Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.33K+ 3.02% |
$122K - $124K
|
45.4K
$4.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.32K+ 4.92% |
$121K - $123K
|
28.1K
$2.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.3K+ 24.93% |
$119K - $121K
|
6.51K
$616K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.23K+ 167.07% |
$113K - $115K
|
1.97K
$187K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
963New |
$87.9K - $89.6K
|
963
$91.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
772+ 1.03% |
$70.5K - $71.8K
|
75.5K
$7.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
723+ 6.07% |
$66K - $67.2K
|
12.6K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
722+ 1.44% |
$65.9K - $67.2K
|
50.8K
$4.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
692+ 1.6% |
$63.2K - $64.4K
|
44.1K
$4.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
678+ 6.57% |
$61.9K - $63.1K
|
11K
$1.04M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
487New |
$44.5K - $45.3K
|
487
$46.1K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
442New |
$40.4K - $41.1K
|
442
$41.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
440+ 1.93% |
$40.2K - $40.9K
|
23.3K
$2.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
384New |
$35.1K - $35.7K
|
384
$36.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
376+ 3.93% |
$34.3K - $35K
|
9.96K
$942K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
344+ 18.13% |
$31.4K - $32K
|
2.24K
$212K
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
BUY
|
- |
338New |
$30.9K - $31.4K
|
338
$32K
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
322+ 2.53% |
$29.4K - $29.9K
|
13K
$1.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
303+ 6.68% |
$27.7K - $28.2K
|
4.84K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
269New |
$24.6K - $25K
|
269
$25.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
269+ 77.75% |
$24.6K - $25K
|
615
$58.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
267+ 6.82% |
$24.4K - $24.8K
|
4.18K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
259+ 1.36% |
$23.6K - $24.1K
|
19.3K
$1.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
257+ 53.43% |
$23.5K - $23.9K
|
738
$69.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
229+ 0.81% |
$20.9K - $21.3K
|
28.4K
$2.68M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
228New |
$20.8K - $21.2K
|
228
$21.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
178+ 2.26% |
$16.3K - $16.6K
|
8.06K
$763K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
145+ 3.46% |
$13.2K - $13.5K
|
4.34K
$411K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
122+ 2.27% |
$11.1K - $11.3K
|
5.49K
$520K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
89New |
$8.13K - $8.28K
|
89
$8.42K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
80+ 0.9% |
$7.3K - $7.44K
|
8.97K
$849K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
75+ 1.24% |
$6.85K - $6.98K
|
6.13K
$581K
|
|
|
Jul 19, 2024
Q2 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
75+ 2.58% |
$6.85K - $6.98K
|
2.98K
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
56+ 1.93% |
$5.11K - $5.21K
|
2.95K
$280K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
55+ 1.57% |
$5.02K - $5.12K
|
3.55K
$336K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
51+ 0.93% |
$4.66K - $4.74K
|
5.56K
$526K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
36New |
$3.29K - $3.35K
|
36
$3.41K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
33+ 0.61% |
$3.01K - $3.07K
|
5.48K
$518K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23+ 0.55% |
$2.1K - $2.14K
|
4.2K
$398K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18New |
$1.64K - $1.67K
|
18
$1.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17+ 0.75% |
$1.55K - $1.58K
|
2.28K
$216K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15New |
$1.37K - $1.4K
|
15
$1.42K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 5.44% |
$730 - $744
|
155
$14.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 3.65% |
$639 - $651
|
199
$18.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 1.69% |
$457 - $465
|
300
$28.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 1.71% |
$274 - $279
|
178
$16.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2+ 1.83% |
$183 - $186
|
111
$10.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.16% |
$91.3 - $93
|
612
$57.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 2.38% |
$91.3 - $93
|
43
$4.07K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4- 0.12% |
$365 - $372
|
3.35K
$317K
|