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 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 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-687- 55.05% |
$62.1K - $64.9K
|
561
$50.7K
|
|
|
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 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-852- 0.33% |
$77K - $80.5K
|
257K
$23.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.33K- 2.03% |
$120K - $125K
|
64.1K
$5.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.51K- 12.1% |
$136K - $143K
|
11K
$990K
|
|
|
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
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.93K- 9.17% |
$355K - $371K
|
38.9K
$3.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-5.11K- 30.49% |
$462K - $482K
|
11.6K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-15.8K- 13.0% |
$1.43M - $1.49M
|
105K
$9.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-21.6K- 10.24% |
$1.95M - $2.04M
|
189K
$17.1M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-446K- 98.82% |
$40.3M - $42.2M
|
5.33K
$482K
|