Purchases and Sales Made in Q4 2024 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q4 2024. 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 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.85M+ 4238.64% |
$167M - $175M
|
1.89M
$174M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
906KNew |
$81.9M - $85.6M
|
906K
$83.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
410K+ 158.86% |
$37M - $38.7M
|
668K
$61.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
391K+ 13.93% |
$35.3M - $36.9M
|
3.19M
$293M
|
|
|
Feb 05, 2025
Q4 2024
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
222KNew |
$20M - $20.9M
|
222K
$20.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
208K+ 16.36% |
$18.8M - $19.7M
|
1.48M
$136M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
188K+ 103.16% |
$17M - $17.7M
|
369K
$33.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
173KNew |
$15.6M - $16.3M
|
173K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
170K+ 261.1% |
$15.3M - $16M
|
235K
$21.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
151K+ 17.34% |
$13.7M - $14.3M
|
1.02M
$93.8M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
147K+ 31.78% |
$13.3M - $13.9M
|
609K
$55.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
140KNew |
$12.7M - $13.3M
|
140K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
137K+ 36.03% |
$12.4M - $13M
|
518K
$47.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
129K+ 12.62% |
$11.7M - $12.2M
|
1.15M
$106M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
128K+ 66.0% |
$11.6M - $12.1M
|
323K
$29.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
127K+ 3.52% |
$11.5M - $12M
|
3.74M
$343M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
122K+ 118.46% |
$11M - $11.5M
|
225K
$20.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
114K+ 98.76% |
$10.3M - $10.8M
|
230K
$21.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
114KNew |
$10.3M - $10.8M
|
114K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
109K+ 2737.13% |
$9.85M - $10.3M
|
113K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
106K+ 1005.9% |
$9.59M - $10M
|
117K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
87.6K+ 153.78% |
$7.92M - $8.28M
|
145K
$13.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
67.4K+ 1552.58% |
$6.1M - $6.37M
|
71.8K
$6.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
62.1KNew |
$5.61M - $5.86M
|
62.1K
$5.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
59.6K+ 56.06% |
$5.39M - $5.63M
|
166K
$15.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
53.4K+ 16.27% |
$4.83M - $5.04M
|
382K
$35M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.9K+ 12.6% |
$4.6M - $4.81M
|
455K
$41.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
46.7K+ 14.13% |
$4.22M - $4.41M
|
377K
$34.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
43.9K+ 40.7% |
$3.97M - $4.15M
|
152K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
43.9KNew |
$3.97M - $4.15M
|
43.9K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
40.2K+ 272.37% |
$3.64M - $3.8M
|
55K
$5.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
39.2K+ 10.14% |
$3.54M - $3.7M
|
425K
$39M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
38.5KNew |
$3.48M - $3.64M
|
38.5K
$3.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
36.5K+ 40.48% |
$3.3M - $3.45M
|
127K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
36.3K+ 18.72% |
$3.28M - $3.43M
|
230K
$21.1M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
34.5KNew |
$3.12M - $3.26M
|
34.5K
$3.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
33.5KNew |
$3.03M - $3.16M
|
33.5K
$3.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
32.3K+ 45.38% |
$2.92M - $3.06M
|
104K
$9.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
31.3K+ 41.58% |
$2.83M - $2.96M
|
106K
$9.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.5K+ 5.75% |
$2.76M - $2.88M
|
561K
$51.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.3K+ 2.0% |
$2.74M - $2.86M
|
1.55M
$142M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
29.9K+ 58.11% |
$2.71M - $2.83M
|
81.4K
$7.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
29.2K+ 29.42% |
$2.64M - $2.76M
|
128K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
28K+ 201.38% |
$2.53M - $2.65M
|
41.9K
$3.84M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
26.2K+ 55.88% |
$2.37M - $2.47M
|
73K
$6.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
26.1KNew |
$2.36M - $2.46M
|
26.1K
$2.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25.8K+ 39.66% |
$2.33M - $2.44M
|
90.9K
$8.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.2K+ 6.66% |
$2.1M - $2.19M
|
371K
$34M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
22.8K+ 10.13% |
$2.06M - $2.16M
|
248K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
21.8KNew |
$1.97M - $2.06M
|
21.8K
$2M
|