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 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-30- 1.18% |
$2.71K - $2.84K
|
2.52K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-32- 10.85% |
$2.89K - $3.02K
|
263
$24.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-37- 0.78% |
$3.35K - $3.5K
|
4.73K
$434K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-43- 0.16% |
$3.89K - $4.06K
|
26.8K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-61- 1.76% |
$5.52K - $5.76K
|
3.41K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-62- 8.27% |
$5.61K - $5.86K
|
688
$63.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-63- 0.08% |
$5.7K - $5.95K
|
76.1K
$6.98M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-79- 1.68% |
$7.14K - $7.47K
|
4.63K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-79- 54.48% |
$7.14K - $7.47K
|
66
$6.05K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-83- 72.81% |
$7.5K - $7.84K
|
31
$2.84K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-83- 2.05% |
$7.5K - $7.84K
|
3.96K
$363K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-95Closed |
$8.59K - $8.98K
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-107- 9.35% |
$9.67K - $10.1K
|
1.04K
$95.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-135- 1.6% |
$12.2K - $12.8K
|
8.32K
$763K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-137- 2.84% |
$12.4K - $12.9K
|
4.69K
$430K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-150- 3.17% |
$13.6K - $14.2K
|
4.58K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-155- 2.66% |
$14K - $14.6K
|
5.67K
$520K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-202- 11.26% |
$18.3K - $19.1K
|
1.59K
$146K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-250- 8.28% |
$22.6K - $23.6K
|
2.77K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-289- 9.53% |
$26.1K - $27.3K
|
2.74K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-309- 9.61% |
$27.9K - $29.2K
|
2.91K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-321- 13.44% |
$29K - $30.3K
|
2.07K
$190K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-324- 3.57% |
$29.3K - $30.6K
|
8.76K
$803K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-332- 5.57% |
$30K - $31.4K
|
5.63K
$516K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-350- 9.09% |
$31.6K - $33.1K
|
3.5K
$321K
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-350- 2.21% |
$31.6K - $33.1K
|
15.5K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-352- 72.13% |
$31.8K - $33.3K
|
136
$12.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-356- 6.26% |
$32.2K - $33.6K
|
5.33K
$489K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-358- 33.12% |
$32.4K - $33.8K
|
723
$66.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-372- 3.9% |
$33.6K - $35.2K
|
9.18K
$842K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-374- 2.7% |
$33.8K - $35.3K
|
13.5K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-376- 1.02% |
$34K - $35.5K
|
36.5K
$3.35M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-381- 3.22% |
$34.5K - $36K
|
11.4K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-386- 2.14% |
$34.9K - $36.5K
|
17.7K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-403- 1.4% |
$36.4K - $38.1K
|
28.3K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-494- 6.89% |
$44.7K - $46.7K
|
6.68K
$613K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-513- 11.6% |
$46.4K - $48.5K
|
3.91K
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-515- 23.06% |
$46.6K - $48.7K
|
1.72K
$158K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-533- 15.64% |
$48.2K - $50.4K
|
2.87K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-547- 2.08% |
$49.5K - $51.7K
|
25.7K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-608- 59.61% |
$55K - $57.5K
|
412
$37.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-618- 6.56% |
$55.9K - $58.4K
|
8.81K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-631- 8.32% |
$57.1K - $59.6K
|
6.96K
$638K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-687- 55.05% |
$62.1K - $64.9K
|
561
$51.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-700- 4.77% |
$63.3K - $66.2K
|
14K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-707- 12.77% |
$63.9K - $66.8K
|
4.83K
$443K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-763- 2.6% |
$69K - $72.1K
|
28.5K
$2.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-813- 4.53% |
$73.5K - $76.8K
|
17.1K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-852- 0.33% |
$77K - $80.5K
|
257K
$23.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-876- 2.11% |
$79.2K - $82.8K
|
40.6K
$3.72M
|