Purchases and Sales Made in Q1 2025 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q1 2025. 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 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
18.6K+ 10.77% |
$1.66M - $1.73M
|
191K
$17.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
18.1KNew |
$1.61M - $1.68M
|
18.1K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.9K+ 7.95% |
$1.6M - $1.66M
|
243K
$22.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.8KNew |
$1.41M - $1.46M
|
15.8K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15.4K+ 1492.62% |
$1.37M - $1.43M
|
16.4K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
15.3K+ 10.05% |
$1.36M - $1.42M
|
167K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15KNew |
$1.34M - $1.39M
|
15K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
14.7K+ 34.87% |
$1.31M - $1.36M
|
56.8K
$5.17M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
13.6K+ 32.48% |
$1.21M - $1.26M
|
55.4K
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.5K+ 2.37% |
$1.21M - $1.26M
|
583K
$53.1M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13.4KNew |
$1.19M - $1.24M
|
13.4K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13.3K+ 9746.32% |
$1.18M - $1.23M
|
13.4K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
13.2KNew |
$1.18M - $1.22M
|
13.2K
$1.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
13.1K+ 5.63% |
$1.17M - $1.21M
|
245K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
12.8K+ 51.21% |
$1.14M - $1.19M
|
37.9K
$3.45M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
12.3K+ 1.85% |
$1.1M - $1.15M
|
680K
$61.9M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
12K+ 181.36% |
$1.07M - $1.11M
|
18.6K
$1.69M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
11.5K+ 33.75% |
$1.03M - $1.07M
|
45.7K
$4.16M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
11.4K+ 4.85% |
$1.02M - $1.06M
|
246K
$22.4M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.6K+ 11.92% |
$943K - $981K
|
99.1K
$9.02M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.5KNew |
$939K - $977K
|
10.5K
$957K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
10.2K+ 11.11% |
$912K - $949K
|
102K
$9.3M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9.94K+ 60.51% |
$887K - $923K
|
26.4K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.55K+ 14.11% |
$852K - $887K
|
77.2K
$7.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
8.84K+ 36.48% |
$790K - $822K
|
33.1K
$3.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
8.71K+ 24.04% |
$777K - $809K
|
44.9K
$4.09M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
8.57K+ 7.91% |
$765K - $796K
|
117K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.32KNew |
$743K - $773K
|
8.32K
$757K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.3KNew |
$741K - $771K
|
8.3K
$755K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.85K+ 4.96% |
$701K - $729K
|
166K
$15.1M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.76K+ 21.25% |
$693K - $721K
|
44.3K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.49K+ 13.62% |
$669K - $696K
|
62.5K
$5.69M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.37K+ 101.96% |
$658K - $685K
|
14.6K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
7.24K+ 2.33% |
$646K - $672K
|
318K
$29M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
7.13KNew |
$636K - $662K
|
7.13K
$648K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
6.99K+ 105.08% |
$624K - $650K
|
13.6K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.84K+ 204.18% |
$611K - $636K
|
10.2K
$928K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
6.54KNew |
$584K - $608K
|
6.54K
$595K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
6.36K+ 2.97% |
$568K - $591K
|
220K
$20M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
6.34K+ 17.16% |
$566K - $589K
|
43.3K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6.23K+ 6.1% |
$556K - $578K
|
108K
$9.85M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.17KNew |
$551K - $573K
|
6.17K
$562K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
6.07K+ 7.45% |
$542K - $564K
|
87.5K
$7.96M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.99K+ 3.82% |
$534K - $556K
|
163K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.78K+ 4.96% |
$516K - $537K
|
122K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
5.41KNew |
$483K - $502K
|
5.41K
$492K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.4K+ 80.81% |
$482K - $501K
|
12.1K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
5.36K+ 2.42% |
$479K - $498K
|
227K
$20.7M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.02K+ 39.31% |
$448K - $466K
|
17.8K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.94K+ 89.05% |
$441K - $458K
|
10.5K
$954K
|