Purchases and Sales Made in Q3 2021 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.91KNew |
$211K - $214K
|
1.91K
$176K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
1.88KNew |
$207K - $210K
|
1.88K
$173K
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.85K+ 11.38% |
$205K - $208K
|
18.1K
$1.68M
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
1.72K+ 30.87% |
$190K - $193K
|
7.31K
$675K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1.7K+ 117.79% |
$187K - $190K
|
3.13K
$289K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.68K+ 2.52% |
$185K - $188K
|
68.2K
$6.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.6KNew |
$177K - $180K
|
1.6K
$148K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.58K+ 23.37% |
$174K - $177K
|
8.32K
$769K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.51K+ 23.36% |
$167K - $169K
|
7.98K
$737K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.43K+ 13.39% |
$158K - $161K
|
12.1K
$1.12M
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.43K+ 2.17% |
$158K - $160K
|
67.5K
$6.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.33K+ 19.11% |
$147K - $149K
|
8.3K
$766K
|
|
|
Nov 04, 2021
Q3 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.23K+ 0.87% |
$136K - $138K
|
142K
$13.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
1.09K+ 5.3% |
$120K - $122K
|
21.5K
$1.99M
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
1.06K+ 3.67% |
$117K - $119K
|
29.9K
$2.76M
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.05K+ 22.13% |
$116K - $118K
|
5.79K
$535K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1KNew |
$111K - $112K
|
1K
$92.5K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
898+ 2.93% |
$99.2K - $101K
|
31.6K
$2.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
866+ 3.03% |
$95.6K - $97.1K
|
29.4K
$2.72M
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
842+ 1.8% |
$93K - $94.4K
|
47.7K
$4.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
835+ 15.29% |
$92.2K - $93.6K
|
6.3K
$581K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
809+ 18.81% |
$89.4K - $90.7K
|
5.11K
$472K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
777New |
$85.8K - $87.1K
|
777
$71.8K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
767+ 56.77% |
$84.7K - $86K
|
2.12K
$196K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
766+ 3.08% |
$84.6K - $85.9K
|
25.6K
$2.37M
|
|
|
Nov 09, 2021
Q3 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
714+ 10.22% |
$78.9K - $80K
|
7.7K
$711K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
665New |
$73.4K - $74.5K
|
665
$61.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
643+ 7.84% |
$71K - $72.1K
|
8.85K
$817K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
630+ 48.95% |
$69.6K - $70.6K
|
1.92K
$177K
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
591+ 5.37% |
$65.3K - $66.2K
|
11.6K
$1.07M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
578+ 5.3% |
$63.8K - $64.8K
|
11.5K
$1.06M
|
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
561+ 4.86% |
$62K - $62.9K
|
12.1K
$1.12M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
535+ 2.01% |
$59.1K - $60K
|
27.2K
$2.51M
|
|
|
Oct 26, 2021
Q3 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
523+ 11.91% |
$57.8K - $58.6K
|
4.91K
$454K
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
512+ 101.99% |
$56.6K - $57.4K
|
1.01K
$93.7K
|
|
|
Feb 13, 2025
Q3 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
510+ 16.27% |
$56.3K - $57.2K
|
3.64K
$337K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
455+ 12.8% |
$50.3K - $51K
|
4.01K
$370K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
393+ 5.01% |
$43.4K - $44.1K
|
8.24K
$761K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
344+ 10.94% |
$38K - $38.6K
|
3.49K
$322K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
330+ 5.05% |
$36.4K - $37K
|
6.87K
$634K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
293+ 0.13% |
$32.4K - $32.8K
|
234K
$21.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
290+ 1.31% |
$32K - $32.5K
|
22.5K
$2.08M
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
283+ 1.14% |
$31.3K - $31.7K
|
25.2K
$2.32M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
275+ 2.3% |
$30.4K - $30.8K
|
12.2K
$1.13M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
260+ 6.56% |
$28.7K - $29.1K
|
4.22K
$390K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
255+ 4.69% |
$28.2K - $28.6K
|
5.7K
$526K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
245+ 11.73% |
$27.1K - $27.5K
|
2.33K
$215K
|
|
|
Nov 15, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
243+ 8.06% |
$26.8K - $27.2K
|
3.26K
$301K
|
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
230+ 3.26% |
$25.4K - $25.8K
|
7.28K
$673K
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
226+ 0.32% |
$25K - $25.3K
|
70.6K
$6.52M
|