Purchases and Sales Made in Q1 2022 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q1 2022. 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 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
10.1K+ 147.35% |
$1.02M - $1.1M
|
16.9K
$1.53M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10K+ 15.65% |
$1.01M - $1.09M
|
73.9K
$6.69M
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.73K+ 8.67% |
$980K - $1.06M
|
122K
$11M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.56K+ 14.84% |
$963K - $1.04M
|
74K
$6.69M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.82K+ 44.38% |
$787K - $852K
|
25.4K
$2.3M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.46K+ 308.65% |
$751K - $812K
|
9.87K
$893K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.42K+ 350.31% |
$747K - $809K
|
9.54K
$863K
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
7.38K+ 102.42% |
$743K - $803K
|
14.6K
$1.32M
|
|
Jun 08, 2022
Q1 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
7.19KNew |
$724K - $783K
|
7.19K
$650K
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6.91K+ 6.06% |
$696K - $753K
|
121K
$10.9M
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
6.86K+ 8.69% |
$691K - $748K
|
85.8K
$7.76M
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.7KNew |
$675K - $730K
|
6.7K
$606K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.67K+ 141.17% |
$672K - $727K
|
11.4K
$1.03M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.46K+ 13.36% |
$650K - $703K
|
54.8K
$4.95M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.41K+ 11.87% |
$646K - $699K
|
60.4K
$5.47M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
6.36KNew |
$641K - $693K
|
6.36K
$576K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.26KNew |
$630K - $682K
|
6.26K
$566K
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.91K+ 7.86% |
$494K - $535K
|
67.4K
$6.09M
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
4.83K+ 6.14% |
$486K - $526K
|
83.5K
$7.55M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
4.7K+ 1.44% |
$473K - $512K
|
331K
$29.9M
|
|
May 09, 2022
Q1 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
4.65KNew |
$468K - $507K
|
4.65K
$421K
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.56K+ 18.31% |
$459K - $496K
|
29.4K
$2.66M
|
|
Apr 29, 2022
Q1 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
4.48K+ 24.73% |
$451K - $488K
|
22.6K
$2.04M
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.39K+ 6.13% |
$442K - $479K
|
76.1K
$6.88M
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.23K+ 10.79% |
$426K - $461K
|
43.4K
$3.93M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.19KNew |
$421K - $456K
|
4.19K
$379K
|
|
May 16, 2022
Q1 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
4.13KNew |
$416K - $450K
|
4.13K
$374K
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.12KNew |
$414K - $448K
|
4.12K
$372K
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.11KNew |
$413K - $447K
|
4.11K
$371K
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.09K+ 17.6% |
$412K - $446K
|
27.3K
$2.47M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.07KNew |
$410K - $443K
|
4.07K
$368K
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.97K+ 48.93% |
$400K - $433K
|
12.1K
$1.09M
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.94K+ 61.09% |
$397K - $429K
|
10.4K
$940K
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.9KNew |
$393K - $425K
|
3.9K
$353K
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.83K+ 13.32% |
$385K - $417K
|
32.5K
$2.94M
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.65KNew |
$368K - $398K
|
3.65K
$330K
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
3.62K+ 5.02% |
$365K - $395K
|
75.9K
$6.86M
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.5KNew |
$352K - $381K
|
3.5K
$317K
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
3.48K+ 1.69% |
$351K - $379K
|
209K
$18.9M
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3.48K+ 14.61% |
$350K - $379K
|
27.3K
$2.47M
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
3.48K+ 4.19% |
$350K - $379K
|
86.3K
$7.81M
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
3.46KNew |
$348K - $377K
|
3.46K
$313K
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.38K+ 75.15% |
$341K - $369K
|
7.89K
$713K
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.32KNew |
$335K - $362K
|
3.32K
$301K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.21K+ 75.81% |
$323K - $350K
|
7.45K
$674K
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.75KNew |
$277K - $299K
|
2.75K
$249K
|
|
May 13, 2022
Q1 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
2.71K+ 7.31% |
$273K - $296K
|
39.9K
$3.61M
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.63K+ 1.57% |
$265K - $286K
|
169K
$15.3M
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
2.54KNew |
$256K - $277K
|
2.54K
$230K
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.49KNew |
$251K - $271K
|
2.49K
$225K
|