PIMCO Multi Sector Bond Active ETF (PYLD) Institutional Ownership

$25.96

+0.08 (+0.31%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership

Number of Institutional Buyers (last 12 months): 93
Total Institutional Inflows (last 12 months): $436.87M

Number of Institutional Sellers (last 12 months): 11
Total Institutional Outflows (last 12 months): $6.88M

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PYLD Institutional Buying and Selling by Quarter

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PIMCO Multi Sector Bond Active ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Beacon Financial Advisory LLC	118,418	$3.04M	1.1%	+75.4%	0.395%
7/26/2024	Breakwater Capital Group	33,318	$854K	0.2%	N/A	0.111%
7/26/2024	Walkner Condon Financial Advisors LLC	73,445	$1.88M	0.4%	+3.2%	0.245%
7/26/2024	Sprinkle Financial Consultants LLC	44,574	$1.14M	0.9%	+396.9%	0.149%
7/26/2024	Financial Connections Group Inc.	27,111	$695K	0.4%	+4.5%	0.090%
7/26/2024	Bank of New York Mellon Corp	15,737	$404K	0.0%	+63.8%	0.053%
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7/25/2024	Roger Wittlin Investment Advisory LLC	76,984	$1.97M	1.3%	+170.3%	0.257%
7/25/2024	First Heartland Consultants Inc.	713,915	$18.31M	1.3%	+3.9%	2.383%
7/25/2024	MinichMacGregor Wealth Management LLC	497,423	$12.75M	3.1%	+3,856.6%	1.660%
7/25/2024	Banque Pictet & Cie SA	51,500	$1.32M	0.0%	+2.4%	0.172%
7/25/2024	Pictet North America Advisors SA	542,176	$13.90M	1.5%	-26.2%	1.810%
7/24/2024	Quotient Wealth Partners LLC	19,791	$507K	0.0%	-2.0%	0.066%
7/23/2024	RMR Wealth Builders	28,583	$733K	0.1%	+18.0%	0.095%
7/23/2024	Security Financial Services INC.	16,354	$419K	0.1%	N/A	0.055%
7/22/2024	Atria Wealth Solutions Inc.	52,775	$1.35M	0.0%	+5.4%	0.176%
7/22/2024	Krilogy Financial LLC	1,279,510	$32.81M	2.4%	+20.3%	4.271%
7/22/2024	Legacy Capital Group California Inc.	127,528	$3.27M	1.2%	+113.8%	0.426%
7/22/2024	CarsonAllaria Wealth Management Ltd.	134,310	$3.44M	2.1%	+13.5%	0.448%
7/20/2024	First Horizon Advisors Inc.	1,104	$28K	0.0%	N/A	0.004%
7/20/2024	Parsons Capital Management Inc. RI	9,860	$253K	0.0%	N/A	0.033%
7/20/2024	Milestone Asset Management LLC	32,755	$840K	0.2%	N/A	0.109%
7/19/2024	Pasadena Private Wealth LLC	12,458	$319K	0.1%	-21.3%	0.042%
7/19/2024	Family Investment Center Inc.	351,117	$9.00M	2.7%	+35.6%	1.172%
7/19/2024	Hedeker Wealth LLC	171,367	$4.39M	1.3%	N/A	0.572%
7/17/2024	ERn Financial LLC	93,173	$2.39M	0.4%	+357.1%	0.311%
7/16/2024	Fortress Wealth Management Inc.	340,870	$8.74M	4.5%	-0.4%	1.138%
7/16/2024	Great Valley Advisor Group Inc.	164,526	$4.22M	0.1%	N/A	0.549%
7/16/2024	Wealth Enhancement Advisory Services LLC	439,322	$11.26M	0.0%	+12.0%	1.466%
7/16/2024	Sequoia Financial Advisors LLC	2,275,971	$58.36M	0.7%	N/A	7.597%
7/15/2024	Dynamic Advisor Solutions LLC	265,815	$6.82M	0.2%	+162.0%	0.887%
7/15/2024	RFG Holdings Inc.	49,300	$1.26M	0.5%	N/A	0.165%
7/15/2024	Crestmont Private Wealth LLC	383,930	$9.84M	4.7%	N/A	1.281%
7/13/2024	Retirement Planning Group LLC	1,867,901	$47.89M	3.0%	N/A	6.235%
7/12/2024	Williams & Novak LLC	213,864	$5.48M	5.1%	N/A	0.714%
7/12/2024	Cardinal Point Capital Management ULC	81,110	$2.08M	0.4%	N/A	0.271%
7/11/2024	John W. Brooker & Co. CPAs	256,686	$6.58M	3.3%	N/A	0.857%
7/10/2024	Richard P Slaughter Associates Inc	50,990	$1.31M	0.3%	-4.1%	0.170%
7/10/2024	CWM LLC	210,687	$5.40M	0.0%	+917.6%	0.703%
7/9/2024	Mather Group LLC.	1,098	$28K	0.0%	N/A	0.004%
6/21/2024	Cape Investment Advisory Inc.	975	$25K	0.0%	N/A	0.003%
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6/11/2024	EverSource Wealth Advisors LLC	29,777	$753K	0.1%	N/A	0.099%
5/21/2024	Atria Investments Inc	83,198	$2.14M	0.0%	N/A	0.278%
5/16/2024	Dynasty Wealth Management LLC	173,767	$4.48M	0.1%	N/A	0.580%
5/16/2024	Econ Financial Services Corp	39,035	$1.01M	0.6%	N/A	0.130%
5/14/2024	Axxcess Wealth Management LLC	8,560	$221K	0.0%	N/A	0.029%
5/14/2024	CreativeOne Wealth LLC	160,363	$4.13M	0.2%	N/A	0.535%
5/13/2024	PAX Financial Group LLC	65,266	$1.68M	0.3%	N/A	0.218%
5/11/2024	Mark Sheptoff Financial Planning LLC	2,069	$53K	0.0%	N/A	0.007%
5/10/2024	Kelman Lazarov Inc.	655,013	$16.87M	3.3%	+1,513.8%	2.186%
5/9/2024	Orion Portfolio Solutions LLC	526,196	$13.56M	0.1%	N/A	1.756%
5/9/2024	Delta Investment Management LLC	141,161	$3.64M	0.8%	+350.6%	0.471%
5/8/2024	Bleakley Financial Group LLC	159,745	$4.12M	0.1%	+39.2%	0.533%
5/8/2024	Legacy Capital Group California Inc.	59,654	$1.54M	0.6%	N/A	0.199%
5/7/2024	CarsonAllaria Wealth Management Ltd.	118,352	$3.05M	1.9%	+337.2%	0.395%
5/7/2024	Oppenheimer & Co. Inc.	41,083	$1.06M	0.0%	N/A	0.137%
5/6/2024	Gallacher Capital Management LLC	74,191	$1.91M	1.0%	-9.3%	0.248%
5/4/2024	Financial Connections Group Inc.	25,943	$669K	0.7%	+45.9%	0.087%
5/3/2024	Pictet North America Advisors SA	734,485	$18.92M	2.1%	N/A	2.452%
5/2/2024	USAdvisors Wealth Management LLC	33,287	$856K	0.3%	+14.7%	0.111%
5/1/2024	Precision Wealth Strategies LLC	427,087	$11.00M	10.4%	N/A	1.426%
4/30/2024	Private Advisor Group LLC	93,268	$2.40M	0.0%	-27.5%	0.422%
4/30/2024	Astor Investment Management LLC	321,952	$8.29M	3.3%	N/A	1.455%
4/30/2024	Hartline Investment Corp	13,403	$345K	0.1%	N/A	0.061%
4/30/2024	Hutchens & Kramer Investment Management Group LLC	41,980	$1.07M	0.6%	N/A	0.190%
4/29/2024	Commonwealth Equity Services LLC	79,383	$2.05M	0.0%	N/A	0.359%
4/29/2024	Castle Wealth Management LLC	115,298	$2.97M	1.6%	N/A	0.521%
4/29/2024	Financial Futures Ltd Liability Co.	243,365	$6.27M	4.2%	N/A	1.100%
4/26/2024	Schmidt P J Investment Management Inc.	12,196	$314K	0.1%	N/A	0.055%
4/24/2024	Krilogy Financial LLC	1,063,930	$27.41M	2.1%	+19.1%	4.810%
4/24/2024	Simplicity Wealth LLC	159,745	$4.12M	0.1%	N/A	0.722%
4/24/2024	Essex Financial Services Inc.	63,190	$1.63M	0.2%	+54.3%	0.286%
4/23/2024	Swisher Financial Concepts Inc.	18,039	$457K	0.4%	+12.2%	0.082%
4/22/2024	Family Investment Center Inc.	259,026	$6.67M	2.2%	+16.3%	1.171%
4/18/2024	Bridgewealth Advisory Group LLC	523,465	$13.48M	6.6%	+79.2%	2.366%
4/17/2024	Strata Wealth Advisors LLC	201,682	$5.20M	1.8%	-2.4%	0.912%
4/16/2024	Pasadena Private Wealth LLC	15,825	$408K	0.1%	+16.8%	0.072%
4/16/2024	Wealth Enhancement Advisory Services LLC	392,239	$10.10M	0.0%	+96.3%	1.773%
4/16/2024	ERn Financial LLC	20,385	$525K	0.1%	+22.0%	0.092%
4/15/2024	Future Financial Wealth Managment LLC	4,187	$108K	0.1%	N/A	0.019%
4/15/2024	RMR Wealth Builders	24,227	$624K	0.1%	+42.4%	0.110%
4/15/2024	Elevated Capital Advisors LLC	17,457	$450K	0.1%	N/A	0.079%
4/12/2024	Dynamic Advisor Solutions LLC	101,451	$2.61M	0.1%	N/A	3.572%
4/12/2024	Financial Synergies Wealth Advisors Inc.	4,296	$111K	0.0%	N/A	0.151%
4/11/2024	SignalPoint Asset Management LLC	8,000	$206K	0.1%	N/A	0.282%
4/9/2024	Richard P Slaughter Associates Inc	53,159	$1.37M	0.3%	+20.3%	1.872%
2/13/2024	Trademark Financial Management LLC	27,185	$698K	0.5%	N/A	0.957%
2/12/2024	Parallel Advisors LLC	62,879	$1.61M	0.0%	N/A	2.214%
2/12/2024	Hilltop Holdings Inc.	52,002	$1.34M	0.2%	+1.6%	1.831%
2/12/2024	Beta Wealth Group Inc.	486,350	$12.48M	6.5%	N/A	17.125%
2/8/2024	First Heartland Consultants Inc.	179,871	$4.62M	0.6%	+3.2%	6.333%
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2/8/2024	CarsonAllaria Wealth Management Ltd.	27,073	$695K	0.5%	N/A	0.953%
2/6/2024	RMR Wealth Builders	17,010	$437K	0.1%	N/A	0.599%
2/6/2024	Private Advisor Group LLC	128,709	$3.30M	0.0%	N/A	4.532%
2/6/2024	Gallacher Capital Management LLC	81,840	$2.10M	1.2%	N/A	2.882%
2/6/2024	TCG Advisory Services LLC	10,960	$281K	0.0%	N/A	0.386%
2/6/2024	U.S. Capital Wealth Advisors LLC	16,100	$413K	0.0%	-7.5%	0.567%
2/6/2024	Aveo Capital Partners LLC	373,081	$9.58M	1.2%	-4.6%	13.137%
2/6/2024	Essex Financial Services Inc.	40,960	$1.05M	0.1%	+215.6%	1.442%
2/5/2024	Bridgewealth Advisory Group LLC	292,126	$7.50M	5.7%	+839.6%	10.286%
2/2/2024	Delta Investment Management LLC	31,325	$804K	0.2%	+76.8%	1.103%

(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, 96 institutional investors and hedge funds held shares of PIMCO Multi Sector Bond Active ETF. The most heavily invested institutionals were Sequoia Financial Advisors LLC ($58.36M), Retirement Planning Group LLC ($47.89M), Krilogy Financial LLC ($32.81M), First Heartland Consultants Inc. ($18.31M), Kelman Lazarov Inc. ($16.87M), Sanchez Wealth Management Group ($16.82M), and Wealth Alliance Advisory Group LLC ($16.05M).Learn more on PYLD's institutional investors.
Which institutional investors have been buying PIMCO Multi Sector Bond Active ETF stock?: Of the 93 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: Sequoia Financial Advisors LLC ($2.28M), Retirement Planning Group LLC ($1.87M), Krilogy Financial LLC ($1.28M), Pictet North America Advisors SA ($734.49K), Sanchez Wealth Management Group ($655.40K), Kelman Lazarov Inc. ($655.01K), and Wealth Alliance Advisory Group LLC ($625.31K).
How much institutional buying is happening at PIMCO Multi Sector Bond Active ETF?: Institutional investors have bought a total of 17,088,801 shares in the last 24 months. This purchase volume represents approximately $436.87M in transactions.

Which PIMCO Multi Sector Bond Active ETF major shareholders have been selling company stock?: Of the 11 institutional investors that sold PIMCO Multi Sector Bond Active ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pictet North America Advisors SA ($192.31K), Private Advisor Group LLC ($35.44K), Aveo Capital Partners LLC ($18.16K), Gallacher Capital Management LLC ($7.65K), Strata Wealth Advisors LLC ($5.03K), Pasadena Private Wealth LLC ($3.37K), and Richard P Slaughter Associates Inc ($2.17K).
How much institutional selling is happening at PIMCO Multi Sector Bond Active ETF?: Institutional investors have sold a total of 267,892 shares in the last 24 months. This volume of shares sold represents approximately $6.88M in transactions.