Latest Institutional Transactions on Pimco ETF Tr 1 5 Yr High Yield (HYS)
This table provides information on the latest institutional transactions involving Pimco ETF Tr 1 5 Yr High Yield (HYS) 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 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
163+ 100.0% |
$14.2K - $14.9K
|
326
$30.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.68KNew |
$320K - $337K
|
3.68K
$348K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.41KNew |
$384K - $403K
|
4.41K
$416K
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.69K+ 9.0% |
$234K - $246K
|
32.6K
$3.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
12New |
$1.04K - $1.1K
|
12
$1.13K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
596New |
$51.9K - $54.5K
|
596
$56.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
403+ 8.5% |
$35.1K - $36.9K
|
5.14K
$486K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
14New |
$1.22K - $1.28K
|
14
$1.32K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-200- 32.95% |
$17.4K - $18.3K
|
407
$38.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-886- 12.65% |
$77.1K - $81.1K
|
6.12K
$578K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.47KNew |
$215K - $226K
|
2.47K
$233K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-6- 15.79% |
$522 - $549
|
32
$3.02K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-110- 3.16% |
$9.57K - $10.1K
|
3.38K
$319K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.5KNew |
$305K - $320K
|
3.5K
$331K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.61KNew |
$402K - $422K
|
4.61K
$436K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.26K- 14.54% |
$197K - $207K
|
13.3K
$1.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.86KNew |
$162K - $170K
|
1.86K
$176K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.26KNew |
$196K - $207K
|
2.26K
$213K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
28New |
$2.44K - $2.56K
|
28
$2.64K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
19New |
$1.65K - $1.74K
|
19
$1.79K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
262KNew |
$22.9M - $24.5M
|
262K
$24.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
19New |
$1.65K - $1.77K
|
19
$1.79K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
82+ 24.05% |
$7.14K - $7.66K
|
423
$39.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-285- 95.0% |
$24.8K - $26.6K
|
15
$1.42K
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-11- 13.25% |
$958 - $1.03K
|
72
$6.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-310- 5.51% |
$27K - $29K
|
5.32K
$502K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
321New |
$28K - $30K
|
321
$30.3K
|
|
|
Oct 31, 2022
Q3 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
5K+ 17.8% |
$436K - $467K
|
33.1K
$3.13M
|
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
SELL
|
- |
-258- 2.16% |
$22.5K - $24.1K
|
11.7K
$1.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
287New |
$25K - $26.8K
|
287
$27.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-1.33K- 12.44% |
$115K - $124K
|
9.32K
$880K
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.99K- 31.02% |
$173K - $186K
|
4.43K
$418K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7.26KClosed |
$633K - $701K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-64Closed |
$5.58K - $6.17K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-250Closed |
$21.8K - $24.1K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-90- 7.36% |
$7.85K - $8.68K
|
1.13K
$107K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
8.8K+ 325.93% |
$767K - $849K
|
11.5K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-76.1KClosed |
$6.64M - $7.34M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$87.2 - $96.5
|
1
$94.4
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
398+ 14.44% |
$34.7K - $38.4K
|
3.16K
$298K
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.17KClosed |
$451K - $499K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-11Closed |
$959 - $1.06K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-119Closed |
$10.4K - $11.5K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-50- 72.46% |
$4.36K - $4.82K
|
19
$1.79K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1Closed |
$87.2 - $96.5
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-29- 43.28% |
$2.53K - $2.8K
|
38
$3.59K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3- 8.33% |
$262 - $289
|
33
$3.12K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-3.78KClosed |
$329K - $365K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-99Closed |
$8.63K - $9.55K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.41KNew |
$210K - $232K
|
2.41K
$227K
|
|