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 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
46New |
$4.3K - $4.39K
|
46
$4.31K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
44+ 0.99% |
$4.11K - $4.2K
|
4.49K
$421K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 5.91% |
$2.34K - $2.38K
|
448
$42K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
23New |
$2.15K - $2.19K
|
23
$2.16K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
23New |
$2.15K - $2.19K
|
23
$2.16K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21New |
$1.96K - $2K
|
21
$1.97K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9New |
$842 - $858
|
9
$844
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
5+ 0.1% |
$468 - $477
|
5.24K
$491K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 1.63% |
$468 - $477
|
311
$29.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4+ 0.16% |
$374 - $381
|
2.58K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3+ 0.02% |
$281 - $286
|
12K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 1.67% |
$281 - $286
|
183
$17.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$187 - $191
|
1.54K
$144K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.16% |
$93.5 - $95.4
|
615
$57.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$93.5 - $95.4
|
616
$57.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$93.5 - $95.4
|
3.27K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.28% |
$93.5 - $95.4
|
79
$7.41K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1+ 0.89% |
$93.5 - $95.4
|
113
$10.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 2.27% |
$93.5 - $95.4
|
45
$4.22K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5- 0.2% |
$468 - $477
|
2.46K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10- 17.24% |
$935 - $954
|
48
$4.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-27- 1.24% |
$2.53K - $2.57K
|
2.15K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-39- 0.38% |
$3.65K - $3.72K
|
10.1K
$948K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41- 4.17% |
$3.83K - $3.91K
|
943
$88.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-54- 5.9% |
$5.05K - $5.15K
|
861
$80.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-75- 29.18% |
$7.01K - $7.15K
|
182
$17.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-90- 2.28% |
$8.42K - $8.58K
|
3.86K
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-110- 46.22% |
$10.3K - $10.5K
|
128
$12K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-121- 2.8% |
$11.3K - $11.5K
|
4.21K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-133- 1.73% |
$12.4K - $12.7K
|
7.55K
$708K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-135- 2.02% |
$12.6K - $12.9K
|
6.56K
$615K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-150- 3.64% |
$14K - $14.3K
|
3.97K
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-157- 5.54% |
$14.7K - $15K
|
2.68K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-166- 2.5% |
$15.5K - $15.8K
|
6.48K
$608K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-169- 2.13% |
$15.8K - $16.1K
|
7.77K
$729K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-177- 1.72% |
$16.6K - $16.9K
|
10.1K
$946K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200- 5.39% |
$18.7K - $19.1K
|
3.51K
$329K
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-240- 8.73% |
$22.4K - $22.9K
|
2.51K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-241- 4.65% |
$22.5K - $23K
|
4.94K
$464K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-251- 8.15% |
$23.5K - $23.9K
|
2.83K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-255- 8.25% |
$23.8K - $24.3K
|
2.84K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-258- 7.82% |
$24.1K - $24.6K
|
3.04K
$285K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-300- 9.66% |
$28.1K - $28.6K
|
2.8K
$263K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-302- 5.9% |
$28.2K - $28.8K
|
4.82K
$452K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-315- 8.57% |
$29.5K - $30K
|
3.36K
$315K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-346- 94.28% |
$32.4K - $33K
|
21
$1.97K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-412- 2.08% |
$38.5K - $39.3K
|
19.4K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-422- 8.53% |
$39.5K - $40.2K
|
4.53K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-462- 7.33% |
$43.2K - $44.1K
|
5.84K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-566- 10.84% |
$52.9K - $54K
|
4.66K
$437K
|