Purchases and Sales Made in Q1 2024 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q1 2024. 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 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
376K+ 1562.78% |
$34M - $34.8M
|
400K
$36.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
327K+ 12.45% |
$29.7M - $30.3M
|
2.96M
$267M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
308K+ 789.22% |
$27.9M - $28.5M
|
347K
$31.4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
240K+ 29.12% |
$21.7M - $22.2M
|
1.06M
$96.2M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
222K+ 396.3% |
$20.1M - $20.6M
|
278K
$25.2M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
221K+ 1143.27% |
$20M - $20.5M
|
240K
$21.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
123K+ 19.03% |
$11.1M - $11.4M
|
767K
$69.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
121KNew |
$10.9M - $11.2M
|
121K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
119K+ 105.85% |
$10.8M - $11M
|
232K
$21M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
107K+ 48.15% |
$9.68M - $9.9M
|
329K
$29.7M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
87.8K+ 32.16% |
$7.95M - $8.13M
|
361K
$32.6M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
79.9K+ 48.05% |
$7.24M - $7.4M
|
246K
$22.3M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
75.1K+ 4.4% |
$6.8M - $6.96M
|
1.78M
$161M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
68.4KNew |
$6.19M - $6.33M
|
68.4K
$6.18M
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
65K+ 105.57% |
$5.89M - $6.02M
|
127K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
59.9K+ 1066.54% |
$5.43M - $5.55M
|
65.5K
$5.93M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
56.3K+ 56.02% |
$5.1M - $5.21M
|
157K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
54.2K+ 938.63% |
$4.91M - $5.02M
|
60K
$5.42M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.8K+ 7.1% |
$4.78M - $4.89M
|
796K
$72M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.5K+ 15.66% |
$4.3M - $4.4M
|
351K
$31.7M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
45.4K+ 21.21% |
$4.12M - $4.21M
|
260K
$23.5M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
45.4K+ 8.81% |
$4.12M - $4.21M
|
561K
$50.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
45KNew |
$4.08M - $4.17M
|
45K
$4.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
44.4K+ 39.08% |
$4.02M - $4.11M
|
158K
$14.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.1K+ 23.33% |
$3.99M - $4.08M
|
233K
$21.1M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
43.4KNew |
$3.93M - $4.02M
|
43.4K
$3.92M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.7KNew |
$3.69M - $3.77M
|
40.7K
$3.68M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.6K+ 5.02% |
$3.67M - $3.76M
|
848K
$76.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
36.2K+ 14.0% |
$3.28M - $3.35M
|
295K
$26.6M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34.8K+ 28.97% |
$3.16M - $3.23M
|
155K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34.5K+ 34.13% |
$3.13M - $3.2M
|
136K
$12.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33.8K+ 24.02% |
$3.06M - $3.13M
|
175K
$15.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
32K+ 14.91% |
$2.9M - $2.97M
|
247K
$22.3M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32K+ 29.0% |
$2.9M - $2.96M
|
142K
$12.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
30.9K+ 17.46% |
$2.8M - $2.86M
|
208K
$18.8M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
27.5K+ 38.47% |
$2.5M - $2.55M
|
99.2K
$8.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.1K+ 9.32% |
$2.36M - $2.42M
|
306K
$27.7M
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
26KNew |
$2.35M - $2.41M
|
26K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
25K+ 27.94% |
$2.27M - $2.32M
|
115K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
24.4K+ 19.82% |
$2.21M - $2.26M
|
148K
$13.3M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23.4K+ 590.91% |
$2.12M - $2.17M
|
27.4K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
22.8KNew |
$2.06M - $2.11M
|
22.8K
$2.06M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
22KNew |
$1.99M - $2.04M
|
22K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
21.8K+ 6.06% |
$1.98M - $2.02M
|
382K
$34.6M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.5K+ 12.45% |
$1.95M - $1.99M
|
194K
$17.5M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
21.1K+ 28.26% |
$1.91M - $1.95M
|
95.7K
$8.65M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
17.1K+ 25.6% |
$1.55M - $1.59M
|
84.1K
$7.6M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
16KNew |
$1.45M - $1.48M
|
16K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
15.7K+ 15.74% |
$1.42M - $1.46M
|
115K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
15K+ 14.11% |
$1.36M - $1.39M
|
121K
$11M
|