Purchases and Sales Made in Q1 2023 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q1 2023. 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 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
699K+ 2010.44% |
$63.2M - $65.9M
|
734K
$66.7M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
493K+ 1031.69% |
$44.5M - $46.4M
|
540K
$49.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
473K+ 40.05% |
$42.7M - $44.5M
|
1.65M
$150M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
267KNew |
$24.1M - $25.1M
|
267K
$24.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
194KNew |
$17.6M - $18.3M
|
194K
$17.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
159K+ 27.32% |
$14.4M - $15M
|
743K
$67.5M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
156K+ 67.85% |
$14.1M - $14.7M
|
385K
$35M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
113K+ 9.99% |
$10.2M - $10.7M
|
1.25M
$113M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
113K+ 6776.22% |
$10.2M - $10.6M
|
114K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
97.7K+ 14.33% |
$8.83M - $9.2M
|
779K
$70.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
95.6K+ 38.51% |
$8.64M - $9.01M
|
344K
$31.2M
|
|
|
Jul 18, 2023
Q1 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
90KNew |
$8.14M - $8.49M
|
90K
$8.18M
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
77.5K+ 19.24% |
$7.01M - $7.31M
|
480K
$43.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
73.7K+ 1150.12% |
$6.66M - $6.94M
|
80.1K
$7.28M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.8K+ 18.82% |
$5.5M - $5.73M
|
384K
$34.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
53.6K+ 19.16% |
$4.84M - $5.05M
|
333K
$30.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
50.8K+ 39.4% |
$4.59M - $4.79M
|
180K
$16.3M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
44.8K+ 151.73% |
$4.05M - $4.23M
|
74.4K
$6.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
42.4KNew |
$3.83M - $3.99M
|
42.4K
$3.85M
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
36.4K+ 31.81% |
$3.29M - $3.43M
|
151K
$13.7M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
33.9KNew |
$3.07M - $3.2M
|
33.9K
$3.09M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
30.6K+ 10.6% |
$2.77M - $2.89M
|
320K
$29M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
29.5KNew |
$2.67M - $2.78M
|
29.5K
$2.68M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
29.5K+ 850.97% |
$2.67M - $2.78M
|
33K
$3M
|
|
|
May 17, 2023
Q1 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
28.9K+ 14.82% |
$2.61M - $2.72M
|
224K
$20.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.4K+ 151.54% |
$2.56M - $2.67M
|
47.1K
$4.28M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.4K+ 60.22% |
$2.48M - $2.58M
|
72.9K
$6.63M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
26.7K+ 11.11% |
$2.41M - $2.52M
|
267K
$24.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
26.7KNew |
$2.41M - $2.52M
|
26.7K
$2.43M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
25.1K+ 93.0% |
$2.27M - $2.36M
|
52.1K
$4.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.8K+ 136.45% |
$1.97M - $2.05M
|
37.8K
$3.43M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.3K+ 47.15% |
$1.93M - $2.01M
|
66.5K
$6.04M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
21K+ 9.21% |
$1.9M - $1.98M
|
249K
$22.6M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
18.9K+ 37.53% |
$1.71M - $1.78M
|
69.3K
$6.3M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
18.6KNew |
$1.68M - $1.75M
|
18.6K
$1.69M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17.6KNew |
$1.59M - $1.66M
|
17.6K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17.6KNew |
$1.59M - $1.66M
|
17.6K
$1.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.5K+ 38.0% |
$1.58M - $1.65M
|
63.5K
$5.77M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.8K+ 5.03% |
$1.43M - $1.49M
|
330K
$30M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.6K+ 443.49% |
$1.41M - $1.47M
|
19.2K
$1.74M
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
14.8K+ 6.02% |
$1.34M - $1.39M
|
260K
$23.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
14.4K+ 25.15% |
$1.3M - $1.36M
|
71.6K
$6.51M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.1K+ 10.12% |
$1.28M - $1.33M
|
154K
$14M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
13.7K+ 13.58% |
$1.24M - $1.29M
|
115K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.3KNew |
$1.2M - $1.25M
|
13.3K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
12.2K+ 7.34% |
$1.11M - $1.15M
|
179K
$16.2M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
12.1KNew |
$1.09M - $1.14M
|
12.1K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.7K+ 47.29% |
$1.06M - $1.1M
|
36.4K
$3.31M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
10.4K+ 160.95% |
$943K - $983K
|
16.9K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
10.2KNew |
$922K - $961K
|
10.2K
$927K
|