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 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
854+ 29.15% |
$77.4K - $79.1K
|
3.78K
$345K
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
826+ 2.04% |
$74.8K - $76.5K
|
41.2K
$3.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
811+ 2.15% |
$73.5K - $75.2K
|
38.5K
$3.51M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
784+ 0.03% |
$71K - $72.7K
|
2.5M
$228M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
784+ 0.03% |
$71K - $72.7K
|
2.5M
$228M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
782+ 1.64% |
$70.8K - $72.5K
|
48.5K
$4.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
722+ 3.02% |
$65.4K - $66.9K
|
24.7K
$2.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
717+ 7.69% |
$65K - $66.4K
|
10K
$915K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
713+ 6.56% |
$64.6K - $66.1K
|
11.6K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
701+ 149.15% |
$63.5K - $65K
|
1.17K
$107K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
666+ 16.6% |
$60.3K - $61.7K
|
4.68K
$426K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
664+ 6.61% |
$60.2K - $61.5K
|
10.7K
$976K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
569+ 2.38% |
$51.6K - $52.7K
|
24.5K
$2.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
551+ 6.85% |
$49.9K - $51.1K
|
8.59K
$783K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
538New |
$48.7K - $49.9K
|
538
$49K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
518+ 0.59% |
$46.9K - $48K
|
88.3K
$8.04M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
512+ 9.15% |
$46.4K - $47.4K
|
6.11K
$556K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
506+ 0.78% |
$45.8K - $46.9K
|
65.6K
$5.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
481New |
$43.6K - $44.6K
|
481
$43.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
472+ 3.44% |
$42.8K - $43.7K
|
14.2K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
464+ 0.28% |
$42K - $43K
|
167K
$15.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
464+ 2.17% |
$42K - $43K
|
21.8K
$1.99M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
452+ 17.25% |
$41K - $41.9K
|
3.07K
$280K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
413+ 12.22% |
$37.4K - $38.3K
|
3.79K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
383+ 47.76% |
$34.7K - $35.5K
|
1.19K
$108K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
361+ 75.05% |
$32.7K - $33.5K
|
842
$76.7K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
337+ 33.67% |
$30.5K - $31.2K
|
1.34K
$122K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
332+ 0.92% |
$30.1K - $30.8K
|
36.4K
$3.32M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
330New |
$29.9K - $30.6K
|
330
$30.1K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
325New |
$29.4K - $30.1K
|
325
$29.6K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
306+ 36.17% |
$27.7K - $28.4K
|
1.15K
$105K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
283+ 49.82% |
$25.6K - $26.2K
|
851
$77.5K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
253+ 7.07% |
$22.9K - $23.4K
|
3.83K
$349K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
225+ 0.25% |
$20.4K - $20.9K
|
91.5K
$8.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
207+ 7.8% |
$18.8K - $19.2K
|
2.86K
$261K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
206New |
$18.7K - $19.1K
|
206
$18.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$18.1K - $18.5K
|
200
$18.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
199+ 1.48% |
$18K - $18.4K
|
13.7K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
186+ 2.2% |
$16.9K - $17.2K
|
8.63K
$787K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
176+ 1.54% |
$15.9K - $16.3K
|
11.6K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
155+ 1.1% |
$14K - $14.4K
|
14.2K
$1.29M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
151+ 2.04% |
$13.7K - $14K
|
7.57K
$690K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
148+ 5.22% |
$13.4K - $13.7K
|
2.98K
$272K
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
130+ 2.69% |
$11.8K - $12K
|
4.96K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
96+ 1.49% |
$8.7K - $8.9K
|
6.54K
$596K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
94+ 0.5% |
$8.52K - $8.71K
|
18.9K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
88New |
$7.97K - $8.15K
|
88
$8.02K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
83+ 1.61% |
$7.52K - $7.69K
|
5.25K
$478K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
83+ 1.4% |
$7.52K - $7.69K
|
6.02K
$548K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55+ 0.21% |
$4.98K - $5.1K
|
26.9K
$2.45M
|