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 05, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.39KNew |
$266K - $271K
|
2.39K
$220K
|
|
Feb 12, 2021
Q4 2020
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.36K+ 16.08% |
$262K - $267K
|
17K
$1.56M
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
2.28KNew |
$253K - $258K
|
2.28K
$209K
|
|
Feb 16, 2021
Q4 2020
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.24KNew |
$249K - $253K
|
2.24K
$206K
|
|
Feb 17, 2021
Q4 2020
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.1KNew |
$234K - $238K
|
2.1K
$193K
|
|
Jan 20, 2021
Q4 2020
|
Family Firm, Inc.
|
BUY
|
- |
2.1K+ 58.34% |
$234K - $237K
|
5.7K
$524K
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.06KNew |
$230K - $234K
|
2.06K
$190K
|
|
Feb 02, 2021
Q4 2020
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
2.06KNew |
$229K - $233K
|
2.06K
$189K
|
|
Feb 11, 2021
Q4 2020
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.04KNew |
$226K - $230K
|
2.04K
$187K
|
|
Feb 03, 2021
Q4 2020
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.97KNew |
$220K - $223K
|
1.97K
$181K
|
|
Jan 13, 2021
Q4 2020
|
Ewg Elevate Inc.
|
BUY
|
- |
1.93K+ 5.73% |
$214K - $218K
|
35.5K
$3.27M
|
|
Feb 08, 2021
Q4 2020
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.89KNew |
$210K - $214K
|
1.89K
$174K
|
|
Feb 02, 2021
Q4 2020
|
Patten Group, Inc.
|
BUY
|
- |
1.89K+ 60.65% |
$210K - $213K
|
4.99K
$459K
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.88K+ 216.94% |
$210K - $213K
|
2.75K
$253K
|
|
Feb 16, 2021
Q4 2020
|
Townsquare Capital LLC
|
BUY
|
- |
1.87KNew |
$208K - $212K
|
1.87K
$172K
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.85K+ 159.11% |
$206K - $210K
|
3.02K
$277K
|
|
Feb 04, 2021
Q4 2020
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.85K+ 18.75% |
$205K - $209K
|
11.7K
$1.08M
|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.83KNew |
$204K - $207K
|
1.83K
$168K
|
|
Jan 21, 2021
Q4 2020
|
Wbh Advisory Inc
|
BUY
|
- |
1.81K+ 57.98% |
$202K - $205K
|
4.94K
$454K
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.74K+ 4.07% |
$194K - $197K
|
44.5K
$4.09M
|
|
Jan 25, 2021
Q4 2020
|
Regis Management CO LLC
|
BUY
|
- |
1.73K+ 0.92% |
$192K - $196K
|
191K
$17.5M
|
|
Feb 10, 2021
Q4 2020
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.7K+ 0.87% |
$189K - $192K
|
198K
$18.2M
|
|
Jan 29, 2021
Q4 2020
|
Steph & CO
|
BUY
|
- |
1.67K+ 8.06% |
$186K - $189K
|
22.4K
$2.06M
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.63K+ 0.94% |
$182K - $185K
|
175K
$16.1M
|
|
Feb 02, 2021
Q4 2020
|
Townsend Asset Management Corp
|
BUY
|
- |
1.43KNew |
$159K - $162K
|
1.43K
$131K
|
|
Feb 12, 2021
Q4 2020
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.43K+ 5.3% |
$159K - $161K
|
28.3K
$2.61M
|
|
Feb 10, 2021
Q4 2020
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 5.75% |
$153K - $156K
|
25.3K
$2.33M
|
|
Jan 25, 2021
Q4 2020
|
Affiance Financial, LLC
|
BUY
|
- |
1.32K+ 25.69% |
$146K - $149K
|
6.44K
$592K
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.29K+ 227.46% |
$144K - $146K
|
1.86K
$171K
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.23KNew |
$136K - $139K
|
1.23K
$113K
|
|
Feb 02, 2021
Q4 2020
|
Girard Partners Ltd.
|
BUY
|
- |
1.18K+ 26.24% |
$131K - $134K
|
5.68K
$522K
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.05K+ 7.47% |
$117K - $119K
|
15.2K
$1.39M
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.05K+ 2.26% |
$117K - $119K
|
47.6K
$4.38M
|
|
Feb 01, 2021
Q4 2020
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.04K+ 14.06% |
$116K - $118K
|
8.43K
$775K
|
|
Feb 18, 2021
Q4 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 46.0% |
$113K - $114K
|
3.21K
$295K
|
|
Feb 09, 2021
Q4 2020
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.01K+ 14.18% |
$112K - $114K
|
8.13K
$748K
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
862New |
$95.9K - $97.5K
|
862
$79.3K
|
|
Feb 12, 2021
Q4 2020
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
850New |
$94.6K - $96.2K
|
850
$78.2K
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
799+ 1.93% |
$88.9K - $90.4K
|
42.2K
$3.88M
|
|
Jan 13, 2021
Q4 2020
|
Pacifica Partners Inc.
|
BUY
|
- |
779+ 1.92% |
$86.7K - $88.1K
|
41.4K
$3.8M
|
|
Jan 28, 2021
Q4 2020
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
771+ 119.17% |
$85.8K - $87.2K
|
1.42K
$130K
|
|
Feb 16, 2021
Q4 2020
|
Concord Wealth Partners
|
BUY
|
- |
765New |
$85.1K - $86.6K
|
765
$70.4K
|
|
Feb 03, 2021
Q4 2020
|
Shilanski & Associates, Inc.
|
BUY
|
- |
763+ 6.78% |
$84.9K - $86.3K
|
12K
$1.11M
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
760+ 72.45% |
$84.6K - $86K
|
1.81K
$166K
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
693+ 5.43% |
$77.1K - $78.4K
|
13.4K
$1.24M
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
688+ 8.29% |
$76.5K - $77.8K
|
8.99K
$827K
|
|
Jan 29, 2021
Q4 2020
|
First Heartland Consultants, Inc.
|
BUY
|
- |
616+ 0.8% |
$68.5K - $69.7K
|
77.5K
$7.13M
|
|
Feb 19, 2021
Q4 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
528+ 8.68% |
$58.7K - $59.7K
|
6.61K
$608K
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
497+ 3.39% |
$55.3K - $56.2K
|
15.2K
$1.39M
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
485New |
$54K - $54.9K
|
485
$44.6K
|