Purchases and Sales Made in Q4 2024 in Pimco ETF Tr 1 5 Yr High Yield (HYS)
This table provides information about the institutional ownership of Pimco ETF Tr 1 5 Yr High Yield (HYS) during Q4 2024. The information is specifically focused on institutions that hold shares of PIMCO ETF TR 1-5 YR HIGH YIELD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.38KNew |
$129K - $132K
|
1.38K
$129K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.37K+ 7.29% |
$128K - $131K
|
20.2K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.27KNew |
$119K - $121K
|
1.27K
$119K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.25K+ 37.15% |
$117K - $119K
|
4.62K
$433K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.16K+ 13.98% |
$109K - $111K
|
9.48K
$890K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.16K+ 39.21% |
$109K - $111K
|
4.12K
$387K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.13K+ 18.74% |
$106K - $108K
|
7.15K
$671K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.1K+ 180.33% |
$103K - $105K
|
1.71K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.09KNew |
$102K - $104K
|
1.09K
$102K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
992+ 0.78% |
$92.8K - $94.6K
|
128K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
970+ 2.83% |
$90.7K - $92.5K
|
35.3K
$3.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
924+ 3.6% |
$86.4K - $88.1K
|
26.6K
$2.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
918+ 39.5% |
$85.9K - $87.5K
|
3.24K
$304K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
847+ 61.16% |
$79.2K - $80.8K
|
2.23K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
788+ 4.45% |
$73.7K - $75.2K
|
18.5K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
737+ 37.26% |
$68.9K - $70.3K
|
2.72K
$255K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
700+ 2.02% |
$65.5K - $66.8K
|
35.4K
$3.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
606+ 5.63% |
$56.7K - $57.8K
|
11.4K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
598+ 1.44% |
$55.9K - $57K
|
42K
$3.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
579New |
$54.1K - $55.2K
|
579
$54.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
578+ 3.98% |
$54.1K - $55.1K
|
15.1K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
553+ 254.84% |
$51.7K - $52.7K
|
770
$72.2K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
530+ 2.87% |
$49.6K - $50.5K
|
19K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
461+ 4.04% |
$43.1K - $44K
|
11.9K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
460+ 5.11% |
$43K - $43.9K
|
9.46K
$887K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
456+ 2.19% |
$42.6K - $43.5K
|
21.2K
$1.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
453+ 1.72% |
$42.4K - $43.2K
|
26.9K
$2.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
435+ 0.07% |
$40.7K - $41.5K
|
666K
$62.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
432+ 2.35% |
$40.4K - $41.2K
|
18.8K
$1.76M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
431+ 2.63% |
$40.3K - $41.1K
|
16.8K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
403+ 2.08% |
$37.7K - $38.4K
|
19.8K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
387+ 0.07% |
$36.2K - $36.9K
|
568K
$53.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
334+ 6.19% |
$31.2K - $31.9K
|
5.73K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
325+ 39.35% |
$30.4K - $31K
|
1.15K
$108K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
305+ 10.09% |
$28.5K - $29.1K
|
3.33K
$312K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
221+ 1.66% |
$20.7K - $21.1K
|
13.5K
$1.27M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
211+ 43.33% |
$19.7K - $20.1K
|
698
$65.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
174+ 0.37% |
$16.3K - $16.6K
|
47K
$4.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
171+ 4.32% |
$16K - $16.3K
|
4.13K
$387K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
149New |
$13.9K - $14.2K
|
149
$14K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
145+ 6.72% |
$13.6K - $13.8K
|
2.3K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
137+ 0.62% |
$12.8K - $13.1K
|
22.3K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
127+ 1.01% |
$11.9K - $12.1K
|
12.7K
$1.19M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
99New |
$9.26K - $9.44K
|
99
$9.29K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
91New |
$8.51K - $8.68K
|
91
$8.54K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
90+ 3.27% |
$8.42K - $8.58K
|
2.84K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
83New |
$7.76K - $7.92K
|
83
$7.79K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
71+ 116.39% |
$6.64K - $6.77K
|
132
$12.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
57+ 1.89% |
$5.33K - $5.44K
|
3.07K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
51+ 1.54% |
$4.77K - $4.86K
|
3.36K
$315K
|