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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.79KNew |
$238K - $260K
|
2.79K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-15- 45.45% |
$1.28K - $1.4K
|
18
$1.64K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.04KNew |
$88.4K - $96.5K
|
1.04K
$94.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
76+ 2.17% |
$6.49K - $7.08K
|
3.58K
$326K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12.1KNew |
$1.03M - $1.12M
|
12.1K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.25KNew |
$192K - $210K
|
2.25K
$204K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
96New |
$8.19K - $8.95K
|
96
$8.72K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.59K+ 1.4% |
$136K - $148K
|
115K
$10.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
601New |
$51.3K - $56K
|
601
$54.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
480+ 16.13% |
$41K - $44.7K
|
3.46K
$314K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-24- 4.33% |
$2.05K - $2.24K
|
530
$48.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.89K+ 25.17% |
$588K - $642K
|
34.3K
$3.11M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
409New |
$34.9K - $38.1K
|
409
$37.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.56KNew |
$304K - $332K
|
3.56K
$324K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-25- 0.64% |
$2.13K - $2.33K
|
3.88K
$352K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
33.6KNew |
$2.87M - $3.13M
|
33.6K
$3.05M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
7New |
$598 - $652
|
7
$636
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.53KNew |
$301K - $329K
|
3.53K
$321K
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
59.7KNew |
$5.09M - $5.56M
|
59.7K
$5.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-388K- 99.42% |
$33.1M - $36.1M
|
2.26K
$205K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 100.0% |
$341 - $373
|
8
$727
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
407New |
$34.7K - $37.9K
|
407
$37K
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
153New |
$13.4K - $14.1K
|
153
$13.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
23+ 0.89% |
$2.02K - $2.11K
|
2.62K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
101New |
$8.86K - $9.28K
|
101
$9.18K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
24+ 6.63% |
$2.11K - $2.21K
|
386
$35.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-4.18K- 51.88% |
$366K - $384K
|
3.87K
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
13New |
$1.14K - $1.19K
|
13
$1.18K
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-209- 6.09% |
$18.3K - $19.2K
|
3.22K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
59.8KNew |
$5.24M - $5.49M
|
59.8K
$5.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
64+ 2.85% |
$5.61K - $5.88K
|
2.31K
$210K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1- 0.09% |
$87.7 - $91.9
|
1.07K
$97.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-236- 0.83% |
$20.7K - $21.7K
|
28.1K
$2.55M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
239+ 8.35% |
$21K - $22K
|
3.1K
$282K
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
38K+ 243.28% |
$3.34M - $3.5M
|
53.7K
$4.88M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-429- 11.78% |
$37.6K - $39.4K
|
3.21K
$292K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-18- 0.61% |
$1.58K - $1.65K
|
2.95K
$268K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-49.6K- 24.28% |
$4.35M - $4.56M
|
155K
$14.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-14.2K- 83.63% |
$1.25M - $1.31M
|
2.78K
$253K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10New |
$877 - $919
|
10
$909
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
42+ 1.67% |
$3.68K - $3.86K
|
2.56K
$233K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-11.3K- 71.97% |
$992K - $1.04M
|
4.4K
$400K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 1.03% |
$263 - $276
|
294
$26.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
6.72KNew |
$589K - $617K
|
6.72K
$610K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
21+ 0.78% |
$1.84K - $1.93K
|
2.72K
$247K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
1.18K+ 43.42% |
$103K - $108K
|
3.89K
$353K
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-5.76K- 33.52% |
$506K - $530K
|
11.4K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-400- 25.61% |
$35.1K - $36.8K
|
1.16K
$106K
|
|
| Q2 2023 | |||||||
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.62KClosed |
$238K - $245K
|
0
$0
|
|