Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
288K+ 4680.47% |
$26.9M - $27.5M
|
294K
$27.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.5K+ 47.57% |
$5.94M - $6.06M
|
197K
$18.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
53.2KNew |
$4.98M - $5.08M
|
53.2K
$5.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
48.8KNew |
$4.56M - $4.65M
|
48.8K
$4.61M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
32.8K+ 57.14% |
$3.07M - $3.13M
|
90.1K
$8.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
15.5K+ 12.24% |
$1.45M - $1.48M
|
142K
$13.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.9K+ 11.93% |
$1.39M - $1.42M
|
140K
$13.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
11.4K+ 10.63% |
$1.07M - $1.09M
|
119K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.6K+ 3.92% |
$988K - $1.01M
|
280K
$26.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
9.64K+ 314.36% |
$901K - $919K
|
12.7K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9K+ 10.66% |
$842K - $859K
|
93.4K
$8.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.78K+ 15.77% |
$821K - $837K
|
64.4K
$6.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
8.19K+ 8.65% |
$766K - $781K
|
103K
$9.72M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
7.88K+ 237.56% |
$737K - $752K
|
11.2K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7.12K+ 3.42% |
$666K - $679K
|
216K
$20.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
6.07KNew |
$567K - $579K
|
6.07K
$573K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6K+ 4.37% |
$561K - $572K
|
143K
$13.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.8K+ 27.88% |
$449K - $458K
|
22K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.97KNew |
$372K - $379K
|
3.97K
$375K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.68K+ 4.76% |
$344K - $351K
|
81K
$7.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.63K+ 131.82% |
$339K - $346K
|
6.38K
$602K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3.3K+ 21.16% |
$309K - $315K
|
18.9K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.16KNew |
$295K - $301K
|
3.16K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.13K+ 32.55% |
$293K - $298K
|
12.7K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.08K+ 533.56% |
$288K - $294K
|
3.66K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.88KNew |
$269K - $274K
|
2.88K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.77K+ 60.09% |
$259K - $264K
|
7.38K
$697K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.6KNew |
$243K - $247K
|
2.6K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.41K+ 7.4% |
$225K - $230K
|
35K
$3.3M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.32KNew |
$216K - $221K
|
2.32K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.27K+ 16.25% |
$212K - $216K
|
16.2K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.2KNew |
$206K - $210K
|
2.2K
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.74K+ 5.66% |
$163K - $166K
|
32.5K
$3.07M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.67K+ 1.2% |
$156K - $159K
|
140K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.37K+ 7.29% |
$128K - $131K
|
20.2K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.27KNew |
$119K - $121K
|
1.27K
$120K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.25K+ 37.15% |
$117K - $119K
|
4.62K
$436K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.16K+ 13.98% |
$109K - $111K
|
9.48K
$896K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.13K+ 18.74% |
$106K - $108K
|
7.15K
$676K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
992+ 0.78% |
$92.8K - $94.6K
|
128K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
924+ 3.6% |
$86.4K - $88.1K
|
26.6K
$2.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
918+ 39.5% |
$85.9K - $87.5K
|
3.24K
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
847+ 61.16% |
$79.2K - $80.8K
|
2.23K
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
788+ 4.45% |
$73.7K - $75.2K
|
18.5K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
737+ 37.26% |
$68.9K - $70.3K
|
2.72K
$256K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
700+ 2.02% |
$65.5K - $66.8K
|
35.4K
$3.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
606+ 5.63% |
$56.7K - $57.8K
|
11.4K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
598+ 1.44% |
$55.9K - $57K
|
42K
$3.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
579New |
$54.1K - $55.2K
|
579
$54.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
578+ 3.98% |
$54.1K - $55.1K
|
15.1K
$1.43M
|