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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.77K- 8.03% |
$426K - $443K
|
54.6K
$4.97M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.88K- 36.85% |
$436K - $453K
|
8.36K
$761K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.91K- 45.37% |
$438K - $456K
|
5.91K
$538K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-5.02K- 43.08% |
$448K - $466K
|
6.63K
$603K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.09K- 3.07% |
$454K - $473K
|
161K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.17K- 41.5% |
$461K - $480K
|
7.28K
$663K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.24KClosed |
$468K - $487K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.96K- 40.16% |
$532K - $554K
|
8.88K
$809K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-6.03K- 0.37% |
$538K - $560K
|
1.62M
$148M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.09K- 85.36% |
$543K - $566K
|
1.04K
$95K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-6.34K- 16.32% |
$566K - $589K
|
32.5K
$2.96M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.02K- 15.86% |
$627K - $653K
|
37.3K
$3.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-7.34K- 6.96% |
$655K - $682K
|
98.2K
$8.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-7.57K- 5.9% |
$676K - $704K
|
121K
$11M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-7.66K- 92.04% |
$684K - $712K
|
662
$60.2K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-7.93K- 28.13% |
$708K - $737K
|
20.3K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.59K- 6.75% |
$856K - $891K
|
133K
$12.1M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-10.2K- 29.48% |
$909K - $946K
|
24.3K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.9K- 2.3% |
$1.15M - $1.2M
|
548K
$49.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-13.2K- 21.95% |
$1.18M - $1.22M
|
46.8K
$4.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-16.7K- 32.07% |
$1.49M - $1.55M
|
35.3K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-18.8K- 3.56% |
$1.68M - $1.75M
|
509K
$46.3M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-22.3K- 90.4% |
$1.99M - $2.07M
|
2.37K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-26.7K- 18.61% |
$2.39M - $2.48M
|
117K
$10.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.4K- 19.38% |
$2.44M - $2.54M
|
114K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-29.5K- 12.4% |
$2.63M - $2.74M
|
208K
$19M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-35K- 2.26% |
$3.13M - $3.25M
|
1.51M
$138M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-40.2K- 64.79% |
$3.59M - $3.74M
|
21.9K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.8K- 1.5% |
$4.27M - $4.44M
|
3.15M
$286M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-50K- 36.33% |
$4.46M - $4.64M
|
87.6K
$7.97M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-61.4K- 54.44% |
$5.49M - $5.71M
|
51.4K
$4.68M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-67.2K- 93.69% |
$6M - $6.25M
|
4.53K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-69.2K- 36.42% |
$6.17M - $6.42M
|
121K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-82.1K- 79.21% |
$7.33M - $7.63M
|
21.6K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-119K- 13.14% |
$10.6M - $11.1M
|
787K
$71.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-150K- 14.64% |
$13.4M - $13.9M
|
873K
$79.4M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-377K- 88.55% |
$33.6M - $35M
|
48.7K
$4.43M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.85M- 97.52% |
$165M - $172M
|
47K
$4.28M
|