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 04, 2021
Q1 2021
|
Acas, LLC
|
BUY
|
- |
2.25KNew |
$246K - $254K
|
2.25K
$204K
|
|
May 06, 2021
Q1 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.24K+ 1.04% |
$244K - $253K
|
218K
$19.7M
|
|
Apr 21, 2021
Q1 2021
|
Affiance Financial, LLC
|
BUY
|
- |
2.08K+ 32.33% |
$227K - $235K
|
8.52K
$771K
|
|
May 04, 2021
Q1 2021
|
Cairn Investment Group, Inc.
|
BUY
|
- |
1.96KNew |
$213K - $221K
|
1.96K
$177K
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.9K+ 23.36% |
$207K - $214K
|
10K
$906K
|
|
May 05, 2021
Q1 2021
|
Destination Wealth Management
|
BUY
|
- |
1.88K+ 2.65% |
$205K - $212K
|
72.7K
$6.58M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.86K+ 0.79% |
$203K - $210K
|
236K
$21.3M
|
|
May 10, 2021
Q1 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 6.8% |
$188K - $195K
|
27K
$2.44M
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.57K+ 43.25% |
$172K - $178K
|
5.21K
$472K
|
|
Apr 08, 2021
Q1 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
1.5K+ 3.63% |
$164K - $170K
|
42.9K
$3.88M
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.47K+ 6.13% |
$160K - $166K
|
25.4K
$2.3M
|
|
May 06, 2021
Q1 2021
|
Family Firm, Inc.
|
BUY
|
- |
1.46K+ 25.68% |
$160K - $165K
|
7.16K
$648K
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.43K+ 1.18% |
$156K - $162K
|
122K
$11.1M
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.32K+ 5.8% |
$144K - $149K
|
24.1K
$2.18M
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.31K+ 2.04% |
$143K - $149K
|
65.6K
$5.94M
|
|
Apr 22, 2021
Q1 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.31K+ 31.02% |
$143K - $148K
|
5.54K
$501K
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.31K+ 8.49% |
$143K - $148K
|
16.7K
$1.51M
|
|
Apr 29, 2021
Q1 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.28K+ 0.82% |
$139K - $144K
|
158K
$14.3M
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.27K+ 15.37% |
$138K - $143K
|
9.52K
$862K
|
|
Apr 08, 2021
Q1 2021
|
Old Port Advisors
|
BUY
|
- |
1.25K+ 8.45% |
$136K - $141K
|
16K
$1.45M
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.08KNew |
$118K - $122K
|
1.08K
$97.4K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1K+ 934.58% |
$109K - $113K
|
1.11K
$100K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
958New |
$105K - $108K
|
958
$86.7K
|
|
May 11, 2021
Q1 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
900+ 24.66% |
$98.2K - $102K
|
4.55K
$412K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
767+ 42.4% |
$83.7K - $86.7K
|
2.58K
$233K
|
|
May 14, 2021
Q1 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
745+ 21.66% |
$81.3K - $84.2K
|
4.19K
$379K
|
|
May 13, 2021
Q1 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
645+ 6.27% |
$70.4K - $72.9K
|
10.9K
$988K
|
|
May 12, 2021
Q1 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
630+ 2.22% |
$68.8K - $71.2K
|
29K
$2.62M
|
|
May 03, 2021
Q1 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
590+ 2.16% |
$64.4K - $66.7K
|
27.9K
$2.52M
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
547+ 7.71% |
$59.7K - $61.8K
|
7.64K
$691K
|
|
May 12, 2021
Q1 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
492+ 13.14% |
$53.7K - $55.6K
|
4.24K
$383K
|
|
May 05, 2021
Q1 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
479New |
$52.3K - $54.1K
|
479
$43.3K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
474+ 5.27% |
$51.7K - $53.6K
|
9.46K
$856K
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
413New |
$45.1K - $46.7K
|
413
$37.4K
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
406+ 5.79% |
$44.3K - $45.9K
|
7.42K
$671K
|
|
May 06, 2021
Q1 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
400New |
$43.7K - $45.2K
|
400
$36.2K
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
388+ 13.96% |
$42.3K - $43.9K
|
3.17K
$286K
|
|
May 07, 2021
Q1 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
359+ 10.6% |
$39.2K - $40.6K
|
3.75K
$339K
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
345+ 9.32% |
$37.6K - $39K
|
4.05K
$366K
|
|
Apr 15, 2021
Q1 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
334+ 6.41% |
$36.4K - $37.8K
|
5.55K
$502K
|
|
Apr 13, 2021
Q1 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
298+ 0.99% |
$32.5K - $33.7K
|
30.4K
$2.75M
|
|
Apr 19, 2021
Q1 2021
|
Wbh Advisory Inc
|
BUY
|
- |
281+ 5.69% |
$30.7K - $31.8K
|
5.22K
$472K
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
280New |
$30.6K - $31.7K
|
280
$25.3K
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
257New |
$28K - $29.1K
|
257
$23.2K
|
|
Apr 23, 2021
Q1 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
227+ 16.01% |
$24.8K - $25.7K
|
1.65K
$149K
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
219New |
$23.9K - $24.8K
|
219
$19.8K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
219+ 1.09% |
$23.9K - $24.8K
|
20.3K
$1.83M
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
208+ 19.6% |
$22.7K - $23.5K
|
1.27K
$115K
|
|
May 13, 2021
Q1 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
205+ 5.58% |
$22.4K - $23.2K
|
3.88K
$351K
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
201+ 9.57% |
$21.9K - $22.7K
|
2.3K
$208K
|