Purchases and Sales Made in Q4 2024 in Pimco Investment Grade Corp Bd (CORP)
This table provides information about the institutional ownership of Pimco Investment Grade Corp Bd (CORP) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
38.3K+ 13.71% |
$3.64M - $3.8M
|
317K
$30.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
34.4K+ 3.79% |
$3.28M - $3.42M
|
944K
$90.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
25.1KNew |
$2.39M - $2.5M
|
25.1K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
8.22K+ 207.15% |
$782K - $818K
|
12.2K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
7.59K+ 17.61% |
$722K - $755K
|
50.7K
$4.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
4.61KNew |
$438K - $458K
|
4.61K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
4.38K+ 2.71% |
$417K - $436K
|
166K
$15.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.33KNew |
$412K - $431K
|
4.33K
$414K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
3.59K+ 1.76% |
$341K - $356K
|
207K
$19.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
3.39K+ 9.79% |
$323K - $337K
|
38K
$3.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.29KNew |
$313K - $327K
|
3.29K
$315K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3K+ 62.27% |
$285K - $298K
|
7.82K
$748K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
2.08K+ 254.09% |
$198K - $207K
|
2.9K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.94K+ 2.16% |
$185K - $193K
|
92K
$8.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.21KNew |
$115K - $120K
|
1.21K
$116K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.16K+ 16.83% |
$110K - $115K
|
8.05K
$770K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.01K+ 7.9% |
$95.6K - $99.9K
|
13.7K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
425+ 11.92% |
$40.4K - $42.2K
|
3.99K
$382K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
390New |
$37.1K - $38.8K
|
390
$37.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
211+ 3.93% |
$20.1K - $21K
|
5.57K
$533K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
203+ 7.42% |
$19.3K - $20.2K
|
2.94K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
196+ 1.34% |
$18.6K - $19.5K
|
14.9K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
66+ 0.47% |
$6.28K - $6.56K
|
14K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
63+ 0.69% |
$5.99K - $6.26K
|
9.15K
$875K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
42New |
$3.99K - $4.18K
|
42
$4.02K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2+ 1.4% |
$190 - $199
|
145
$13.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11- 0.79% |
$1.05K - $1.09K
|
1.38K
$132K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-33- 0.45% |
$3.14K - $3.28K
|
7.38K
$706K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-131- 4.17% |
$12.5K - $13K
|
3.01K
$288K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-163- 54.33% |
$15.5K - $16.2K
|
137
$13.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-301- 2.04% |
$28.6K - $29.9K
|
14.4K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-346- 1.76% |
$32.9K - $34.4K
|
19.3K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-527- 3.27% |
$50.1K - $52.4K
|
15.6K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-532- 5.59% |
$50.6K - $52.9K
|
8.99K
$859K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-662- 3.57% |
$63K - $65.8K
|
17.9K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-830- 27.27% |
$78.9K - $82.5K
|
2.21K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-834- 10.14% |
$79.3K - $82.9K
|
7.39K
$707K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.23K- 24.25% |
$212K - $222K
|
6.98K
$667K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.44K- 90.42% |
$232K - $243K
|
259
$24.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.03K- 39.03% |
$288K - $301K
|
4.74K
$453K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-8.72K- 6.12% |
$829K - $867K
|
134K
$12.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-23.3K- 60.25% |
$2.22M - $2.32M
|
15.4K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-23.8K- 56.79% |
$2.26M - $2.36M
|
18.1K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-114K- 94.79% |
$10.8M - $11.3M
|
6.25K
$597K
|