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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.91K+ 18.46% |
$167K - $175K
|
12.2K
$1.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.85K+ 62.08% |
$162K - $170K
|
4.83K
$439K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.81K+ 35.79% |
$159K - $167K
|
6.88K
$626K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.67K+ 6.05% |
$146K - $153K
|
29.2K
$2.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.62K+ 1.41% |
$142K - $149K
|
117K
$10.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.51K+ 2.69% |
$132K - $138K
|
57.5K
$5.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.45K+ 0.95% |
$127K - $133K
|
153K
$13.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.39K+ 6.2% |
$122K - $127K
|
23.7K
$2.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1.26K+ 2.04% |
$111K - $116K
|
63.3K
$5.75M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
1.23K+ 16.85% |
$108K - $113K
|
8.51K
$773K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
1.18K+ 43.42% |
$103K - $108K
|
3.89K
$353K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 4.32% |
$98.2K - $103K
|
27K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.11K+ 7.55% |
$97.2K - $102K
|
15.8K
$1.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.01K+ 3060.61% |
$88.6K - $92.8K
|
1.04K
$94.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
1K+ 50.0% |
$87.7K - $91.9K
|
3K
$273K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
971+ 2.2% |
$85.2K - $89.2K
|
45.1K
$4.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
945+ 19.91% |
$82.9K - $86.8K
|
5.69K
$517K
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
914+ 2.53% |
$80.2K - $84K
|
37K
$3.36M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
880+ 5.92% |
$77.2K - $80.9K
|
15.7K
$1.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
841+ 2.17% |
$73.8K - $77.3K
|
39.6K
$3.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
801+ 0.77% |
$70.3K - $73.6K
|
105K
$9.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
654+ 2.28% |
$57.4K - $60.1K
|
29.3K
$2.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
633New |
$55.5K - $58.2K
|
633
$57.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
614+ 239.84% |
$53.9K - $56.4K
|
870
$79.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
593+ 2.92% |
$52K - $54.5K
|
20.9K
$1.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
527+ 2.74% |
$46.2K - $48.4K
|
19.7K
$1.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
523+ 4.17% |
$45.9K - $48.1K
|
13.1K
$1.19M
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
515+ 2.75% |
$45.2K - $47.3K
|
19.3K
$1.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
512+ 6.32% |
$44.9K - $47.1K
|
8.62K
$783K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
480+ 6.4% |
$42.1K - $44.1K
|
7.98K
$725K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
455+ 8.83% |
$39.9K - $41.8K
|
5.61K
$509K
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
444+ 3.66% |
$39K - $40.8K
|
12.6K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
434+ 199.08% |
$38.1K - $39.9K
|
652
$59.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
416+ 0.92% |
$36.5K - $38.2K
|
45.6K
$4.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
410+ 24.95% |
$36K - $37.7K
|
2.05K
$187K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
379+ 6.4% |
$33.2K - $34.8K
|
6.3K
$572K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
324+ 11.66% |
$28.4K - $29.8K
|
3.1K
$282K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
316+ 2.23% |
$27.7K - $29K
|
14.5K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
292+ 10.7% |
$25.6K - $26.8K
|
3.02K
$274K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
275+ 10.06% |
$24.1K - $25.3K
|
3.01K
$273K
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
264+ 5.18% |
$23.2K - $24.3K
|
5.36K
$487K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
263+ 35.88% |
$23.1K - $24.2K
|
996
$90.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
239+ 8.35% |
$21K - $22K
|
3.1K
$282K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
234+ 0.84% |
$20.5K - $21.5K
|
28.2K
$2.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
201New |
$17.6K - $18.5K
|
201
$18.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
181+ 30.63% |
$15.9K - $16.6K
|
772
$70.2K
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
160+ 1.8% |
$14K - $14.7K
|
9.06K
$823K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
153New |
$13.4K - $14.1K
|
153
$13.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
145+ 2.69% |
$12.7K - $13.3K
|
5.53K
$502K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
142+ 4.41% |
$12.5K - $13K
|
3.37K
$306K
|