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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
59.6K+ 56.06% |
$5.39M - $5.63M
|
166K
$15M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
33.5KNew |
$3.03M - $3.16M
|
33.5K
$3.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
32.3K+ 45.38% |
$2.92M - $3.06M
|
104K
$9.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
31.3K+ 41.58% |
$2.83M - $2.96M
|
106K
$9.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
22.8K+ 10.13% |
$2.06M - $2.16M
|
248K
$22.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
21.6KNew |
$1.95M - $2.04M
|
21.6K
$1.95M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
19K+ 8.95% |
$1.72M - $1.8M
|
232K
$20.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
10.3K+ 46.46% |
$928K - $970K
|
32.4K
$2.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
8.78KNew |
$794K - $829K
|
8.78K
$793K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.01KNew |
$724K - $757K
|
8.01K
$723K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.8KNew |
$615K - $643K
|
6.8K
$614K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
6.78K+ 2.23% |
$613K - $640K
|
311K
$28.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
5.39KNew |
$487K - $509K
|
5.39K
$487K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.21K+ 16.39% |
$471K - $492K
|
37K
$3.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
4.95K+ 91.3% |
$447K - $467K
|
10.4K
$936K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.18K+ 86.76% |
$288K - $301K
|
6.85K
$619K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.04K+ 732.05% |
$275K - $287K
|
3.45K
$312K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
3.02K+ 129.81% |
$273K - $285K
|
5.34K
$483K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
1.82K+ 1.39% |
$165K - $172K
|
133K
$12M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.8K+ 8.0% |
$162K - $170K
|
24.2K
$2.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.54K+ 2.64% |
$139K - $146K
|
60K
$5.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
990+ 11.91% |
$89.5K - $93.6K
|
9.3K
$840K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
706+ 2.4% |
$63.8K - $66.7K
|
30.2K
$2.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
517+ 4.08% |
$46.7K - $48.9K
|
13.2K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
494+ 10.64% |
$44.7K - $46.7K
|
5.14K
$464K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
455+ 6.24% |
$41.1K - $43K
|
7.75K
$700K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
320+ 6.13% |
$28.9K - $30.2K
|
5.54K
$501K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
279+ 2.19% |
$25.2K - $26.4K
|
13K
$1.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
236+ 3.63% |
$21.3K - $22.3K
|
6.73K
$608K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
221New |
$20K - $20.9K
|
221
$20K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
165+ 5.0% |
$14.9K - $15.6K
|
3.47K
$313K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
98New |
$8.86K - $9.26K
|
98
$8.85K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$90.4 - $94.5
|
140K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-27- 2.88% |
$2.44K - $2.55K
|
912
$82.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-150- 3.17% |
$13.6K - $14.2K
|
4.58K
$414K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-155- 2.66% |
$14K - $14.6K
|
5.67K
$512K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-250- 8.28% |
$22.6K - $23.6K
|
2.77K
$250K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-350- 9.09% |
$31.6K - $33.1K
|
3.5K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-372- 3.9% |
$33.6K - $35.2K
|
9.18K
$829K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-381- 3.22% |
$34.5K - $36K
|
11.4K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-403- 1.4% |
$36.4K - $38.1K
|
28.3K
$2.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-513- 11.6% |
$46.4K - $48.5K
|
3.91K
$353K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-618- 6.56% |
$55.9K - $58.4K
|
8.81K
$796K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-700- 4.77% |
$63.3K - $66.2K
|
14K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-763- 2.6% |
$69K - $72.1K
|
28.5K
$2.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-813- 4.53% |
$73.5K - $76.8K
|
17.1K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.33K- 2.03% |
$120K - $125K
|
64.1K
$5.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.9K- 13.45% |
$171K - $179K
|
12.2K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-2.01K- 1.62% |
$182K - $190K
|
122K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.74K- 12.59% |
$248K - $259K
|
19.1K
$1.72M
|