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 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
67.4K+ 1552.58% |
$6.1M - $6.37M
|
71.8K
$6.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
59.6K+ 56.06% |
$5.39M - $5.63M
|
166K
$15.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
39.2K+ 10.14% |
$3.54M - $3.7M
|
425K
$38.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
36.3K+ 18.72% |
$3.28M - $3.43M
|
230K
$20.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
33.5KNew |
$3.03M - $3.16M
|
33.5K
$3.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
32.3K+ 45.38% |
$2.92M - $3.06M
|
104K
$9.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
31.3K+ 41.58% |
$2.83M - $2.96M
|
106K
$9.69M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
29.9K+ 58.11% |
$2.71M - $2.83M
|
81.4K
$7.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
28K+ 201.38% |
$2.53M - $2.65M
|
41.9K
$3.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.2K+ 6.66% |
$2.1M - $2.19M
|
371K
$33.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
22.8K+ 10.13% |
$2.06M - $2.16M
|
248K
$22.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
21.6KNew |
$1.95M - $2.04M
|
21.6K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
21.3K+ 216.45% |
$1.92M - $2.01M
|
31.1K
$2.83M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
19K+ 8.95% |
$1.72M - $1.8M
|
232K
$21.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
18.5K+ 98.25% |
$1.67M - $1.75M
|
37.3K
$3.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.9K+ 43.52% |
$1.26M - $1.32M
|
45.9K
$4.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
12.3KNew |
$1.11M - $1.16M
|
12.3K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
12.1KNew |
$1.1M - $1.15M
|
12.1K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.6K+ 25.29% |
$1.05M - $1.1M
|
57.7K
$5.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
10.8K+ 34.72% |
$973K - $1.02M
|
41.7K
$3.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
10.3K+ 46.46% |
$928K - $970K
|
32.4K
$2.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.1K+ 2.58% |
$912K - $953K
|
401K
$36.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
8.78KNew |
$794K - $829K
|
8.78K
$798K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.01KNew |
$724K - $757K
|
8.01K
$728K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.14K+ 72.34% |
$646K - $675K
|
17K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.13KNew |
$645K - $674K
|
7.13K
$649K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.8KNew |
$615K - $643K
|
6.8K
$619K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
6.78K+ 2.23% |
$613K - $640K
|
311K
$28.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
5.63K+ 11.4% |
$509K - $532K
|
55K
$5.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
5.39KNew |
$487K - $509K
|
5.39K
$490K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.33K+ 114.84% |
$482K - $504K
|
9.98K
$907K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.21K+ 16.39% |
$471K - $492K
|
37K
$3.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5K+ 23.14% |
$452K - $472K
|
26.6K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
4.95K+ 91.3% |
$447K - $467K
|
10.4K
$943K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
4.94K+ 15.8% |
$447K - $467K
|
36.2K
$3.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
4.66K+ 4.57% |
$422K - $441K
|
107K
$9.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.57K+ 16.17% |
$413K - $432K
|
32.8K
$2.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.56K+ 11.73% |
$413K - $431K
|
43.5K
$3.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.41K+ 42.87% |
$399K - $417K
|
14.7K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.02K+ 113.93% |
$364K - $380K
|
7.56K
$687K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.93K+ 5.33% |
$356K - $372K
|
77.8K
$7.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.93K+ 58.26% |
$355K - $371K
|
10.7K
$970K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.45K+ 66.09% |
$312K - $326K
|
8.67K
$789K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.27K+ 3.74% |
$295K - $309K
|
90.6K
$8.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.18K+ 86.76% |
$288K - $301K
|
6.85K
$624K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.14K+ 6.01% |
$283K - $296K
|
55.3K
$5.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.09K+ 5.01% |
$279K - $292K
|
64.8K
$5.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.04K+ 732.05% |
$275K - $287K
|
3.45K
$314K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.04K+ 51.73% |
$275K - $287K
|
8.91K
$811K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
3.02K+ 129.81% |
$273K - $285K
|
5.34K
$486K
|