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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2021
Q4 2020
|
Wolf Group Capital Advisors
|
BUY
|
- |
460+ 8.43% |
$51.2K - $52K
|
5.92K
$544K
|
|
|
Jan 12, 2021
Q4 2020
|
Addison Capital CO
|
BUY
|
- |
407+ 7.45% |
$45.3K - $46K
|
5.87K
$540K
|
|
|
Feb 05, 2021
Q4 2020
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
401New |
$44.6K - $45.4K
|
401
$36.9K
|
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
385+ 83.33% |
$42.8K - $43.6K
|
847
$77.9K
|
|
|
Feb 11, 2021
Q4 2020
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
376New |
$41.8K - $42.5K
|
376
$34.6K
|
|
|
Feb 10, 2021
Q4 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
346+ 11.98% |
$38.5K - $39.1K
|
3.23K
$297K
|
|
|
Feb 26, 2021
Q4 2020
|
Avitas Wealth Management LLC
|
BUY
|
- |
304+ 3.05% |
$33.8K - $34.4K
|
10.3K
$946K
|
|
|
Feb 03, 2021
Q4 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
295+ 84.77% |
$32.8K - $33.4K
|
643
$59.1K
|
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
BUY
|
- |
260+ 30.81% |
$28.9K - $29.4K
|
1.1K
$102K
|
|
|
Jan 13, 2021
Q4 2020
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
259+ 5.23% |
$28.8K - $29.3K
|
5.21K
$480K
|
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
244+ 8.65% |
$27.1K - $27.6K
|
3.07K
$282K
|
|
|
Feb 13, 2025
Q4 2020
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
238+ 9.0% |
$26.5K - $26.9K
|
2.88K
$265K
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
226+ 9.2% |
$25.1K - $25.6K
|
2.68K
$247K
|
|
|
Feb 02, 2021
Q4 2020
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
218+ 20.86% |
$24.3K - $24.7K
|
1.26K
$116K
|
|
|
Feb 17, 2021
Q4 2020
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
214New |
$23.8K - $24.2K
|
214
$19.7K
|
|
|
Mar 30, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
210+ 8.78% |
$23.4K - $23.8K
|
2.6K
$239K
|
|
|
Jan 11, 2021
Q4 2020
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
205+ 10.43% |
$22.8K - $23.2K
|
2.17K
$200K
|
|
|
Jan 22, 2021
Q4 2020
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
189New |
$21K - $21.4K
|
189
$17.4K
|
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
184+ 2.69% |
$20.5K - $20.8K
|
7.02K
$645K
|
|
|
Feb 02, 2021
Q4 2020
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
180New |
$20K - $20.4K
|
180
$16.6K
|
|
|
Feb 08, 2021
Q4 2020
|
Alera Investment Advisors, LLC
|
BUY
|
- |
161+ 4.49% |
$17.9K - $18.2K
|
3.74K
$344K
|
|
|
Feb 12, 2021
Q4 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
149+ 0.7% |
$16.6K - $16.9K
|
21.5K
$1.98M
|
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
133+ 14.33% |
$14.8K - $15K
|
1.06K
$97.6K
|
|
|
Jan 19, 2021
Q4 2020
|
Procyon Advisors, LLC
|
BUY
|
- |
132+ 0.46% |
$14.7K - $14.9K
|
29K
$2.67M
|
|
|
Feb 18, 2021
Q4 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
132+ 33.33% |
$14.7K - $14.9K
|
528
$48.6K
|
|
|
Jan 20, 2021
Q4 2020
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
120+ 2.9% |
$13.4K - $13.6K
|
4.26K
$391K
|
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
115+ 0.1% |
$12.8K - $13K
|
121K
$11.1M
|
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
107+ 2.74% |
$11.9K - $12.1K
|
4.01K
$369K
|
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
100New |
$11.1K - $11.3K
|
100
$9.2K
|
|
|
Feb 12, 2021
Q4 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
97+ 3.27% |
$10.8K - $11K
|
3.06K
$281K
|
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
97New |
$10.8K - $11K
|
97
$8.92K
|
|
|
Mar 02, 2021
Q4 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
92+ 39.83% |
$10.2K - $10.4K
|
323
$29.7K
|
|
|
Jan 26, 2021
Q4 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
90+ 2.62% |
$10K - $10.2K
|
3.53K
$324K
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
89New |
$9.9K - $10.1K
|
89
$8.19K
|
|
|
Feb 08, 2021
Q4 2020
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
88+ 2.15% |
$9.79K - $9.96K
|
4.19K
$385K
|
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
76+ 0.27% |
$8.46K - $8.6K
|
28.5K
$2.62M
|
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
BUY
|
- |
50+ 1.98% |
$5.56K - $5.66K
|
2.57K
$237K
|
|
|
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
28+ 2.99% |
$3.12K - $3.17K
|
965
$88.8K
|
|
|
Feb 02, 2021
Q4 2020
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
24+ 0.25% |
$2.67K - $2.72K
|
9.46K
$870K
|
|
|
Feb 09, 2021
Q4 2020
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23+ 4.55% |
$2.56K - $2.6K
|
528
$48.6K
|
|
|
Feb 08, 2021
Q4 2020
|
Xml Financial, LLC
|
BUY
|
- |
19+ 0.63% |
$2.11K - $2.15K
|
3.06K
$281K
|
|
|
Feb 09, 2021
Q4 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18+ 0.24% |
$2K - $2.04K
|
7.42K
$683K
|
|
|
Feb 12, 2021
Q4 2020
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13+ 0.05% |
$1.45K - $1.47K
|
28.5K
$2.62M
|
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12New |
$1.34K - $1.36K
|
12
$1.1K
|
|
|
Jan 28, 2021
Q4 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
9+ 0.63% |
$1K - $1.02K
|
1.44K
$132K
|
|
|
Feb 02, 2021
Q4 2020
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7+ 0.23% |
$779 - $792
|
3.1K
$285K
|
|
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
BUY
|
- |
7+ 0.68% |
$779 - $792
|
1.03K
$94.7K
|
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7+ 0.25% |
$779 - $792
|
2.78K
$256K
|
|
|
Feb 08, 2021
Q4 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6+ 0.33% |
$668 - $679
|
1.81K
$167K
|
|
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5+ 0.25% |
$556 - $566
|
1.99K
$183K
|