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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-419- 16.21% |
$38.7K - $40.2K
|
2.17K
$209K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-354- 10.56% |
$32.7K - $34K
|
3K
$289K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.99KNew |
$276K - $287K
|
2.99K
$288K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$92.3 - $96
|
1
$96.5
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.25% |
$92.3 - $96
|
407
$39.3K
|
|
| Q1 2024 | |||||||
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
4New |
$379 - $389
|
4
$386
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7KNew |
$1.49M - $1.53M
|
15.7K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$190 - $194
|
2
$193
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.4K- 6.73% |
$133K - $136K
|
19.4K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-25- 45.45% |
$2.37K - $2.43K
|
30
$2.89K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
13.8KNew |
$1.3M - $1.34M
|
13.8K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.6K+ 153.64% |
$1.1M - $1.12M
|
19.1K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-876- 3.46% |
$83.1K - $85.1K
|
24.4K
$2.36M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.62K- 40.47% |
$153K - $157K
|
2.38K
$229K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
88.2KNew |
$8.36M - $8.56M
|
88.2K
$8.51M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
84+ 11.43% |
$7.97K - $8.16K
|
819
$79K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-9.59K- 57.04% |
$910K - $932K
|
7.23K
$697K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-11- 0.47% |
$1.04K - $1.07K
|
2.31K
$223K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10New |
$948 - $971
|
10
$965
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
10.1KNew |
$960K - $984K
|
10.1K
$977K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-14- 0.34% |
$1.33K - $1.36K
|
4.08K
$394K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-8- 3.46% |
$759 - $777
|
223
$21.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
12.3K+ 31.8% |
$1.16M - $1.19M
|
50.9K
$4.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
914+ 29.16% |
$86.7K - $88.8K
|
4.05K
$391K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
27New |
$2.56K - $2.62K
|
27
$2.6K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
278+ 5.11% |
$24.6K - $27.2K
|
5.72K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.87KNew |
$255K - $281K
|
2.87K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.04KNew |
$358K - $395K
|
4.04K
$390K
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-27.6K- 91.29% |
$2.44M - $2.7M
|
2.63K
$254K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
300New |
$26.6K - $29.4K
|
300
$28.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-7.35K- 70.59% |
$651K - $719K
|
3.06K
$296K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-840- 9.03% |
$74.4K - $82.2K
|
8.47K
$817K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
659+ 1.17% |
$60K - $62.8K
|
56.8K
$5.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-169- 2.69% |
$15.4K - $16.1K
|
6.12K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
54New |
$4.91K - $5.15K
|
54
$5.21K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.78KNew |
$253K - $265K
|
2.78K
$268K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-14.3K- 78.62% |
$1.3M - $1.36M
|
3.89K
$376K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.39KNew |
$490K - $513K
|
5.39K
$520K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
102New |
$9.28K - $9.72K
|
102
$9.84K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
18.4KNew |
$1.67M - $1.75M
|
18.4K
$1.77M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.26K- 65.45% |
$388K - $406K
|
2.25K
$217K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.66KNew |
$151K - $158K
|
1.66K
$160K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.45KNew |
$132K - $139K
|
1.45K
$140K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-195- 6.0% |
$17.7K - $18.6K
|
3.05K
$295K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.7K- 27.14% |
$155K - $162K
|
4.57K
$441K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
16.2K+ 577.43% |
$1.48M - $1.55M
|
19.1K
$1.84M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
90+ 1.27% |
$8.19K - $8.58K
|
7.17K
$692K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.38KNew |
$308K - $322K
|
3.38K
$326K
|
|