Latest Institutional Purchases of Pimco Investment Grade Corp Bd (CORP)
This list provides information on the latest institutional transactions involving Pimco Investment Grade Corp Bd (CORP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
137New |
$12.9K - $13.7K
|
137
$13.2K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
74New |
$6.98K - $7.4K
|
74
$7.1K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
53New |
$5K - $5.3K
|
53
$5.09K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
36New |
$3.4K - $3.6K
|
36
$3.46K
|
|
Q2 2024 | |||||||
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.99KNew |
$276K - $287K
|
2.99K
$287K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.25KNew |
$208K - $216K
|
2.25K
$216K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
247New |
$22.8K - $23.7K
|
247
$23.7K
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
117+ 0.76% |
$10.8K - $11.2K
|
15.5K
$1.49M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
83New |
$7.66K - $7.97K
|
83
$7.97K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1New |
$92.3 - $96
|
1
$96
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$92.3 - $96
|
1
$96
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.25% |
$92.3 - $96
|
407
$39.1K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
88.2KNew |
$8.36M - $8.56M
|
88.2K
$8.46M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7KNew |
$1.49M - $1.53M
|
15.7K
$1.51M
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
13.8KNew |
$1.3M - $1.34M
|
13.8K
$1.32M
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
12.3K+ 31.8% |
$1.16M - $1.19M
|
50.9K
$4.88M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.6K+ 153.64% |
$1.1M - $1.12M
|
19.1K
$1.83M
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
10.1KNew |
$960K - $984K
|
10.1K
$972K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
27New |
$2.56K - $2.62K
|
27
$2.59K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10New |
$948 - $971
|
10
$960
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
4New |
$379 - $389
|
4
$384
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$190 - $194
|
2
$192
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.04KNew |
$358K - $395K
|
4.04K
$388K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.87KNew |
$255K - $281K
|
2.87K
$276K
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
278+ 5.11% |
$24.6K - $27.2K
|
5.72K
$549K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
18.4KNew |
$1.67M - $1.75M
|
18.4K
$1.76M
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
16.2K+ 577.43% |
$1.48M - $1.55M
|
19.1K
$1.83M
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.39KNew |
$490K - $513K
|
5.39K
$517K
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.38KNew |
$308K - $322K
|
3.38K
$325K
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.78KNew |
$253K - $265K
|
2.78K
$267K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.66KNew |
$151K - $158K
|
1.66K
$159K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.45KNew |
$132K - $139K
|
1.45K
$140K
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
659+ 1.17% |
$60K - $62.8K
|
56.8K
$5.46M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
102New |
$9.28K - $9.72K
|
102
$9.79K
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
90+ 1.27% |
$8.19K - $8.58K
|
7.17K
$688K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
54New |
$4.91K - $5.15K
|
54
$5.18K
|
|
Q2 2023 | |||||||
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.9KNew |
$1.03M - $1.06M
|
10.9K
$1.05M
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.25KNew |
$867K - $895K
|
9.25K
$888K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
11+ 0.19% |
$1.03K - $1.06K
|
5.74K
$551K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.71% |
$281 - $290
|
427
$41K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
609+ 77.68% |
$56.5K - $59.4K
|
1.39K
$134K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
249+ 957.69% |
$23.1K - $24.3K
|
275
$26.4K
|
|
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 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
88New |
$8.17K - $8.59K
|
88
$8.45K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
68New |
$6.31K - $6.63K
|
68
$6.53K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
50New |
$4.64K - $4.88K
|
50
$4.8K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50New |
$4.64K - $4.88K
|
50
$4.8K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
19New |
$1.76K - $1.85K
|
19
$1.82K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
18.6KNew |
$1.65M - $1.79M
|
18.6K
$1.79M
|