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PIMCO Multi Sector Bond Active ETF (PYLD) Institutional Ownership

$25.98 +0.02 (+0.08%)
(As of 12/20/2024 04:33 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
155
Total
Institutional Inflows
(last 12 months)
$747.07M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$40.31M
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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
11/25/2024 Synovus Financial Corp91,918$2.45M0.0%+97.4%0.307%
11/25/2024 Sanctuary Advisors LLC8,103$211K0.0%N/A0.027%
11/15/2024 MML Investors Services LLC31,489$839K0.0%+4.9%0.105%
11/15/2024 Orion Portfolio Solutions LLC504,831$13.45M0.3%-4.6%1.685%
11/15/2024 Stifel Financial Corp73,211$1.95M0.0%N/A0.244%
11/15/2024 Menard Financial Group LLC95,832$2.55M1.7%-2.3%0.320%
11/15/2024 IHT Wealth Management LLC27,336$728K0.0%+3.2%0.091%
11/15/2024 Integrated Wealth Concepts LLC358,226$9.55M0.1%+4.1%1.196%
11/15/2024 HighTower Advisors LLC2,049,297$54.61M0.1%+6.1%6.840%
11/15/2024 Hilltop Holdings Inc.55,895$1.49M0.1%+5.2%0.187%
11/14/2024 Flow Traders U.S. LLC35,888$956K0.0%+149.3%0.120%
11/14/2024 Captrust Financial Advisors305,902$8.15M0.0%+89.6%1.021%
11/14/2024 CreativeOne Wealth LLC388,845$10.36M0.4%+131.3%1.298%
11/13/2024 Freedom Investment Management Inc.52,883$1.41M0.1%+1.7%0.177%
11/13/2024 Blue Investment Partners LLC321,779$8.58M3.5%+38.6%1.074%
11/13/2024 Private Trust Co. NA11,641$310K0.0%+216.2%0.039%
11/12/2024Larson Financial Group LLC16,642$444K0.0%+4,794.7%0.056%
11/12/2024 Kingsview Wealth Management LLC29,649$790K0.0%N/A0.099%
11/12/2024 Great Valley Advisor Group Inc.258,520$6.89M0.2%+57.1%0.863%
11/12/2024 Allen Capital Group LLC9,414$251K0.0%+13.9%0.031%
11/8/2024 EverSource Wealth Advisors LLC64,952$1.73M0.1%+7.4%0.217%
11/8/2024 Roger Wittlin Investment Advisory LLC93,230$2.49M1.4%+21.1%0.311%
11/8/2024 Prospera Financial Services Inc16,500$440K0.0%N/A0.055%
11/7/2024 EnRich Financial Partners LLC717,554$19.12M6.4%+4.6%2.395%
11/7/2024 J. W. Coons Advisors LLC19,800$528K0.1%N/A0.066%
11/7/2024 TrinityPoint Wealth LLC99,167$2.64M0.4%N/A0.331%
11/7/2024 Ritter Daniher Financial Advisory LLC DE144,788$3.86M1.1%N/A0.483%
11/7/2024 Peterson Financial Group Inc.1,566$42K0.2%N/A0.005%
11/6/2024 OneDigital Investment Advisors LLC465,859$12.42M0.1%+67.8%1.555%
11/6/2024 Palo Alto Wealth Advisors LLC9,975$262K0.1%N/A0.033%
11/6/2024 Intelligence Driven Advisers LLC26,736$713K0.1%N/A0.089%
11/6/2024 Oppenheimer & Co. Inc.44,589$1.19M0.0%+4.2%0.149%
11/5/2024 First Heartland Consultants Inc.152,615$4.07M0.4%-78.6%0.509%
11/5/2024 Harbour Investments Inc.99,650$2.66M0.1%N/A0.333%
11/4/2024 Axxcess Wealth Management LLC14,216$379K0.0%-5.1%0.047%
11/1/2024 GSG Advisors LLC20,811$553K0.2%N/A0.069%
11/1/2024 Atria Investments Inc146,583$3.91M0.0%-1.6%0.489%
11/1/2024 Beta 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%
11/1/2024 Beckerman Institutional LLC18,063$481K0.4%N/A0.060%
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11/1/2024 Advocacy Wealth Management Services LLC98,178$2.62M0.2%N/A0.328%
10/31/2024 Castle Wealth Management LLC428,931$11.43M4.6%+98.5%1.432%
10/31/2024 Cozad Asset Management Inc.15,978$426K0.0%N/A0.053%
10/31/2024 Walkner Condon Financial Advisors LLC107,915$2.88M0.6%+46.9%0.360%
10/31/2024 Dechtman Wealth Management LLC232,721$6.20M1.3%N/A0.777%
10/30/2024 Beacon Financial Advisory LLC186,940$4.98M1.7%+57.9%0.624%
10/30/2024 MinichMacGregor Wealth Management LLC517,502$13.79M2.9%+4.0%1.727%
10/30/2024 Falcon Wealth Planning909,198$24.23M2.8%N/A3.035%
10/29/2024 Lodestone Wealth Management LLC10,033$267K0.1%N/A0.033%
10/29/2024 Farther Finance Advisors LLC24,429$651K0.0%N/A0.082%
10/25/2024 Financial Advocates Investment Management15,277$407K0.0%N/A0.051%
10/25/2024 Trajan Wealth LLC588,617$15.69M0.9%N/A1.965%
10/25/2024 Mutual Advisors LLC184,699$4.84M0.1%+115.3%0.616%
10/25/2024 Hedeker Wealth LLC179,994$4.80M1.3%+5.0%0.601%
10/24/2024 Financial Futures Ltd Liability Co.406,592$10.84M6.2%+8.5%1.357%
10/24/2024 Concord Wealth Partners12,254$327K0.1%N/A0.041%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors24,398$650K0.1%+84.6%0.081%
10/24/2024 Gemmer Asset Management LLC610,614$16.27M1.6%N/A2.038%
10/24/2024 Family Investment Center Inc.1,260,959$33.61M8.4%+259.1%4.209%
10/24/2024 Astor Investment Management LLC453,212$12.08M5.8%-8.9%1.513%
10/24/2024 Wealth Enhancement Advisory Services LLC404,265$10.77M0.0%-8.0%1.349%
10/23/2024 Schmidt P J Investment Management Inc.22,773$607K0.1%+43.2%0.076%
10/23/2024 Legacy Capital Group California Inc.126,682$3.38M1.1%-0.7%0.423%
10/23/2024 Tectonic Advisors LLC10,557$281K0.0%N/A0.035%
10/22/2024 Foundry Financial Group Inc.51,716$1.38M0.9%N/A0.173%
10/22/2024 Sprinkle Financial Consultants LLC50,595$1.35M1.0%+13.5%0.169%
10/22/2024 Lake Street Private Wealth LLC98,700$2.63M0.4%+47.7%0.329%
10/22/2024 Elevated Capital Advisors LLC260,277$6.94M1.8%N/A0.869%
10/22/2024 Private Advisor Group LLC48,706$1.30M0.0%+71.9%0.163%
10/22/2024 Alexander Labrunerie & CO. Inc.25,566$681K0.3%+117.5%0.085%
10/22/2024 Pictet North America Advisors SA509,478$13.58M1.3%-6.0%1.701%
10/22/2024 Sequoia Financial Advisors LLC2,583,787$68.86M0.7%+13.5%8.624%
10/21/2024 Precision Wealth Strategies LLC316,521$8.44M7.8%-8.7%1.056%
10/21/2024 Waterway Wealth Management LLC239,420$6.38M2.7%N/A0.799%
10/21/2024 Raleigh Capital Management Inc.9,246$246K0.1%-5.9%0.031%
10/21/2024 CarsonAllaria Wealth Management Ltd.162,413$4.33M2.5%+20.9%0.542%
10/19/2024Cyndeo Wealth Partners LLC13,874$370K0.0%-90.3%0.046%
10/19/2024New Century Financial Group LLC32,246$859K0.3%N/A0.108%
10/18/2024Wealth Alliance Advisory Group LLC729,639$19.45M4.1%+3.0%2.435%
10/18/2024WestHill Financial Advisors Inc.38,506$1.03M0.2%N/A0.129%
10/18/2024Fortress Wealth Management Inc.496,161$13.22M6.6%+45.6%1.656%
10/16/2024 Summit Investment Advisory Services LLC7,559$201K0.1%N/A0.025%
10/16/2024 Halbert Hargrove Global Advisors LLC281,224$7.50M0.4%N/A0.939%
10/16/2024 Sentinel Pension Advisors Inc.171,542$4.57M0.9%+31.9%0.573%
10/16/2024 ERn Financial LLC134,194$3.58M0.5%+44.0%0.448%
10/15/2024 Hutchens & Kramer Investment Management Group LLC126,392$3.36M1.9%+55.8%0.422%
10/11/2024 Fiduciary Alliance LLC138,458$3.69M0.5%N/A0.462%
10/11/2024 Cherrydale Wealth Management LLC10,527$281K0.1%N/A0.035%
10/10/2024 Crestmont Private Wealth LLC409,740$10.92M4.8%+6.7%1.368%
10/10/2024 Retirement Planning Group LLC2,748,900$73.26M4.0%+47.2%9.175%
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10/10/2024 Lloyd Advisory Services LLC.20,805$554K0.3%+4.0%0.069%
10/10/2024 RFG Holdings Inc.170,617$4.55M1.6%+246.1%0.569%
10/9/2024 ORBA Wealth Advisors L.L.C.114,169$3.04M1.5%N/A0.381%
10/8/2024 CWM LLC238,952$6.37M0.0%+13.4%0.798%
10/8/2024 Daymark Wealth Partners LLC153,550$4.09M0.1%+11.1%0.513%
10/8/2024 Future Financial Wealth Managment LLC6,274$167K0.1%N/A0.021%
10/8/2024 Northwest Capital Management Inc19,075$508K0.2%-7.9%0.064%
10/8/2024 Dynamic Advisor Solutions LLC51,726$1.38M0.0%-80.5%0.173%
10/8/2024 Williams & Novak LLC115,542$3.08M2.9%-46.0%0.386%
10/8/2024 Cardinal Point Capital Management ULC821,095$21.88M3.6%+912.3%2.741%
(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, 161 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), HighTower Advisors LLC ($54.61M), NewEdge Advisors LLC ($37.54M), Family Investment Center Inc. ($33.61M), Krilogy Financial LLC ($32.81M), and Envestnet Asset Management Inc. ($27.78M).Learn more on PYLD's institutional investors.

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

Of the 157 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 ($1.28M), Family Investment Center Inc. ($1.26M), NewEdge Advisors LLC ($1.18M), WCG Wealth Advisors LLC ($960.26K), and Falcon Wealth Planning ($909.20K).

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

Institutional investors have bought a total of 30,383,688 shares in the last 24 months. This purchase volume represents approximately $787.18M in transactions.

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

Of the 26 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), Cyndeo Wealth Partners LLC ($129.87K), Private Advisor Group LLC ($100.37K), Williams & Novak LLC ($98.32K), and Astor Investment Management LLC ($44.53K).

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

Institutional investors have sold a total of 1,525,373 shares in the last 24 months. This volume of shares sold represents approximately $40.31M in transactions.



This page (NYSEARCA:PYLD) was last updated on 12/22/2024 by MarketBeat.com Staff
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