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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2- 11.76% |
$188 - $194
|
15
$1.45K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-190- 8.5% |
$17.8K - $18.4K
|
2.05K
$198K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
11+ 0.19% |
$1.03K - $1.06K
|
5.74K
$555K
|
|
|
Jul 17, 2023
Q2 2023
|
Signify Wealth
|
SELL
|
- |
-35- 1.53% |
$3.28K - $3.39K
|
2.25K
$217K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.9KNew |
$1.03M - $1.06M
|
10.9K
$1.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.71% |
$281 - $290
|
427
$41.3K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
249+ 957.69% |
$23.1K - $24.3K
|
275
$26.6K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
50New |
$4.64K - $4.88K
|
50
$4.84K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
165+ 7.64% |
$15.3K - $16.1K
|
2.33K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.81KClosed |
$446K - $469K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
609+ 77.68% |
$56.5K - $59.4K
|
1.39K
$135K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
19New |
$1.76K - $1.85K
|
19
$1.84K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
68New |
$6.31K - $6.63K
|
68
$6.58K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-59- 2.23% |
$5.48K - $5.76K
|
2.58K
$250K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-29.4K- 92.29% |
$2.73M - $2.86M
|
2.45K
$237K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
88New |
$8.17K - $8.59K
|
88
$8.51K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50New |
$4.64K - $4.88K
|
50
$4.84K
|
|
| Q4 2022 | |||||||
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-12- 41.38% |
$1.06K - $1.15K
|
17
$1.64K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.4KNew |
$1.01M - $1.1M
|
11.4K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.23KNew |
$109K - $118K
|
1.23K
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
12New |
$1.06K - $1.15K
|
12
$1.16K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4KNew |
$354K - $384K
|
4K
$387K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
18.6KNew |
$1.65M - $1.79M
|
18.6K
$1.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.77K- 39.37% |
$157K - $170K
|
2.73K
$264K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
8.03K+ 153.42% |
$710K - $771K
|
13.3K
$1.28M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-222- 8.05% |
$19.6K - $21.3K
|
2.54K
$245K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
828New |
$73.3K - $79.5K
|
828
$80.1K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-83Closed |
$7.5K - $8.27K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.66KClosed |
$330K - $364K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-122- 99.19% |
$11K - $12.2K
|
1
$96.7
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
2.22K+ 4.77% |
$200K - $221K
|
48.6K
$4.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.3% |
$90.4 - $99.6
|
78
$7.54K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
24.5KNew |
$2.21M - $2.44M
|
24.5K
$2.36M
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-430- 16.22% |
$38.9K - $42.8K
|
2.22K
$215K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.3KClosed |
$217K - $240K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.1KClosed |
$198K - $219K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-156KClosed |
$14.7M - $16.2M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-7.17KClosed |
$677K - $748K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2.3KClosed |
$217K - $240K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.66KClosed |
$533K - $590K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
4New |
$377 - $417
|
4
$387
|
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-2KClosed |
$189K - $209K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.14KClosed |
$202K - $223K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-499Closed |
$47.1K - $52K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.36% |
$94.3 - $104
|
282
$27.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
328New |
$30.9K - $34.2K
|
328
$31.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2KClosed |
$189K - $209K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-2.6KClosed |
$245K - $271K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-12.9KClosed |
$1.22M - $1.35M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
14New |
$1.32K - $1.46K
|
14
$1.35K
|
|