Latest Institutional Purchases of Pimco ETF Tr 1 5 Yr High Yield (HYS)
This list provides information on the latest institutional transactions involving Pimco ETF Tr 1 5 Yr High Yield (HYS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
140+ 5.63% |
$12.4K - $13.2K
|
2.63K
$247K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
75New |
$6.62K - $7.07K
|
75
$7.07K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
39New |
$3.44K - $3.67K
|
39
$3.67K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12New |
$1.06K - $1.13K
|
12
$1.13K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 3.54% |
$353 - $377
|
117
$11K
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3New |
$265 - $283
|
3
$283
|
|
Q3 2023 | |||||||
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
126KNew |
$11.3M - $11.6M
|
126K
$11.9M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
86.9KNew |
$7.81M - $7.96M
|
86.9K
$8.19M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.4KNew |
$1.47M - $1.5M
|
16.4K
$1.54M
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.94KNew |
$354K - $361K
|
3.94K
$372K
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.39K+ 8.58% |
$304K - $310K
|
42.8K
$4.04M
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.04K+ 119.82% |
$273K - $278K
|
5.57K
$525K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.88K+ 94.28% |
$259K - $264K
|
5.94K
$560K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.07K+ 9.49% |
$96.4K - $98.2K
|
12.4K
$1.17M
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1KNew |
$89.9K - $91.7K
|
1K
$94.2K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
649New |
$58.3K - $59.5K
|
649
$61.2K
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
475New |
$42.7K - $43.5K
|
475
$44.8K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
238New |
$21.4K - $21.8K
|
238
$22.4K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
199New |
$17.9K - $18.2K
|
199
$18.8K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
159New |
$14.3K - $14.6K
|
159
$15K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
106+ 115.22% |
$9.53K - $9.71K
|
198
$18.7K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24New |
$2.16K - $2.2K
|
24
$2.26K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
20New |
$1.8K - $1.83K
|
20
$1.88K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
6New |
$539 - $550
|
6
$565
|
|
Q2 2023 | |||||||
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
20.1K+ 325.62% |
$1.8M - $1.83M
|
26.3K
$2.48M
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
2.36KNew |
$211K - $215K
|
2.36K
$222K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.42KNew |
$127K - $129K
|
1.42K
$133K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
269+ 1.06% |
$24.1K - $24.5K
|
25.6K
$2.42M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
57+ 2.53% |
$5.1K - $5.2K
|
2.31K
$218K
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
13+ 4.69% |
$1.16K - $1.19K
|
290
$27.3K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
12New |
$1.07K - $1.09K
|
12
$1.13K
|
|
Q1 2023 | |||||||
Apr 27, 2023
Q1 2023
|
Toews Corp
|
BUY
|
- |
25KNew |
$2.23M - $2.31M
|
25K
$2.36M
|
|
May 12, 2023
Q1 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
22.2K+ 3.13% |
$1.98M - $2.05M
|
731K
$68.9M
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
574New |
$51.1K - $53.1K
|
574
$54.1K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
176New |
$15.7K - $16.3K
|
176
$16.6K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
137New |
$12.2K - $12.7K
|
137
$12.9K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
119New |
$10.6K - $11K
|
119
$11.2K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
69New |
$6.14K - $6.38K
|
69
$6.5K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
63+ 2.07% |
$5.61K - $5.82K
|
3.11K
$293K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
51New |
$4.54K - $4.71K
|
51
$4.81K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
31+ 103.33% |
$2.76K - $2.87K
|
61
$5.75K
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
19New |
$1.69K - $1.76K
|
19
$1.79K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6New |
$534 - $555
|
6
$565
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
2New |
$178 - $185
|
2
$188
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
12.5KNew |
$1.09M - $1.14M
|
12.5K
$1.18M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.61KNew |
$402K - $422K
|
4.61K
$435K
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.41KNew |
$384K - $403K
|
4.41K
$415K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.68KNew |
$320K - $337K
|
3.68K
$347K
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.5KNew |
$305K - $320K
|
3.5K
$330K
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.69K+ 9.0% |
$234K - $246K
|
32.6K
$3.07M
|