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 |
|---|---|---|---|---|---|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
33,788
shares
|
$3.07 Million
0.45% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
32,440
shares
|
$2.95 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
32,006
shares
|
$2.91 Million
0.09% of portfolio
|
Q3 2024
Added 87.19%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
31,764
shares
|
$2.89 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
31,763
shares
|
$2.89 Million
1.28% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
31,277
shares
|
$2.84 Million
0.73% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
30,985
shares
|
$2.82 Million
1.37% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
29,999
shares
|
$2.73 Million
0.59% of portfolio
|
Q3 2024
Added 38.15%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
29,733
shares
|
$2.7 Million
0.01% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
29,448
shares
|
$2.68 Million
0.25% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
29,295
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2024
Added 22.84%
|
|
|
Retireful, LLC
|
Nov 08, 2024 Q3 2024 |
29,133
shares
|
$2.65 Million
2.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
28,696
shares
|
$2.61 Million
0.36% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
28,240
shares
|
$2.57 Million
0.13% of portfolio
|
Q3 2024
Added 26.5%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
27,064
shares
|
$2.46 Million
1.75% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
26,803
shares
|
$2.44 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
26,262
shares
|
$2.39 Million
0.27% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
25,857
shares
|
$2.35 Million
0.02% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
25,307
shares
|
$2.3 Million
0.02% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,846
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Added 726.82%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
24,239
shares
|
$2.2 Million
0.05% of portfolio
|
Q3 2024
Added 23.86%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
23,791
shares
|
$2.16 Million
0.45% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
23,485
shares
|
$2.13 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
23,097
shares
|
$2.1 Million
0.63% of portfolio
|
Q2 2024
Reduced 6.31%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 14, 2024 Q3 2024 |
23,080
shares
|
$2.1 Million
1.79% of portfolio
|
Q3 2024
New holding
|