Purchases and Sales Made in Q1 2021 in Pimco Active Bond Exchange Tra (BOND)

BOND Quotes by TradingView

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
Apr 21, 2021 Q1 2021
Krilogy Financial LLC

BUY
 -
8.61K
+ 8.0%
$939K - $973K
116K $10.5M
Apr 23, 2021 Q1 2021
Waterfront Wealth Inc.

BUY
 -
8.23K
New
$899K - $931K
8.23K $745K
Apr 26, 2021 Q1 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
7.94K
+ 47.23%
$867K - $898K
24.8K $2.24M
Apr 26, 2021 Q1 2021
Smart Money Group LLC

BUY
 -
7.58K
New
$827K - $857K
7.58K $686K
May 20, 2021 Q1 2021
Tru Independence LLC

BUY
 -
7.35K
New
$802K - $831K
7.35K $665K
May 14, 2021 Q1 2021
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
6.2K
New
$677K - $701K
6.2K $561K
May 13, 2021 Q1 2021
Avantax Advisory Services, Inc.

BUY
 -
5.96K
+ 41.39%
$650K - $673K
20.4K $1.84M
May 07, 2021 Q1 2021
Gould Asset Management LLC

Claremont, CA
BUY
 -
5.54K
+ 9.75%
$604K - $626K
62.3K $5.63M
Apr 30, 2021 Q1 2021
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
5.36K
+ 63.57%
$585K - $606K
13.8K $1.25M
May 10, 2021 Q1 2021
First National Corp

BUY
 -
5.22K
+ 16.42%
$570K - $590K
37K $3.35M
May 14, 2021 Q1 2021
Jefferies Group LLC

New York, NY
BUY
 -
5.13K
New
$560K - $580K
5.13K $464K
May 17, 2021 Q1 2021
Orion Portfolio Solutions, LLC

BUY
 -
5.01K
+ 13.65%
$546K - $566K
41.7K $3.77M
May 05, 2021 Q1 2021
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
4.8K
+ 313.17%
$524K - $543K
6.34K $573K
May 13, 2021 Q1 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
4.6K
New
$502K - $520K
4.6K $416K
Apr 09, 2021 Q1 2021
Ewg Elevate Inc.

BUY
 -
4.56K
+ 12.85%
$498K - $516K
40.1K $3.62M
Apr 30, 2021 Q1 2021
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
4.3K
New
$469K - $486K
4.3K $389K
Apr 28, 2021 Q1 2021
Bcs Wealth Management

BUY
 -
4.22K
New
$460K - $476K
4.22K $381K
May 10, 2021 Q1 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
4.03K
+ 1.79%
$440K - $456K
229K $20.7M
May 14, 2021 Q1 2021
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
3.92K
+ 14.49%
$428K - $443K
31K $2.8M
Apr 05, 2024 Q1 2021
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
3.9K
+ 196.28%
$426K - $441K
5.89K $533K
Apr 29, 2021 Q1 2021
Procyon Advisors, LLC

BUY
 -
3.84K
+ 13.21%
$419K - $434K
32.9K $2.97M
May 10, 2021 Q1 2021
Navalign, LLC

BUY
 -
3.81K
New
$416K - $431K
3.81K $345K
May 13, 2021 Q1 2021
3 D/L Capital Management, LLC

BUY
 -
3.77K
+ 1.99%
$412K - $426K
194K $17.5M
Apr 29, 2021 Q1 2021
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
3.69K
+ 10.35%
$403K - $417K
39.4K $3.56M
May 13, 2021 Q1 2021
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
3.69K
+ 4.47%
$402K - $417K
86.2K $7.79M
May 10, 2021 Q1 2021
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
3.64K
+ 57.38%
$397K - $411K
9.98K $903K
Apr 30, 2021 Q1 2021
Cornerstone Wealth Management, LLC

BUY
 -
3.6K
+ 2.06%
$393K - $407K
178K $16.1M
May 07, 2021 Q1 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
3.51K
+ 9.11%
$383K - $396K
42K $3.8M
May 11, 2021 Q1 2021
Mma Asset Management LLC

New York, NY
BUY
 -
3.49K
+ 49.51%
$380K - $394K
10.5K $952K
Apr 13, 2021 Q1 2021
Walkner Condon Financial Advisors LLC

BUY
 -
3.41K
New
$372K - $386K
3.41K $309K
May 13, 2021 Q1 2021
Mirae Asset Global Investments Co., Ltd.

BUY
 -
3.4K
+ 1.72%
$371K - $384K
201K $18.2M
May 17, 2021 Q1 2021
Stringer Asset Management, LLC

Memphis, TN
BUY
 -
3.4K
+ 9.54%
$371K - $384K
39K $3.53M
May 13, 2021 Q1 2021
Mainstay Capital Management LLC

BUY
 -
3.39K
+ 85.25%
$370K - $384K
7.37K $667K
May 10, 2021 Q1 2021
Benedict Financial Advisors Inc

BUY
 -
3.08K
New
$336K - $348K
3.08K $279K
May 10, 2021 Q1 2021
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
2.86K
New
$312K - $324K
2.86K $259K
May 11, 2021 Q1 2021
Princeton Global Asset Management LLC

BUY
 -
2.85K
+ 35.09%
$311K - $323K
11K $994K
May 14, 2021 Q1 2021
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
2.84K
New
$310K - $321K
2.84K $257K
Apr 12, 2021 Q1 2021
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
2.81K
New
$307K - $318K
2.81K $254K
Apr 30, 2021 Q1 2021
Mechanics Bank Trust Department

BUY
 -
2.77K
+ 8.42%
$303K - $314K
35.7K $3.23M
May 10, 2021 Q1 2021
Waypoint Wealth Partners Inc.

BUY
 -
2.77K
New
$302K - $313K
2.77K $250K
Apr 22, 2021 Q1 2021
Private Advisor Group, LLC

BUY
 -
2.76K
+ 7.1%
$301K - $312K
41.6K $3.76M
Apr 30, 2021 Q1 2021
Morgan Rosel Wealth Management, LLC

BUY
 -
2.75K
New
$300K - $311K
2.75K $249K
Apr 19, 2021 Q1 2021
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.71K
+ 5.47%
$296K - $306K
52.3K $4.73M
Apr 16, 2021 Q1 2021
Steph & CO

BUY
 -
2.7K
+ 12.04%
$295K - $305K
25.1K $2.27M
May 17, 2021 Q1 2021
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
2.64K
New
$288K - $299K
2.64K $239K
May 18, 2021 Q1 2021
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
2.63K
+ 3.99%
$286K - $297K
68.5K $6.2M
May 12, 2021 Q1 2021
Vista Investment Management

Pittsburgh, PA
BUY
 -
2.59K
+ 15.21%
$282K - $293K
19.6K $1.77M
May 13, 2021 Q1 2021
Rmr Wealth Builders

BUY
 -
2.48K
New
$271K - $281K
2.48K $225K
Apr 30, 2021 Q1 2021
Creative Planning

Overland Park, KS
BUY
 -
2.29K
+ 74.85%
$250K - $259K
5.36K $485K

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