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 |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.15K- 16.51% |
$281K - $292K
|
15.9K
$1.47M
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-467- 14.07% |
$41.7K - $43.4K
|
2.85K
$263K
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
798+ 3.7% |
$71.2K - $74.1K
|
22.4K
$2.07M
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
226+ 0.35% |
$20.2K - $21K
|
64.3K
$5.94M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
26.9K+ 25.23% |
$2.4M - $2.5M
|
133K
$12.3M
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
6.54KNew |
$584K - $608K
|
6.54K
$604K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-523- 3.63% |
$46.7K - $48.6K
|
13.9K
$1.28M
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
13.1K+ 5.63% |
$1.17M - $1.21M
|
245K
$22.6M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.2K- 3.04% |
$107K - $111K
|
38.2K
$3.53M
|
|
Q4 2024 | |||||||
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3- 27.27% |
$271 - $284
|
8
$739
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
19New |
$1.72K - $1.8K
|
19
$1.75K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
320K+ 227.54% |
$28.9M - $30.2M
|
460K
$42.5M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
200New |
$18.1K - $18.9K
|
200
$18.5K
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-85- 0.31% |
$7.69K - $8.03K
|
27K
$2.49M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.13K- 6.76% |
$825K - $862K
|
126K
$11.6M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
10.8KNew |
$977K - $1.02M
|
10.8K
$998K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-53- 1.43% |
$4.79K - $5.01K
|
3.66K
$338K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.75KNew |
$249K - $260K
|
2.75K
$254K
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
BUY
|
- |
46New |
$4.16K - $4.35K
|
46
$4.25K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.54KNew |
$320K - $335K
|
3.54K
$327K
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-67.3K- 57.59% |
$6.08M - $6.36M
|
49.6K
$4.58M
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
26.2K+ 55.88% |
$2.37M - $2.47M
|
73K
$6.74M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.22K- 2.3% |
$110K - $115K
|
52K
$4.8M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27+ 0.96% |
$2.44K - $2.55K
|
2.83K
$262K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
7.76KNew |
$701K - $733K
|
7.76K
$716K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
151K+ 17.34% |
$13.7M - $14.3M
|
1.02M
$94.4M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
100+ 0.22% |
$9.04K - $9.45K
|
46.5K
$4.29M
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
16.2KNew |
$1.46M - $1.53M
|
16.2K
$1.49M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-79- 54.48% |
$7.14K - $7.47K
|
66
$6.1K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
43+ 0.83% |
$3.89K - $4.06K
|
5.21K
$481K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.18K+ 77.94% |
$197K - $206K
|
4.97K
$459K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-494- 6.89% |
$44.7K - $46.7K
|
6.68K
$617K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.04K+ 44.69% |
$93.6K - $97.8K
|
3.35K
$309K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.57K- 0.8% |
$413K - $432K
|
570K
$52.6M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.79K+ 2.23% |
$162K - $169K
|
81.9K
$7.56M
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.42KNew |
$671K - $701K
|
7.42K
$685K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.31K+ 22.05% |
$118K - $124K
|
7.25K
$669K
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
40.2K+ 272.37% |
$3.64M - $3.8M
|
55K
$5.08M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.7K- 19.25% |
$3.04M - $3.18M
|
141K
$13M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.6K- 61.37% |
$325K - $340K
|
2.27K
$209K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
170K+ 261.1% |
$15.3M - $16M
|
235K
$21.7M
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-6.94K- 47.75% |
$628K - $656K
|
7.6K
$701K
|
|
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 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.76K+ 7.39% |
$159K - $166K
|
25.5K
$2.36M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
10.8KNew |
$979K - $1.02M
|
10.8K
$999K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
153+ 7.05% |
$13.8K - $14.5K
|
2.32K
$215K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.44K+ 94.72% |
$582K - $609K
|
13.2K
$1.22M
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2.54K- 18.06% |
$229K - $240K
|
11.5K
$1.06M
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
12.1KNew |
$1.09M - $1.14M
|
12.1K
$1.12M
|
|
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
|