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 |
---|---|---|---|---|---|---|---|
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
|
|
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
$1.89K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
6New |
$539 - $550
|
6
$566
|
|
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
$27.4K
|
|
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
$6.51K
|
|
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
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
19New |
$1.69K - $1.76K
|
19
$1.79K
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
2New |
$178 - $185
|
2
$189
|
|
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
$416K
|
|
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
$3.08M
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.47KNew |
$215K - $226K
|
2.47K
$233K
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.26KNew |
$196K - $207K
|
2.26K
$213K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.86KNew |
$162K - $170K
|
1.86K
$175K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
596New |
$51.9K - $54.5K
|
596
$56.2K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
403+ 8.5% |
$35.1K - $36.9K
|
5.14K
$485K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
163+ 100.0% |
$14.2K - $14.9K
|
326
$30.8K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
28New |
$2.44K - $2.56K
|
28
$2.64K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
19New |
$1.65K - $1.74K
|
19
$1.79K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
14New |
$1.22K - $1.28K
|
14
$1.32K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
12New |
$1.04K - $1.1K
|
12
$1.13K
|
|
Q3 2022 | |||||||
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
262KNew |
$22.9M - $24.5M
|
262K
$24.7M
|
|
Oct 31, 2022
Q3 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
5K+ 17.8% |
$436K - $467K
|
33.1K
$3.12M
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
321New |
$28K - $30K
|
321
$30.3K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
287New |
$25K - $26.8K
|
287
$27.1K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
19New |
$1.65K - $1.77K
|
19
$1.79K
|
|
Q2 2022 | |||||||
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
10.5K+ 446.77% |
$917K - $1.01M
|
12.9K
$1.21M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
8.8K+ 325.93% |
$767K - $849K
|
11.5K
$1.08M
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.41KNew |
$210K - $232K
|
2.41K
$227K
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
946+ 7.06% |
$82.5K - $91.3K
|
14.4K
$1.35M
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
750New |
$65.4K - $72.4K
|
750
$70.7K
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
398+ 14.44% |
$34.7K - $38.4K
|
3.16K
$298K
|