Institutional Ownership Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND). We have compiled data on the 449 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,612,414
shares
|
$328 Million
1.47% of portfolio
|
Q3 2024
Added 16.28%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,804,126
shares
|
$255 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
1,828,250
shares
|
$166 Million
11.57% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,565,093
shares
|
$142 Million
0.05% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,515,901
shares
|
$138 Million
0.03% of portfolio
|
Q3 2024
Added 25.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,273,677
shares
|
$116 Million
0.06% of portfolio
|
Q3 2024
Added 40.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,057,498
shares
|
$96.1 Million
0.24% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,024,870
shares
|
$93.1 Million
1.15% of portfolio
|
Q3 2024
Added 22.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
992,208
shares
|
$90.2 Million
0.01% of portfolio
|
Q3 2024
Added 18.3%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
871,231
shares
|
$79.2 Million
0.02% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
730,854
shares
|
$66.4 Million
1.32% of portfolio
|
Q4 2022
Added 27.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
574,304
shares
|
$52.2 Million
0.01% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
533,681
shares
|
$48.5 Million
2.13% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
533,646
shares
|
$48.5 Million
0.0% of portfolio
|
Q3 2024
Added 19.54%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
530,362
shares
|
$48.2 Million
0.08% of portfolio
|
Q3 2024
Added 48.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
462,197
shares
|
$42 Million
0.29% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
451,574
shares
|
$41 Million
0.01% of portfolio
|
Q3 2024
Added 6714.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
404,073
shares
|
$36.7 Million
0.09% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
390,804
shares
|
$35.5 Million
1.16% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
390,801
shares
|
$35.5 Million
0.21% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Oct 31, 2024 Q3 2024 |
386,325
shares
|
$35.1 Million
11.25% of portfolio
|
Q3 2024
Added 72.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
382,370
shares
|
$34.7 Million
0.05% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
380,707
shares
|
$34.6 Million
0.37% of portfolio
|
Q3 2024
Added 299.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
359,191
shares
|
$32.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
347,900
shares
|
$31.6 Million
0.2% of portfolio
|
Q3 2024
New holding
|