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 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.79K+ 32.63% |
$428K - $445K
|
19.5K
$1.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.76K+ 10.02% |
$425K - $442K
|
52.2K
$4.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.42K+ 49.59% |
$394K - $411K
|
13.3K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.37K+ 10.43% |
$390K - $406K
|
46.3K
$4.21M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.08K+ 140.37% |
$364K - $379K
|
6.99K
$636K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.94K+ 2.48% |
$352K - $366K
|
163K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3.93K+ 7.14% |
$351K - $365K
|
59K
$5.37M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.66K+ 8.78% |
$327K - $340K
|
45.4K
$4.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.57KNew |
$318K - $331K
|
3.57K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.51KNew |
$314K - $326K
|
3.51K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3.51K+ 11.9% |
$313K - $326K
|
33K
$3M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.39K+ 45.54% |
$303K - $315K
|
10.8K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
3.32K+ 15.93% |
$297K - $309K
|
24.2K
$2.2M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.32KNew |
$296K - $308K
|
3.32K
$302K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
3.31K+ 2.5% |
$296K - $308K
|
136K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.31KNew |
$295K - $307K
|
3.31K
$301K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.3K+ 5.97% |
$295K - $307K
|
58.6K
$5.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.3K+ 95.07% |
$294K - $306K
|
6.76K
$615K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.23KNew |
$288K - $300K
|
3.23K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.18KNew |
$284K - $295K
|
3.18K
$289K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3.07K+ 2.88% |
$274K - $285K
|
110K
$9.99M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.06K+ 4.19% |
$273K - $284K
|
76K
$6.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.03K+ 8.11% |
$270K - $281K
|
40.3K
$3.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.99K+ 9.91% |
$267K - $278K
|
33.1K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
2.94K+ 81.76% |
$262K - $273K
|
6.53K
$594K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.91K+ 13.16% |
$260K - $270K
|
25K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.88K+ 2.27% |
$257K - $267K
|
130K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
2.8KNew |
$250K - $260K
|
2.8K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2.76K+ 6.35% |
$246K - $256K
|
46.2K
$4.21M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.74K+ 37.85% |
$245K - $255K
|
9.99K
$909K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.74K+ 45.98% |
$245K - $255K
|
8.71K
$792K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.69KNew |
$240K - $250K
|
2.69K
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.69K+ 3.53% |
$240K - $250K
|
78.8K
$7.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.6K+ 61.41% |
$232K - $241K
|
6.82K
$621K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.5KNew |
$223K - $232K
|
2.5K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.47K+ 2.95% |
$220K - $229K
|
86.3K
$7.85M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.45K+ 20.02% |
$219K - $228K
|
14.7K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
2.37K+ 7.09% |
$212K - $221K
|
35.9K
$3.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.27K+ 88.85% |
$203K - $211K
|
4.83K
$439K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.25KNew |
$201K - $209K
|
2.25K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.23K+ 97.43% |
$199K - $207K
|
4.53K
$412K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.22KNew |
$198K - $207K
|
2.22K
$202K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.18KNew |
$194K - $202K
|
2.18K
$198K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.16K+ 1.8% |
$193K - $201K
|
122K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
2.01K+ 1.65% |
$180K - $187K
|
124K
$11.3M
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
2K+ 2.42% |
$179K - $186K
|
84.8K
$7.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.96K+ 25.31% |
$175K - $182K
|
9.71K
$884K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.9K+ 30.26% |
$169K - $176K
|
8.16K
$743K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.84K+ 7.05% |
$164K - $171K
|
27.9K
$2.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.81K+ 18.18% |
$162K - $168K
|
11.8K
$1.07M
|