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 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
21.8KNew |
$1.97M - $2.06M
|
21.8K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
21.6KNew |
$1.95M - $2.04M
|
21.6K
$1.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
21.3K+ 216.45% |
$1.92M - $2.01M
|
31.1K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
20.9KNew |
$1.89M - $1.97M
|
20.9K
$1.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
20.8K+ 9.42% |
$1.88M - $1.96M
|
241K
$22.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
19K+ 8.95% |
$1.72M - $1.8M
|
232K
$21.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
18.5K+ 98.25% |
$1.67M - $1.75M
|
37.3K
$3.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
17.4K+ 23.35% |
$1.57M - $1.65M
|
92K
$8.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.3K+ 12.21% |
$1.56M - $1.63M
|
159K
$14.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.9K+ 14.76% |
$1.53M - $1.6M
|
132K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
16.2KNew |
$1.46M - $1.53M
|
16.2K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.7K+ 7.36% |
$1.33M - $1.39M
|
214K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.3K+ 1.44% |
$1.29M - $1.35M
|
1.01M
$92.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.2K+ 134.68% |
$1.28M - $1.34M
|
24.7K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.9K+ 43.52% |
$1.26M - $1.32M
|
45.9K
$4.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
13.5K+ 6.72% |
$1.22M - $1.27M
|
214K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
12.9K+ 43.3% |
$1.16M - $1.22M
|
42.6K
$3.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
12.8K+ 9.79% |
$1.16M - $1.21M
|
144K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.5K+ 9.66% |
$1.13M - $1.18M
|
142K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$1.13M - $1.18M
|
12.4K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
12.3KNew |
$1.11M - $1.17M
|
12.3K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
12.3KNew |
$1.11M - $1.16M
|
12.3K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
12.1KNew |
$1.1M - $1.15M
|
12.1K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
12.1K+ 40.41% |
$1.1M - $1.15M
|
42.1K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
12.1KNew |
$1.09M - $1.14M
|
12.1K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.6K+ 25.29% |
$1.05M - $1.1M
|
57.7K
$5.33M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11.4KNew |
$1.03M - $1.08M
|
11.4K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
10.8KNew |
$979K - $1.02M
|
10.8K
$999K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
10.8KNew |
$977K - $1.02M
|
10.8K
$998K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
10.8K+ 34.72% |
$973K - $1.02M
|
41.7K
$3.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
10.3K+ 46.46% |
$928K - $970K
|
32.4K
$2.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.1K+ 2.58% |
$912K - $953K
|
401K
$37M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10KNew |
$904K - $945K
|
10K
$924K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.64K+ 3.78% |
$871K - $911K
|
264K
$24.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.09K+ 56.98% |
$822K - $859K
|
25K
$2.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
8.78KNew |
$794K - $829K
|
8.78K
$811K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.64KNew |
$781K - $817K
|
8.64K
$798K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.11K+ 105.24% |
$733K - $766K
|
15.8K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.01KNew |
$724K - $757K
|
8.01K
$739K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
7.76KNew |
$701K - $733K
|
7.76K
$716K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7.55K+ 5.06% |
$683K - $714K
|
157K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
7.51K+ 36.27% |
$679K - $709K
|
28.2K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.42KNew |
$671K - $701K
|
7.42K
$685K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.16K+ 13.7% |
$647K - $676K
|
59.4K
$5.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.14K+ 72.34% |
$646K - $675K
|
17K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.13KNew |
$645K - $674K
|
7.13K
$659K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.8KNew |
$615K - $643K
|
6.8K
$628K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
6.78K+ 2.23% |
$613K - $640K
|
311K
$28.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
6.59K+ 66.94% |
$595K - $622K
|
16.4K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.44K+ 94.72% |
$582K - $609K
|
13.2K
$1.22M
|