Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
10.6K
+ 6.14%
$964K - $992K
183K $16.7M
Aug 09, 2023 Q2 2023
Precision Wealth Strategies, LLC

BUY
 -
10.5K
+ 205.43%
$955K - $983K
15.6K $1.42M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
9.9K
New
$899K - $925K
9.9K $899K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
9.79K
+ 25.92%
$889K - $915K
47.5K $4.32M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
9.31K
+ 39.61%
$846K - $870K
32.8K $2.98M
Aug 14, 2023 Q2 2023
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
8.9K
New
$808K - $832K
8.9K $809K
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

BUY
 -
7.44K
+ 48.59%
$675K - $695K
22.7K $2.07M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
7.2K
+ 33.64%
$654K - $673K
28.6K $2.6M
Jul 28, 2023 Q2 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
7.19K
+ 28.71%
$653K - $672K
32.2K $2.93M
Jul 28, 2023 Q2 2023
Advisory Services & Investments, LLC

BUY
 -
7.18K
+ 21.63%
$652K - $671K
40.4K $3.67M
Aug 10, 2023 Q2 2023
Flaharty Asset Management, LLC

BUY
 -
6.57K
+ 2.06%
$597K - $614K
326K $29.6M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
6.21K
+ 13.19%
$564K - $581K
53.3K $4.84M
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
5.98K
+ 7.91%
$543K - $559K
81.5K $7.41M
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
5.76K
+ 7.9%
$523K - $538K
78.6K $7.15M
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
5.35K
New
$486K - $500K
5.35K $487K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
5.33K
+ 106.94%
$484K - $498K
10.3K $938K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
5.12K
+ 0.93%
$465K - $478K
558K $50.7M
Aug 14, 2023 Q2 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
4.91K
+ 4.46%
$446K - $459K
115K $10.4M
Aug 01, 2023 Q2 2023
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
4.8K
+ 14.13%
$436K - $448K
38.7K $3.52M
Jul 19, 2023 Q2 2023
Bcs Wealth Management

BUY
 -
4.74K
+ 44.26%
$430K - $443K
15.4K $1.4M
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
4.59K
+ 5.73%
$417K - $429K
84.7K $7.7M
Jul 13, 2023 Q2 2023
Hudson Capital Management LLC

BUY
 -
4.57K
+ 1.76%
$415K - $427K
265K $24.1M
Jul 11, 2023 Q2 2023
Affiance Financial, LLC

BUY
 -
4.35K
+ 52.62%
$395K - $406K
12.6K $1.15M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
4.07K
New
$369K - $380K
4.07K $370K
Jul 21, 2023 Q2 2023
John W. Brooker & Co., Cp As

BUY
 -
3.9K
+ 2.36%
$354K - $364K
170K $15.4M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.64K
+ 1.92%
$331K - $341K
193K $17.6M
Jul 14, 2023 Q2 2023
Bouvel Investment Partners, LLC

BUY
 -
3.62K
New
$328K - $338K
3.62K $329K
Aug 09, 2023 Q2 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
3.43K
New
$312K - $321K
3.43K $312K
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
3.22K
New
$293K - $301K
3.22K $293K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
3.17K
+ 7.79%
$288K - $297K
43.9K $3.99M
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
3.05K
New
$277K - $285K
3.05K $277K
Aug 09, 2023 Q2 2023
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
3.05K
+ 2.05%
$277K - $285K
152K $13.8M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
2.95K
+ 12.82%
$267K - $275K
25.9K $2.36M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
2.74K
+ 16.27%
$248K - $256K
19.6K $1.78M
Jul 20, 2023 Q2 2023
Keystone Wealth Services, LLC

BUY
 -
2.73K
New
$248K - $255K
2.73K $248K
Jul 18, 2023 Q2 2023
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
2.65K
+ 42.51%
$240K - $247K
8.87K $806K
Aug 17, 2023 Q2 2023
Vicus Capital

State College, PA
BUY
 -
2.55K
+ 2.62%
$231K - $238K
99.9K $9.08M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
2.54K
+ 6.91%
$231K - $237K
39.3K $3.57M
Jul 21, 2023 Q2 2023
Treasure Coast Financial Planning

BUY
 -
2.5K
+ 1.66%
$227K - $234K
153K $13.9M
Jul 31, 2023 Q2 2023
First National Corp

BUY
 -
2.45K
+ 50.69%
$223K - $229K
7.28K $662K
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
2.42K
New
$220K - $226K
2.42K $220K
Jul 27, 2023 Q2 2023
Act Advisors, Llc.

BUY
 -
2.37K
New
$215K - $221K
2.37K $215K
Aug 14, 2023 Q2 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
2.34K
New
$213K - $219K
2.34K $213K
Aug 01, 2023 Q2 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
2.3K
+ 5.18%
$209K - $215K
46.7K $4.25M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
2.25K
New
$204K - $210K
2.25K $204K
Jul 31, 2023 Q2 2023
Del Sette Capital Management, LLC

BUY
 -
2.22K
+ 5.8%
$202K - $208K
40.5K $3.68M
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
2.22K
New
$201K - $207K
2.22K $202K
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
1.98K
+ 25.29%
$180K - $185K
9.8K $891K
Jul 28, 2023 Q2 2023
Waterfront Wealth Inc.

BUY
 -
1.97K
+ 26.11%
$179K - $184K
9.52K $866K

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