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 456 institutions that hold shares in the stock, with a total of 39.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,612,414
shares
|
$329 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 |
Jan 27, 2025 Q4 2024 |
1,630,530
shares
|
$148 Million
9.86% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
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
|
$96.2 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
|
$93.2 Million
1.15% of portfolio
|
Q3 2024
Added 22.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
992,208
shares
|
$90.3 Million
0.01% of portfolio
|
Q3 2024
Added 18.3%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
871,231
shares
|
$79.3 Million
0.02% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
730,854
shares
|
$66.5 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 |
Dec 26, 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%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
425,488
shares
|
$38.7 Million
11.27% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
404,073
shares
|
$36.8 Million
0.09% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
400,887
shares
|
$36.5 Million
1.06% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
390,801
shares
|
$35.6 Million
0.21% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
382,370
shares
|
$34.8 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%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
371,080
shares
|
$33.8 Million
0.21% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
359,191
shares
|
$32.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
330,565
shares
|
$30.1 Million
1.13% of portfolio
|
Q3 2024
Added 85.07%
|