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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2021
Q4 2020
|
Wealthpoint, LLC
|
BUY
|
- |
97+ 4.49% |
$9.07K - $9.54K
|
2.26K
$211K
|
|
|
Feb 23, 2021
Q4 2020
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
97New |
$9.07K - $9.54K
|
97
$9.08K
|
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
94+ 0.39% |
$8.79K - $9.24K
|
24K
$2.25M
|
|
|
Feb 03, 2021
Q4 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
92+ 3.03% |
$8.6K - $9.04K
|
3.13K
$292K
|
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
75New |
$7.01K - $7.37K
|
75
$7.02K
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
75New |
$7.01K - $7.37K
|
75
$7.02K
|
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
BUY
|
- |
71+ 4.56% |
$6.64K - $6.98K
|
1.63K
$152K
|
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
70+ 0.23% |
$6.54K - $6.88K
|
30.3K
$2.83M
|
|
|
Feb 01, 2021
Q4 2020
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
50+ 0.1% |
$4.67K - $4.92K
|
51.9K
$4.85M
|
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
43+ 76.79% |
$4.02K - $4.23K
|
99
$9.26K
|
|
|
Feb 12, 2021
Q4 2020
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
42+ 3.77% |
$3.93K - $4.13K
|
1.16K
$108K
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
38New |
$3.55K - $3.74K
|
38
$3.56K
|
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
38New |
$3.55K - $3.74K
|
38
$3.56K
|
|
|
Feb 16, 2021
Q4 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36+ 4.26% |
$3.37K - $3.54K
|
881
$82.4K
|
|
|
Feb 12, 2021
Q4 2020
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
34+ 1.19% |
$3.18K - $3.34K
|
2.89K
$271K
|
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 23.91% |
$2.06K - $2.16K
|
114
$10.7K
|
|
|
Feb 10, 2021
Q4 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
22+ 0.64% |
$2.06K - $2.16K
|
3.46K
$323K
|
|
|
Feb 09, 2021
Q4 2020
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
21New |
$1.96K - $2.06K
|
21
$1.96K
|
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20+ 2.25% |
$1.87K - $1.97K
|
909
$85K
|
|
|
Jan 27, 2021
Q4 2020
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
18New |
$1.68K - $1.77K
|
18
$1.68K
|
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 70.0% |
$1.31K - $1.38K
|
34
$3.18K
|
|
|
Mar 19, 2021
Q4 2020
|
Curi Wealth Management, LLC
|
BUY
|
- |
14New |
$1.31K - $1.38K
|
14
$1.31K
|
|
|
Mar 04, 2021
Q4 2020
|
Moody National Bank Trust Division
|
BUY
|
- |
9+ 0.32% |
$841 - $885
|
2.81K
$263K
|
|
|
Jan 25, 2021
Q4 2020
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6+ 0.26% |
$561 - $590
|
2.29K
$214K
|
|
|
Feb 03, 2021
Q4 2020
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.83% |
$374 - $393
|
487
$45.6K
|
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.31% |
$93.5 - $98.3
|
328
$30.7K
|
|
|
Jan 13, 2021
Q4 2020
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.63% |
$93.5 - $98.3
|
159
$14.9K
|
|
|
Jan 28, 2021
Q4 2020
|
Goal Vest Advisory LLC
|
BUY
|
- |
1New |
$93.5 - $98.3
|
1
$93.6
|
|
|
Feb 03, 2021
Q4 2020
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$93.5 - $98.3
|
638
$59.7K
|
|
|
Jan 14, 2021
Q4 2020
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2021
Q4 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3- 0.04% |
$280 - $295
|
7.71K
$721K
|
|
|
Jan 13, 2021
Q4 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5- 21.74% |
$467 - $492
|
18
$1.68K
|
|
|
Feb 16, 2021
Q4 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5Closed |
$467 - $492
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8- 0.28% |
$748 - $786
|
2.82K
$264K
|
|
|
Jan 25, 2021
Q4 2020
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-8- 0.3% |
$748 - $786
|
2.66K
$249K
|
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-8- 3.74% |
$748 - $786
|
206
$19.3K
|
|
|
Feb 08, 2021
Q4 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10- 0.42% |
$935 - $983
|
2.37K
$222K
|
|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
SELL
|
- |
-10Closed |
$935 - $983
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-18- 1.22% |
$1.68K - $1.77K
|
1.46K
$137K
|
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
SELL
|
- |
-24- 1.06% |
$2.24K - $2.36K
|
2.24K
$209K
|
|
|
Jan 12, 2021
Q4 2020
|
Central Bank & Trust CO
|
SELL
|
- |
-30Closed |
$2.8K - $2.95K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-30Closed |
$2.8K - $2.95K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-31- 1.53% |
$2.9K - $3.05K
|
2K
$187K
|
|
|
Jan 15, 2021
Q4 2020
|
First Financial Corp
|
SELL
|
- |
-36Closed |
$3.37K - $3.54K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-48- 44.04% |
$4.49K - $4.72K
|
61
$5.71K
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-49Closed |
$4.58K - $4.82K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55- 2.42% |
$5.14K - $5.41K
|
2.22K
$207K
|
|
|
Feb 12, 2021
Q4 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-58- 2.6% |
$5.42K - $5.7K
|
2.17K
$203K
|
|
|
Jan 29, 2021
Q4 2020
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-80- 2.12% |
$7.48K - $7.86K
|
3.7K
$346K
|
|
|
Oct 13, 2022
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-94- 3.32% |
$8.79K - $9.24K
|
2.74K
$256K
|