Latest Institutional Transactions on Pimco Active Bond Exchange Tra (BOND)
This table provides information on the latest institutional transactions involving Pimco Active Bond Exchange Tra (BOND) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-390- 10.82% |
$34.8K - $36.2K
|
3.21K
$296K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
23K+ 9.55% |
$2.06M - $2.14M
|
264K
$24.3M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-390- 10.82% |
$34.8K - $36.2K
|
3.21K
$296K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-22.3K- 90.4% |
$1.99M - $2.07M
|
2.37K
$218K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
222K+ 36.4% |
$19.8M - $20.6M
|
831K
$76.5M
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-201- 0.16% |
$17.9K - $18.7K
|
127K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.49K+ 13.62% |
$669K - $696K
|
62.5K
$5.75M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13New |
$1.16K - $1.21K
|
13
$1.2K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.13% |
$268 - $279
|
2.27K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-105- 0.13% |
$9.37K - $9.75K
|
77.9K
$7.17M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.69KNew |
$240K - $250K
|
2.69K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
12.8K+ 51.21% |
$1.14M - $1.19M
|
37.9K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.65K- 3.23% |
$236K - $246K
|
79.2K
$7.29M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.83K- 28.34% |
$164K - $170K
|
4.64K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26.1K+ 11.11% |
$2.33M - $2.42M
|
261K
$24M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-2.65K- 48.28% |
$237K - $246K
|
2.84K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-69.2K- 36.42% |
$6.17M - $6.42M
|
121K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.01K+ 0.1% |
$90.3K - $93.9K
|
1.01M
$92.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.8K- 1.5% |
$4.27M - $4.44M
|
3.15M
$290M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.06K+ 4.19% |
$273K - $284K
|
76K
$7M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
242+ 0.95% |
$21.6K - $22.5K
|
25.8K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.91K- 45.37% |
$438K - $456K
|
5.91K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
12K+ 181.36% |
$1.07M - $1.11M
|
18.6K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.13K- 1.21% |
$101K - $105K
|
92.5K
$8.52M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
47.9KNew |
$4.27M - $4.45M
|
47.9K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.23K+ 2.66% |
$110K - $115K
|
47.7K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15KNew |
$1.34M - $1.39M
|
15K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.5K+ 2.37% |
$1.21M - $1.26M
|
583K
$53.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.89K- 1.31% |
$169K - $176K
|
143K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.55K+ 14.11% |
$852K - $887K
|
77.2K
$7.11M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
894+ 7.77% |
$79.8K - $83.1K
|
12.4K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
290+ 5.08% |
$25.9K - $26.9K
|
6K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
85+ 1.92% |
$7.59K - $7.9K
|
4.51K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
422New |
$37.7K - $39.2K
|
422
$38.8K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.23K+ 97.43% |
$199K - $207K
|
4.53K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.54K- 4.79% |
$137K - $143K
|
30.5K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.42K+ 27.27% |
$127K - $132K
|
6.63K
$610K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
35.2K+ 10.91% |
$3.15M - $3.27M
|
358K
$33M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
35+ 1.26% |
$3.12K - $3.25K
|
2.82K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
113K+ 517.24% |
$10.1M - $10.5M
|
135K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
531+ 7.63% |
$47.4K - $49.3K
|
7.49K
$689K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-61.4K- 54.44% |
$5.49M - $5.71M
|
51.4K
$4.73M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33.1K+ 187.21% |
$2.95M - $3.07M
|
50.8K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
20.4KNew |
$1.82M - $1.9M
|
20.4K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
7New |
$625 - $650
|
7
$644
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
491+ 4.54% |
$43.8K - $45.6K
|
11.3K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-65- 1.83% |
$5.8K - $6.04K
|
3.48K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-390- 2.11% |
$34.8K - $36.2K
|
18.1K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
3.32K+ 15.93% |
$297K - $309K
|
24.2K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.84K+ 204.18% |
$611K - $636K
|
10.2K
$938K
|