Purchases and Sales Made in Q1 2024 in Pimco ETF Tr 1 5 Yr High Yield (HYS)
This table provides information about the institutional ownership of Pimco ETF Tr 1 5 Yr High Yield (HYS) during Q1 2024. The information is specifically focused on institutions that hold shares of PIMCO ETF TR 1-5 YR HIGH YIELD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.14KNew |
$198K - $201K
|
2.14K
$202K
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.14K+ 8.29% |
$198K - $200K
|
27.9K
$2.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.96K+ 4.07% |
$181K - $183K
|
50.1K
$4.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.9KNew |
$175K - $178K
|
1.9K
$179K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.58K+ 2.16% |
$146K - $148K
|
74.8K
$7.05M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.51K+ 54.72% |
$140K - $142K
|
4.28K
$403K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.47K+ 4.76% |
$136K - $137K
|
32.3K
$3.04M
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 2.02% |
$120K - $122K
|
65.8K
$6.2M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.09K+ 7.97% |
$100K - $102K
|
14.7K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.06K+ 7.33% |
$97.9K - $99.2K
|
15.5K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
943New |
$87.2K - $88.4K
|
943
$88.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
891+ 28.26% |
$82.4K - $83.5K
|
4.04K
$381K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
875+ 11.5% |
$80.9K - $82K
|
8.48K
$799K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
850+ 15.88% |
$78.6K - $79.7K
|
6.2K
$585K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
820+ 1.93% |
$75.8K - $76.8K
|
43.4K
$4.09M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
802+ 8.71% |
$74.1K - $75.2K
|
10K
$943K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
613+ 18.55% |
$56.7K - $57.4K
|
3.92K
$369K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
580+ 0.89% |
$53.6K - $54.4K
|
65.8K
$6.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
563+ 10.11% |
$52K - $52.8K
|
6.13K
$578K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
540+ 5.6% |
$49.9K - $50.6K
|
10.2K
$960K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
486+ 1.85% |
$44.9K - $45.5K
|
26.8K
$2.53M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
456+ 11.18% |
$42.1K - $42.7K
|
4.53K
$427K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
436+ 1.6% |
$40.3K - $40.9K
|
27.8K
$2.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
427+ 5.73% |
$39.5K - $40K
|
7.88K
$743K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
421+ 2.37% |
$38.9K - $39.5K
|
18.2K
$1.72M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
309+ 110.36% |
$28.6K - $29K
|
589
$55.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
295+ 5.59% |
$27.3K - $27.6K
|
5.57K
$525K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
234New |
$21.6K - $21.9K
|
234
$22.1K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
223New |
$20.6K - $20.9K
|
223
$21K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
191New |
$17.7K - $17.9K
|
191
$18K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
152+ 1013.33% |
$14K - $14.2K
|
167
$15.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
125+ 1.43% |
$11.6K - $11.7K
|
8.89K
$838K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
111+ 47.23% |
$10.3K - $10.4K
|
346
$32.6K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
105+ 18.65% |
$9.71K - $9.84K
|
668
$63K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
104+ 0.63% |
$9.61K - $9.75K
|
16.7K
$1.57M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
103+ 0.56% |
$9.52K - $9.65K
|
18.6K
$1.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
92+ 1.15% |
$8.5K - $8.62K
|
8.11K
$764K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
90+ 0.95% |
$8.32K - $8.43K
|
9.58K
$903K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
75New |
$6.93K - $7.03K
|
75
$7.07K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
61+ 8.7% |
$5.64K - $5.72K
|
762
$71.8K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
51+ 1.79% |
$4.71K - $4.78K
|
2.9K
$273K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
36+ 1.01% |
$3.33K - $3.37K
|
3.61K
$340K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
23+ 9.96% |
$2.13K - $2.16K
|
254
$23.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21+ 6.07% |
$1.94K - $1.97K
|
367
$34.6K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
17New |
$1.57K - $1.59K
|
17
$1.6K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
7New |
$647 - $656
|
7
$660
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
6+ 0.02% |
$555 - $562
|
30.8K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6+ 0.27% |
$555 - $562
|
2.27K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6+ 0.09% |
$555 - $562
|
6.55K
$617K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 1.74% |
$277 - $281
|
175
$16.5K
|