Latest Institutional Transactions on Pimco ETF Tr 1 5 Yr High Yield (HYS)
This table provides information on the latest institutional transactions involving Pimco ETF Tr 1 5 Yr High Yield (HYS) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-189- 7.22% |
$16.7K - $17.8K
|
2.43K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.65KNew |
$410K - $438K
|
4.65K
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
39New |
$3.44K - $3.67K
|
39
$3.66K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 3.54% |
$353 - $377
|
117
$11K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
158+ 2.5% |
$14K - $14.9K
|
6.47K
$607K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
75New |
$6.62K - $7.07K
|
75
$7.04K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.05KNew |
$269K - $287K
|
3.05K
$286K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-362- 14.27% |
$32K - $34.1K
|
2.18K
$204K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12New |
$1.06K - $1.13K
|
12
$1.13K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
507New |
$44.8K - $47.8K
|
507
$47.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-150- 38.46% |
$13.2K - $14.1K
|
240
$22.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
1.82K+ 45.65% |
$161K - $172K
|
5.82K
$546K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
140+ 5.63% |
$12.4K - $13.2K
|
2.63K
$246K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3New |
$265 - $283
|
3
$282
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-115- 3.27% |
$10.2K - $10.8K
|
3.41K
$320K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-152- 28.73% |
$13.4K - $14.3K
|
377
$35.4K
|
|
| Q3 2023 | |||||||
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-128Closed |
$11.5K - $11.7K
|
0
$0
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-53- 15.01% |
$4.76K - $4.86K
|
300
$28.2K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
159New |
$14.3K - $14.6K
|
159
$14.9K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
199New |
$17.9K - $18.2K
|
199
$18.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.88K+ 94.28% |
$259K - $264K
|
5.94K
$558K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.46K- 66.53% |
$131K - $134K
|
733
$68.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.07K+ 9.49% |
$96.4K - $98.2K
|
12.4K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-280- 41.98% |
$25.2K - $25.7K
|
387
$36.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.4KNew |
$1.47M - $1.5M
|
16.4K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.39K+ 8.58% |
$304K - $310K
|
42.8K
$4.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-35- 44.87% |
$3.15K - $3.21K
|
43
$4.04K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
20New |
$1.8K - $1.83K
|
20
$1.88K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-19- 52.78% |
$1.71K - $1.74K
|
17
$1.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-133K- 65.07% |
$11.9M - $12.2M
|
71.3K
$6.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.04K+ 119.82% |
$273K - $278K
|
5.57K
$523K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
106+ 115.22% |
$9.53K - $9.71K
|
198
$18.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
649New |
$58.3K - $59.5K
|
649
$60.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
86.9KNew |
$7.81M - $7.96M
|
86.9K
$8.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.94KNew |
$354K - $361K
|
3.94K
$370K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
238New |
$21.4K - $21.8K
|
238
$22.3K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-301- 6.18% |
$27.1K - $27.6K
|
4.57K
$429K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3.06K- 57.08% |
$275K - $280K
|
2.3K
$216K
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
126KNew |
$11.3M - $11.6M
|
126K
$11.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
6New |
$539 - $550
|
6
$563
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1KNew |
$89.9K - $91.7K
|
1K
$93.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-37- 0.36% |
$3.33K - $3.39K
|
10.3K
$967K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
475New |
$42.7K - $43.5K
|
475
$44.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-30- 3.25% |
$2.7K - $2.75K
|
893
$83.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24New |
$2.16K - $2.2K
|
24
$2.25K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-9- 0.11% |
$809 - $825
|
8.12K
$762K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-35- 63.64% |
$3.15K - $3.21K
|
20
$1.88K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-53- 15.01% |
$4.76K - $4.86K
|
300
$28.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-25- 52.08% |
$2.25K - $2.29K
|
23
$2.16K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
269+ 1.06% |
$24.1K - $24.5K
|
25.6K
$2.41M
|
|