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 |
---|---|---|---|---|---|---|---|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.46KClosed |
$348K - $377K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.51K- 19.37% |
$354K - $383K
|
14.6K
$1.32M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-3.66K- 18.82% |
$368K - $398K
|
15.8K
$1.43M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.69KClosed |
$371K - $401K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.69K- 62.13% |
$371K - $402K
|
2.25K
$203K
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.73K- 22.94% |
$375K - $406K
|
12.5K
$1.13M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.74K- 15.0% |
$376K - $407K
|
21.2K
$1.92M
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.79K- 20.82% |
$381K - $413K
|
14.4K
$1.3M
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4.05K- 53.45% |
$408K - $441K
|
3.53K
$319K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.15K- 32.13% |
$418K - $452K
|
8.76K
$792K
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
SELL
|
- |
-4.16K- 45.49% |
$419K - $453K
|
4.99K
$451K
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.21K- 53.78% |
$424K - $459K
|
3.62K
$327K
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.23K- 52.9% |
$426K - $461K
|
3.77K
$341K
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.28KClosed |
$431K - $466K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.3K- 7.55% |
$433K - $468K
|
52.6K
$4.76M
|
|
May 09, 2022
Q1 2022
|
Treasure Coast Financial Planning
|
SELL
|
- |
-4.58K- 6.11% |
$461K - $499K
|
70.4K
$6.36M
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-4.59KClosed |
$462K - $500K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-4.66K- 5.06% |
$469K - $507K
|
87.5K
$7.91M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.69K- 7.97% |
$472K - $511K
|
54.1K
$4.9M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.78KClosed |
$482K - $521K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-5.33K- 25.47% |
$537K - $581K
|
15.6K
$1.41M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.81K- 30.92% |
$585K - $633K
|
13K
$1.17M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.93K- 9.23% |
$597K - $646K
|
58.3K
$5.28M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-6.44KClosed |
$648K - $701K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.6K- 10.74% |
$665K - $719K
|
54.8K
$4.96M
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6.72K- 80.39% |
$676K - $732K
|
1.64K
$148K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.84K- 25.8% |
$688K - $745K
|
19.7K
$1.78M
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
SELL
|
- |
-6.99KClosed |
$703K - $761K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-6.99K- 41.48% |
$704K - $761K
|
9.86K
$892K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.72K- 25.11% |
$777K - $841K
|
23K
$2.08M
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-7.86KClosed |
$791K - $856K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
SELL
|
- |
-8.2K- 22.53% |
$826K - $893K
|
28.2K
$2.55M
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-8.57KClosed |
$863K - $934K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-9.11KClosed |
$917K - $992K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.26KClosed |
$933K - $1.01M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-9.78K- 52.93% |
$984K - $1.06M
|
8.69K
$786K
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-10.2KClosed |
$1.03M - $1.11M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.4K- 22.85% |
$1.05M - $1.14M
|
35.2K
$3.19M
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
SELL
|
- |
-10.9K- 51.3% |
$1.09M - $1.18M
|
10.3K
$932K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14K- 44.1% |
$1.41M - $1.53M
|
17.8K
$1.61M
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-14.1K- 24.15% |
$1.42M - $1.53M
|
44.2K
$3.99M
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-14.1K- 65.27% |
$1.42M - $1.54M
|
7.53K
$681K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.7K- 3.33% |
$1.58M - $1.71M
|
456K
$41.3M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.3K- 79.72% |
$1.64M - $1.77M
|
4.14K
$374K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-16.8K- 10.46% |
$1.69M - $1.83M
|
144K
$13M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.8K- 14.99% |
$1.69M - $1.83M
|
95.1K
$8.6M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-17K- 77.03% |
$1.71M - $1.85M
|
5.06K
$458K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17.1K- 18.69% |
$1.72M - $1.86M
|
74.4K
$6.73M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-18.3K- 80.23% |
$1.84M - $1.99M
|
4.51K
$408K
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-18.8K- 15.9% |
$1.89M - $2.05M
|
99.4K
$8.99M
|