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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.93KNew |
$278K - $291K
|
2.93K
$283K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-425- 16.85% |
$40.4K - $42.2K
|
2.1K
$203K
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 1.54% |
$95.1 - $99.4
|
66
$6.38K
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
24+ 0.3% |
$2.28K - $2.39K
|
8.05K
$779K
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
11.9KNew |
$1.13M - $1.18M
|
11.9K
$1.15M
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.57KNew |
$245K - $256K
|
2.57K
$249K
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
21.6KNew |
$2.06M - $2.15M
|
21.6K
$2.09M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
232New |
$22.1K - $23.1K
|
232
$22.4K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-514- 11.09% |
$48.9K - $51.1K
|
4.12K
$398K
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
329New |
$31.3K - $32.7K
|
329
$31.8K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
253New |
$24.1K - $25.2K
|
253
$24.5K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
50.4KNew |
$4.8M - $5.01M
|
50.4K
$4.88M
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.21KNew |
$401K - $419K
|
4.21K
$407K
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
26.5KNew |
$2.52M - $2.63M
|
26.5K
$2.56M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 0.27% |
$666 - $696
|
2.63K
$254K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11- 0.79% |
$1.05K - $1.09K
|
1.38K
$133K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
390New |
$37.1K - $38.8K
|
390
$37.7K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-527- 3.27% |
$50.1K - $52.4K
|
15.6K
$1.51M
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-8.72K- 6.12% |
$829K - $867K
|
134K
$12.9M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.16K+ 16.83% |
$110K - $115K
|
8.05K
$778K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-532- 5.59% |
$50.6K - $52.9K
|
8.99K
$869K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-163- 54.33% |
$15.5K - $16.2K
|
137
$13.3K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.44K- 90.42% |
$232K - $243K
|
259
$25.1K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
42New |
$3.99K - $4.18K
|
42
$4.06K
|
|
Q3 2024 | |||||||
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.43K- 3.9% |
$229K - $243K
|
59.9K
$5.79M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
536New |
$50.6K - $53.6K
|
536
$51.8K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
36New |
$3.4K - $3.6K
|
36
$3.48K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.13K+ 26.01% |
$201K - $213K
|
10.3K
$999K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-650- 14.58% |
$61.3K - $65K
|
3.81K
$368K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.55K- 9.94% |
$146K - $155K
|
14K
$1.35M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-43- 21.61% |
$4.06K - $4.3K
|
156
$15.1K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-115- 52.27% |
$10.9K - $11.5K
|
105
$10.2K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-36- 59.02% |
$3.4K - $3.6K
|
25
$2.42K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-47- 6.41% |
$4.43K - $4.7K
|
686
$66.3K
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
2.34KNew |
$221K - $234K
|
2.34K
$226K
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.57KNew |
$336K - $357K
|
3.57K
$345K
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.79K- 51.36% |
$358K - $379K
|
3.59K
$347K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18.7K+ 9845.26% |
$1.77M - $1.87M
|
18.9K
$1.83M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.7K+ 244.79% |
$4.69M - $4.97M
|
69.9K
$6.76M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.01K+ 8.43% |
$95.5K - $101K
|
13K
$1.26M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
53New |
$5K - $5.3K
|
53
$5.13K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
74New |
$6.98K - $7.4K
|
74
$7.16K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-20- 5.06% |
$1.89K - $2K
|
375
$36.3K
|
|
Q2 2024 | |||||||
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-892- 19.42% |
$82.4K - $85.6K
|
3.7K
$358K
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-3.26K- 2.08% |
$301K - $313K
|
154K
$14.8M
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
247New |
$22.8K - $23.7K
|
247
$23.9K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.25KNew |
$208K - $216K
|
2.25K
$218K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-77.9K- 67.1% |
$7.19M - $7.48M
|
38.2K
$3.69M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
83New |
$7.66K - $7.97K
|
83
$8.03K
|