 0.46% |
$10.2K - $10.7K
|
23.7K
$2.24M
|
|
Jan 29, 2021
Q4 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
106+ 4.17% |
$9.91K - $10.4K
|
2.65K
$251K
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
100New |
$9.35K - $9.83K
|
100
$9.48K
|