Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.19KNew |
$196K - $200K
|
2.19K
$208K
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.15K+ 8.72% |
$193K - $196K
|
26.8K
$2.55M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.1K+ 2.94% |
$188K - $192K
|
73.7K
$7M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.05K+ 0.48% |
$183K - $187K
|
426K
$40.5M
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.92K+ 1.6% |
$172K - $175K
|
122K
$11.6M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.52K+ 0.64% |
$136K - $139K
|
240K
$22.8M
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.5K+ 11.29% |
$134K - $136K
|
14.7K
$1.4M
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.42KNew |
$127K - $129K
|
1.42K
$134K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.29KNew |
$115K - $117K
|
1.29K
$122K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
1.11K+ 8.53% |
$98.9K - $101K
|
14.1K
$1.34M
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
1.05K+ 45.63% |
$94.3K - $96.1K
|
3.36K
$320K
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.04KNew |
$92.6K - $94.4K
|
1.04K
$98.4K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
845+ 3.74% |
$75.6K - $77.1K
|
23.4K
$2.23M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
842+ 2.15% |
$75.4K - $76.8K
|
40K
$3.81M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
679+ 0.92% |
$60.8K - $61.9K
|
74.6K
$7.09M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
571+ 4.45% |
$51.1K - $52.1K
|
13.4K
$1.27M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
469+ 2.88% |
$42K - $42.8K
|
16.7K
$1.59M
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
468+ 5.29% |
$41.9K - $42.7K
|
9.32K
$886K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
363+ 14.4% |
$32.5K - $33.1K
|
2.88K
$274K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
279+ 4.61% |
$25K - $25.4K
|
6.34K
$602K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
269+ 1.06% |
$24.1K - $24.5K
|
25.6K
$2.44M
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
253+ 1.78% |
$22.6K - $23.1K
|
14.4K
$1.37M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
240+ 8.45% |
$21.5K - $21.9K
|
3.08K
$293K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
173+ 10.21% |
$15.5K - $15.8K
|
1.87K
$178K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
160+ 2.33% |
$14.3K - $14.6K
|
7.03K
$668K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
122New |
$10.9K - $11.1K
|
122
$11.6K
|
|
Aug 02, 2023
Q2 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
103+ 0.37% |
$9.22K - $9.39K
|
27.8K
$2.64M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
102New |
$9.13K - $9.3K
|
102
$9.69K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
92New |
$8.23K - $8.39K
|
92
$8.74K
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
82+ 2.18% |
$7.34K - $7.48K
|
3.85K
$366K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
75New |
$6.71K - $6.84K
|
75
$7.13K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
57+ 2.53% |
$5.1K - $5.2K
|
2.31K
$220K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
53+ 17.67% |
$4.74K - $4.83K
|
353
$33.5K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
53+ 17.67% |
$4.74K - $4.83K
|
353
$33.5K
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
52+ 0.11% |
$4.65K - $4.74K
|
47.5K
$4.51M
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
49+ 0.28% |
$4.39K - $4.47K
|
17.7K
$1.68M
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
47+ 1.26% |
$4.21K - $4.29K
|
3.77K
$358K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
44+ 1.61% |
$3.94K - $4.01K
|
2.77K
$263K
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
42+ 1.2% |
$3.76K - $3.83K
|
3.55K
$337K
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
38+ 0.51% |
$3.4K - $3.47K
|
7.53K
$715K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 0.97% |
$3.4K - $3.47K
|
3.95K
$375K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
34+ 1.13% |
$3.04K - $3.1K
|
3.04K
$289K
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
27+ 0.24% |
$2.42K - $2.46K
|
11.3K
$1.08M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20+ 0.3% |
$1.79K - $1.82K
|
6.64K
$631K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 5.21% |
$1.43K - $1.46K
|
323
$30.7K
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
15New |
$1.34K - $1.37K
|
15
$1.43K
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
13+ 4.69% |
$1.16K - $1.19K
|
290
$27.6K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
12New |
$1.07K - $1.09K
|
12
$1.14K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11+ 0.11% |
$985 - $1K
|
10.3K
$983K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6+ 0.05% |
$537 - $547
|
11.3K
$1.07M
|