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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
9.02KNew |
$817K - $836K
|
9.02K
$821K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-558- 12.07% |
$50.6K - $51.7K
|
4.06K
$370K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
361+ 75.05% |
$32.7K - $33.5K
|
842
$76.7K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-2.43K- 4.65% |
$220K - $225K
|
49.7K
$4.53M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
308K+ 789.22% |
$27.9M - $28.5M
|
347K
$31.6M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
569+ 2.38% |
$51.6K - $52.7K
|
24.5K
$2.23M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-653- 21.06% |
$59.2K - $60.5K
|
2.45K
$223K
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-16.8K- 7.32% |
$1.53M - $1.56M
|
213K
$19.4M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
56.3K+ 56.02% |
$5.1M - $5.21M
|
157K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
14K+ 18.85% |
$1.27M - $1.29M
|
88.1K
$8.02M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-136KClosed |
$12.3M - $12.6M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.51K+ 4.88% |
$318K - $325K
|
75.4K
$6.86M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.26KNew |
$204K - $209K
|
2.26K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-164- 0.65% |
$14.9K - $15.2K
|
25.2K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
784+ 0.03% |
$71K - $72.7K
|
2.5M
$227M
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-870- 5.19% |
$78.8K - $80.6K
|
15.9K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-120K- 28.62% |
$10.9M - $11.2M
|
300K
$27.3M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.42K+ 3.83% |
$129K - $132K
|
38.6K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.2K+ 25.28% |
$1.11M - $1.13M
|
60.6K
$5.52M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
713+ 6.56% |
$64.6K - $66.1K
|
11.6K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.99K- 7.26% |
$271K - $277K
|
38.2K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
155+ 1.1% |
$14K - $14.4K
|
14.2K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-301- 6.41% |
$27.3K - $27.9K
|
4.39K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-193- 0.75% |
$17.5K - $17.9K
|
25.6K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 13.04% |
$544 - $556
|
52
$4.74K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32K+ 29.0% |
$2.9M - $2.96M
|
142K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
88New |
$7.97K - $8.15K
|
88
$8.02K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-120K- 40.11% |
$10.9M - $11.2M
|
180K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.8K+ 7.1% |
$4.78M - $4.89M
|
796K
$72.5M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 1.18% |
$181 - $185
|
172
$15.7K
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
5.44KNew |
$492K - $504K
|
5.44K
$495K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.73K+ 7.26% |
$156K - $160K
|
25.5K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
11.6KNew |
$1.05M - $1.08M
|
11.6K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.7K+ 38.78% |
$244K - $250K
|
9.66K
$879K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
43.4KNew |
$3.93M - $4.02M
|
43.4K
$3.95M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-174K- 23.64% |
$15.8M - $16.2M
|
563K
$51.3M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.21KNew |
$291K - $298K
|
3.21K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
22.8KNew |
$2.06M - $2.11M
|
22.8K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.72K+ 772.2% |
$156K - $160K
|
1.95K
$177K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.39KNew |
$398K - $407K
|
4.39K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-40- 66.67% |
$3.62K - $3.71K
|
20
$1.82K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
253+ 7.07% |
$22.9K - $23.4K
|
3.83K
$349K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.53K- 25.07% |
$229K - $234K
|
7.55K
$687K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-20.8K- 9.09% |
$1.89M - $1.93M
|
208K
$19M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.7KNew |
$1.24M - $1.27M
|
13.7K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
337+ 33.67% |
$30.5K - $31.2K
|
1.34K
$122K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.18K+ 3.47% |
$288K - $294K
|
94.6K
$8.62M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.89KNew |
$353K - $361K
|
3.89K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.95K+ 40.53% |
$176K - $180K
|
6.74K
$614K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.46K- 3.29% |
$133K - $136K
|
43K
$3.92M
|
|