Purchases and Sales Made in Q3 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 Q3 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
Oct 23, 2023 Q3 2023
Tectonic Advisors LLC

Plano, TX
BUY
 -
1.67M
New
$147M - $154M
1.67M $152M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
393K
+ 30.6%
$34.5M - $36.1M
1.68M $153M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
307K
+ 16.6%
$26.9M - $28.2M
2.16M $196M
Oct 30, 2023 Q3 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
195K
New
$17.1M - $18M
195K $17.8M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
187K
+ 1023.1%
$16.4M - $17.1M
205K $18.7M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
145K
New
$12.7M - $13.3M
145K $13.2M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
139K
+ 580.69%
$12.2M - $12.8M
163K $14.9M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
129K
New
$11.3M - $11.8M
129K $11.7M
Feb 14, 2024 Q3 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
84.6K
+ 1399.07%
$7.43M - $7.78M
90.7K $8.26M
Oct 10, 2023 Q3 2023
Bouvel Investment Partners, LLC

BUY
 -
76.8K
+ 2124.25%
$6.74M - $7.06M
80.5K $7.33M
Oct 13, 2023 Q3 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
73.4K
New
$6.44M - $6.75M
73.4K $6.69M
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
73.4K
New
$6.44M - $6.74M
73.4K $6.69M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
71.9K
+ 5.14%
$6.31M - $6.61M
1.47M $134M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
62.4K
New
$5.47M - $5.73M
62.4K $5.68M
Nov 15, 2023 Q3 2023
Smart Portfolios, LLC

Seattle, WA
BUY
 -
60.9K
New
$5.35M - $5.6M
60.9K $5.55M
Oct 19, 2023 Q3 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
60.7K
+ 188.34%
$5.33M - $5.58M
93K $8.47M
Nov 13, 2023 Q3 2023
Evoke Wealth, LLC

BUY
 -
59.8K
New
$5.24M - $5.49M
59.8K $5.45M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
57.2K
+ 57.45%
$5.02M - $5.25M
157K $14.3M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
54.5K
+ 154.5%
$4.78M - $5.01M
89.8K $8.18M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
46.6K
+ 18.26%
$4.09M - $4.28M
302K $27.5M
Nov 13, 2023 Q3 2023
Regis Acquisition Inc.

Denver, CO
BUY
 -
46.3K
+ 45.18%
$4.06M - $4.25M
149K $13.5M
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
40.4K
+ 897.58%
$3.54M - $3.71M
44.9K $4.09M
Oct 31, 2023 Q3 2023
Precision Wealth Strategies, LLC

BUY
 -
38K
+ 243.28%
$3.34M - $3.5M
53.7K $4.89M
Nov 14, 2023 Q3 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
32K
+ 39.27%
$2.81M - $2.94M
114K $10.3M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
31.6K
+ 58.85%
$2.77M - $2.9M
85.2K $7.77M
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

BUY
 -
28.9K
+ 34.06%
$2.53M - $2.65M
114K $10.3M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
27.3K
+ 320.17%
$2.4M - $2.51M
35.9K $3.27M
Oct 19, 2023 Q3 2023
Retireful, LLC

BUY
 -
26.9K
+ 102.55%
$2.36M - $2.47M
53.1K $4.84M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
25.8K
New
$2.26M - $2.37M
25.8K $2.35M
Nov 08, 2023 Q3 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
25.3K
+ 5.1%
$2.22M - $2.33M
522K $47.6M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
23.3K
New
$2.04M - $2.14M
23.3K $2.12M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
23.3K
+ 11.47%
$2.04M - $2.14M
226K $20.6M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
23.2K
+ 3.17%
$2.04M - $2.14M
757K $69M
Oct 11, 2023 Q3 2023
Goodman Advisory Group, LLC

BUY
 -
21.3K
New
$1.87M - $1.96M
21.3K $1.94M
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
20.7K
+ 28.31%
$1.82M - $1.91M
94K $8.57M
Nov 14, 2023 Q3 2023
Hamilton Wealth, LLC

BUY
 -
20K
+ 311.31%
$1.75M - $1.83M
26.4K $2.4M
Oct 13, 2023 Q3 2023
John W. Brooker & Co., Cp As

BUY
 -
19.8K
+ 11.65%
$1.73M - $1.82M
189K $17.2M
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
19K
+ 5.83%
$1.67M - $1.75M
345K $31.5M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
18.4K
+ 9.5%
$1.61M - $1.69M
212K $19.3M
Nov 14, 2023 Q3 2023
Cornerstone Advisory, LLC

BUY
 -
18.4K
+ 40.18%
$1.61M - $1.69M
64K $5.84M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
16.1K
+ 82.54%
$1.42M - $1.48M
35.7K $3.25M
Oct 24, 2023 Q3 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
15.3K
+ 50.98%
$1.34M - $1.4M
45.2K $4.12M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
15K
+ 12.87%
$1.31M - $1.38M
131K $12M
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
14.7K
+ 3.92%
$1.29M - $1.35M
390K $35.6M
Oct 26, 2023 Q3 2023
Steph & CO

BUY
 -
14.3K
+ 26.9%
$1.26M - $1.32M
67.6K $6.16M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
13.5K
New
$1.18M - $1.24M
13.5K $1.23M
Oct 18, 2023 Q3 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
13.1K
+ 6.5%
$1.15M - $1.2M
214K $19.5M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
12.9K
+ 4.64%
$1.13M - $1.18M
291K $26.5M
Nov 13, 2023 Q3 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
12K
+ 59.73%
$1.05M - $1.1M
32K $2.91M

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