Latest Institutional Transactions on Pimco Investment Grade Corp Bd (CORP)
This table provides information on the latest institutional transactions involving Pimco Investment Grade Corp Bd (CORP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-210- 7.04% |
$19.8K - $20.4K
|
2.78K
$272K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
262+ 1.19% |
$24.7K - $25.5K
|
22.3K
$2.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.3KNew |
$216K - $223K
|
2.3K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-50- 65.79% |
$4.71K - $4.87K
|
26
$2.54K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
231+ 8.93% |
$21.7K - $22.5K
|
2.82K
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-42.3K- 36.56% |
$3.99M - $4.12M
|
73.5K
$7.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-23- 34.85% |
$2.17K - $2.24K
|
43
$4.21K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-100- 2.38% |
$9.41K - $9.73K
|
4.1K
$402K
|
|
| Q1 2025 | |||||||
|
Sep 23, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.91K+ 18.63% |
$179K - $186K
|
12.2K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.74KNew |
$445K - $461K
|
4.74K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-8.31K- 67.73% |
$780K - $809K
|
3.96K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.35KNew |
$221K - $229K
|
2.35K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.46KNew |
$419K - $434K
|
4.46K
$436K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
7New |
$657 - $681
|
7
$685
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-237- 16.41% |
$22.3K - $23.1K
|
1.21K
$118K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-171- 5.9% |
$16.1K - $16.6K
|
2.73K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-45- 50.56% |
$4.23K - $4.38K
|
44
$4.31K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.95K+ 55.66% |
$277K - $287K
|
8.25K
$808K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-315- 2.05% |
$29.6K - $30.7K
|
15.1K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-118- 76.62% |
$11.1K - $11.5K
|
36
$3.52K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
3.34KNew |
$313K - $325K
|
3.34K
$327K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-100- 8.44% |
$9.39K - $9.73K
|
1.09K
$106K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-110- 4.28% |
$10.3K - $10.7K
|
2.46K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2+ 1.38% |
$188 - $195
|
147
$14.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-176- 7.17% |
$16.5K - $17.1K
|
2.28K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-673- 22.9% |
$63.2K - $65.5K
|
2.27K
$222K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-100- 50.0% |
$9.39K - $9.73K
|
100
$9.79K
|
|
| Q4 2024 | |||||||
|
May 28, 2025
Q4 2024
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
15.3KNew |
$1.45M - $1.52M
|
15.3K
$1.49M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
114New |
$10.8K - $11.3K
|
114
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.93KNew |
$278K - $291K
|
2.93K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-425- 16.85% |
$40.4K - $42.2K
|
2.1K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
11.9KNew |
$1.13M - $1.18M
|
11.9K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.57KNew |
$245K - $256K
|
2.57K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
21.6KNew |
$2.06M - $2.15M
|
21.6K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-514- 11.09% |
$48.9K - $51.1K
|
4.12K
$403K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
329New |
$31.3K - $32.7K
|
329
$32.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
253New |
$24.1K - $25.2K
|
253
$24.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
50.4KNew |
$4.8M - $5.01M
|
50.4K
$4.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.21KNew |
$401K - $419K
|
4.21K
$412K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
26.5KNew |
$2.52M - $2.63M
|
26.5K
$2.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-527- 3.27% |
$50.1K - $52.4K
|
15.6K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
390New |
$37.1K - $38.8K
|
390
$38.2K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-8.72K- 6.12% |
$829K - $867K
|
134K
$13.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-532- 5.59% |
$50.6K - $52.9K
|
8.99K
$880K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-163- 54.33% |
$15.5K - $16.2K
|
137
$13.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.44K- 90.42% |
$232K - $243K
|
259
$25.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
42New |
$3.99K - $4.18K
|
42
$4.11K
|
|
| Q3 2024 | |||||||
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.43K- 3.9% |
$229K - $243K
|
59.9K
$5.86M
|
|