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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-50- 0.44% |
$5.46K - $5.65K
|
11.4K
$1.03M
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-56- 1.34% |
$6.11K - $6.33K
|
4.13K
$373K
|
|
|
Apr 07, 2021
Q1 2021
|
Weaver Consulting Group
|
SELL
|
- |
-60- 0.83% |
$6.55K - $6.78K
|
7.19K
$649K
|
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-73- 15.05% |
$7.97K - $8.25K
|
412
$37.2K
|
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-99- 3.28% |
$10.8K - $11.2K
|
2.92K
$264K
|
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-101- 3.12% |
$11K - $11.4K
|
3.13K
$283K
|
|
|
Apr 29, 2021
Q1 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-111- 1.4% |
$12.1K - $12.5K
|
7.81K
$706K
|
|
|
Apr 30, 2021
Q1 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-114- 2.49% |
$12.4K - $12.9K
|
4.46K
$403K
|
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-142- 3.97% |
$15.5K - $16.1K
|
3.43K
$310K
|
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
SELL
|
- |
-145- 2.6% |
$15.8K - $16.4K
|
5.44K
$492K
|
|
|
May 13, 2021
Q1 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-170- 1.36% |
$18.6K - $19.2K
|
12.3K
$1.11M
|
|
|
Apr 29, 2021
Q1 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-175- 3.43% |
$19.1K - $19.8K
|
4.92K
$445K
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-191- 31.01% |
$20.8K - $21.6K
|
425
$38.4K
|
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
SELL
|
- |
-192- 7.46% |
$21K - $21.7K
|
2.38K
$215K
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-195- 12.12% |
$21.3K - $22K
|
1.41K
$128K
|
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-200- 10.0% |
$21.8K - $22.6K
|
1.8K
$163K
|
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-200- 4.7% |
$21.8K - $22.6K
|
4.06K
$366K
|
|
|
May 14, 2021
Q1 2021
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-200- 49.88% |
$21.8K - $22.6K
|
201
$18.2K
|
|
|
May 11, 2021
Q1 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-205- 6.52% |
$22.4K - $23.2K
|
2.94K
$266K
|
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-207- 6.76% |
$22.6K - $23.4K
|
2.85K
$258K
|
|
|
May 26, 2021
Q1 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-212- 3.08% |
$23.1K - $24K
|
6.66K
$602K
|
|
|
Apr 16, 2021
Q1 2021
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-215- 10.44% |
$23.5K - $24.3K
|
1.85K
$167K
|
|
|
Apr 23, 2021
Q1 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-218- 10.04% |
$23.8K - $24.6K
|
1.95K
$176K
|
|
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-226- 8.43% |
$24.7K - $25.5K
|
2.46K
$222K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-247- 0.77% |
$27K - $27.9K
|
31.8K
$2.87M
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-300- 34.8% |
$32.7K - $33.9K
|
562
$50.8K
|
|
|
May 14, 2021
Q1 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-300- 6.71% |
$32.7K - $33.9K
|
4.17K
$377K
|
|
|
May 17, 2021
Q1 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-310- 9.65% |
$33.8K - $35K
|
2.9K
$262K
|
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
SELL
|
- |
-335- 14.71% |
$36.6K - $37.9K
|
1.94K
$175K
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-340Closed |
$37.1K - $38.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-365- 53.44% |
$39.8K - $41.3K
|
318
$28.7K
|
|
|
May 21, 2021
Q1 2021
|
Rollins Financial
|
SELL
|
- |
-374- 3.58% |
$40.8K - $42.3K
|
10.1K
$909K
|
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-384- 5.85% |
$41.9K - $43.4K
|
6.19K
$559K
|
|
|
Apr 27, 2021
Q1 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-389- 3.69% |
$42.5K - $44K
|
10.2K
$918K
|
|
|
Apr 28, 2021
Q1 2021
|
Investors Research Corp
|
SELL
|
- |
-415Closed |
$45.3K - $46.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-445- 0.55% |
$48.6K - $50.3K
|
79.7K
$7.21M
|
|
|
Apr 12, 2021
Q1 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-452- 13.14% |
$49.3K - $51.1K
|
2.99K
$270K
|
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-459- 19.65% |
$50.1K - $51.9K
|
1.88K
$170K
|
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-473- 3.51% |
$51.6K - $53.5K
|
13K
$1.17M
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-487- 44.11% |
$53.1K - $55.1K
|
617
$55.7K
|
|
|
Apr 06, 2021
Q1 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-491- 7.43% |
$53.6K - $55.5K
|
6.12K
$553K
|
|
|
May 12, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-508- 7.33% |
$55.4K - $57.4K
|
6.42K
$580K
|
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-563- 11.0% |
$61.4K - $63.6K
|
4.56K
$412K
|
|
|
May 27, 2021
Q1 2021
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-566- 3.47% |
$61.8K - $64K
|
15.7K
$1.42M
|
|
|
May 14, 2021
Q1 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-584- 5.12% |
$63.7K - $66K
|
10.8K
$978K
|
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-600- 21.72% |
$65.5K - $67.8K
|
2.16K
$195K
|
|
|
Apr 28, 2021
Q1 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-723- 8.56% |
$78.9K - $81.7K
|
7.72K
$698K
|
|
|
Apr 15, 2021
Q1 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-740- 20.99% |
$80.8K - $83.6K
|
2.79K
$252K
|
|
|
May 05, 2021
Q1 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-796- 10.72% |
$86.9K - $90K
|
6.63K
$599K
|
|
|
Apr 09, 2021
Q1 2021
|
First Hawaiian Bank
|
SELL
|
- |
-841- 2.92% |
$91.8K - $95.1K
|
28K
$2.53M
|