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
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

BUY
 -
2.29K
New
$207K - $216K
2.29K $208K
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
2.25K
+ 73.96%
$203K - $212K
5.29K $480K
May 10, 2023 Q1 2023
Cardinal Point Wealth Management Partners, LLC

BUY
 -
2.24K
+ 1.53%
$202K - $211K
149K $13.5M
Jun 21, 2023 Q1 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
2.24K
+ 1.53%
$202K - $211K
149K $13.5M
Apr 11, 2023 Q1 2023
Parisi Gray Wealth Management

BUY
 -
2.18K
New
$197K - $205K
2.18K $198K
Apr 28, 2023 Q1 2023
Allen Capital Group, LLC

BUY
 -
2.17K
New
$196K - $204K
2.17K $197K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
2.13K
+ 5.93%
$192K - $201K
38K $3.45M
Apr 20, 2023 Q1 2023
Jmac Enterprises LLC

BUY
 -
2.05K
+ 16.13%
$185K - $193K
14.8K $1.34M
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
1.95K
+ 7.41%
$176K - $184K
28.2K $2.57M
May 02, 2023 Q1 2023
Arbor Trust Wealth Advisors, LLC

BUY
 -
1.92K
+ 3.96%
$173K - $181K
50.3K $4.58M
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
1.82K
+ 30.24%
$164K - $171K
7.82K $711K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.73K
+ 7.92%
$156K - $163K
23.5K $2.14M
Apr 18, 2023 Q1 2023
Beacon Financial Advisory LLC

BUY
 -
1.62K
+ 28.37%
$146K - $152K
7.31K $664K
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.49K
+ 3.44%
$135K - $140K
44.8K $4.07M
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
1.36K
+ 9.75%
$123K - $128K
15.3K $1.39M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.26K
+ 2.48%
$114K - $118K
52K $4.73M
May 03, 2023 Q1 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
1.18K
+ 46.16%
$106K - $111K
3.73K $339K
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1.13K
+ 42.51%
$102K - $107K
3.8K $345K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
1.09K
+ 17.49%
$98.4K - $103K
7.31K $665K
May 09, 2023 Q1 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
1.05K
+ 0.7%
$95.1K - $99.1K
152K $13.8M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
1.04K
+ 3.83%
$94.3K - $98.3K
28.3K $2.57M
Apr 10, 2023 Q1 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
923
+ 24.01%
$83.4K - $87K
4.77K $433K
May 10, 2023 Q1 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
907
+ 17.9%
$82K - $85.5K
5.98K $543K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
880
+ 20.81%
$79.6K - $82.9K
5.11K $464K
May 09, 2023 Q1 2023
Vista Private Wealth Partners. LLC

BUY
 -
834
+ 0.99%
$75.4K - $78.6K
84.7K $7.69M
May 02, 2023 Q1 2023
Vicus Capital

State College, PA
BUY
 -
831
+ 0.86%
$75.1K - $78.3K
97.3K $8.84M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
791
+ 1.98%
$71.5K - $74.5K
40.8K $3.7M
Apr 10, 2023 Q1 2023
Bcs Wealth Management

BUY
 -
761
+ 7.66%
$68.8K - $71.7K
10.7K $972K
Apr 12, 2023 Q1 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
737
+ 1.69%
$66.6K - $69.4K
44.4K $4.04M
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
708
+ 1.9%
$64K - $66.7K
37.9K $3.45M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
707
+ 7.51%
$63.9K - $66.6K
10.1K $920K
Apr 13, 2023 Q1 2023
Ewg Elevate Inc.

BUY
 -
702
+ 3.93%
$63.5K - $66.1K
18.6K $1.69M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
475
+ 39.88%
$42.9K - $44.8K
1.67K $151K
Apr 11, 2023 Q1 2023
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
452
+ 18.29%
$40.9K - $42.6K
2.92K $266K
May 01, 2023 Q1 2023
Family Firm, Inc.

BUY
 -
401
+ 1.86%
$36.3K - $37.8K
22K $2M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
389
+ 3.16%
$35.2K - $36.7K
12.7K $1.16M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
385
New
$34.8K - $36.3K
385 $35K
May 01, 2023 Q1 2023
Blue Chip Partners, Inc.

BUY
 -
383
+ 0.49%
$34.6K - $36.1K
79.3K $7.21M
Apr 21, 2023 Q1 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
366
New
$33.1K - $34.5K
366 $33.3K
Apr 20, 2023 Q1 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
343
+ 5.62%
$31K - $32.3K
6.44K $586K
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
323
+ 100.94%
$29.2K - $30.4K
643 $58.4K
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

BUY
 -
323
+ 7.65%
$29.2K - $30.4K
4.55K $413K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
285
New
$25.8K - $26.9K
285 $25.9K
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
243
New
$22K - $22.9K
243 $22.1K
May 01, 2023 Q1 2023
Alera Investment Advisors, LLC

BUY
 -
237
+ 5.98%
$21.4K - $22.3K
4.2K $382K
May 11, 2023 Q1 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
207
New
$18.7K - $19.5K
207 $18.8K
May 11, 2023 Q1 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
192
+ 0.89%
$17.4K - $18.1K
21.9K $1.99M
May 08, 2023 Q1 2023
Hamilton Wealth, LLC

BUY
 -
186
+ 2.99%
$16.8K - $17.5K
6.41K $582K
May 11, 2023 Q1 2023
Essex Financial Services, Inc.

BUY
 -
166
+ 2.96%
$15K - $15.6K
5.78K $525K

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