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 |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,810
shares
|
$164,492
0.04% of portfolio
|
Q2 2024
Reduced 48.17%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,794
shares
|
$163,038
0.01% of portfolio
|
Q3 2024
Added 13.62%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,248
shares
|
$113,418
0.03% of portfolio
|
Q3 2024
Reduced 20.1%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
1,172
shares
|
$106,511
0.0% of portfolio
|
Q3 2024
Added 39.03%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,162
shares
|
$105,602
0.0% of portfolio
|
Q3 2023
Reduced 25.61%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,144
shares
|
$103,966
0.0% of portfolio
|
Q3 2024
Reduced 34.06%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,140
shares
|
$103,603
0.0% of portfolio
|
Q3 2024
Added 61.47%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,100
shares
|
$99,968
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
1,081
shares
|
$98,241
0.03% of portfolio
|
Q3 2024
Added 43.56%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,074
shares
|
$97,605
0.0% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
1,036
shares
|
$94,151
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,020
shares
|
$92,697
0.02% of portfolio
|
Q3 2024
Reduced 79.48%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
939
shares
|
$85,336
0.0% of portfolio
|
Q3 2024
Reduced 20.56%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
926
shares
|
$84,154
0.06% of portfolio
|
Q2 2024
Reduced 28.27%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
839
shares
|
$76,248
0.03% of portfolio
|
Q4 2023
Reduced 39.68%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
775
shares
|
$70,432
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
750
shares
|
$68,160
0.02% of portfolio
|
Q3 2024
Reduced 46.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
695
shares
|
$63,161
0.05% of portfolio
|
Q3 2020
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
686
shares
|
$62,343
0.0% of portfolio
|
Q3 2024
Reduced 69.11%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
605
shares
|
$54,982
0.0% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
536
shares
|
$48,711
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
530
shares
|
$48,166
0.01% of portfolio
|
Q4 2023
Reduced 4.33%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
500
shares
|
$45,440
0.01% of portfolio
|
Q1 2023
Reduced 54.46%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
488
shares
|
$44,349
0.01% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
481
shares
|
$43,713
0.01% of portfolio
|
Q3 2024
Added 2431.58%
|