Purchases and Sales Made in Q2 2024 in Pimco Investment Grade Corp Bd (CORP)
This table provides information about the institutional ownership of Pimco Investment Grade Corp Bd (CORP) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
296K+ 97.88% |
$27.3M - $28.4M
|
598K
$57.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
267K+ 18.47% |
$24.7M - $25.6M
|
1.71M
$164M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71.8K+ 13.11% |
$6.63M - $6.9M
|
620K
$59.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
53.3K+ 18.22% |
$4.92M - $5.12M
|
346K
$33.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
41.3K+ 20.82% |
$3.81M - $3.96M
|
239K
$23M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36.1K+ 663.37% |
$3.33M - $3.47M
|
41.5K
$3.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
33.8K+ 126.34% |
$3.13M - $3.25M
|
60.6K
$5.82M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
32.1K+ 3.19% |
$2.96M - $3.08M
|
1.04M
$99.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
28.4K+ 13.61% |
$2.63M - $2.73M
|
237K
$22.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
25.3K+ 47.08% |
$2.34M - $2.43M
|
79.1K
$7.6M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.3K+ 239.96% |
$1.6M - $1.67M
|
24.6K
$2.36M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.5KNew |
$1.43M - $1.49M
|
15.5K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.9KNew |
$1.38M - $1.43M
|
14.9K
$1.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
14.7KNew |
$1.36M - $1.41M
|
14.7K
$1.41M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
12.7K+ 63.02% |
$1.17M - $1.22M
|
32.8K
$3.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.8K+ 389.42% |
$1.09M - $1.13M
|
14.8K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.8K+ 52.97% |
$1.09M - $1.13M
|
34K
$3.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
10.6K+ 7.36% |
$978K - $1.02M
|
155K
$14.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
9.03KNew |
$833K - $867K
|
9.03K
$867K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
8.19KNew |
$756K - $786K
|
8.19K
$786K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
6.45K+ 3.78% |
$596K - $619K
|
177K
$17M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.39K+ 17.83% |
$590K - $614K
|
42.2K
$4.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.06KNew |
$560K - $582K
|
6.06K
$582K
|
|
|
Jul 25, 2024
Q2 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
4.95K+ 2.59% |
$457K - $475K
|
196K
$18.8M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.94K+ 0.89% |
$456K - $474K
|
560K
$53.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.94K+ 0.89% |
$456K - $474K
|
560K
$53.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.88KNew |
$450K - $468K
|
4.88K
$469K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.58K+ 7.64% |
$422K - $439K
|
64.5K
$6.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.33K+ 4.18% |
$399K - $415K
|
108K
$10.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.22K+ 2001.9% |
$390K - $406K
|
4.44K
$426K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.09K+ 9.93% |
$378K - $393K
|
45.3K
$4.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
BUY
|
- |
4.01K+ 10.02% |
$371K - $385K
|
44.1K
$4.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.75K+ 4.25% |
$347K - $360K
|
92.1K
$8.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.75K+ 4.26% |
$347K - $360K
|
91.9K
$8.83M
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.74K+ 10.3% |
$345K - $359K
|
40K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.29K+ 12.66% |
$304K - $316K
|
29.3K
$2.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.08K+ 24.53% |
$285K - $296K
|
15.7K
$1.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.99KNew |
$276K - $287K
|
2.99K
$287K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.58KNew |
$238K - $248K
|
2.58K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2.32K+ 8.0% |
$215K - $223K
|
31.4K
$3.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.25KNew |
$208K - $216K
|
2.25K
$216K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.93K+ 30.22% |
$178K - $185K
|
8.31K
$798K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.81K+ 9.77% |
$167K - $173K
|
20.3K
$1.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
1.45K+ 4.19% |
$134K - $139K
|
36.1K
$3.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.44K+ 2.12% |
$133K - $138K
|
69.5K
$6.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.17K+ 3.3% |
$108K - $112K
|
36.4K
$3.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.16K+ 1.52% |
$107K - $111K
|
77.4K
$7.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.12K+ 45.89% |
$104K - $108K
|
3.57K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.05K+ 11.77% |
$96.8K - $101K
|
9.95K
$956K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
895+ 12.49% |
$82.6K - $85.9K
|
8.06K
$774K
|