Purchases and Sales Made in Q1 2021 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q1 2021. The information is specifically focused on institutions that hold shares of PIMCO ACTIVE BOND EXCHANGE TRA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
677K+ 2344.25% |
$73.9M - $76.5M
|
706K
$63.8M
|
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
173KNew |
$18.9M - $19.5M
|
173K
$15.6M
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
149K+ 22.57% |
$16.3M - $16.9M
|
811K
$73.3M
|
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
146K+ 25.87% |
$16M - $16.5M
|
711K
$64.3M
|
|
|
Apr 20, 2021
Q1 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
140KNew |
$15.2M - $15.8M
|
140K
$12.6M
|
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
139KNew |
$15.2M - $15.7M
|
139K
$12.6M
|
|
|
May 06, 2021
Q1 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
104KNew |
$11.4M - $11.8M
|
104K
$9.41M
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
89.1K+ 9.15% |
$9.72M - $10.1M
|
1.06M
$96M
|
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
73.1K+ 25.51% |
$7.97M - $8.26M
|
359K
$32.5M
|
|
|
Apr 29, 2021
Q1 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
66.3K+ 44.74% |
$7.23M - $7.49M
|
214K
$19.4M
|
|
|
Apr 14, 2021
Q1 2021
|
Corbenic Partners LLC
|
BUY
|
- |
65.1K+ 2427.69% |
$7.11M - $7.36M
|
67.8K
$6.13M
|
|
|
Apr 12, 2021
Q1 2021
|
Kwmg, LLC
|
BUY
|
- |
63.3K+ 919.7% |
$6.91M - $7.16M
|
70.2K
$6.35M
|
|
|
Apr 20, 2021
Q1 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
59.2K+ 137.34% |
$6.46M - $6.69M
|
102K
$9.24M
|
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.1K+ 12.6% |
$6.23M - $6.45M
|
510K
$46.1M
|
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.7K+ 171.1% |
$5.97M - $6.18M
|
86.7K
$7.83M
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.5K+ 475.64% |
$4.53M - $4.69M
|
50.2K
$4.53M
|
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
41.2K+ 5.28% |
$4.5M - $4.66M
|
822K
$74.3M
|
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
40.1K+ 1540.41% |
$4.37M - $4.53M
|
42.7K
$3.85M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.5K+ 15.75% |
$3.99M - $4.13M
|
268K
$24.3M
|
|
|
May 11, 2021
Q1 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
35.7K+ 133.61% |
$3.9M - $4.04M
|
62.4K
$5.64M
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32K+ 112.46% |
$3.49M - $3.62M
|
60.5K
$5.47M
|
|
|
May 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30.8K+ 16.13% |
$3.36M - $3.48M
|
222K
$20M
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
29.7K+ 6.75% |
$3.24M - $3.36M
|
469K
$42.4M
|
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
28.9KNew |
$3.15M - $3.26M
|
28.9K
$2.61M
|
|
|
May 11, 2021
Q1 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
28.1K+ 26.5% |
$3.06M - $3.17M
|
134K
$12.1M
|
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
24.1K+ 587.11% |
$2.63M - $2.72M
|
28.2K
$2.55M
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23K+ 51.63% |
$2.51M - $2.6M
|
67.5K
$6.1M
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.4K+ 5.66% |
$2.44M - $2.53M
|
418K
$37.7M
|
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.9K+ 18.65% |
$2.39M - $2.47M
|
139K
$12.6M
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21K+ 44.05% |
$2.29M - $2.37M
|
68.6K
$6.2M
|
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
20.6K+ 468.08% |
$2.25M - $2.33M
|
25K
$2.26M
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
18.8K+ 9.06% |
$2.05M - $2.12M
|
226K
$20.5M
|
|
|
May 14, 2021
Q1 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
18.5KNew |
$2.02M - $2.09M
|
18.5K
$1.67M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.3K+ 4.62% |
$2M - $2.07M
|
415K
$37.5M
|
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
18.3K+ 52.71% |
$1.99M - $2.06M
|
52.9K
$4.78M
|
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
17.7K+ 12.22% |
$1.93M - $2M
|
162K
$14.6M
|
|
|
Apr 15, 2021
Q1 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
16.7K+ 9.54% |
$1.82M - $1.88M
|
191K
$17.3M
|
|
|
Apr 13, 2021
Q1 2021
|
Hudson Capital Management LLC
|
BUY
|
- |
15.6K+ 11.39% |
$1.7M - $1.76M
|
152K
$13.8M
|
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.4K+ 72.72% |
$1.68M - $1.74M
|
36.5K
$3.3M
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.9K+ 1.83% |
$1.62M - $1.68M
|
826K
$74.6M
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.6K+ 3526.88% |
$1.59M - $1.65M
|
15K
$1.35M
|
|
|
May 13, 2021
Q1 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
14.2KNew |
$1.55M - $1.6M
|
14.2K
$1.28M
|
|
|
May 27, 2021
Q1 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
14.1K+ 8.86% |
$1.54M - $1.59M
|
173K
$15.6M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13K+ 34.94% |
$1.42M - $1.47M
|
50.1K
$4.53M
|
|
|
May 06, 2021
Q1 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.7K+ 7.59% |
$1.17M - $1.21M
|
152K
$13.7M
|
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
BUY
|
- |
9.63K+ 20.8% |
$1.05M - $1.09M
|
55.9K
$5.05M
|
|
|
May 14, 2021
Q1 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
9.13KNew |
$996K - $1.03M
|
9.13K
$824K
|
|
|
May 17, 2021
Q1 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
9.06KNew |
$989K - $1.02M
|
9.06K
$819K
|
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.92K+ 41.48% |
$974K - $1.01M
|
30.4K
$2.75M
|
|
|
Apr 16, 2021
Q1 2021
|
Regis Management CO LLC
|
BUY
|
- |
8.92K+ 4.68% |
$974K - $1.01M
|
199K
$18M
|