Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.97KNew |
$267K - $272K
|
2.97K
$281K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.94K+ 5.0% |
$264K - $269K
|
61.7K
$5.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.88K+ 94.28% |
$259K - $264K
|
5.94K
$562K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.53K+ 16.13% |
$228K - $232K
|
18.2K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.4K+ 1.0% |
$215K - $220K
|
243K
$23M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.35KNew |
$211K - $215K
|
2.35K
$222K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.29KNew |
$206K - $210K
|
2.29K
$217K
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.16K+ 6.07% |
$195K - $198K
|
37.8K
$3.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.02K+ 7.86% |
$182K - $185K
|
27.7K
$2.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.9K+ 37.59% |
$171K - $174K
|
6.96K
$658K
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.74K+ 23.45% |
$156K - $159K
|
9.15K
$866K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.51K+ 117.64% |
$136K - $139K
|
2.8K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.48K+ 3.7% |
$133K - $136K
|
41.5K
$3.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.48K+ 7.12% |
$133K - $135K
|
22.2K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.45K+ 9.49% |
$130K - $133K
|
16.7K
$1.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.3K+ 221.5% |
$117K - $119K
|
1.88K
$178K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.2K+ 2.54% |
$108K - $110K
|
48.7K
$4.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.16K+ 18.4% |
$105K - $107K
|
7.49K
$709K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.14K+ 37.48% |
$102K - $104K
|
4.18K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.07K+ 9.49% |
$96.4K - $98.2K
|
12.4K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1K+ 17.51% |
$90.1K - $91.8K
|
6.73K
$637K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1KNew |
$89.9K - $91.7K
|
1K
$94.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
987+ 3.98% |
$88.7K - $90.5K
|
25.8K
$2.44M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
979+ 14.01% |
$88K - $89.7K
|
7.97K
$754K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
855+ 13.49% |
$76.9K - $78.4K
|
7.19K
$681K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
844+ 26.6% |
$75.9K - $77.4K
|
4.02K
$380K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
741New |
$66.6K - $67.9K
|
741
$70.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
720+ 2.6% |
$64.7K - $66K
|
28.4K
$2.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
649New |
$58.3K - $59.5K
|
649
$61.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
629+ 18.7% |
$56.5K - $57.6K
|
3.99K
$378K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
559+ 7.71% |
$50.2K - $51.2K
|
7.81K
$739K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
523+ 17.74% |
$47K - $47.9K
|
3.47K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
500+ 2.79% |
$44.9K - $45.8K
|
18.4K
$1.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
475New |
$42.7K - $43.5K
|
475
$45K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
464+ 3.68% |
$41.7K - $42.5K
|
13.1K
$1.24M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
454+ 40.72% |
$40.8K - $41.6K
|
1.57K
$149K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
435+ 3.09% |
$39.1K - $39.9K
|
14.5K
$1.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
419+ 1.56% |
$37.7K - $38.4K
|
27.3K
$2.58M
|
|
|
Nov 03, 2023
Q3 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
340+ 1.22% |
$30.6K - $31.2K
|
28.1K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
337+ 3.34% |
$30.3K - $30.9K
|
10.4K
$988K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
310+ 5.71% |
$27.9K - $28.4K
|
5.74K
$544K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
309+ 2.04% |
$27.8K - $28.3K
|
15.5K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
265+ 4.38% |
$23.8K - $24.3K
|
6.31K
$597K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
238New |
$21.4K - $21.8K
|
238
$22.5K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
231+ 112.68% |
$20.8K - $21.2K
|
436
$41.3K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
199New |
$17.9K - $18.2K
|
199
$18.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
188+ 4.89% |
$16.9K - $17.2K
|
4.04K
$382K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
184New |
$16.5K - $16.9K
|
184
$17.4K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
159New |
$14.3K - $14.6K
|
159
$15K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
142+ 4.41% |
$12.8K - $13K
|
3.36K
$318K
|