Purchases and Sales Made in Q2 2022 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.23K+ 28.24% |
$580K - $633K
|
28.3K
$2.56M
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.65KNew |
$526K - $574K
|
5.65K
$510K
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5.34KNew |
$497K - $542K
|
5.34K
$482K
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
5.13K+ 2.22% |
$478K - $521K
|
237K
$21.4M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.06KNew |
$471K - $514K
|
5.06K
$457K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.91K+ 6.6% |
$457K - $499K
|
79.3K
$7.16M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.72K+ 42.97% |
$440K - $480K
|
15.7K
$1.42M
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
4.42K+ 8.17% |
$411K - $449K
|
58.5K
$5.28M
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
4.21K+ 5.46% |
$392K - $428K
|
81.3K
$7.35M
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4.11K+ 2.73% |
$383K - $418K
|
155K
$14M
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3.91K+ 11.23% |
$364K - $398K
|
38.8K
$3.5M
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
3.66K+ 6.2% |
$340K - $371K
|
62.6K
$5.66M
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.58KNew |
$334K - $364K
|
3.58K
$324K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.55K+ 8.17% |
$330K - $360K
|
47K
$4.25M
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
3.25KNew |
$303K - $330K
|
3.25K
$294K
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
BUY
|
- |
3.13KNew |
$291K - $318K
|
3.13K
$283K
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
2.84KNew |
$264K - $288K
|
2.84K
$256K
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$255K - $278K
|
2.74K
$247K
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.69K+ 41.93% |
$251K - $274K
|
9.12K
$824K
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.51K+ 1.2% |
$233K - $255K
|
212K
$19.2M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.51K+ 1.5% |
$233K - $254K
|
169K
$15.3M
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.4KNew |
$223K - $243K
|
2.4K
$216K
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
2.37KNew |
$220K - $240K
|
2.37K
$214K
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.31KNew |
$215K - $235K
|
2.31K
$209K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.01K+ 9.47% |
$187K - $204K
|
23.2K
$2.09M
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.85K+ 0.88% |
$172K - $188K
|
211K
$19.1M
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.82K+ 28.53% |
$170K - $185K
|
8.2K
$741K
|
|
Aug 04, 2022
Q2 2022
|
University Of Texas
|
BUY
|
- |
1.73K+ 12.54% |
$161K - $175K
|
15.5K
$1.4M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.68K+ 50.85% |
$157K - $171K
|
4.99K
$451K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.68K+ 3358.0% |
$156K - $171K
|
1.73K
$156K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.65KNew |
$153K - $167K
|
1.65K
$149K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.64KNew |
$152K - $166K
|
1.64K
$148K
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
1.59K+ 56.61% |
$148K - $161K
|
4.39K
$396K
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.54K+ 7.99% |
$144K - $157K
|
20.8K
$1.88M
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1.16K+ 1.29% |
$108K - $117K
|
90.7K
$8.2M
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
1.13K+ 1.36% |
$105K - $115K
|
84.6K
$7.64M
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.07K+ 39.2% |
$99.2K - $108K
|
3.78K
$342K
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
946+ 0.98% |
$88.1K - $96.1K
|
97.3K
$8.79M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
882+ 408.33% |
$82.1K - $89.6K
|
1.1K
$99.2K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
778+ 2.39% |
$72.4K - $79K
|
33.3K
$3.01M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
665+ 5.83% |
$61.9K - $67.6K
|
12.1K
$1.09M
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
610+ 26.77% |
$56.8K - $62K
|
2.89K
$261K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
600+ 33.46% |
$55.9K - $61K
|
2.39K
$216K
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
538+ 3.11% |
$50.1K - $54.7K
|
17.9K
$1.61M
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
533+ 26.93% |
$49.6K - $54.1K
|
2.51K
$227K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
502+ 2.83% |
$46.7K - $51K
|
18.3K
$1.65M
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
487New |
$45.3K - $49.5K
|
487
$44K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
470+ 4.93% |
$43.8K - $47.7K
|
10K
$905K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
367+ 2.73% |
$34.2K - $37.3K
|
13.8K
$1.25M
|
|
Jul 27, 2022
Q2 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
358+ 4.98% |
$33.3K - $36.4K
|
7.55K
$682K
|