Purchases and Sales Made in Q4 2023 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q4 2023. 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 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
132New |
$11.3K - $12.3K
|
132
$12K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
120+ 0.51% |
$10.2K - $11.2K
|
23.8K
$2.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
96New |
$8.19K - $8.95K
|
96
$8.74K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
94+ 4.99% |
$8.02K - $8.76K
|
1.98K
$180K
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
77+ 2.2% |
$6.57K - $7.17K
|
3.58K
$326K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
76+ 2.17% |
$6.49K - $7.08K
|
3.58K
$326K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
71+ 1.8% |
$6.06K - $6.62K
|
4.01K
$365K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
63+ 81.82% |
$5.38K - $5.87K
|
140
$12.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
62+ 0.78% |
$5.29K - $5.78K
|
8.04K
$732K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
56+ 10.53% |
$4.78K - $5.22K
|
588
$53.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
51+ 0.11% |
$4.35K - $4.75K
|
45.7K
$4.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
46New |
$3.93K - $4.29K
|
46
$4.19K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
44+ 1.12% |
$3.76K - $4.1K
|
3.97K
$361K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
34+ 0.24% |
$2.9K - $3.17K
|
14.5K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30+ 15.54% |
$2.56K - $2.8K
|
223
$20.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
20+ 1.11% |
$1.71K - $1.86K
|
1.82K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.18% |
$1.02K - $1.12K
|
6.69K
$609K
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
7+ 2.1% |
$598 - $652
|
341
$31K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
7New |
$598 - $652
|
7
$637
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6+ 0.07% |
$512 - $559
|
8.45K
$769K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 100.0% |
$341 - $373
|
8
$728
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3+ 0.1% |
$256 - $280
|
2.98K
$271K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.1% |
$256 - $280
|
3.11K
$283K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 6.67% |
$256 - $280
|
48
$4.37K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$171 - $186
|
2.41K
$220K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2+ 0.03% |
$171 - $186
|
6.45K
$587K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1+ 1.59% |
$85.4 - $93.2
|
64
$5.82K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1+ 0.04% |
$85.4 - $93.2
|
2.4K
$219K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.4% |
$85.4 - $93.2
|
250
$22.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.04% |
$85.4 - $93.2
|
2.31K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$85.4 - $93.2
|
1
$91
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-15- 45.45% |
$1.28K - $1.4K
|
18
$1.64K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-23- 0.87% |
$1.96K - $2.14K
|
2.62K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-24- 2.76% |
$2.05K - $2.24K
|
846
$77K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-24- 4.33% |
$2.05K - $2.24K
|
530
$48.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-25- 0.64% |
$2.13K - $2.33K
|
3.88K
$353K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-47- 2.01% |
$4.01K - $4.38K
|
2.29K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-57- 1.99% |
$4.87K - $5.31K
|
2.81K
$255K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-66- 1.8% |
$5.63K - $6.15K
|
3.59K
$327K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-67- 2.74% |
$5.72K - $6.24K
|
2.38K
$216K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-67- 1.25% |
$5.72K - $6.24K
|
5.3K
$482K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-79- 2.42% |
$6.74K - $7.36K
|
3.18K
$290K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-83- 1.37% |
$7.08K - $7.73K
|
5.99K
$545K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-103- 12.64% |
$8.79K - $9.6K
|
712
$64.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-137- 21.64% |
$11.7K - $12.8K
|
496
$45.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-154- 2.9% |
$13.1K - $14.3K
|
5.16K
$470K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-177- 0.24% |
$15.1K - $16.5K
|
73.1K
$6.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-190- 5.65% |
$16.2K - $17.7K
|
3.18K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-192- 1.19% |
$16.4K - $17.9K
|
16K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-203- 59.71% |
$17.3K - $18.9K
|
137
$12.5K
|