Purchases and Sales Made in Q1 2024 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 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 09, 2024 Q1 2024
Northwest Capital Management Inc

BUY
 -
54
+ 1.69%
$4.89K - $5K
3.24K $293K
Apr 30, 2024 Q1 2024
Valley Forge Investment Consultants Inc Adv

BUY
 -
46
+ 1.16%
$4.17K - $4.26K
4.01K $363K
May 06, 2024 Q1 2024
Pfg Advisors

BUY
 -
42
+ 1.9%
$3.81K - $3.89K
2.26K $204K
Apr 26, 2024 Q1 2024
Artemis Wealth Advisors, LLC

BUY
 -
31
+ 1.13%
$2.81K - $2.87K
2.77K $251K
Apr 11, 2024 Q1 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
30
+ 0.35%
$2.72K - $2.78K
8.63K $781K
Apr 26, 2024 Q1 2024
First Horizon Advisors, Inc.

BUY
 -
29
+ 20.71%
$2.63K - $2.69K
169 $15.3K
May 03, 2024 Q1 2024
Peddock Capital Advisors, LLC

BUY
 -
27
+ 0.41%
$2.45K - $2.5K
6.59K $596K
May 02, 2024 Q1 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
22
+ 1.21%
$1.99K - $2.04K
1.84K $166K
May 01, 2024 Q1 2024
Connecticut Wealth Management, LLC

BUY
 -
19
+ 0.17%
$1.72K - $1.76K
11.4K $1.03M
May 06, 2024 Q1 2024
Sym Financial Corp

BUY
 -
19
New
$1.72K - $1.76K
19 $1.72K
May 02, 2024 Q1 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
10
New
$906 - $927
10 $905
May 15, 2024 Q1 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
6
+ 13.04%
$544 - $556
52 $4.7K
Jul 24, 2024 Q1 2024
Farrell Financial LLC

Orchard Park, NY
BUY
 -
4
+ 0.18%
$362 - $371
2.29K $207K
Apr 30, 2024 Q1 2024
Bay Colony Advisory Group, Inc D

BUY
 -
2
+ 0.09%
$181 - $185
2.31K $209K
Apr 17, 2024 Q1 2024
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
2
+ 0.03%
$181 - $185
5.96K $540K
May 15, 2024 Q1 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
2
+ 1.18%
$181 - $185
172 $15.6K
Apr 30, 2024 Q1 2024
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
1
+ 0.03%
$90.6 - $92.7
3.18K $287K
May 13, 2024 Q1 2024
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
1
+ 0.29%
$90.6 - $92.7
342 $30.9K
May 06, 2024 Q1 2024
Assetmark, Inc

BUY
 -
1
New
$90.6 - $92.7
1 $90.5
Apr 23, 2024 Q1 2024
Gradient Investments LLC

BUY
 -
1
+ 1.56%
$90.6 - $92.7
65 $5.88K
May 03, 2024 Q1 2024
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-3
- 0.72%
$272 - $278
414 $37.5K
Apr 15, 2024 Q1 2024
Sound Income Strategies, LLC

SELL
 -
-3
- 6.25%
$272 - $278
45 $4.07K
Apr 18, 2024 Q1 2024
Aspire Private Capital, LLC

SELL
 -
-4
- 2.92%
$362 - $371
133 $12K
Apr 15, 2024 Q1 2024
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-4
- 0.11%
$362 - $371
3.6K $325K
Apr 25, 2024 Q1 2024
Bogart Wealth, LLC

SELL
 -
-17
- 5.8%
$1.54K - $1.58K
276 $25K
Apr 29, 2024 Q1 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-24
- 9.6%
$2.17K - $2.22K
226 $20.4K
May 13, 2024 Q1 2024
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
SELL
 -
-25
- 0.13%
$2.27K - $2.32K
19.6K $1.77M
May 10, 2024 Q1 2024
Strait & Sound Wealth Management LLC

San Francisco, CA
SELL
 -
-31
- 1.04%
$2.81K - $2.87K
2.95K $266K
Jun 28, 2024 Q1 2024
Brown, Lisle/Cummings, Inc.

Providence, RI
SELL
 -
-37
- 0.57%
$3.35K - $3.43K
6.41K $580K
May 14, 2024 Q1 2024
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-39
- 1.25%
$3.53K - $3.61K
3.07K $278K
May 15, 2024 Q1 2024
Tyler Stone Wealth Management

Beachwood, OH
SELL
 -
-40
- 66.67%
$3.62K - $3.71K
20 $1.81K
Apr 17, 2024 Q1 2024
Morgan Rosel Wealth Management, LLC

SELL
 -
-42
- 0.06%
$3.81K - $3.89K
64.7K $5.85M
May 14, 2024 Q1 2024
Fort Point Capital Partners LLC

San Francisco, CA
SELL
 -
-59
- 0.51%
$5.35K - $5.47K
11.6K $1.04M
May 14, 2024 Q1 2024
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-65
- 1.54%
$5.89K - $6.02K
4.15K $375K
May 13, 2024 Q1 2024
Dudley Capital Management, LLC

Middleburg, VA
SELL
 -
-70
- 0.43%
$6.34K - $6.49K
16.2K $1.46M
May 01, 2024 Q1 2024
Hollencrest Capital Management

SELL
 -
-81
- 0.29%
$7.34K - $7.51K
27.6K $2.49M
Apr 12, 2024 Q1 2024
Mechanics Bank Trust Department

SELL
 -
-100
- 1.92%
$9.06K - $9.27K
5.12K $463K
Apr 26, 2024 Q1 2024
Clear Creek Financial Management, LLC

SELL
 -
-105
- 3.17%
$9.51K - $9.73K
3.21K $291K
May 15, 2024 Q1 2024
Steward Partners Investment Advisory, LLC

SELL
 -
-164
- 0.65%
$14.9K - $15.2K
25.2K $2.28M
Apr 29, 2024 Q1 2024
Avaii Wealth Management, LLC

Appleton, WI
SELL
 -
-179
- 7.42%
$16.2K - $16.6K
2.23K $202K
May 13, 2024 Q1 2024
Frazier Financial Advisors, LLC

Columbus, OH
SELL
 -
-184
- 96.34%
$16.7K - $17.1K
7 $633
May 09, 2024 Q1 2024
Private Portfolio Partners LLC

SELL
 -
-185
- 5.88%
$16.8K - $17.1K
2.96K $268K
Apr 24, 2024 Q1 2024
Round Rock Advisors, LLC

SELL
 -
-191
- 7.91%
$17.3K - $17.7K
2.22K $201K
May 15, 2024 Q1 2024
Mariner, LLC

Overland Park, KS
SELL
 -
-193
- 0.75%
$17.5K - $17.9K
25.6K $2.31M
Aug 08, 2024 Q1 2024
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-204
- 72.6%
$18.5K - $18.9K
77 $6.97K
May 03, 2024 Q1 2024
Savant Capital, LLC

SELL
 -
-206
- 6.48%
$18.7K - $19.1K
2.98K $269K
Apr 24, 2024 Q1 2024
Krilogy Financial LLC

SELL
 -
-218
- 1.39%
$19.8K - $20.2K
15.5K $1.4M
May 10, 2024 Q1 2024
Citigroup Inc

SELL
 -
-264
- 1.65%
$23.9K - $24.5K
15.7K $1.42M
May 15, 2024 Q1 2024
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-301
- 6.41%
$27.3K - $27.9K
4.39K $397K

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