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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.04KNew |
$358K - $395K
|
4.04K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-27.6K- 91.29% |
$2.44M - $2.7M
|
2.63K
$252K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-7.35K- 70.59% |
$651K - $719K
|
3.06K
$293K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-840- 9.03% |
$74.4K - $82.2K
|
8.47K
$810K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
659+ 1.17% |
$60K - $62.8K
|
56.8K
$5.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-169- 2.69% |
$15.4K - $16.1K
|
6.12K
$586K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.78KNew |
$253K - $265K
|
2.78K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
54New |
$4.91K - $5.15K
|
54
$5.17K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-14.3K- 78.62% |
$1.3M - $1.36M
|
3.89K
$373K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.39KNew |
$490K - $513K
|
5.39K
$516K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
102New |
$9.28K - $9.72K
|
102
$9.76K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
18.4KNew |
$1.67M - $1.75M
|
18.4K
$1.76M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.26K- 65.45% |
$388K - $406K
|
2.25K
$215K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.66KNew |
$151K - $158K
|
1.66K
$159K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.7K- 27.14% |
$155K - $162K
|
4.57K
$437K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-195- 6.0% |
$17.7K - $18.6K
|
3.05K
$292K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.45KNew |
$132K - $139K
|
1.45K
$139K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
16.2K+ 577.43% |
$1.48M - $1.55M
|
19.1K
$1.82M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
90+ 1.27% |
$8.19K - $8.58K
|
7.17K
$686K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.93K- 4.04% |
$266K - $279K
|
69.5K
$6.65M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-590- 18.22% |
$53.7K - $56.2K
|
2.65K
$253K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.38KNew |
$308K - $322K
|
3.38K
$324K
|
|
| Q2 2023 | |||||||
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.25KNew |
$867K - $895K
|
9.25K
$885K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2- 11.76% |
$188 - $194
|
15
$1.44K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-190- 8.5% |
$17.8K - $18.4K
|
2.05K
$196K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
11+ 0.19% |
$1.03K - $1.06K
|
5.74K
$549K
|
|
|
Jul 17, 2023
Q2 2023
|
Signify Wealth
|
SELL
|
- |
-35- 1.53% |
$3.28K - $3.39K
|
2.25K
$215K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.9KNew |
$1.03M - $1.06M
|
10.9K
$1.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.71% |
$281 - $290
|
427
$40.9K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
249+ 957.69% |
$23.1K - $24.3K
|
275
$26.3K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
50New |
$4.64K - $4.88K
|
50
$4.78K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
165+ 7.64% |
$15.3K - $16.1K
|
2.33K
$223K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.81KClosed |
$446K - $469K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
609+ 77.68% |
$56.5K - $59.4K
|
1.39K
$133K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
19New |
$1.76K - $1.85K
|
19
$1.82K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-59- 2.23% |
$5.48K - $5.76K
|
2.58K
$247K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
68New |
$6.31K - $6.63K
|
68
$6.51K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-29.4K- 92.29% |
$2.73M - $2.86M
|
2.45K
$235K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
88New |
$8.17K - $8.59K
|
88
$8.42K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50New |
$4.64K - $4.88K
|
50
$4.78K
|
|
| Q4 2022 | |||||||
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-12- 41.38% |
$1.06K - $1.15K
|
17
$1.63K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.4KNew |
$1.01M - $1.1M
|
11.4K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.23KNew |
$109K - $118K
|
1.23K
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
12New |
$1.06K - $1.15K
|
12
$1.15K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4KNew |
$354K - $384K
|
4K
$383K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
18.6KNew |
$1.65M - $1.79M
|
18.6K
$1.78M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.77K- 39.37% |
$157K - $170K
|
2.73K
$261K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
8.03K+ 153.42% |
$710K - $771K
|
13.3K
$1.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-222- 8.05% |
$19.6K - $21.3K
|
2.54K
$243K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
828New |
$73.3K - $79.5K
|
828
$79.2K
|
|