Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
1.82K+ 45.65% |
$161K - $172K
|
5.82K
$553K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.52K+ 2.47% |
$134K - $143K
|
63.2K
$6.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.49K+ 94.96% |
$132K - $140K
|
3.06K
$291K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.46K+ 26.31% |
$129K - $138K
|
7.03K
$668K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 34.79% |
$107K - $114K
|
4.71K
$447K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.2K+ 9.08% |
$106K - $113K
|
14.4K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 2.46% |
$90.4K - $96.4K
|
42.6K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.02K+ 15.72% |
$89.9K - $95.9K
|
7.5K
$712K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
854+ 580.95% |
$75.4K - $80.5K
|
1K
$95.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
786+ 0.84% |
$69.4K - $74.1K
|
94.3K
$8.96M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
720+ 1333.33% |
$63.6K - $67.8K
|
774
$73.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
626+ 12.69% |
$55.3K - $59K
|
5.56K
$528K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
507New |
$44.8K - $47.8K
|
507
$48.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
475+ 20.26% |
$42K - $44.8K
|
2.82K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
455+ 7.71% |
$40.2K - $42.9K
|
6.36K
$604K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
399+ 0.65% |
$35.2K - $37.6K
|
62.2K
$5.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
343+ 11.64% |
$30.3K - $32.3K
|
3.29K
$313K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
321+ 1.84% |
$28.4K - $30.2K
|
17.8K
$1.69M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
316New |
$27.9K - $29.8K
|
316
$30K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
299+ 1.1% |
$26.4K - $28.2K
|
27.6K
$2.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
275+ 3.24% |
$24.3K - $25.9K
|
8.77K
$833K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
254+ 1.39% |
$22.4K - $23.9K
|
18.5K
$1.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
216+ 5.16% |
$19.1K - $20.4K
|
4.4K
$418K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
211+ 3.33% |
$18.6K - $19.9K
|
6.54K
$621K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
208+ 2.66% |
$18.4K - $19.6K
|
8.02K
$762K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
160+ 6.29% |
$14.1K - $15.1K
|
2.7K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
158+ 2.5% |
$14K - $14.9K
|
6.47K
$615K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
155+ 1.07% |
$13.7K - $14.6K
|
14.6K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
154+ 0.56% |
$13.6K - $14.5K
|
27.6K
$2.62M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
151+ 4.42% |
$13.3K - $14.2K
|
3.57K
$339K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
140+ 5.63% |
$12.4K - $13.2K
|
2.63K
$250K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
125+ 4.67% |
$11K - $11.8K
|
2.8K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
75New |
$6.62K - $7.07K
|
75
$7.13K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
65+ 0.16% |
$5.74K - $6.12K
|
41.4K
$3.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
59+ 0.44% |
$5.21K - $5.56K
|
13.6K
$1.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
57+ 0.3% |
$5.03K - $5.37K
|
19.1K
$1.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
55+ 1.01% |
$4.86K - $5.18K
|
5.53K
$525K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
50+ 1.79% |
$4.42K - $4.71K
|
2.85K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
43+ 1.07% |
$3.8K - $4.05K
|
4.08K
$388K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
39New |
$3.44K - $3.67K
|
39
$3.71K
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
30+ 0.11% |
$2.65K - $2.83K
|
28.1K
$2.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
18+ 0.63% |
$1.59K - $1.7K
|
2.89K
$274K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18+ 17.31% |
$1.59K - $1.7K
|
122
$11.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
17+ 0.07% |
$1.5K - $1.6K
|
25.8K
$2.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12New |
$1.06K - $1.13K
|
12
$1.14K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 1.83% |
$530 - $565
|
334
$31.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 3.54% |
$353 - $377
|
117
$11.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 1.6% |
$265 - $283
|
190
$18.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 1.32% |
$265 - $283
|
231
$22K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3New |
$265 - $283
|
3
$285
|