PIMCO Multi Sector Bond Active ETF (PYLD) Institutional Ownership

$25.25
+0.01 (+0.04%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$151.04M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$647.65K
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PYLD Institutional Buying and Selling by Quarter

PIMCO Multi Sector Bond Active ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024 Schmidt P J Investment Management Inc.12,196$314K0.1%N/A0.055%
4/24/2024 Krilogy Financial LLC1,063,930$27.41M2.1%+19.1%4.810%
4/24/2024 Simplicity Wealth LLC159,745$4.12M0.1%N/A0.722%
4/24/2024 Essex Financial Services Inc.63,190$1.63M0.2%+54.3%0.286%
4/23/2024 Swisher Financial Concepts Inc.18,039$457K0.4%+12.2%0.082%
4/22/2024 Family Investment Center Inc.259,026$6.67M2.2%+16.3%1.171%
4/18/2024 Bridgewealth Advisory Group LLC523,465$13.48M6.6%+79.2%2.366%
4/17/2024 Strata Wealth Advisors LLC201,682$5.20M1.8%-2.4%0.912%
4/16/2024 Pasadena Private Wealth LLC15,825$408K0.1%+16.8%0.072%
4/16/2024 Wealth Enhancement Advisory Services LLC392,239$10.10M0.0%+96.3%1.773%
4/16/2024 ERn Financial LLC20,385$525K0.1%+22.0%0.092%
4/15/2024 Future Financial Wealth Managment LLC4,187$108K0.1%N/A0.019%
4/15/2024 RMR Wealth Builders24,227$624K0.1%+42.4%0.110%
4/15/2024 Elevated Capital Advisors LLC17,457$450K0.1%N/A0.079%
4/12/2024 Dynamic Advisor Solutions LLC101,451$2.61M0.1%N/A3.572%
4/12/2024 Financial Synergies Wealth Advisors Inc.4,296$111K0.0%N/A0.151%
4/11/2024 SignalPoint Asset Management LLC8,000$206K0.1%N/A0.282%
4/9/2024 Richard P Slaughter Associates Inc53,159$1.37M0.3%+20.3%1.872%
2/13/2024Trademark Financial Management LLC27,185$698K0.5%N/A0.957%
2/12/2024Parallel Advisors LLC62,879$1.61M0.0%N/A2.214%
2/12/2024Hilltop Holdings Inc.52,002$1.34M0.2%+1.6%1.831%
2/12/2024Beta Wealth Group Inc.486,350$12.48M6.5%N/A17.125%
2/8/2024First Heartland Consultants Inc.179,871$4.62M0.6%+3.2%6.333%
2/8/2024CarsonAllaria Wealth Management Ltd.27,073$695K0.5%N/A0.953%
2/6/2024 RMR Wealth Builders17,010$437K0.1%N/A0.599%
2/6/2024Private Advisor Group LLC128,709$3.30M0.0%N/A4.532%
2/6/2024Gallacher Capital Management LLC81,840$2.10M1.2%N/A2.882%
2/6/2024TCG Advisory Services LLC10,960$281K0.0%N/A0.386%
2/6/2024U.S. Capital Wealth Advisors LLC16,100$413K0.0%-7.5%0.567%
2/6/2024Aveo Capital Partners LLC373,081$9.58M1.2%-4.6%13.137%
2/6/2024 Essex Financial Services Inc.40,960$1.05M0.1%+215.6%1.442%
2/5/2024 Bridgewealth Advisory Group LLC292,126$7.50M5.7%+839.6%10.286%
2/2/2024Delta Investment Management LLC31,325$804K0.2%+76.8%1.103%
2/2/2024Atria Wealth Solutions Inc.17,146$440K0.0%N/A0.604%
2/1/2024Parkside Financial Bank & Trust3,786$97K0.0%N/A0.133%
2/1/2024Kelman Lazarov Inc.40,587$1.04M0.2%N/A1.429%
2/1/2024 Northwest Capital Management Inc20,704$531K0.2%N/A0.729%
2/1/2024 CWM LLC20,704$531K0.0%N/A0.729%
2/1/2024 Strata Wealth Advisors LLC206,711$5.31M2.1%+536.7%7.279%
1/30/2024Prosperity Wealth Management Inc.21,823$560K0.4%N/A0.768%
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1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,259$238K0.0%N/A0.326%
1/29/2024Altus Wealth Group LLC11,940$306K0.2%N/A0.420%
1/29/2024Simplicity Solutions LLC114,745$2.95M0.1%+1.0%4.040%
1/26/2024 Krilogy Financial LLC893,042$22.92M2.0%+1,063.1%31.445%
1/26/2024Financial Connections Group Inc.17,783$456K0.3%+7.0%0.626%
1/25/2024 RFG Advisory LLC13,602$349K0.0%N/A0.479%
1/25/2024Bleakley Financial Group LLC114,745$2.95M0.1%+1.0%4.040%
1/24/2024Pinnacle Wealth Management LLC9,987$256K0.3%-6.8%0.352%
1/24/2024 Walkner Condon Financial Advisors LLC38,875$998K0.2%N/A1.369%
1/22/2024Great Point Wealth Advisors LLC57,614$1.48M0.4%+7.7%2.029%
1/19/2024 ERn Financial LLC16,708$426K0.1%N/A0.588%
1/17/2024 Family Investment Center Inc.222,755$5.72M2.9%+188.2%7.843%
1/16/2024Sanchez Wealth Management Group655,403$16.82M6.1%N/A23.078%
1/16/2024 Eclectic Associates Inc. ADV53,060$1.36M0.7%N/A1.868%
1/12/2024Mutual Advisors LLC14,057$361K0.0%N/A0.495%
1/12/2024 Carl Stuart Investment Advisor Inc.40,940$1.05M0.7%N/A1.442%
1/11/2024 Pasadena Private Wealth LLC13,552$348K0.1%N/A0.477%
1/11/2024 Wealth Alliance Advisory Group LLC625,310$16.05M4.2%+6.8%22.018%
1/8/2024 Richard P Slaughter Associates Inc44,206$1.14M0.3%+20.9%1.557%
11/16/2023 Essex Financial Services Inc.12,978$317K0.0%N/A0.457%
11/9/2023First Heartland Consultants Inc.174,361$4.26M0.5%N/A6.139%
11/9/2023 Bridgewealth Advisory Group LLC31,090$760K0.9%N/A1.095%
11/8/2023HighTower Advisors LLC11,015$269K0.0%+37.7%0.388%
11/8/2023Element Wealth LLC1,009$25K0.0%N/A0.036%
11/6/2023Aveo Capital Partners LLC391,245$9.56M1.3%N/A13.776%
11/6/2023Financial Connections Group Inc.16,623$406K0.5%N/A0.585%
11/1/2023 Krilogy Financial LLC76,780$1.88M0.2%N/A2.704%
10/26/2023 Strata Wealth Advisors LLC32,467$793K0.4%N/A1.143%
10/20/2023U.S. Capital Wealth Advisors LLC17,400$425K0.0%N/A0.613%
10/19/2023Simplicity Solutions LLC113,606$2.78M0.1%N/A4.000%
10/13/2023Great Point Wealth Advisors LLC53,483$1.31M0.4%N/A1.883%
10/10/2023 Wealth Alliance Advisory Group LLC585,531$14.31M4.2%N/A20.617%
10/10/2023 Richard P Slaughter Associates Inc36,554$893K0.2%N/A1.287%
10/5/2023 Family Investment Center Inc.77,302$1.89M1.1%N/A2.722%
8/4/2023Delta Investment Management LLC17,719$444K0.1%N/A0.624%
(Data available from 1/1/2016 forward)

PYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PYLD shares?

During the previous two years, 52 institutional investors and hedge funds held shares of PIMCO Multi Sector Bond Active ETF. The most heavily invested institutionals were Krilogy Financial LLC ($27.41M), Sanchez Wealth Management Group ($16.82M), Wealth Alliance Advisory Group LLC ($16.05M), Bridgewealth Advisory Group LLC ($13.48M), Beta Wealth Group Inc. ($12.48M), Wealth Enhancement Advisory Services LLC ($10.10M), and Aveo Capital Partners LLC ($9.58M).Learn more on PYLD's institutional investors.

Which institutional investors have been buying PIMCO Multi Sector Bond Active ETF stock?

Of the 51 institutional investors that purchased PIMCO Multi Sector Bond Active ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Krilogy Financial LLC ($1.06M), Sanchez Wealth Management Group ($655.40K), Wealth Alliance Advisory Group LLC ($625.31K), Bridgewealth Advisory Group LLC ($523.47K), Beta Wealth Group Inc. ($486.35K), Aveo Capital Partners LLC ($391.25K), and Family Investment Center Inc. ($259.03K).

How much institutional buying is happening at PIMCO Multi Sector Bond Active ETF?

Institutional investors have bought a total of 5,959,848 shares in the last 24 months. This purchase volume represents approximately $151.04M in transactions.

Which PIMCO Multi Sector Bond Active ETF major shareholders have been selling company stock?

The following institutional investors have sold PIMCO Multi Sector Bond Active ETF stock in the last 24 months: Aveo Capital Partners LLC ($18.16K), Strata Wealth Advisors LLC ($5.03K), U.S. Capital Wealth Advisors LLC ($1.30K), and Pinnacle Wealth Management LLC ($723.00).

How much institutional selling is happening at PIMCO Multi Sector Bond Active ETF?

Institutional investors have sold a total of 25,216 shares in the last 24 months. This volume of shares sold represents approximately $647.65K in transactions.


This page (NYSEARCA:PYLD) was last updated on 4/28/2024 by MarketBeat.com Staff

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