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 |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
2,576
shares
|
$234,106
0.04% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
2,555
shares
|
$232,198
0.05% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Ferguson Shapiro LLC
|
Oct 09, 2024 Q3 2024 |
2,545
shares
|
$231,289
0.15% of portfolio
|
Q3 2024
Reduced 41.88%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,506
shares
|
$227,745
0.04% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
2,500
shares
|
$227,200
0.0% of portfolio
|
Q4 2022
Reduced 11.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,497
shares
|
$226,927
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 18, 2024 Q3 2024 |
2,478
shares
|
$225,200
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
2,403
shares
|
$218,384
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
2,394
shares
|
$217,566
0.0% of portfolio
|
Q3 2024
Added 842.52%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
2,388
shares
|
$217,021
0.08% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
2,376
shares
|
$215,930
0.06% of portfolio
|
Q3 2024
Reduced 36.66%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,369
shares
|
$215,294
0.01% of portfolio
|
Q2 2024
Reduced 46.09%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
2,367
shares
|
$215,112
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
2,332
shares
|
$211,932
0.15% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
2,325
shares
|
$211,296
0.11% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,316
shares
|
$210,478
0.01% of portfolio
|
Q3 2024
Added 25.12%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
2,300
shares
|
$209,024
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,285
shares
|
$207,660
0.02% of portfolio
|
Q2 2023
Reduced 1.51%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
2,250
shares
|
$204,480
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
2,233
shares
|
$202,935
0.09% of portfolio
|
Q3 2024
Added 30.51%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
2,223
shares
|
$202,026
0.05% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
2,177
shares
|
$197,845
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
2,170
shares
|
$197,209
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
2,138
shares
|
$194,301
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,846
shares
|
$167,764
0.0% of portfolio
|
Q3 2024
Reduced 1.96%
|