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 |
|---|---|---|---|---|---|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
79,357
shares
|
$7.21 Million
2.87% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
76,192
shares
|
$6.92 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
75,213
shares
|
$6.84 Million
0.56% of portfolio
|
Q3 2024
Added 41.33%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
74,575
shares
|
$6.78 Million
1.52% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
73,965
shares
|
$6.72 Million
4.09% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
73,837
shares
|
$6.71 Million
0.35% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
73,612
shares
|
$6.69 Million
0.07% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
71,625
shares
|
$6.51 Million
4.33% of portfolio
|
Q1 2023
Added 25.15%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
71,286
shares
|
$6.48 Million
0.11% of portfolio
|
Q3 2024
Added 175.05%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
67,988
shares
|
$6.18 Million
2.21% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
65,575
shares
|
$5.96 Million
4.71% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
65,418
shares
|
$5.95 Million
2.63% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
65,103
shares
|
$5.92 Million
0.85% of portfolio
|
Q3 2024
Added 281.61%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
65,006
shares
|
$5.91 Million
0.12% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
62,317
shares
|
$5.66 Million
0.06% of portfolio
|
Q3 2024
Added 17.52%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
62,281
shares
|
$5.66 Million
2.12% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
61,722
shares
|
$5.61 Million
0.44% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
60,465
shares
|
$5.5 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
58,465
shares
|
$5.31 Million
1.63% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
56,980
shares
|
$5.18 Million
0.01% of portfolio
|
Q3 2024
Added 137.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
56,457
shares
|
$5.13 Million
0.06% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
55,186
shares
|
$5.02 Million
1.4% of portfolio
|
Q3 2024
Added 15.28%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
54,597
shares
|
$4.96 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
53,176
shares
|
$4.83 Million
0.32% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
52,216
shares
|
$4.75 Million
0.0% of portfolio
|
Q3 2024
Added 5.53%
|