Purchases and Sales Made in Q3 2024 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
320New |
$28.8K - $30.5K
|
320
$29.1K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
296+ 1.85% |
$26.6K - $28.2K
|
16.3K
$1.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
268+ 4.11% |
$24.1K - $25.5K
|
6.79K
$618K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
267+ 11.56% |
$24K - $25.5K
|
2.58K
$234K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
245+ 4.77% |
$22.1K - $23.4K
|
5.38K
$490K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
241+ 3.85% |
$21.7K - $23K
|
6.49K
$591K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
221+ 1.9% |
$19.9K - $21.1K
|
11.8K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
217+ 6.21% |
$19.5K - $20.7K
|
3.71K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
215+ 13.62% |
$19.4K - $20.5K
|
1.79K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
211New |
$19K - $20.1K
|
211
$19.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
201+ 3.87% |
$18.1K - $19.2K
|
5.39K
$491K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
173+ 0.83% |
$15.6K - $16.5K
|
21.1K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
164+ 1.14% |
$14.8K - $15.6K
|
14.5K
$1.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
160+ 2.82% |
$14.4K - $15.3K
|
5.83K
$530K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
150+ 3.58% |
$13.5K - $14.3K
|
4.34K
$395K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
128+ 2.47% |
$11.5K - $12.2K
|
5.31K
$483K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
114+ 1.32% |
$10.3K - $10.9K
|
8.75K
$796K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
111New |
$9.99K - $10.6K
|
111
$10.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
95+ 2.1% |
$8.55K - $9.06K
|
4.63K
$421K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
90+ 3.33% |
$8.1K - $8.58K
|
2.8K
$254K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
80+ 1.05% |
$7.2K - $7.63K
|
7.7K
$701K
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
65+ 0.05% |
$5.85K - $6.2K
|
130K
$11.8M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
52+ 1.19% |
$4.68K - $4.96K
|
4.43K
$403K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
50New |
$4.5K - $4.77K
|
50
$4.55K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
43New |
$3.87K - $4.1K
|
43
$3.91K
|
|
|
Oct 31, 2024
Q3 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
35+ 1.25% |
$3.15K - $3.34K
|
2.84K
$258K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
34+ 1.25% |
$3.06K - $3.24K
|
2.75K
$250K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
33New |
$2.97K - $3.15K
|
33
$3K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
28+ 0.51% |
$2.52K - $2.67K
|
5.54K
$504K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
13+ 0.56% |
$1.17K - $1.24K
|
2.33K
$212K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
11+ 0.25% |
$990 - $1.05K
|
4.46K
$406K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 1.04% |
$450 - $477
|
488
$44.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 1.72% |
$270 - $286
|
177
$16.1K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2+ 0.91% |
$180 - $191
|
222
$20.2K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 2.33% |
$90 - $95.3
|
44
$4K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 4.76% |
$90 - $95.3
|
22
$2K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1New |
$90 - $95.3
|
1
$91
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1+ 25.0% |
$90 - $95.3
|
5
$455
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1- 0.56% |
$90 - $95.3
|
177
$16.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-2- -0.0% |
$180 - $191
|
200K
$18.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-5- 0.08% |
$450 - $477
|
5.94K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-9- 2.63% |
$810 - $858
|
333
$30.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-15- 0.62% |
$1.35K - $1.43K
|
2.39K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-20- 24.69% |
$1.8K - $1.91K
|
61
$5.55K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-20- 0.39% |
$1.8K - $1.91K
|
5.17K
$470K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-30- 9.23% |
$2.7K - $2.86K
|
295
$26.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-37- 1.96% |
$3.33K - $3.53K
|
1.85K
$168K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-37- 24.5% |
$3.33K - $3.53K
|
114
$10.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-48- 0.37% |
$4.32K - $4.58K
|
12.9K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-51- 0.75% |
$4.59K - $4.86K
|
6.74K
$613K
|