Purchases and Sales Made in Q1 2023 in Pimco Investment Grade Corp Bd (CORP)
This table provides information about the institutional ownership of Pimco Investment Grade Corp Bd (CORP) during Q1 2023. The information is specifically focused on institutions that hold shares of PIMCO INVESTMENT GRADE CORP BD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
109KNew |
$10.1M - $10.6M
|
109K
$10.4M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
88.2KNew |
$8.19M - $8.6M
|
88.2K
$8.41M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.5K+ 57.44% |
$5.8M - $6.09M
|
171K
$16.3M
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
52.2K+ 659.83% |
$4.84M - $5.09M
|
60.1K
$5.73M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
46.4K+ 148.47% |
$4.31M - $4.53M
|
77.6K
$7.4M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.4K+ 37.52% |
$3.85M - $4.04M
|
152K
$14.5M
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
34K+ 172.22% |
$3.16M - $3.32M
|
53.8K
$5.13M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.8K+ 30.89% |
$2.95M - $3.1M
|
135K
$12.8M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.7K+ 454.57% |
$2.67M - $2.8M
|
35K
$3.34M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.7K+ 92.79% |
$2.67M - $2.8M
|
59.7K
$5.69M
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
27.9KNew |
$2.59M - $2.72M
|
27.9K
$2.66M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.3K+ 43.87% |
$2.54M - $2.66M
|
89.6K
$8.54M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
24.1K+ 43.44% |
$2.24M - $2.35M
|
79.6K
$7.59M
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
22.7K+ 25.09% |
$2.11M - $2.22M
|
113K
$10.8M
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
15.8K+ 18.07% |
$1.46M - $1.54M
|
103K
$9.83M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.3K+ 18.72% |
$1.24M - $1.3M
|
84.6K
$8.06M
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
13.3KNew |
$1.24M - $1.3M
|
13.3K
$1.27M
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11.7K+ 14.61% |
$1.08M - $1.14M
|
91.5K
$8.72M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.08K+ 42.72% |
$843K - $886K
|
30.3K
$2.89M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
5.73KNew |
$532K - $559K
|
5.73K
$546K
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.77KNew |
$443K - $466K
|
4.77K
$455K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.76K+ 9.77% |
$442K - $464K
|
53.4K
$5.1M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
4.44K+ 154.42% |
$412K - $433K
|
7.31K
$697K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.25K+ 304.4% |
$302K - $317K
|
4.32K
$412K
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
3.08KNew |
$286K - $301K
|
3.08K
$294K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.72K+ 42.25% |
$252K - $265K
|
9.14K
$871K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.54K+ 3.95% |
$236K - $248K
|
66.9K
$6.37M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.31KNew |
$214K - $225K
|
2.31K
$220K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.3KNew |
$214K - $225K
|
2.3K
$220K
|
|
Apr 20, 2023
Q1 2023
|
Signify Wealth
|
BUY
|
- |
2.28KNew |
$212K - $223K
|
2.28K
$218K
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.26K+ 22.25% |
$210K - $221K
|
12.4K
$1.18M
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
2.25K+ 7.02% |
$209K - $219K
|
34.3K
$3.27M
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.24KNew |
$207K - $218K
|
2.24K
$213K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.17KNew |
$201K - $211K
|
2.17K
$206K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.4K+ 49.22% |
$130K - $136K
|
4.23K
$403K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.3K+ 5.36% |
$121K - $127K
|
25.6K
$2.44M
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
1.2K+ 6.42% |
$111K - $117K
|
19.8K
$1.89M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
878+ 90.14% |
$81.5K - $85.7K
|
1.85K
$177K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
709+ 10.83% |
$65.8K - $69.2K
|
7.26K
$692K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
658+ 12.09% |
$61.1K - $64.2K
|
6.1K
$581K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
609+ 77.68% |
$56.5K - $59.4K
|
1.39K
$133K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
604+ 17.49% |
$56.1K - $58.9K
|
4.06K
$387K
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
585+ 7.62% |
$54.3K - $57.1K
|
8.26K
$787K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
550+ 2.4% |
$51.1K - $53.7K
|
23.4K
$2.24M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
485+ 7.73% |
$45K - $47.3K
|
6.76K
$644K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
437+ 17.08% |
$40.6K - $42.6K
|
3K
$286K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
249+ 957.69% |
$23.1K - $24.3K
|
275
$26.2K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
236+ 4.01% |
$21.9K - $23K
|
6.13K
$584K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
178New |
$16.5K - $17.4K
|
178
$17K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
165+ 7.64% |
$15.3K - $16.1K
|
2.33K
$222K
|