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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.53K+ 4.1% |
$138K - $145K
|
38.9K
$3.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.9K+ 43.52% |
$1.26M - $1.32M
|
45.9K
$4.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
130+ 2.41% |
$11.8K - $12.3K
|
5.52K
$503K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
5.63K+ 11.4% |
$509K - $532K
|
55K
$5.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.2K+ 6.66% |
$2.1M - $2.19M
|
371K
$33.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-72.7K- 55.09% |
$6.57M - $6.87M
|
59.2K
$5.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.45K+ 66.09% |
$312K - $326K
|
8.67K
$789K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.6K+ 25.29% |
$1.05M - $1.1M
|
57.7K
$5.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.1K- 48.04% |
$2.45M - $2.56M
|
29.3K
$2.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
685New |
$61.9K - $64.7K
|
685
$62.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.02K+ 8.06% |
$273K - $285K
|
40.4K
$3.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.02K- 98.07% |
$91.9K - $96K
|
20
$1.82K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.48KNew |
$134K - $140K
|
1.48K
$135K
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-11.5K- 12.15% |
$1.04M - $1.08M
|
82.8K
$7.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
86New |
$7.78K - $8.13K
|
86
$7.82K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-5- 0.21% |
$452 - $473
|
2.4K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.09K+ 5.01% |
$279K - $292K
|
64.8K
$5.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.29K+ 1.74% |
$207K - $216K
|
134K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
142+ 1.64% |
$12.8K - $13.4K
|
8.78K
$799K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-61- 1.76% |
$5.52K - $5.76K
|
3.41K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
474+ 8.93% |
$42.9K - $44.8K
|
5.78K
$526K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.27K+ 3.74% |
$295K - $309K
|
90.6K
$8.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
583+ 10.83% |
$52.7K - $55.1K
|
5.96K
$543K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.25K+ 50.7% |
$203K - $212K
|
6.68K
$607K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.04K+ 51.73% |
$275K - $287K
|
8.91K
$811K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.93K+ 5.33% |
$356K - $372K
|
77.8K
$7.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
234+ 2.67% |
$21.2K - $22.1K
|
8.99K
$818K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-62- 8.27% |
$5.61K - $5.86K
|
688
$62.6K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
29.9K+ 58.11% |
$2.71M - $2.83M
|
81.4K
$7.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.57K+ 16.17% |
$413K - $432K
|
32.8K
$2.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.04% |
$90.4 - $94.5
|
2.73K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-358- 33.12% |
$32.4K - $33.8K
|
723
$65.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-29.7K- 37.22% |
$2.68M - $2.81M
|
50.1K
$4.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.56K+ 11.73% |
$413K - $431K
|
43.5K
$3.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-3.49K- 55.07% |
$315K - $330K
|
2.85K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.13KNew |
$645K - $674K
|
7.13K
$649K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.97K- 5.84% |
$178K - $187K
|
31.8K
$2.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.58K+ 14.16% |
$143K - $150K
|
12.8K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.93K+ 58.26% |
$355K - $371K
|
10.7K
$970K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-707- 12.77% |
$63.9K - $66.8K
|
4.83K
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-137- 2.84% |
$12.4K - $12.9K
|
4.69K
$427K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-321- 13.44% |
$29K - $30.3K
|
2.07K
$188K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-135- 1.6% |
$12.2K - $12.8K
|
8.32K
$757K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-515- 23.06% |
$46.6K - $48.7K
|
1.72K
$156K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-6.97K- 31.14% |
$630K - $659K
|
15.4K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.14K+ 6.01% |
$283K - $296K
|
55.3K
$5.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
809+ 6.48% |
$73.1K - $76.5K
|
13.3K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
490+ 7.27% |
$44.3K - $46.3K
|
7.23K
$658K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.45K- 4.55% |
$764K - $799K
|
177K
$16.1M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-33.8K- 19.73% |
$3.06M - $3.2M
|
138K
$12.5M
|