Purchases and Sales Made in Q4 2021 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q4 2021. 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 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.23K+ 120.98% |
$1.01M - $1.02M
|
16.9K
$1.52M
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
8.84K+ 8.4% |
$963K - $978K
|
114K
$10.3M
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
8.58K+ 6.03% |
$934K - $949K
|
151K
$13.6M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.56K+ 3.65% |
$932K - $947K
|
243K
$22M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.47KNew |
$923K - $938K
|
8.47K
$767K
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
8.29K+ 5.05% |
$903K - $918K
|
172K
$15.6M
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
8.16KNew |
$889K - $903K
|
8.16K
$738K
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
7.86KNew |
$856K - $870K
|
7.86K
$711K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
7.83KNew |
$853K - $867K
|
7.83K
$708K
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
7.74K+ 4.37% |
$843K - $857K
|
185K
$16.7M
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7.72K+ 4.03% |
$842K - $855K
|
199K
$18M
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
7.55KNew |
$823K - $836K
|
7.55K
$683K
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
BUY
|
- |
7.09K+ 9.35% |
$772K - $784K
|
82.9K
$7.5M
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.78K+ 17.43% |
$739K - $751K
|
45.7K
$4.13M
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
6.72KNew |
$732K - $744K
|
6.72K
$608K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.71K+ 11.73% |
$731K - $743K
|
63.9K
$5.78M
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
6.45KNew |
$703K - $714K
|
6.45K
$583K
|
|
Feb 14, 2022
Q4 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
6.29K+ 20.37% |
$685K - $696K
|
37.2K
$3.36M
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.94KNew |
$647K - $657K
|
5.94K
$537K
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5.89KNew |
$642K - $652K
|
5.89K
$533K
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.61KNew |
$611K - $621K
|
5.61K
$507K
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
4.82K+ 7.15% |
$525K - $534K
|
72.2K
$6.54M
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.73KNew |
$515K - $523K
|
4.73K
$428K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.68K+ 55.69% |
$510K - $518K
|
13.1K
$1.18M
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
4.53K+ 237.12% |
$493K - $501K
|
6.44K
$582K
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4.23K+ 126.38% |
$461K - $468K
|
7.58K
$685K
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.2K+ 6.21% |
$457K - $464K
|
71.7K
$6.49M
|
|
Mar 03, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.87KNew |
$422K - $428K
|
3.87K
$350K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.85K+ 6.91% |
$419K - $426K
|
59.6K
$5.39M
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.81K+ 2.03% |
$416K - $422K
|
191K
$17.3M
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.65KNew |
$398K - $404K
|
3.65K
$330K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.58K+ 1.61% |
$390K - $396K
|
226K
$20.5M
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.29KNew |
$359K - $365K
|
3.29K
$298K
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
3.29K+ 27.38% |
$358K - $364K
|
15.3K
$1.38M
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.19K+ 27.92% |
$348K - $353K
|
14.6K
$1.32M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.12K+ 13.34% |
$340K - $345K
|
26.5K
$2.4M
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.11K+ 12.13% |
$339K - $344K
|
28.7K
$2.6M
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.05K+ 5.94% |
$332K - $338K
|
54.4K
$4.93M
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.04KNew |
$331K - $336K
|
3.04K
$275K
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.95KNew |
$322K - $327K
|
2.95K
$267K
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
2.91KNew |
$317K - $322K
|
2.91K
$264K
|
|
Feb 10, 2022
Q4 2021
|
Gator Capital Management, LLC
|
BUY
|
- |
2.9KNew |
$316K - $321K
|
2.9K
$262K
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.86KNew |
$312K - $317K
|
2.86K
$259K
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.83KNew |
$308K - $313K
|
2.83K
$256K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.79K+ 2.55% |
$303K - $308K
|
112K
$10.1M
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.73K+ 3.07% |
$297K - $302K
|
91.5K
$8.27M
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
2.69K+ 3.54% |
$293K - $297K
|
78.6K
$7.11M
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.68K+ 2.44% |
$292K - $297K
|
112K
$10.2M
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.61KNew |
$285K - $289K
|
2.61K
$236K
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
BUY
|
- |
2.38K+ 13.92% |
$259K - $263K
|
19.5K
$1.76M
|