Purchases and Sales Made in Q3 2023 in Pimco Active Bond Exchange Tra (BOND)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.5K+ 21.49% |
$1M - $1.05M
|
64.8K
$5.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
11.4K+ 8.63% |
$997K - $1.04M
|
143K
$13M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.9K+ 4.16% |
$954K - $1M
|
272K
$24.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10.1K+ 11.67% |
$890K - $932K
|
97K
$8.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.82K+ 11.54% |
$862K - $903K
|
95K
$8.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.47K+ 305.84% |
$831K - $870K
|
12.6K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.74K+ 3.93% |
$766K - $803K
|
231K
$21M
|
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
8.73K+ 3.94% |
$766K - $802K
|
230K
$20.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
8.35K+ 40.6% |
$733K - $768K
|
28.9K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.94K+ 22.37% |
$697K - $730K
|
43.4K
$3.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.67KNew |
$673K - $705K
|
7.67K
$697K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.35K+ 206.96% |
$645K - $675K
|
10.9K
$991K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
7.28K+ 8.12% |
$639K - $669K
|
96.9K
$8.81M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
6.72KNew |
$589K - $617K
|
6.72K
$610K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
6.53K+ 6.54% |
$573K - $600K
|
106K
$9.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.48K+ 31.01% |
$569K - $596K
|
27.4K
$2.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.92K+ 6.77% |
$520K - $544K
|
93.4K
$8.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
5.49K+ 5.16% |
$482K - $505K
|
112K
$10.2M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.34K+ 2.68% |
$469K - $491K
|
205K
$18.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.28K+ 11.11% |
$463K - $485K
|
52.8K
$4.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.2K+ 23.15% |
$457K - $478K
|
27.7K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.86K+ 6.19% |
$426K - $447K
|
83.4K
$7.58M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.83K+ 23.61% |
$424K - $444K
|
25.3K
$2.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
4.54K+ 29.3% |
$398K - $417K
|
20K
$1.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Regis Management CO LLC
|
BUY
|
- |
4.09K+ 23.72% |
$359K - $376K
|
21.3K
$1.94M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.08K+ 51.58% |
$358K - $375K
|
12K
$1.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4.04K+ 5.71% |
$355K - $371K
|
74.8K
$6.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.88K+ 9.88% |
$340K - $357K
|
43.2K
$3.92M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
3.86K+ 25.01% |
$339K - $355K
|
19.3K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
3.76K+ 4.8% |
$330K - $345K
|
82K
$7.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.71KNew |
$326K - $341K
|
3.71K
$337K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.65K+ 38.3% |
$320K - $335K
|
13.2K
$1.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
BUY
|
- |
3.6K+ 28.55% |
$316K - $331K
|
16.2K
$1.47M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.34K+ 10.96% |
$293K - $307K
|
33.8K
$3.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.3K+ 19.94% |
$289K - $303K
|
19.8K
$1.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.21K+ 9.77% |
$281K - $295K
|
36K
$3.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.08K+ 2.72% |
$270K - $283K
|
116K
$10.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.08K+ 13.41% |
$270K - $283K
|
26K
$2.37M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
3.02K+ 6.85% |
$265K - $278K
|
47.1K
$4.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.83K+ 2.96% |
$248K - $260K
|
98.5K
$8.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.75K+ 5.11% |
$242K - $253K
|
56.7K
$5.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.46K+ 338.84% |
$216K - $226K
|
3.19K
$290K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
2.44KNew |
$214K - $224K
|
2.44K
$222K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.41K+ 54.07% |
$211K - $221K
|
6.85K
$623K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.4KNew |
$211K - $221K
|
2.4K
$218K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.32K+ 0.73% |
$203K - $213K
|
318K
$28.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.29KNew |
$201K - $210K
|
2.29K
$208K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.27K+ 5.97% |
$199K - $209K
|
40.4K
$3.67M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.26K+ 3.9% |
$198K - $207K
|
60.2K
$5.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.23K+ 71.76% |
$195K - $205K
|
5.33K
$484K
|