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 |
---|---|---|---|---|---|---|---|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-54.8KClosed |
$6.05M - $6.39M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-97Closed |
$10.7K - $11.3K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-32Closed |
$3.53K - $3.74K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Sws Partners
|
SELL
|
- |
-7.1KClosed |
$783K - $829K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-88Closed |
$9.71K - $10.3K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.76KClosed |
$194K - $205K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-179Closed |
$19.8K - $20.9K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
BUY
|
- |
9KNew |
$993K - $1.05M
|
9K
$868K
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.5KClosed |
$275K - $291K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-445Closed |
$49.1K - $51.9K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.17KClosed |
$240K - $253K
|
0
$0
|
|
Q4 2020 | |||||||
Sep 23, 2021
Q4 2020
|
Systelligence, LLC
|
SELL
|
- |
-68.6KClosed |
$7.81M - $8.03M
|
0
$0
|
|
Feb 19, 2021
Q4 2020
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-197Closed |
$22.5K - $23.1K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-5.75KClosed |
$655K - $674K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.07KClosed |
$236K - $242K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-68Closed |
$7.75K - $7.97K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.86KClosed |
$212K - $219K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-287Closed |
$32.8K - $33.9K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-142Closed |
$16.2K - $16.8K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Diligent Investors, LLC
|
SELL
|
- |
-1.87KClosed |
$214K - $221K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
154New |
$17.6K - $18.2K
|
154
$14.9K
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.01KClosed |
$230K - $237K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
7.11KNew |
$813K - $839K
|
7.11K
$686K
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-27Closed |
$3.09K - $3.19K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
46+ 49.46% |
$4.77K - $5.26K
|
139
$13.4K
|
|
Nov 15, 2022
Q2 2020
|
Values First Advisors, Inc.
|
SELL
|
- |
-4Closed |
$415 - $457
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-2KClosed |
$207K - $229K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-46KClosed |
$4.77M - $5.26M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
345New |
$35.8K - $39.4K
|
345
$33.3K
|
|
Aug 13, 2020
Q2 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-14.1KClosed |
$1.46M - $1.61M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-39Closed |
$4.04K - $4.46K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-7KClosed |
$725K - $799K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.9KClosed |
$1.13M - $1.25M
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25- 92.59% |
$2.59K - $2.86K
|
2
$193
|
|
Aug 04, 2020
Q2 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-32Closed |
$3.32K - $3.66K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Rhs Financial, LLC
|
SELL
|
- |
-4.1KClosed |
$426K - $469K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO
|
SELL
|
- |
-185Closed |
$19.2K - $21.1K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-97.8KClosed |
$9.04M - $11.2M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.12KClosed |
$381K - $471K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$92.4 - $114
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-33.3KClosed |
$3.08M - $3.81M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Krilogy Financial LLC
|
SELL
|
- |
-3.82KClosed |
$353K - $436K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.35KClosed |
$217K - $268K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-8.4KClosed |
$776K - $960K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.88KClosed |
$174K - $215K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Sharkey, Howes & Javer
|
SELL
|
- |
-11.7KClosed |
$1.08M - $1.34M
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-1.75KClosed |
$162K - $200K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Resource Planning Group
|
SELL
|
- |
-3.94KClosed |
$364K - $450K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-805Closed |
$87.3K - $88.8K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Cambiar Investors LLC
|
SELL
|
- |
-5KClosed |
$542K - $552K
|
0
$0
|