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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-349- 6.72% |
$31.4K - $32.4K
|
4.84K
$443K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.29K- 8.09% |
$116K - $120K
|
14.6K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
35KNew |
$3.15M - $3.25M
|
35K
$3.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.1K- 8.96% |
$368K - $381K
|
41.6K
$3.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-28.3K- 11.56% |
$2.54M - $2.63M
|
216K
$19.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-109- 2.85% |
$9.8K - $10.1K
|
3.72K
$341K
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
32.6KNew |
$2.93M - $3.03M
|
32.6K
$2.99M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
90.9KNew |
$8.17M - $8.44M
|
90.9K
$8.32M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
9.93K+ 11.35% |
$892K - $922K
|
97.4K
$8.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-20- 1.73% |
$1.8K - $1.86K
|
1.13K
$104K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
216K+ 3299.53% |
$19.4M - $20.1M
|
222K
$20.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
377+ 2.71% |
$33.9K - $35K
|
14.3K
$1.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-254- 5.46% |
$22.8K - $23.6K
|
4.39K
$403K
|
|
| Q1 2025 | |||||||
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
11.5K+ 33.75% |
$1.03M - $1.07M
|
45.7K
$4.19M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.6K+ 1458.71% |
$3.09M - $3.21M
|
37K
$3.39M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-841- 12.41% |
$75.1K - $78.1K
|
5.94K
$544K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.02K- 15.86% |
$627K - $653K
|
37.3K
$3.41M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.02% |
$89.3 - $92.9
|
4.47K
$409K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-390- 10.82% |
$34.8K - $36.2K
|
3.21K
$294K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
23K+ 9.55% |
$2.06M - $2.14M
|
264K
$24.2M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-390- 10.82% |
$34.8K - $36.2K
|
3.21K
$294K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
222K+ 36.4% |
$19.8M - $20.6M
|
831K
$76.1M
|
|
|
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
$5.73M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13New |
$1.16K - $1.21K
|
13
$1.19K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.13% |
$268 - $279
|
2.27K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-105- 0.13% |
$9.37K - $9.75K
|
77.9K
$7.14M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.69KNew |
$240K - $250K
|
2.69K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
12.8K+ 51.21% |
$1.14M - $1.19M
|
37.9K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.65K- 3.23% |
$236K - $246K
|
79.2K
$7.26M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.83K- 28.34% |
$164K - $170K
|
4.64K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26.1K+ 11.11% |
$2.33M - $2.42M
|
261K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-2.65K- 48.28% |
$237K - $246K
|
2.84K
$260K
|
|
|
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
$92.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.8K- 1.5% |
$4.27M - $4.44M
|
3.15M
$288M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.06K+ 4.19% |
$273K - $284K
|
76K
$6.97M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
242+ 0.95% |
$21.6K - $22.5K
|
25.8K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.91K- 45.37% |
$438K - $456K
|
5.91K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
12K+ 181.36% |
$1.07M - $1.11M
|
18.6K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.13K- 1.21% |
$101K - $105K
|
92.5K
$8.48M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
47.9KNew |
$4.27M - $4.45M
|
47.9K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.23K+ 2.66% |
$110K - $115K
|
47.7K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15KNew |
$1.34M - $1.39M
|
15K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.5K+ 2.37% |
$1.21M - $1.26M
|
583K
$53.4M
|
|
|
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
$7.07M
|
|
|
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
$549K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
85+ 1.92% |
$7.59K - $7.9K
|
4.51K
$413K
|
|