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 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.29KNew |
$207K - $217K
|
2.29K
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.29K+ 1.74% |
$207K - $216K
|
134K
$12.3M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.25K+ 50.7% |
$203K - $212K
|
6.68K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.18K+ 77.94% |
$197K - $206K
|
4.97K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.95K+ 1.88% |
$176K - $184K
|
105K
$9.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
1.82K+ 1.39% |
$165K - $172K
|
133K
$12.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.81K+ 34.38% |
$164K - $171K
|
7.09K
$650K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.8K+ 8.0% |
$162K - $170K
|
24.2K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.79K+ 2.23% |
$162K - $169K
|
81.9K
$7.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.76K+ 7.39% |
$159K - $166K
|
25.5K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.74K+ 3.79% |
$157K - $164K
|
47.5K
$4.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.65K+ 28.91% |
$149K - $156K
|
7.37K
$676K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.58K+ 14.16% |
$143K - $150K
|
12.8K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
1.55K+ 12.12% |
$140K - $146K
|
14.3K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.54K+ 2.64% |
$139K - $146K
|
60K
$5.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.53K+ 4.1% |
$138K - $145K
|
38.9K
$3.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.48KNew |
$134K - $140K
|
1.48K
$136K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.35K+ 11.73% |
$122K - $127K
|
12.8K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.31K+ 22.05% |
$118K - $124K
|
7.25K
$665K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.25K+ 1.25% |
$113K - $118K
|
101K
$9.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.04K+ 44.69% |
$93.6K - $97.8K
|
3.35K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
990+ 11.91% |
$89.5K - $93.6K
|
9.3K
$853K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
875+ 20.02% |
$79.1K - $82.7K
|
5.25K
$481K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
867+ 4.93% |
$78.4K - $81.9K
|
18.5K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
862+ 29.01% |
$77.9K - $81.5K
|
3.83K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
854+ 19.47% |
$77.2K - $80.7K
|
5.24K
$481K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
809+ 6.48% |
$73.1K - $76.5K
|
13.3K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
809+ 0.87% |
$73.1K - $76.5K
|
93.7K
$8.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
803+ 73.0% |
$72.6K - $75.9K
|
1.9K
$175K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
732+ 5.58% |
$66.2K - $69.2K
|
13.8K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
706+ 2.4% |
$63.8K - $66.7K
|
30.2K
$2.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
688+ 0.58% |
$62.2K - $65K
|
120K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
685New |
$61.9K - $64.7K
|
685
$62.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
675+ 10.11% |
$61K - $63.8K
|
7.35K
$674K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
659+ 9.71% |
$59.6K - $62.3K
|
7.45K
$683K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
590+ 20.07% |
$53.3K - $55.8K
|
3.53K
$324K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
583+ 10.83% |
$52.7K - $55.1K
|
5.96K
$547K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
517+ 4.08% |
$46.7K - $48.9K
|
13.2K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
494+ 10.64% |
$44.7K - $46.7K
|
5.14K
$471K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
490+ 7.27% |
$44.3K - $46.3K
|
7.23K
$663K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
474+ 8.93% |
$42.9K - $44.8K
|
5.78K
$530K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
455+ 6.24% |
$41.1K - $43K
|
7.75K
$711K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
450+ 8.89% |
$40.7K - $42.5K
|
5.51K
$506K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
435+ 3.4% |
$39.3K - $41.1K
|
13.2K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
405+ 10.08% |
$36.6K - $38.3K
|
4.42K
$406K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
348+ 5.41% |
$31.5K - $32.9K
|
6.78K
$622K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
344+ 50.15% |
$31.1K - $32.5K
|
1.03K
$94.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
339+ 0.06% |
$30.7K - $32K
|
534K
$49M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
321+ 5.82% |
$29K - $30.3K
|
5.84K
$536K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
320+ 6.13% |
$28.9K - $30.2K
|
5.54K
$508K
|