Latest Institutional Transactions on Pimco Investment Grade Corp Bd (CORP)
This table provides information on the latest institutional transactions involving Pimco Investment Grade Corp Bd (CORP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.11KNew |
$386K - $400K
|
4.11K
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-32- 1.45% |
$3K - $3.11K
|
2.18K
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-450- 3.03% |
$42.3K - $43.8K
|
14.4K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-50- 0.76% |
$4.69K - $4.87K
|
6.52K
$631K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.85K+ 23.71% |
$174K - $180K
|
9.67K
$936K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
3.34KNew |
$313K - $325K
|
3.34K
$323K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
222KNew |
$20.8M - $21.6M
|
222K
$21.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.92K+ 5.04% |
$180K - $186K
|
39.9K
$3.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.24K+ 6.04% |
$492K - $509K
|
91.9K
$8.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.81K+ 14.83% |
$170K - $176K
|
14K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-208- 10.15% |
$19.5K - $20.2K
|
1.84K
$178K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-110- 4.28% |
$10.3K - $10.7K
|
2.46K
$238K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-100- 8.44% |
$9.39K - $9.73K
|
1.09K
$105K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
13.1K+ 12.2% |
$1.23M - $1.27M
|
120K
$11.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
45.5K+ 14.3% |
$4.27M - $4.43M
|
364K
$35.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
149+ 0.82% |
$14K - $14.5K
|
18.3K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
365+ 6.55% |
$34.3K - $35.5K
|
5.94K
$574K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-83- 6.73% |
$7.79K - $8.08K
|
1.15K
$111K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10+ 0.14% |
$939 - $973
|
6.99K
$676K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.13K+ 26.0% |
$106K - $110K
|
5.46K
$528K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.05K- 50.0% |
$98.7K - $102K
|
1.05K
$102K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
33.8K+ 10.66% |
$3.18M - $3.29M
|
351K
$34M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
52+ 1.89% |
$4.88K - $5.06K
|
2.8K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2+ 1.38% |
$188 - $195
|
147
$14.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
14.3K+ 6.89% |
$1.34M - $1.39M
|
221K
$21.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-3.29K- 1.98% |
$309K - $320K
|
163K
$15.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
136+ 3.19% |
$12.8K - $13.2K
|
4.4K
$425K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$93.9 - $97.3
|
7.39K
$715K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
4.25K+ 7.92% |
$399K - $414K
|
57.9K
$5.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-176- 7.17% |
$16.5K - $17.1K
|
2.28K
$221K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-5.74K- 29.77% |
$539K - $559K
|
13.5K
$1.31M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-202- 3.23% |
$19K - $19.7K
|
6.05K
$585K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-143- 3.1% |
$13.4K - $13.9K
|
4.46K
$432K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
76New |
$7.14K - $7.4K
|
76
$7.35K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
201+ 0.63% |
$18.9K - $19.6K
|
31.9K
$3.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.35K+ 1.4% |
$126K - $131K
|
97.2K
$9.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.59KNew |
$243K - $252K
|
2.59K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-477- 8.44% |
$44.8K - $46.4K
|
5.18K
$501K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-673- 22.9% |
$63.2K - $65.5K
|
2.27K
$219K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.04K+ 54.79% |
$380K - $393K
|
11.4K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
20+ 7.72% |
$1.88K - $1.95K
|
279
$27K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
768+ 8.39% |
$72.1K - $74.7K
|
9.92K
$959K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.14K+ 14.83% |
$201K - $208K
|
16.6K
$1.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-100- 50.0% |
$9.39K - $9.73K
|
100
$9.67K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.3K- 26.77% |
$1.08M - $1.13M
|
31K
$3M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
591+ 20.06% |
$56.2K - $58.8K
|
3.54K
$342K
|
|
|
May 28, 2025
Q4 2024
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
15.3KNew |
$1.45M - $1.52M
|
15.3K
$1.48M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
114New |
$10.8K - $11.3K
|
114
$11K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-371- 12.6% |
$35.3K - $36.9K
|
2.57K
$249K
|
|