Purchases and Sales Made in Q4 2022 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 2022. 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 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.54KNew |
$308K - $324K
|
3.54K
$331K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.5KNew |
$305K - $320K
|
3.5K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
3.47K+ 218.93% |
$302K - $318K
|
5.06K
$473K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.13K+ 27.4% |
$273K - $287K
|
14.6K
$1.36M
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
3.08K+ 14.38% |
$268K - $282K
|
24.5K
$2.29M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.05KNew |
$265K - $279K
|
3.05K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.98KNew |
$259K - $272K
|
2.98K
$279K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.83K+ 14.56% |
$246K - $259K
|
22.3K
$2.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
2.79K+ 4.5% |
$242K - $255K
|
64.7K
$6.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.7K+ 7952.94% |
$235K - $247K
|
2.74K
$256K
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.69K+ 9.0% |
$234K - $246K
|
32.6K
$3.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.47KNew |
$215K - $226K
|
2.47K
$231K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.41K+ 20.65% |
$209K - $220K
|
14.1K
$1.32M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.26KNew |
$196K - $207K
|
2.26K
$211K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.23KNew |
$194K - $204K
|
2.23K
$208K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.86KNew |
$162K - $170K
|
1.86K
$174K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 28.75% |
$134K - $141K
|
6.92K
$647K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.42KNew |
$123K - $129K
|
1.42K
$132K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.4K+ 7.99% |
$121K - $128K
|
18.9K
$1.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.25K+ 51.27% |
$109K - $114K
|
3.69K
$345K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.22K+ 43.77% |
$106K - $112K
|
4.02K
$376K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.11K+ 0.72% |
$96.8K - $102K
|
155K
$14.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
928+ 4.04% |
$80.8K - $84.9K
|
23.9K
$2.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
596New |
$51.9K - $54.5K
|
596
$55.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
563+ 19.22% |
$49K - $51.5K
|
3.49K
$327K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
540+ 66.67% |
$47K - $49.4K
|
1.35K
$126K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
420New |
$36.5K - $38.4K
|
420
$39.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
403+ 8.5% |
$35.1K - $36.9K
|
5.14K
$481K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
398+ 0.37% |
$34.6K - $36.4K
|
107K
$9.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
339+ 8.74% |
$29.5K - $31K
|
4.22K
$394K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
BUY
|
- |
306+ 1.14% |
$26.6K - $28K
|
27.1K
$2.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
235New |
$20.4K - $21.5K
|
235
$22K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
193New |
$16.8K - $17.7K
|
193
$18.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
163+ 100.0% |
$14.2K - $14.9K
|
326
$30.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
148+ 1.09% |
$12.9K - $13.5K
|
13.8K
$1.29M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
143+ 120.17% |
$12.4K - $13.1K
|
262
$24.5K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
128New |
$11.1K - $11.7K
|
128
$12K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
104New |
$9.05K - $9.52K
|
104
$9.73K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
96+ 6.68% |
$8.35K - $8.78K
|
1.53K
$143K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
91+ 44.39% |
$7.92K - $8.33K
|
296
$27.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
75+ 0.31% |
$6.53K - $6.86K
|
24.2K
$2.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
60+ 0.37% |
$5.22K - $5.49K
|
16.3K
$1.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
57+ 3.06% |
$4.96K - $5.22K
|
1.92K
$179K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
46New |
$4K - $4.21K
|
46
$4.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
39+ 1.38% |
$3.39K - $3.57K
|
2.88K
$269K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
36New |
$3.13K - $3.29K
|
36
$3.37K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
35New |
$3.05K - $3.2K
|
35
$3.27K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
32+ 66.67% |
$2.78K - $2.93K
|
80
$7.48K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
28New |
$2.44K - $2.56K
|
28
$2.62K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
23+ 7.3% |
$2K - $2.1K
|
338
$31.6K
|