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 416 institutions that hold shares in the stock, with a total of 33.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.06 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
2,955,805
shares
|
$268 Million
1.32% of portfolio
|
Q1 2024
Added 12.45%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,497,310
shares
|
$226 Million
0.02% of portfolio
|
Q1 2024
Added 0.03%
|
|
Tectonic Advisors LLC
Plano, TX |
May 07, 2024 Q1 2024 |
1,779,677
shares
|
$161 Million
12.63% of portfolio
|
Q1 2024
Added 4.4%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,486,034
shares
|
$135 Million
0.05% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,063,627
shares
|
$96.3 Million
0.02% of portfolio
|
Q1 2024
Added 29.12%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,026,412
shares
|
$92.9 Million
0.22% of portfolio
|
Q1 2024
Reduced 21.81%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
847,715
shares
|
$76.7 Million
0.04% of portfolio
|
Q1 2024
Added 5.02%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
795,790
shares
|
$72 Million
0.01% of portfolio
|
Q1 2024
Added 7.1%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
766,738
shares
|
$69.4 Million
0.02% of portfolio
|
Q1 2024
Added 19.03%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
730,854
shares
|
$66.1 Million
1.32% of portfolio
|
Q4 2022
Added 27.65%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
563,125
shares
|
$51 Million
0.01% of portfolio
|
Q1 2024
Reduced 23.64%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
561,251
shares
|
$50.8 Million
0.83% of portfolio
|
Q1 2024
Added 8.81%
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2024 Q1 2024 |
508,547
shares
|
$46 Million
22.35% of portfolio
|
Q1 2024
Added 0.19%
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2024 Q1 2024 |
399,783
shares
|
$36.2 Million
1.74% of portfolio
|
Q1 2024
Added 1562.78%
|
|
Scotia Capital Inc.
|
May 14, 2024 Q1 2024 |
382,496
shares
|
$34.6 Million
0.22% of portfolio
|
Q1 2024
Added 6.06%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
360,691
shares
|
$32.6 Million
0.0% of portfolio
|
Q1 2024
Added 32.16%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
350,783
shares
|
$31.7 Million
0.02% of portfolio
|
Q1 2024
Added 15.66%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
346,903
shares
|
$31.4 Million
0.08% of portfolio
|
Q1 2024
Added 789.22%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
328,614
shares
|
$29.7 Million
1.06% of portfolio
|
Q1 2024
Added 48.15%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
305,809
shares
|
$27.7 Million
0.04% of portfolio
|
Q1 2024
Added 9.32%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
300,096
shares
|
$27.2 Million
0.08% of portfolio
|
Q1 2024
Reduced 28.62%
|
|
Hudson Capital Management LLC
|
Apr 19, 2024 Q1 2024 |
294,572
shares
|
$26.7 Million
9.68% of portfolio
|
Q1 2024
Added 14.0%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
289,994
shares
|
$26.2 Million
0.43% of portfolio
|
Q2 2023
Added 8.72%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
278,282
shares
|
$25.2 Million
1.03% of portfolio
|
Q1 2024
Added 396.3%
|
|
Your Advocates Ltd., LLP
Houston, TX |
Apr 30, 2024 Q1 2024 |
273,734
shares
|
$24.8 Million
13.85% of portfolio
|
Q1 2024
Reduced 9.4%
|