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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
95.7KNew |
$8.52M - $8.78M
|
95.7K
$8.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.74KNew |
$244K - $251K
|
2.74K
$247K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.43K- 77.66% |
$127K - $131K
|
411
$37.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
SELL
|
- |
-1.56K- 6.31% |
$139K - $143K
|
23.1K
$2.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-1.5K- 23.08% |
$134K - $138K
|
5K
$451K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.59KNew |
$231K - $238K
|
2.59K
$234K
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-60.2K- 96.16% |
$5.36M - $5.53M
|
2.41K
$217K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
54.6KNew |
$4.86M - $5.01M
|
54.6K
$4.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.14KNew |
$102K - $105K
|
1.14K
$103K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
28+ 1.23% |
$2.49K - $2.57K
|
2.31K
$209K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-365- 28.27% |
$32.5K - $33.5K
|
926
$83.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1+ 1.54% |
$89 - $91.7
|
66
$5.95K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 1.46% |
$267 - $275
|
209
$18.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.62K+ 5.49% |
$590K - $608K
|
127K
$11.5M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.26KNew |
$204K - $209K
|
2.26K
$203K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-40- 66.67% |
$3.62K - $3.71K
|
20
$1.8K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.21KNew |
$291K - $298K
|
3.21K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
383+ 47.76% |
$34.7K - $35.5K
|
1.19K
$107K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.32K- 0.81% |
$211K - $215K
|
286K
$25.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.85K+ 35.75% |
$530K - $542K
|
22.2K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
59.9K+ 1066.54% |
$5.43M - $5.55M
|
65.5K
$5.91M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-13.5K- 5.49% |
$1.22M - $1.25M
|
232K
$20.9M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-800- 19.75% |
$72.5K - $74.1K
|
3.25K
$293K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-4.82K- 65.09% |
$437K - $447K
|
2.59K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13New |
$1.18K - $1.2K
|
13
$1.17K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-31- 1.04% |
$2.81K - $2.87K
|
2.95K
$266K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
22KNew |
$1.99M - $2.04M
|
22K
$1.98M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.45K- 38.31% |
$131K - $134K
|
2.33K
$210K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-18K- 16.45% |
$1.63M - $1.67M
|
91.4K
$8.24M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
68.4KNew |
$6.19M - $6.33M
|
68.4K
$6.17M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10New |
$906 - $927
|
10
$902
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
538New |
$48.7K - $49.9K
|
538
$48.5K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-301- 6.09% |
$27.3K - $27.9K
|
4.64K
$419K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-487- 13.68% |
$44.1K - $45.1K
|
3.07K
$277K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-21K- 78.06% |
$1.9M - $1.94M
|
5.89K
$531K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.31KNew |
$209K - $214K
|
2.31K
$208K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-24- 9.6% |
$2.17K - $2.22K
|
226
$20.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$18.1K - $18.5K
|
200
$18K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-17- 5.8% |
$1.54K - $1.58K
|
276
$24.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
506+ 0.78% |
$45.8K - $46.9K
|
65.6K
$5.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
12.9KNew |
$1.17M - $1.19M
|
12.9K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 2.92% |
$362 - $371
|
133
$12K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-685- 1.13% |
$62.1K - $63.5K
|
60K
$5.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.14K+ 4.3% |
$285K - $291K
|
76.3K
$6.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
148+ 5.22% |
$13.4K - $13.7K
|
2.98K
$269K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-12.3K- 84.98% |
$1.12M - $1.14M
|
2.18K
$196K
|
|
| Q4 2023 | |||||||
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.26KNew |
$108K - $118K
|
1.26K
$114K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
SELL
|
- |
-2.24K- 12.63% |
$191K - $209K
|
15.5K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.18% |
$1.02K - $1.12K
|
6.69K
$603K
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
2.23KNew |
$191K - $208K
|
2.23K
$202K
|
|