Purchases and Sales Made in Q4 2023 in Pimco Investment Grade Corp Bd (CORP)
This table provides information about the institutional ownership of Pimco Investment Grade Corp Bd (CORP) during Q4 2023. The information is specifically focused on institutions that hold shares of PIMCO INVESTMENT GRADE CORP BD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
591K+ 47.1% |
$52.3M - $57.8M
|
1.85M
$176M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
173K+ 37.46% |
$15.3M - $16.9M
|
634K
$60.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
153KNew |
$13.6M - $15M
|
153K
$14.6M
|
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
145KNew |
$12.9M - $14.2M
|
145K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
114K+ 40.7% |
$10.1M - $11.1M
|
394K
$37.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
103K+ 30.09% |
$9.14M - $10.1M
|
446K
$42.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
84.1KNew |
$7.45M - $8.23M
|
84.1K
$8.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
78.3K+ 100.23% |
$6.94M - $7.66M
|
156K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
71.6K+ 77.02% |
$6.35M - $7.01M
|
165K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
70KNew |
$6.2M - $6.85M
|
70K
$6.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
69.1K+ 853.86% |
$6.12M - $6.76M
|
77.2K
$7.35M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.7K+ 176.58% |
$5.38M - $5.94M
|
95.1K
$9.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
50.5K+ 27.86% |
$4.47M - $4.94M
|
232K
$22.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45.9K+ 65.18% |
$4.07M - $4.49M
|
116K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
45.6K+ 38.85% |
$4.04M - $4.46M
|
163K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
44.3K+ 46.6% |
$3.92M - $4.34M
|
139K
$13.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
39.1K+ 25.52% |
$3.46M - $3.82M
|
192K
$18.3M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
18.4KNew |
$1.63M - $1.8M
|
18.4K
$1.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17.8K+ 17.89% |
$1.58M - $1.74M
|
117K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
17.5K+ 82.59% |
$1.55M - $1.71M
|
38.6K
$3.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
17.3K+ 165.36% |
$1.53M - $1.69M
|
27.7K
$2.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.1K+ 80.68% |
$1.51M - $1.67M
|
38.2K
$3.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
16.1K+ 26.23% |
$1.42M - $1.57M
|
77.4K
$7.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.6K+ 73.2% |
$1.38M - $1.53M
|
36.9K
$3.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.3K+ 36.11% |
$1.27M - $1.4M
|
53.9K
$5.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13.2KNew |
$1.17M - $1.3M
|
13.2K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6K+ 216.36% |
$1.03M - $1.13M
|
16.9K
$1.61M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$991K - $1.09M
|
11.2K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
6.29K+ 116.53% |
$557K - $615K
|
11.7K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
6.26KNew |
$555K - $613K
|
6.26K
$596K
|
|
|
Jan 31, 2024
Q4 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
5.78K+ 3.38% |
$512K - $565K
|
177K
$16.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.74KNew |
$508K - $561K
|
5.74K
$547K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.52K+ 140.3% |
$488K - $540K
|
9.45K
$900K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.3K+ 4.43% |
$469K - $518K
|
125K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.16K+ 142.22% |
$457K - $505K
|
8.8K
$838K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.82K+ 174.59% |
$427K - $472K
|
7.59K
$723K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.04KNew |
$358K - $395K
|
4.04K
$385K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.97K+ 150.76% |
$351K - $388K
|
6.6K
$628K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.8K+ 33.66% |
$337K - $372K
|
15.1K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.71K+ 21.71% |
$329K - $363K
|
20.8K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.42K+ 32.57% |
$303K - $334K
|
13.9K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.87KNew |
$255K - $281K
|
2.87K
$274K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
2.73KNew |
$242K - $267K
|
2.73K
$260K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.71K+ 11.4% |
$240K - $265K
|
26.4K
$2.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
2.63K+ 5.9% |
$233K - $257K
|
47.2K
$4.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.54KNew |
$225K - $249K
|
2.54K
$242K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.22K+ 56.08% |
$196K - $217K
|
6.17K
$587K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 5.6% |
$157K - $174K
|
33.5K
$3.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.75K+ 7.42% |
$155K - $171K
|
25.3K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.67K+ 15.87% |
$148K - $163K
|
12.2K
$1.16M
|