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PIMCO Multi Sector Bond Active ETF (PYLD) Institutional Ownership

$26.05 +0.04 (+0.15%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
167
Total
Institutional Inflows
(last 12 months)
$819.21M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$45.07M
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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
1/21/2025Summit Investment Advisory Services LLC11,706$303K0.2%+54.9%0.039%
1/21/2025Avaii Wealth Management LLC11,308$293K0.1%N/A0.038%
1/21/2025GSB Wealth Management LLC53,783$1.39M0.4%N/A0.180%
1/21/2025Cyndeo Wealth Partners LLC8,690$225K0.0%-37.4%0.029%
1/21/2025Geneos Wealth Management Inc.12,661$328K0.0%N/A0.042%
1/21/2025Dynamic Advisor Solutions LLC54,915$1.42M0.1%+6.2%0.183%
1/21/2025Eclectic Associates Inc. ADV128,542$3.33M1.0%+111.5%0.429%
1/21/2025LexAurum Advisors LLC17,729$460K0.1%N/A0.059%
1/21/2025RFG Advisory LLC26,712$692K0.0%+15.6%0.089%
1/17/2025 New Century Financial Group LLC38,969$1.01M0.4%+20.8%0.130%
1/17/2025 MinichMacGregor Wealth Management LLC559,555$14.50M3.0%+8.1%1.868%
1/17/2025 Mutual Advisors LLC206,700$5.38M0.2%+11.9%0.690%
1/17/2025 Janney Montgomery Scott LLC69,732$1.81M0.0%+220.5%0.233%
1/17/2025 Daymark Wealth Partners LLC217,698$5.64M0.2%+41.8%0.727%
1/17/2025 Investment Advisory Group LLC15,298$397K0.1%N/A0.051%
1/17/2025 Global Trust Asset Management LLC2,432$63K0.0%N/A0.008%
1/16/2025 Gemmer Asset Management LLC698,231$18.10M1.8%+14.3%2.331%
1/16/2025 Lionsbridge Wealth Management LLC41,776$1.08M0.9%-1.6%0.139%
1/16/2025 Arbor Trust Wealth Advisors LLC91,072$2.37M1.1%N/A0.304%
1/15/2025 Wealth Alliance Advisory Group LLC735,786$19.07M4.0%+0.8%2.456%
1/15/2025 Astoria Portfolio Advisors LLC.82,422$2.12M0.8%N/A0.275%
1/15/2025 Taylor & Morgan Wealth Management LLC47,913$1.24M0.9%N/A0.160%
1/15/2025 Krilogy Financial LLC2,146,770$55.64M3.7%+48.7%7.165%
1/15/2025 TruWealth Advisors LLC1,808,437$46.88M2.8%N/A6.036%
1/15/2025 Ameritas Advisory Services LLC78,400$2.03M0.1%+4.0%0.262%
1/15/2025 Cherrydale Wealth Management LLC69,804$1.81M0.7%+563.1%0.233%
1/15/2025 Lake Street Private Wealth LLC127,900$3.32M0.5%+29.6%0.427%
1/14/2025 RMR Wealth Builders44,453$1.15M0.1%+39.8%0.148%
1/14/2025 ERn Financial LLC419,387$10.87M1.6%+212.5%1.400%
1/14/2025 Apella Capital LLC11,632$302K0.0%-56.5%0.039%
1/14/2025 Richard P Slaughter Associates Inc60,134$1.56M0.3%+8.8%0.201%
1/14/2025 Crestmont Private Wealth LLC425,983$11.04M5.0%+4.0%1.422%
1/14/2025 Mayfair Advisory Group LLC19,726$511K0.3%N/A0.066%
1/14/2025 Breakwater Capital Group82,659$2.14M0.4%+31.3%0.276%
1/14/2025 Cardinal Point Capital Management ULC852,885$22.22M3.5%+3.9%2.847%
1/14/2025 GSG Advisors LLC35,955$932K0.3%+72.8%0.120%
1/13/2025 Sentinel Pension Advisors Inc.198,952$5.16M1.0%+16.0%0.664%
1/13/2025 Elevated Capital Advisors LLC267,171$6.93M1.9%+2.6%0.892%
1/13/2025 Eastern Bank2,511$65K0.0%N/A0.008%
1/13/2025 Fiduciary Alliance LLC143,175$3.71M0.4%+3.4%0.478%
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1/10/2025 RMR Wealth Builders44,453$1.15M0.1%+39.8%0.148%
1/10/2025 Wealth Enhancement Advisory Services LLC403,235$10.75M0.0%-0.3%1.346%
1/6/2025 Kozak & Associates Inc.7,345$190K0.0%N/A0.025%
12/26/2024JPMorgan Chase & Co.29,979$799K0.0%-84.0%0.100%
11/25/2024Synovus Financial Corp91,918$2.45M0.0%+97.4%0.307%
11/25/2024Sanctuary Advisors LLC8,103$211K0.0%N/A0.027%
11/15/2024MML Investors Services LLC31,489$839K0.0%+4.9%0.105%
11/15/2024Orion Portfolio Solutions LLC504,831$13.45M0.3%-4.6%1.685%
11/15/2024Stifel Financial Corp73,211$1.95M0.0%N/A0.244%
11/15/2024Menard Financial Group LLC95,832$2.55M1.7%-2.3%0.320%
11/15/2024IHT Wealth Management LLC27,336$728K0.0%+3.2%0.091%
11/15/2024Integrated Wealth Concepts LLC358,226$9.55M0.1%+4.1%1.196%
11/15/2024HighTower Advisors LLC2,049,297$54.61M0.1%+6.1%6.840%
11/15/2024Hilltop Holdings Inc.55,895$1.49M0.1%+5.2%0.187%
11/14/2024Flow Traders U.S. LLC35,888$956K0.0%+149.3%0.120%
11/14/2024Captrust Financial Advisors305,902$8.15M0.0%+89.6%1.021%
11/14/2024CreativeOne Wealth LLC388,845$10.36M0.4%+131.3%1.298%
11/13/2024Freedom Investment Management Inc.52,883$1.41M0.1%+1.7%0.177%
11/13/2024Blue Investment Partners LLC321,779$8.58M3.5%+38.6%1.074%
11/13/2024Private Trust Co. NA11,641$310K0.0%+216.2%0.039%
11/12/2024Larson Financial Group LLC16,642$444K0.0%+4,794.7%0.056%
11/12/2024Kingsview Wealth Management LLC29,649$790K0.0%N/A0.099%
11/12/2024Great Valley Advisor Group Inc.258,520$6.89M0.2%+57.1%0.863%
11/12/2024Allen Capital Group LLC9,414$251K0.0%+13.9%0.031%
11/8/2024EverSource Wealth Advisors LLC64,952$1.73M0.1%+7.4%0.217%
11/8/2024Roger Wittlin Investment Advisory LLC93,230$2.49M1.4%+21.1%0.311%
11/8/2024Prospera Financial Services Inc16,500$440K0.0%N/A0.055%
11/7/2024EnRich Financial Partners LLC717,554$19.12M6.4%+4.6%2.395%
11/7/2024J. W. Coons Advisors LLC19,800$528K0.1%N/A0.066%
11/7/2024TrinityPoint Wealth LLC99,167$2.64M0.4%N/A0.331%
11/7/2024Ritter Daniher Financial Advisory LLC DE144,788$3.86M1.1%N/A0.483%
11/7/2024Peterson Financial Group Inc.1,566$42K0.2%N/A0.005%
11/6/2024OneDigital Investment Advisors LLC465,859$12.42M0.1%+67.8%1.555%
11/6/2024Palo Alto Wealth Advisors LLC9,975$262K0.1%N/A0.033%
11/6/2024Intelligence Driven Advisers LLC26,736$713K0.1%N/A0.089%
11/6/2024Oppenheimer & Co. Inc.44,589$1.19M0.0%+4.2%0.149%
11/5/2024First Heartland Consultants Inc.152,615$4.07M0.4%-78.6%0.509%
11/5/2024Harbour Investments Inc.99,650$2.66M0.1%N/A0.333%
11/4/2024Axxcess Wealth Management LLC14,216$379K0.0%-5.1%0.047%
11/1/2024 GSG Advisors LLC20,811$553K0.2%N/A0.069%
11/1/2024Atria Investments Inc146,583$3.91M0.0%-1.6%0.489%
11/1/2024Beta Wealth Group Inc.171,437$4.57M2.1%+9.4%0.572%
11/1/2024 Lionsbridge Wealth Management LLC42,442$1.13M0.9%N/A0.142%
11/1/2024Beckerman Institutional LLC18,063$481K0.4%N/A0.060%
11/1/2024Advocacy Wealth Management Services LLC98,178$2.62M0.2%N/A0.328%
10/31/2024Castle Wealth Management LLC428,931$11.43M4.6%+98.5%1.432%
10/31/2024Cozad Asset Management Inc.15,978$426K0.0%N/A0.053%
10/31/2024Walkner Condon Financial Advisors LLC107,915$2.88M0.6%+46.9%0.360%
10/31/2024Dechtman Wealth Management LLC232,721$6.20M1.3%N/A0.777%
10/30/2024Beacon Financial Advisory LLC186,940$4.98M1.7%+57.9%0.624%
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10/30/2024 MinichMacGregor Wealth Management LLC517,502$13.79M2.9%+4.0%1.727%
10/30/2024Falcon Wealth Planning909,198$24.23M2.8%N/A3.035%
10/29/2024Lodestone Wealth Management LLC10,033$267K0.1%N/A0.033%
10/29/2024Farther Finance Advisors LLC24,429$651K0.0%N/A0.082%
10/25/2024Financial Advocates Investment Management15,277$407K0.0%N/A0.051%
10/25/2024Trajan Wealth LLC588,617$15.69M0.9%N/A1.965%
10/25/2024 Mutual Advisors LLC184,699$4.84M0.1%+115.3%0.616%
10/25/2024Hedeker Wealth LLC179,994$4.80M1.3%+5.0%0.601%
10/24/2024Financial Futures Ltd Liability Co.406,592$10.84M6.2%+8.5%1.357%
10/24/2024Concord Wealth Partners12,254$327K0.1%N/A0.041%
(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, 176 institutional investors and hedge funds held shares of PIMCO Multi Sector Bond Active ETF. The most heavily invested institutionals were Retirement Planning Group LLC ($73.26M), Sequoia Financial Advisors LLC ($68.86M), Krilogy Financial LLC ($55.64M), HighTower Advisors LLC ($54.61M), TruWealth Advisors LLC ($46.88M), NewEdge Advisors LLC ($37.54M), and Family Investment Center Inc. ($33.61M).Learn more on PYLD's institutional investors.

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

Of the 171 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: Retirement Planning Group LLC ($2.75M), Sequoia Financial Advisors LLC ($2.58M), Krilogy Financial LLC ($1.98M), TruWealth Advisors LLC ($1.81M), Family Investment Center Inc. ($1.26M), NewEdge Advisors LLC ($1.18M), and WCG Wealth Advisors LLC ($960.26K).

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

Institutional investors have bought a total of 34,143,765 shares in the last 24 months. This purchase volume represents approximately $884.64M in transactions.

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

Of the 29 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: First Heartland Consultants Inc. ($561.30K), Pictet North America Advisors SA ($225.01K), Dynamic Advisor Solutions LLC ($214.09K), JPMorgan Chase & Co. ($157.44K), Cyndeo Wealth Partners LLC ($135.05K), Private Advisor Group LLC ($100.37K), and Williams & Novak LLC ($98.32K).

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

Institutional investors have sold a total of 1,704,795 shares in the last 24 months. This volume of shares sold represents approximately $45.07M in transactions.



This page (NYSEARCA:PYLD) was last updated on 1/21/2025 by MarketBeat.com Staff
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