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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
40+ 45.45% |
$4.03K - $4.36K
|
128
$11.6K
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
25+ 0.32% |
$2.52K - $2.72K
|
7.77K
$702K
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
24+ 0.63% |
$2.42K - $2.61K
|
3.83K
$346K
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 2.87% |
$1.51K - $1.63K
|
538
$48.6K
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
15New |
$1.51K - $1.63K
|
15
$1.36K
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
BUY
|
- |
14+ 0.62% |
$1.41K - $1.53K
|
2.28K
$206K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13New |
$1.31K - $1.42K
|
13
$1.17K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
10+ 0.62% |
$1.01K - $1.09K
|
1.64K
$148K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.02% |
$906 - $980
|
46.7K
$4.22M
|
|
May 10, 2022
Q1 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
9+ 0.11% |
$906 - $980
|
8.34K
$753K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.59% |
$604 - $654
|
1.03K
$93.1K
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 0.07% |
$504 - $545
|
6.68K
$604K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 1.39% |
$302 - $327
|
219
$19.8K
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2+ 0.1% |
$201 - $218
|
1.98K
$179K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.72% |
$201 - $218
|
279
$25.2K
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.03% |
$201 - $218
|
5.86K
$530K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.46% |
$201 - $218
|
434
$39.2K
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1+ 0.3% |
$101 - $109
|
337
$30.4K
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.01% |
$101 - $109
|
8.16K
$737K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 1.01% |
$101 - $109
|
100
$9.04K
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2Closed |
$201 - $218
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 1.37% |
$302 - $327
|
216
$19.5K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13- 0.61% |
$1.31K - $1.42K
|
2.11K
$191K
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-15- 0.13% |
$1.51K - $1.63K
|
11.8K
$1.07M
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-18- 0.63% |
$1.81K - $1.96K
|
2.85K
$257K
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
SELL
|
- |
-23- 0.37% |
$2.32K - $2.51K
|
6.24K
$564K
|
|
Apr 26, 2022
Q1 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-25- 1.01% |
$2.52K - $2.72K
|
2.45K
$221K
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-25- 1.51% |
$2.52K - $2.72K
|
1.63K
$147K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-26- 2.46% |
$2.62K - $2.83K
|
1.03K
$93.2K
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-30- 96.77% |
$3.02K - $3.27K
|
1
$90.4
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-40- 1.79% |
$4.03K - $4.36K
|
2.2K
$199K
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-40- 8.51% |
$4.03K - $4.36K
|
430
$38.9K
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-51Closed |
$5.14K - $5.56K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-55Closed |
$5.54K - $5.99K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-58- 0.84% |
$5.84K - $6.32K
|
6.87K
$621K
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-67- 2.3% |
$6.75K - $7.3K
|
2.85K
$257K
|
|
Apr 18, 2022
Q1 2022
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-68- 1.26% |
$6.85K - $7.41K
|
5.34K
$483K
|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
SELL
|
- |
-70- 1.15% |
$7.05K - $7.63K
|
6K
$542K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-82Closed |
$8.26K - $8.93K
|
0
$0
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-92- 2.32% |
$9.26K - $10K
|
3.88K
$350K
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-93- 3.03% |
$9.37K - $10.1K
|
2.98K
$269K
|
|
May 16, 2022
Q1 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-96- 2.97% |
$9.67K - $10.5K
|
3.14K
$284K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-115- 13.07% |
$11.6K - $12.5K
|
765
$69.1K
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-128- 3.47% |
$12.9K - $13.9K
|
3.56K
$322K
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-173- 7.0% |
$17.4K - $18.8K
|
2.3K
$208K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-180- 14.02% |
$18.1K - $19.6K
|
1.1K
$99.7K
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-186- 0.58% |
$18.7K - $20.3K
|
32K
$2.89M
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-187- 1.67% |
$18.8K - $20.4K
|
11K
$996K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-188- 0.24% |
$18.9K - $20.5K
|
77.2K
$6.98M
|