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 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 1.16% |
$537 - $547
|
524
$49.8K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 1.82% |
$358 - $365
|
224
$21.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2+ 1.92% |
$179 - $182
|
106
$10.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.57% |
$89.5 - $91.2
|
175
$16.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.78% |
$89.5 - $91.2
|
130
$12.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 2.86% |
$89.5 - $91.2
|
36
$3.42K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 2.56% |
$89.5 - $91.2
|
40
$3.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7- 0.11% |
$627 - $638
|
6.28K
$597K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-10- 0.2% |
$895 - $912
|
4.94K
$469K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-13- 0.35% |
$1.16K - $1.19K
|
3.73K
$355K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-14- 0.72% |
$1.25K - $1.28K
|
1.93K
$183K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20- 20.41% |
$1.79K - $1.82K
|
78
$7.41K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-38- 1.07% |
$3.4K - $3.47K
|
3.52K
$334K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-41- 40.59% |
$3.67K - $3.74K
|
60
$5.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-58- 10.64% |
$5.19K - $5.29K
|
487
$46.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-78- 9.45% |
$6.98K - $7.11K
|
747
$71K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-85- 14.53% |
$7.61K - $7.75K
|
500
$47.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-88- 2.9% |
$7.88K - $8.02K
|
2.95K
$280K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-90- 3.49% |
$8.06K - $8.21K
|
2.49K
$237K
|
|
|
Jul 17, 2023
Q2 2023
|
Signify Wealth
|
SELL
|
- |
-97- 1.76% |
$8.68K - $8.85K
|
5.4K
$513K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-100- 2.58% |
$8.95K - $9.12K
|
3.78K
$359K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-103- 39.31% |
$9.22K - $9.39K
|
159
$15.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-109- 0.4% |
$9.76K - $9.94K
|
27.4K
$2.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-110- 1.98% |
$9.85K - $10K
|
5.43K
$516K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-117- 7.89% |
$10.5K - $10.7K
|
1.37K
$130K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-117- 7.89% |
$10.5K - $10.7K
|
1.37K
$130K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-164- 2.21% |
$14.7K - $15K
|
7.25K
$689K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-170- 20.31% |
$15.2K - $15.5K
|
667
$63.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-187- 3.13% |
$16.7K - $17.1K
|
5.8K
$551K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-188- 15.58% |
$16.8K - $17.1K
|
1.02K
$96.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-207- 2.77% |
$18.5K - $18.9K
|
7.27K
$691K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-213- 0.77% |
$19.1K - $19.4K
|
27.6K
$2.62M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-222- 6.57% |
$19.9K - $20.2K
|
3.16K
$300K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-253- 3.35% |
$22.6K - $23.1K
|
7.29K
$693K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-292- 16.37% |
$26.1K - $26.6K
|
1.49K
$142K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-293- 49.75% |
$26.2K - $26.7K
|
296
$28.1K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-302- 8.69% |
$27K - $27.5K
|
3.17K
$302K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-305- 4.44% |
$27.3K - $27.8K
|
6.56K
$624K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-310- 21.75% |
$27.7K - $28.3K
|
1.12K
$106K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-319- 3.06% |
$28.6K - $29.1K
|
10.1K
$960K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-361- 0.19% |
$32.3K - $32.9K
|
186K
$17.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-447- 12.19% |
$40K - $40.8K
|
3.22K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-479- 8.72% |
$42.9K - $43.7K
|
5.01K
$476K
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-486- 17.74% |
$43.5K - $44.3K
|
2.25K
$214K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-489- 1.73% |
$43.8K - $44.6K
|
27.7K
$2.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-533- 14.77% |
$47.7K - $48.6K
|
3.08K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-547- 19.11% |
$49K - $49.9K
|
2.32K
$220K
|
|
|
Jul 17, 2023
Q2 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-635- 10.4% |
$56.8K - $57.9K
|
5.47K
$520K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-649- 52.55% |
$58.1K - $59.2K
|
586
$55.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-673- 11.16% |
$60.2K - $61.4K
|
5.36K
$509K
|