Purchases and Sales Made in Q4 2020 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
310K+ 88.27% |
$34.5M - $35.1M
|
662K
$60.2M
|
|
Feb 16, 2021
Q4 2020
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
226K+ 374.65% |
$25.1M - $25.6M
|
286K
$26M
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
195K+ 52.74% |
$21.7M - $22.1M
|
565K
$51.4M
|
|
Feb 19, 2021
Q4 2020
|
3 D/L Capital Management, LLC
|
BUY
|
- |
190KNew |
$21.1M - $21.5M
|
190K
$17.3M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
189K+ 91.26% |
$21.1M - $21.4M
|
397K
$36M
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
82.6K+ 26.42% |
$9.19M - $9.35M
|
395K
$35.9M
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
72.3K+ 10.2% |
$8.04M - $8.18M
|
781K
$70.9M
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67.7K+ 7.47% |
$7.53M - $7.65M
|
974K
$88.5M
|
|
Feb 10, 2021
Q4 2020
|
Merriman Wealth Management, LLC
|
BUY
|
- |
65.9KNew |
$7.34M - $7.46M
|
65.9K
$5.99M
|
|
Mar 02, 2021
Q4 2020
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
65.9KNew |
$7.33M - $7.45M
|
65.9K
$5.99M
|
|
Feb 08, 2021
Q4 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
64.3KNew |
$7.15M - $7.27M
|
64.3K
$5.84M
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63.1K+ 38.94% |
$7.03M - $7.14M
|
225K
$20.5M
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
BUY
|
- |
58.4K+ 41.59% |
$6.5M - $6.61M
|
199K
$18.1M
|
|
Feb 01, 2021
Q4 2020
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
53.4K+ 34.67% |
$5.95M - $6.05M
|
208K
$18.9M
|
|
Feb 01, 2021
Q4 2020
|
Signify Wealth
|
BUY
|
- |
48.8KNew |
$5.43M - $5.52M
|
48.8K
$4.43M
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
42.8KNew |
$4.76M - $4.84M
|
42.8K
$3.89M
|
|
Jan 02, 2024
Q4 2020
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
40.7KNew |
$4.53M - $4.61M
|
40.7K
$3.7M
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.5K+ 13.31% |
$4.06M - $4.12M
|
310K
$28.2M
|
|
Feb 16, 2021
Q4 2020
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
35.6KNew |
$3.96M - $4.03M
|
35.6K
$3.24M
|
|
Feb 08, 2021
Q4 2020
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
34.6KNew |
$3.85M - $3.92M
|
34.6K
$3.15M
|
|
Jan 19, 2021
Q4 2020
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
30K+ 31920.21% |
$3.34M - $3.39M
|
30.1K
$2.74M
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
27.4K+ 6.65% |
$3.05M - $3.1M
|
440K
$40M
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
27.3K+ 45.93% |
$3.04M - $3.09M
|
86.7K
$7.88M
|
|
Jan 19, 2021
Q4 2020
|
Insight Wealth Partners, LLC
|
BUY
|
- |
25.6K+ 1401.59% |
$2.85M - $2.89M
|
27.4K
$2.49M
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
25.1K+ 459.74% |
$2.8M - $2.85M
|
30.6K
$2.78M
|
|
Jan 26, 2021
Q4 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.9K+ 22.91% |
$2.43M - $2.47M
|
117K
$10.7M
|
|
Feb 03, 2021
Q4 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
21.1KNew |
$2.35M - $2.39M
|
21.1K
$1.92M
|
|
Jan 27, 2021
Q4 2020
|
Mechanics Bank Trust Department
|
BUY
|
- |
20.4K+ 60.0% |
$2.27M - $2.31M
|
54.4K
$4.95M
|
|
Feb 10, 2021
Q4 2020
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20.1K+ 303.88% |
$2.24M - $2.28M
|
26.7K
$2.43M
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19K+ 11.84% |
$2.12M - $2.15M
|
180K
$16.3M
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.9K+ 89.44% |
$1.99M - $2.03M
|
37.9K
$3.45M
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
17.4K+ 81.59% |
$1.94M - $1.97M
|
38.8K
$3.53M
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.4K+ 22.9% |
$1.93M - $1.97M
|
93.3K
$8.48M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.9K+ 7.84% |
$1.88M - $1.91M
|
232K
$21.1M
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
16.7KNew |
$1.86M - $1.89M
|
16.7K
$1.52M
|
|
Feb 16, 2021
Q4 2020
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
16.3KNew |
$1.81M - $1.84M
|
16.3K
$1.48M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.1K+ 101.52% |
$1.8M - $1.83M
|
32K
$2.91M
|
|
Jan 12, 2021
Q4 2020
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
15.2K+ 11.59% |
$1.7M - $1.72M
|
147K
$13.3M
|
|
Feb 11, 2021
Q4 2020
|
Strategic Advisors LLC
|
BUY
|
- |
14.6K+ 17.35% |
$1.62M - $1.65M
|
98.7K
$8.97M
|
|
Jan 25, 2021
Q4 2020
|
True Wealth Advisors, LLC
|
BUY
|
- |
14KNew |
$1.56M - $1.59M
|
14K
$1.28M
|
|
Feb 12, 2021
Q4 2020
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.2K+ 7.42% |
$1.47M - $1.49M
|
191K
$17.3M
|
|
Feb 11, 2021
Q4 2020
|
Scotia Capital Inc.
|
BUY
|
- |
12.6K+ 6.2% |
$1.4M - $1.42M
|
215K
$19.6M
|
|
May 11, 2021
Q4 2020
|
Cornerstone Advisory, LLC
|
BUY
|
- |
11.6KNew |
$1.29M - $1.31M
|
11.6K
$1.05M
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.5K+ 50.32% |
$1.28M - $1.3M
|
34.3K
$3.12M
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.9K+ 28.26% |
$1.22M - $1.24M
|
49.6K
$4.51M
|
|
Jan 28, 2021
Q4 2020
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.8K+ 8.27% |
$1.2M - $1.22M
|
141K
$12.8M
|
|
Jan 22, 2021
Q4 2020
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
10.7K+ 6.54% |
$1.19M - $1.21M
|
175K
$15.9M
|
|
Mar 25, 2021
Q4 2020
|
Rollins Financial
|
BUY
|
- |
10.4KNew |
$1.16M - $1.18M
|
10.4K
$948K
|
|
Feb 11, 2021
Q4 2020
|
Krilogy Financial LLC
|
BUY
|
- |
9.64K+ 9.85% |
$1.07M - $1.09M
|
108K
$9.77M
|
|
Feb 10, 2021
Q4 2020
|
Hamilton Wealth, LLC
|
BUY
|
- |
9.31K+ 17.92% |
$1.04M - $1.05M
|
61.3K
$5.57M
|