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 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
305New |
$27.6K - $28.8K
|
305
$28K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
300New |
$27.1K - $28.4K
|
300
$27.5K
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
279+ 2.19% |
$25.2K - $26.4K
|
13K
$1.19M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
276+ 6.99% |
$25K - $26.1K
|
4.23K
$388K
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
269+ 2.09% |
$24.3K - $25.4K
|
13.1K
$1.2M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
259New |
$23.4K - $24.5K
|
259
$23.8K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
246New |
$22.2K - $23.2K
|
246
$22.6K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
240New |
$21.7K - $22.7K
|
240
$22K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
236+ 3.63% |
$21.3K - $22.3K
|
6.73K
$617K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
234+ 2.67% |
$21.2K - $22.1K
|
8.99K
$824K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
233New |
$21.1K - $22K
|
233
$21.4K
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
221New |
$20K - $20.9K
|
221
$20.3K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
207+ 6.78% |
$18.7K - $19.6K
|
3.26K
$299K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
165+ 5.0% |
$14.9K - $15.6K
|
3.47K
$318K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
155+ 2.89% |
$14K - $14.6K
|
5.51K
$506K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
153+ 7.05% |
$13.8K - $14.5K
|
2.32K
$213K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
150New |
$13.6K - $14.2K
|
150
$13.8K
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
142+ 1.64% |
$12.8K - $13.4K
|
8.78K
$805K
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
130+ 2.41% |
$11.8K - $12.3K
|
5.52K
$507K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
109+ 1.51% |
$9.86K - $10.3K
|
7.33K
$672K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
100+ 0.22% |
$9.04K - $9.45K
|
46.5K
$4.26M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
100+ 9.31% |
$9.04K - $9.45K
|
1.17K
$108K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
99New |
$8.95K - $9.36K
|
99
$9.08K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
98New |
$8.86K - $9.26K
|
98
$8.99K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
86New |
$7.78K - $8.13K
|
86
$7.89K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
54+ 125.58% |
$4.88K - $5.1K
|
97
$8.9K
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
BUY
|
- |
46New |
$4.16K - $4.35K
|
46
$4.22K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
43+ 0.83% |
$3.89K - $4.06K
|
5.21K
$478K
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
39New |
$3.53K - $3.69K
|
39
$3.58K
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
38+ 0.82% |
$3.44K - $3.59K
|
4.67K
$428K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37+ 0.02% |
$3.35K - $3.5K
|
150K
$13.8M
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.27% |
$3.26K - $3.4K
|
2.88K
$264K
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
35New |
$3.16K - $3.31K
|
35
$3.21K
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
35+ 1.28% |
$3.16K - $3.31K
|
2.78K
$255K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27+ 0.96% |
$2.44K - $2.55K
|
2.83K
$260K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
22New |
$1.99K - $2.08K
|
22
$2.02K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21+ 1.14% |
$1.9K - $1.98K
|
1.87K
$171K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17+ 0.37% |
$1.54K - $1.61K
|
4.57K
$419K
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9+ 2.7% |
$814 - $851
|
342
$31.4K
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
3+ 1.14% |
$271 - $284
|
267
$24.5K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.08% |
$181 - $189
|
2.58K
$236K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.04% |
$90.4 - $94.5
|
2.73K
$251K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1+ 20.0% |
$90.4 - $94.5
|
6
$550
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.21% |
$90.4 - $94.5
|
482
$44.2K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$90.4 - $94.5
|
140K
$12.9M
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-4- 57.14% |
$362 - $378
|
3
$275
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-5- 0.21% |
$452 - $473
|
2.4K
$220K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-19- 1.67% |
$1.72K - $1.8K
|
1.12K
$103K
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-20- 0.65% |
$1.81K - $1.89K
|
3.06K
$281K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-27- 2.88% |
$2.44K - $2.55K
|
912
$83.7K
|