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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.64K+ 153.35% |
$330K - $338K
|
6.02K
$544K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.51K+ 4.88% |
$318K - $325K
|
75.4K
$6.82M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.31KNew |
$300K - $306K
|
3.31K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.21KNew |
$291K - $298K
|
3.21K
$291K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.18K+ 3.47% |
$288K - $294K
|
94.6K
$8.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.14K+ 4.3% |
$285K - $291K
|
76.3K
$6.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.04K+ 139.8% |
$276K - $282K
|
5.22K
$472K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.96KNew |
$269K - $275K
|
2.96K
$268K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
2.94K+ 81.76% |
$266K - $272K
|
6.53K
$590K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.86K+ 78.33% |
$259K - $265K
|
6.5K
$588K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.83K+ 4.74% |
$257K - $263K
|
62.6K
$5.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.75K+ 5.37% |
$249K - $255K
|
53.9K
$4.88M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.7K+ 38.78% |
$244K - $250K
|
9.66K
$873K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.65K+ 1.4% |
$240K - $245K
|
191K
$17.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.6KNew |
$235K - $241K
|
2.6K
$235K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.6K+ 2.3% |
$235K - $240K
|
116K
$10.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.58K+ 46.49% |
$234K - $239K
|
8.13K
$735K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.33K+ 22.41% |
$211K - $216K
|
12.7K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.31KNew |
$209K - $214K
|
2.31K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.26KNew |
$204K - $209K
|
2.26K
$204K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.21KNew |
$200K - $205K
|
2.21K
$200K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.12K+ 17.18% |
$192K - $196K
|
14.5K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.95K+ 40.53% |
$176K - $180K
|
6.74K
$610K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.91K+ 7.11% |
$173K - $177K
|
28.7K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.87K+ 6.48% |
$169K - $173K
|
30.7K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
1.87K+ 2.19% |
$169K - $173K
|
87.2K
$7.89M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.8K+ 6.64% |
$163K - $167K
|
28.9K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.73K+ 7.26% |
$156K - $160K
|
25.5K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.72K+ 772.2% |
$156K - $160K
|
1.95K
$176K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.7K+ 58.72% |
$154K - $158K
|
4.6K
$416K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.67K+ 1.35% |
$151K - $154K
|
125K
$11.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.64K+ 3.14% |
$148K - $152K
|
53.7K
$4.86M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.61K+ 23.35% |
$146K - $149K
|
8.51K
$769K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.51K+ 11.66% |
$136K - $139K
|
14.4K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.43KNew |
$130K - $133K
|
1.43K
$129K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.42K+ 3.83% |
$129K - $132K
|
38.6K
$3.49M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
1.27K+ 23.24% |
$115K - $118K
|
6.74K
$610K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.27K+ 5.32% |
$115K - $118K
|
25.1K
$2.27M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.25K+ 6.83% |
$113K - $116K
|
19.6K
$1.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.24K+ 37.52% |
$112K - $115K
|
4.54K
$411K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.18K+ 3.22% |
$107K - $109K
|
37.7K
$3.41M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.17K+ 14.51% |
$106K - $108K
|
9.19K
$832K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.16K+ 32.14% |
$105K - $107K
|
4.75K
$430K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.13K+ 19.89% |
$102K - $105K
|
6.81K
$616K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.07K+ 43.02% |
$96.7K - $98.9K
|
3.55K
$321K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.01K+ 9.46% |
$91.6K - $93.7K
|
11.7K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
989+ 12.36% |
$89.6K - $91.7K
|
8.99K
$813K
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
987+ 0.19% |
$89.4K - $91.5K
|
509K
$46M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
885+ 57.58% |
$80.2K - $82K
|
2.42K
$219K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
870+ 33.08% |
$78.8K - $80.6K
|
3.5K
$317K
|