Purchases and Sales Made in Q2 2024 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
13.3KNew |
$1.18M - $1.22M
|
13.3K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.1K+ 194.1% |
$1.17M - $1.2M
|
19.8K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.1KNew |
$1.16M - $1.2M
|
13.1K
$1.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.9KNew |
$1.15M - $1.19M
|
12.9K
$1.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.2KNew |
$1.08M - $1.11M
|
12.2K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
11.9K+ 5.56% |
$1.06M - $1.09M
|
226K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.7KNew |
$1.04M - $1.07M
|
11.7K
$1.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
11.5K+ 11.37% |
$1.03M - $1.06M
|
113K
$10.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.4K+ 6.54% |
$1.02M - $1.05M
|
186K
$16.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
10.5K+ 4.91% |
$933K - $961K
|
224K
$20.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
9.69K+ 35.25% |
$863K - $889K
|
37.2K
$3.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
9.51K+ 69.45% |
$847K - $872K
|
23.2K
$2.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.19K+ 9.37% |
$818K - $843K
|
107K
$9.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.97K+ 110.33% |
$799K - $823K
|
17.1K
$1.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.65K+ 4.17% |
$770K - $793K
|
216K
$19.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.38K+ 6.17% |
$746K - $769K
|
144K
$13.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
8.09K+ 42.71% |
$720K - $742K
|
27K
$2.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
7.95KNew |
$708K - $729K
|
7.95K
$723K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.93K+ 24.19% |
$706K - $727K
|
40.7K
$3.7M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.82K+ 8.26% |
$696K - $717K
|
102K
$9.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
7.4K+ 6.2% |
$659K - $679K
|
127K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.99K+ 1.24% |
$622K - $641K
|
570K
$51.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.71K+ 7.6% |
$598K - $616K
|
95K
$8.64M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.62K+ 5.49% |
$590K - $608K
|
127K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.62K+ 5.49% |
$590K - $608K
|
127K
$11.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
6.44K+ 2.19% |
$574K - $591K
|
301K
$27.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6.42K+ 75.46% |
$572K - $589K
|
14.9K
$1.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.25KNew |
$557K - $574K
|
6.25K
$569K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
6.23K+ 5.44% |
$555K - $571K
|
121K
$11M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.08K+ 45.1% |
$542K - $558K
|
19.6K
$1.78M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.79K+ 14.24% |
$516K - $532K
|
46.5K
$4.23M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.5KNew |
$490K - $505K
|
5.5K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.12K+ 3.6% |
$456K - $470K
|
147K
$13.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
4.78K+ 211.93% |
$426K - $438K
|
7.03K
$640K
|
|
|
Jul 22, 2024
Q2 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
4.78K+ 5.68% |
$425K - $438K
|
88.8K
$8.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
4.75K+ 5.92% |
$423K - $435K
|
84.9K
$7.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
4.54K+ 3.59% |
$404K - $416K
|
131K
$11.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.33K+ 34.05% |
$386K - $398K
|
17.1K
$1.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
4.32K+ 2.05% |
$384K - $396K
|
215K
$19.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.3K+ 9.52% |
$383K - $395K
|
49.5K
$4.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.27KNew |
$380K - $392K
|
4.27K
$388K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.07K+ 62.66% |
$363K - $374K
|
10.6K
$962K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
4.07K+ 1.06% |
$363K - $374K
|
387K
$35.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.01K+ 13.23% |
$357K - $368K
|
34.3K
$3.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
3.73KNew |
$332K - $342K
|
3.73K
$339K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
3.68K+ 4.22% |
$327K - $337K
|
90.9K
$8.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
3.59K+ 15.74% |
$319K - $329K
|
26.4K
$2.4M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.55K+ 25.89% |
$316K - $326K
|
17.3K
$1.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
3.5K+ 8.5% |
$312K - $321K
|
44.7K
$4.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.49K+ 235.81% |
$311K - $320K
|
4.97K
$452K
|