Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
709KNew |
$61.7M - $64.8M
|
709K
$67.1M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
676K+ 109.79% |
$58.9M - $61.9M
|
1.29M
$122M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
551K+ 53.75% |
$47.9M - $50.4M
|
1.58M
$149M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
181K+ 93.26% |
$15.7M - $16.5M
|
375K
$35.5M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
174K+ 1027.37% |
$15.1M - $15.9M
|
191K
$18.1M
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
111K+ 52682.38% |
$9.63M - $10.1M
|
111K
$10.5M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.7K+ 24.85% |
$8.24M - $8.67M
|
476K
$45M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
72.3K+ 17.84% |
$6.29M - $6.62M
|
478K
$45.2M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58.5K+ 278.58% |
$5.09M - $5.36M
|
79.6K
$7.53M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.5K+ 34.53% |
$4.92M - $5.17M
|
220K
$20.8M
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
44.4KNew |
$3.86M - $4.06M
|
44.4K
$4.2M
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
39.6K+ 275.19% |
$3.45M - $3.63M
|
54K
$5.11M
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
25.1K+ 114.38% |
$2.18M - $2.29M
|
47K
$4.44M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25K+ 121.54% |
$2.17M - $2.28M
|
45.5K
$4.3M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
24K+ 289.18% |
$2.09M - $2.2M
|
32.3K
$3.06M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
23.5KNew |
$2.04M - $2.15M
|
23.5K
$2.22M
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
15.9K+ 16.1% |
$1.38M - $1.46M
|
115K
$10.9M
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.2KNew |
$1.32M - $1.39M
|
15.2K
$1.44M
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
14KNew |
$1.21M - $1.28M
|
14K
$1.32M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
12.5KNew |
$1.09M - $1.14M
|
12.5K
$1.18M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11KNew |
$956K - $1.01M
|
11K
$1.04M
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
10.4KNew |
$906K - $952K
|
10.4K
$985K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.69K+ 65.21% |
$843K - $887K
|
24.6K
$2.32M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.15K+ 11.42% |
$796K - $837K
|
89.2K
$8.45M
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
8.82K+ 163.9% |
$768K - $807K
|
14.2K
$1.34M
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.59KNew |
$747K - $786K
|
8.59K
$813K
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
BUY
|
- |
8.33K+ 93.75% |
$725K - $762K
|
17.2K
$1.63M
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.43K+ 544.18% |
$646K - $680K
|
8.79K
$832K
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
7.4K+ 69.3% |
$644K - $677K
|
18.1K
$1.71M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.13K+ 81.22% |
$620K - $652K
|
15.9K
$1.51M
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
6.18KNew |
$537K - $565K
|
6.18K
$584K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.91K+ 40.22% |
$514K - $541K
|
20.6K
$1.95M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.8KNew |
$504K - $530K
|
5.8K
$548K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
5.19K+ 16.06% |
$451K - $474K
|
37.5K
$3.55M
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
5.01KNew |
$436K - $458K
|
5.01K
$474K
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.99K+ 155.67% |
$434K - $456K
|
8.19K
$775K
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.81K+ 97.01% |
$418K - $440K
|
9.77K
$924K
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.61KNew |
$402K - $422K
|
4.61K
$437K
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.41KNew |
$384K - $403K
|
4.41K
$417K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.1K+ 3.33% |
$357K - $376K
|
127K
$12.1M
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.02KNew |
$350K - $368K
|
4.02K
$380K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.02KNew |
$350K - $368K
|
4.02K
$380K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.02KNew |
$350K - $368K
|
4.02K
$380K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.73K+ 74.05% |
$324K - $341K
|
8.76K
$829K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.7KNew |
$322K - $338K
|
3.7K
$350K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.68KNew |
$320K - $337K
|
3.68K
$349K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.64K+ 3536.89% |
$317K - $333K
|
3.75K
$355K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.62K+ 12.35% |
$315K - $331K
|
32.9K
$3.11M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.55K+ 61.98% |
$308K - $324K
|
9.27K
$877K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.54KNew |
$308K - $324K
|
3.54K
$335K
|