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 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
20New |
$1.74K - $1.83K
|
20
$1.9K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
19New |
$1.65K - $1.74K
|
19
$1.8K
|
|
Feb 14, 2023
Q4 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
18+ 0.12% |
$1.57K - $1.65K
|
14.8K
$1.4M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
14New |
$1.22K - $1.28K
|
14
$1.33K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
12New |
$1.04K - $1.1K
|
12
$1.14K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
12New |
$1.04K - $1.1K
|
12
$1.14K
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
9+ 1.12% |
$783 - $824
|
812
$77.1K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
8+ 2.09% |
$696 - $732
|
390
$37K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 1.68% |
$435 - $458
|
303
$28.8K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.79% |
$348 - $366
|
513
$48.7K
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 1.79% |
$261 - $275
|
171
$16.2K
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3+ 0.08% |
$261 - $275
|
3.6K
$342K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.78% |
$87 - $91.5
|
129
$12.2K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-6- 15.79% |
$522 - $549
|
32
$3.04K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-15- 34.09% |
$1.31K - $1.37K
|
29
$2.75K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-21- 4.85% |
$1.83K - $1.92K
|
412
$39.1K
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-28- 0.47% |
$2.44K - $2.56K
|
5.97K
$566K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-33- 1.3% |
$2.87K - $3.02K
|
2.5K
$237K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-37- 2.95% |
$3.22K - $3.39K
|
1.22K
$116K
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-49- 0.53% |
$4.26K - $4.48K
|
9.2K
$873K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-50- 13.93% |
$4.35K - $4.58K
|
309
$29.3K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-63- 1.35% |
$5.48K - $5.76K
|
4.62K
$438K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-80- 1.4% |
$6.96K - $7.32K
|
5.65K
$536K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-85- 20.48% |
$7.4K - $7.78K
|
330
$31.3K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-88- 0.29% |
$7.66K - $8.05K
|
30.4K
$2.88M
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-100- 2.86% |
$8.7K - $9.15K
|
3.4K
$323K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-110- 3.16% |
$9.57K - $10.1K
|
3.38K
$320K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-140- 33.73% |
$12.2K - $12.8K
|
275
$26.1K
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-143- 1.85% |
$12.4K - $13.1K
|
7.58K
$719K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-155- 8.27% |
$13.5K - $14.2K
|
1.72K
$163K
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-200- 32.95% |
$17.4K - $18.3K
|
407
$38.6K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-203- 6.68% |
$17.7K - $18.6K
|
2.84K
$269K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-279- 6.75% |
$24.3K - $25.5K
|
3.85K
$366K
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-303- 1.14% |
$26.4K - $27.7K
|
26.3K
$2.5M
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-314- 7.92% |
$27.3K - $28.7K
|
3.65K
$347K
|
|
Feb 10, 2023
Q4 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-338- 1.21% |
$29.4K - $30.9K
|
27.5K
$2.61M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-378- 72.0% |
$32.9K - $34.6K
|
147
$14K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-399- 3.45% |
$34.7K - $36.5K
|
11.2K
$1.06M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-402- 11.1% |
$35K - $36.8K
|
3.22K
$305K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-415- 3.51% |
$36.1K - $38K
|
11.4K
$1.08M
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-482- 4.25% |
$41.9K - $44.1K
|
10.9K
$1.03M
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500- 62.5% |
$43.5K - $45.8K
|
300
$28.5K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-500- 62.5% |
$43.5K - $45.8K
|
300
$28.5K
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-560- 10.82% |
$48.7K - $51.2K
|
4.62K
$438K
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-580- 24.04% |
$50.5K - $53.1K
|
1.83K
$174K
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-587- 20.32% |
$51.1K - $53.7K
|
2.3K
$218K
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-738- 3.78% |
$64.2K - $67.5K
|
18.8K
$1.78M
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-840- 16.77% |
$73.1K - $76.9K
|
4.17K
$396K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-865- 3.99% |
$75.3K - $79.1K
|
20.8K
$1.98M
|
|
Feb 02, 2023
Q4 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-886- 12.65% |
$77.1K - $81.1K
|
6.12K
$581K
|