Purchases and Sales Made in Q4 2022 in Pimco Active Bond Exchange Tra (BOND)

BOND Quotes by TradingView

This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q4 2022. 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
Jun 12, 2023 Q4 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
16.3K
+ 31.3%
$1.42M - $1.51M
68.4K $6.22M
Jan 30, 2023 Q4 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
16.2K
New
$1.41M - $1.5M
16.2K $1.47M
Jan 18, 2023 Q4 2022
Hudson Capital Management LLC

BUY
 -
15.4K
+ 6.71%
$1.34M - $1.44M
246K $22.3M
Feb 14, 2023 Q4 2022
Horizon Investments, LLC

Charlotte, NC
BUY
 -
15.4K
+ 47.49%
$1.34M - $1.43M
47.7K $4.34M
Feb 13, 2023 Q4 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
15.2K
+ 5.08%
$1.32M - $1.41M
314K $28.6M
Feb 08, 2023 Q4 2022
Founders Financial Securities LLC

BUY
 -
15.1K
+ 42.81%
$1.31M - $1.4M
50.4K $4.58M
Jan 13, 2023 Q4 2022
Merit Financial Group, LLC

BUY
 -
14.8K
New
$1.29M - $1.38M
14.8K $1.35M
Feb 10, 2023 Q4 2022
Prudent Investors Network, Inc.

Lake Forest, CA
BUY
 -
14.1K
+ 7.78%
$1.22M - $1.31M
195K $17.7M
Jan 09, 2023 Q4 2022
Brookstone Capital Management

BUY
 -
13.7K
+ 87.32%
$1.19M - $1.27M
29.3K $2.67M
Feb 10, 2023 Q4 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
10.3K
+ 88.78%
$896K - $957K
21.9K $1.99M
Feb 13, 2023 Q4 2022
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
9.13K
New
$794K - $848K
9.13K $830K
Feb 13, 2023 Q4 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
8.88K
+ 20.14%
$773K - $825K
53K $4.82M
Jan 17, 2023 Q4 2022
Sequoia Financial Advisors, LLC

BUY
 -
8.75K
+ 139.05%
$761K - $813K
15K $1.37M
Feb 15, 2023 Q4 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
8.71K
+ 47.58%
$758K - $810K
27K $2.46M
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
7.81K
New
$679K - $726K
7.81K $710K
Jan 06, 2023 Q4 2022
Avondale Wealth Management

BUY
 -
7.7K
New
$670K - $715K
7.7K $701K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
7.22K
New
$628K - $671K
7.22K $657K
Feb 13, 2023 Q4 2022
Cornerstone Advisory, LLC

BUY
 -
6.87K
New
$598K - $639K
6.87K $625K
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
6.65K
+ 55.13%
$579K - $618K
18.7K $1.7M
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
6.52K
+ 9.42%
$567K - $606K
75.7K $6.89M
Jan 19, 2023 Q4 2022
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
6.46K
+ 16.34%
$562K - $600K
46K $4.18M
Feb 13, 2023 Q4 2022
Ford Financial Group, LLC

BUY
 -
6.43K
New
$559K - $597K
6.43K $585K
Feb 15, 2023 Q4 2022
Cerity Partners LLC

New York, NY
BUY
 -
6.23K
New
$542K - $578K
6.23K $566K
Jan 31, 2023 Q4 2022
Arbor Trust Wealth Advisors, LLC

BUY
 -
5.72K
+ 13.4%
$498K - $532K
48.4K $4.41M
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

BUY
 -
5.7K
+ 19.58%
$496K - $529K
34.8K $3.17M
Feb 02, 2023 Q4 2022
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
5.53K
New
$481K - $513K
5.53K $503K
Feb 01, 2023 Q4 2022
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
5.45K
+ 3.29%
$474K - $507K
171K $15.6M
Mar 10, 2023 Q4 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
5.16K
+ 50.91%
$449K - $480K
15.3K $1.39M
Feb 15, 2023 Q4 2022
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
5.07K
New
$441K - $471K
5.07K $461K
Jan 23, 2023 Q4 2022
Roman Butler Fullerton & CO

BUY
 -
5.06K
New
$440K - $470K
5.06K $460K
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
5.02K
+ 14.76%
$437K - $467K
39.1K $3.55M
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
4.95K
New
$431K - $460K
4.95K $450K
Jan 10, 2023 Q4 2022
Kwmg, LLC

BUY
 -
4.9K
+ 5.6%
$426K - $455K
92.4K $8.41M
Jan 31, 2023 Q4 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
4.84K
+ 10.07%
$421K - $449K
52.9K $4.81M
Feb 14, 2023 Q4 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
4.34K
+ 18.08%
$377K - $403K
28.3K $2.58M
Feb 07, 2023 Q4 2022
Family Firm, Inc.

BUY
 -
4.29K
+ 24.76%
$373K - $398K
21.6K $1.97M
Feb 14, 2023 Q4 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
4.24K
+ 2.17%
$368K - $394K
199K $18.1M
Feb 07, 2023 Q4 2022
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
4.23K
+ 32.31%
$368K - $393K
17.3K $1.58M
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
4.23K
New
$368K - $393K
4.23K $385K
Jan 12, 2023 Q4 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
4.1K
+ 19.34%
$357K - $381K
25.3K $2.3M
Feb 13, 2023 Q4 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
4.03K
New
$351K - $375K
4.03K $367K
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.91K
+ 1.77%
$340K - $363K
224K $20.4M
Jan 25, 2023 Q4 2022
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
3.85K
New
$335K - $357K
3.85K $350K
Jan 19, 2023 Q4 2022
Procyon Advisors, LLC

BUY
 -
3.59K
+ 23.78%
$312K - $333K
18.7K $1.7M
Jan 28, 2025 Q4 2022
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
3.45K
+ 67.13%
$300K - $321K
8.59K $781K
Jan 27, 2023 Q4 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
3.33K
+ 335.05%
$289K - $309K
4.32K $393K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
3.32K
+ 26.24%
$289K - $308K
16K $1.45M
Jan 20, 2023 Q4 2022
Beacon Financial Advisory LLC

BUY
 -
3.3K
+ 137.9%
$287K - $307K
5.69K $518K
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
3.19K
+ 128.75%
$278K - $297K
5.67K $516K

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