Purchases and Sales Made in Q1 2023 in Pimco Active Bond Exchange Tra (BOND)

BOND Quotes by TradingView

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 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
9.56K
New
$864K - $901K
9.56K $869K
May 10, 2023 Q1 2023
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
9.35K
New
$845K - $881K
9.35K $850K
May 12, 2023 Q1 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
9.29K
+ 14.01%
$839K - $875K
75.6K $6.87M
May 04, 2023 Q1 2023
Cornerstone Advisory, LLC

BUY
 -
9.23K
+ 134.22%
$834K - $869K
16.1K $1.46M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
9.03K
+ 32.56%
$816K - $851K
36.7K $3.34M
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
9K
New
$814K - $848K
9K $818K
May 11, 2023 Q1 2023
Scotia Capital Inc.

BUY
 -
8.62K
+ 2.33%
$779K - $812K
378K $34.4M
May 12, 2023 Q1 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
7.89K
+ 7.72%
$713K - $743K
110K $10M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
7.25K
+ 3.64%
$655K - $683K
206K $18.8M
May 12, 2023 Q1 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
7.13K
+ 12.32%
$644K - $671K
65K $5.9M
May 02, 2023 Q1 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
6.42K
+ 23.76%
$580K - $605K
33.4K $3.04M
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
6.37K
New
$576K - $601K
6.37K $579K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
6.31K
+ 11.9%
$570K - $594K
59.3K $5.39M
Apr 18, 2023 Q1 2023
Steph & CO

BUY
 -
6.29K
+ 18.33%
$569K - $593K
40.6K $3.69M
May 02, 2023 Q1 2023
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
5.93K
+ 34.21%
$536K - $559K
23.3K $2.11M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.79K
+ 27.03%
$523K - $545K
27.2K $2.47M
May 05, 2023 Q1 2023
Destination Wealth Management

BUY
 -
5.7K
+ 7.8%
$515K - $537K
78.8K $7.16M
May 04, 2023 Q1 2023
Precision Wealth Strategies, LLC

BUY
 -
5.12K
New
$463K - $482K
5.12K $465K
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
4.99K
New
$451K - $470K
4.99K $453K
Apr 07, 2023 Q1 2023
Kwb Wealth

Redlands, CA
BUY
 -
4.97K
+ 1.62%
$449K - $468K
312K $28.3M
Apr 20, 2023 Q1 2023
Signify Wealth

BUY
 -
4.84K
+ 42.35%
$437K - $456K
16.3K $1.48M
Apr 17, 2023 Q1 2023
Landmark Wealth Management, LLC

BUY
 -
4.55K
+ 9.04%
$411K - $429K
54.9K $4.99M
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
4.43K
+ 8.39%
$401K - $418K
57.3K $5.21M
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
4.34K
+ 75.71%
$393K - $409K
10.1K $916K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
4.26K
+ 6.21%
$385K - $402K
72.9K $6.62M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
4.15K
+ 19.5%
$375K - $391K
25.4K $2.31M
May 01, 2023 Q1 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
4.1K
+ 7.85%
$370K - $386K
56.3K $5.11M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
3.8K
+ 12.16%
$343K - $358K
35K $3.18M
Apr 20, 2023 Q1 2023
Sage Rhino Capital LLC

BUY
 -
3.77K
+ 7.52%
$341K - $355K
53.9K $4.89M
May 12, 2023 Q1 2023
Private Portfolio Partners LLC

BUY
 -
3.66K
New
$330K - $344K
3.66K $332K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
3.56K
+ 9.11%
$322K - $335K
42.6K $3.87M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
3.48K
+ 1.04%
$314K - $328K
338K $30.7M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
3.43K
New
$310K - $323K
3.43K $312K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
3.39K
New
$307K - $320K
3.39K $308K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
3.31K
+ 3.17%
$300K - $312K
108K $9.81M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
3.23K
+ 56.88%
$292K - $304K
8.9K $809K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
3.18K
+ 23.22%
$287K - $299K
16.8K $1.53M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
3.03K
+ 11.74%
$274K - $286K
28.9K $2.62M
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
2.89K
New
$262K - $273K
2.89K $263K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
2.82K
New
$255K - $266K
2.82K $257K
May 02, 2023 Q1 2023
Del Sette Capital Management, LLC

BUY
 -
2.77K
+ 7.8%
$251K - $261K
38.3K $3.48M
May 11, 2023 Q1 2023
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
2.71K
+ 9.57%
$245K - $255K
31K $2.82M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.68K
+ 92.52%
$243K - $253K
5.59K $508K
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
2.64K
New
$239K - $249K
2.64K $240K
Apr 06, 2023 Q1 2023
Kwmg, LLC

BUY
 -
2.61K
+ 2.83%
$236K - $246K
95K $8.63M
Apr 18, 2023 Q1 2023
Sage Financial Group Inc

BUY
 -
2.61K
New
$236K - $246K
2.61K $237K
May 12, 2023 Q1 2023
Eq LLC

Mercer Island, WA
BUY
 -
2.45K
+ 36.28%
$222K - $231K
9.21K $837K
May 10, 2023 Q1 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
2.41K
New
$218K - $227K
2.41K $219K
Apr 18, 2023 Q1 2023
Affiance Financial, LLC

BUY
 -
2.34K
+ 39.57%
$212K - $221K
8.26K $751K

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