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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.8K- 12.25% |
$1.7M - $1.8M
|
135K
$12.3M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.73K- 2.14% |
$156K - $165K
|
79.4K
$7.21M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.15KNew |
$823K - $872K
|
9.15K
$831K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
1.96K+ 2.16% |
$177K - $187K
|
92.9K
$8.44M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
348KNew |
$31.3M - $33.2M
|
348K
$31.6M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.43K+ 10.79% |
$129K - $136K
|
14.7K
$1.33M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2+ 0.91% |
$180 - $191
|
222
$20.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.2K+ 12.55% |
$1.55M - $1.64M
|
154K
$14M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.92K+ 434.0% |
$623K - $659K
|
8.51K
$774K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
696+ 0.95% |
$62.6K - $66.3K
|
73.6K
$6.69M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.07K- 1.07% |
$96.4K - $102K
|
99.2K
$9.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
640+ 2.59% |
$57.6K - $61K
|
25.3K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.51K+ 4.58% |
$316K - $334K
|
80.1K
$7.28M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.4K+ 153.28% |
$5.61M - $5.94M
|
103K
$9.37M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.1K+ 3.39% |
$1.36M - $1.44M
|
462K
$42M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-20- 0.39% |
$1.8K - $1.91K
|
5.17K
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-767- 3.16% |
$69K - $73.1K
|
23.5K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.9K- 41.86% |
$441K - $467K
|
6.8K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.9K+ 7.11% |
$1.52M - $1.61M
|
255K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-48- 0.37% |
$4.32K - $4.58K
|
12.9K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-750- 1.99% |
$67.5K - $71.5K
|
36.9K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.67K+ 23.86% |
$420K - $445K
|
24.2K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
462+ 2431.58% |
$41.6K - $44K
|
481
$43.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.11K+ 8.14% |
$100K - $106K
|
14.8K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.14K+ 842.52% |
$193K - $204K
|
2.39K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2K- 12.45% |
$180K - $190K
|
14K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.11K+ 6.75% |
$370K - $392K
|
65K
$5.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
1.67K+ 6.18% |
$150K - $159K
|
28.7K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
66.1K+ 8.2% |
$5.95M - $6.3M
|
871K
$79.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.93K+ 100.17% |
$264K - $280K
|
5.86K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-51- 0.75% |
$4.59K - $4.86K
|
6.74K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.84KNew |
$256K - $271K
|
2.84K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
153K+ 18.3% |
$13.8M - $14.6M
|
992K
$90.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-83.9K- 2.91% |
$7.55M - $8M
|
2.8M
$255M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
7.32K+ 15.28% |
$658K - $697K
|
55.2K
$5.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-606- 2.19% |
$54.5K - $57.8K
|
27.1K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-376- 0.29% |
$33.8K - $35.8K
|
130K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
23.1KNew |
$2.08M - $2.2M
|
23.1K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-133- 5.4% |
$12K - $12.7K
|
2.33K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
211New |
$19K - $20.1K
|
211
$19.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
39.2KNew |
$3.53M - $3.74M
|
39.2K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.34K+ 5.47% |
$121K - $128K
|
25.9K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.8K+ 726.82% |
$1.97M - $2.08M
|
24.8K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
475+ 13.41% |
$42.8K - $45.3K
|
4.02K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-416- 10.88% |
$37.4K - $39.7K
|
3.41K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.98KNew |
$358K - $379K
|
3.98K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.56K- 25.22% |
$230K - $244K
|
7.59K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
3.17K+ 11.95% |
$286K - $303K
|
29.7K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
285K+ 299.7% |
$25.7M - $27.2M
|
381K
$34.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-176- 40.0% |
$15.8K - $16.8K
|
264
$24K
|