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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
14.4K+ 25.15% |
$1.3M - $1.36M
|
71.6K
$6.51M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-130- 4.65% |
$11.8K - $12.2K
|
2.67K
$242K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
125New |
$11.3K - $11.8K
|
125
$11.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.85K- 16.68% |
$167K - $174K
|
9.22K
$838K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
366New |
$33.1K - $34.5K
|
366
$33.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-371- 13.61% |
$33.5K - $35K
|
2.36K
$214K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-392- 13.93% |
$35.4K - $36.9K
|
2.42K
$220K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-70- 18.09% |
$6.33K - $6.6K
|
317
$28.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
452+ 18.29% |
$40.9K - $42.6K
|
2.92K
$266K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.6KClosed |
$925K - $988K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
174New |
$15.1K - $16.2K
|
174
$15.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.79K- 65.39% |
$678K - $724K
|
4.13K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
97New |
$8.44K - $9.01K
|
97
$8.82K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-108- 50.0% |
$9.4K - $10K
|
108
$9.82K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
50+ 2.23% |
$4.35K - $4.65K
|
2.3K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-313- 11.13% |
$27.2K - $29.1K
|
2.5K
$227K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
99New |
$8.61K - $9.2K
|
99
$9K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
400+ 11.92% |
$34.8K - $37.2K
|
3.76K
$341K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.03KNew |
$351K - $375K
|
4.03K
$367K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-174- 55.59% |
$15.1K - $16.2K
|
139
$12.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
6.43KNew |
$559K - $597K
|
6.43K
$584K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
410+ 44.32% |
$35.7K - $38.1K
|
1.34K
$121K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
158K+ 27.65% |
$13.8M - $14.7M
|
731K
$66.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
225New |
$19.6K - $20.9K
|
225
$20.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
16.2KNew |
$1.41M - $1.5M
|
16.2K
$1.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
615New |
$53.5K - $57.1K
|
615
$55.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.96K- 44.58% |
$170K - $182K
|
2.43K
$221K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
660New |
$57.4K - $61.3K
|
660
$60K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
295+ 6.92% |
$25.7K - $27.4K
|
4.56K
$414K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-70- 2.92% |
$6.09K - $6.5K
|
2.33K
$211K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-786- 86.66% |
$68.4K - $73K
|
121
$11K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.06KNew |
$440K - $470K
|
5.06K
$460K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.09K+ 21.23% |
$94.7K - $101K
|
6.22K
$565K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
357New |
$31.1K - $33.2K
|
357
$32.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-329- 10.17% |
$28.6K - $30.6K
|
2.91K
$264K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-726- 14.86% |
$63.2K - $67.5K
|
4.16K
$378K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.32K- 69.24% |
$208K - $226K
|
1.03K
$93.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-330- 11.26% |
$29.5K - $32.2K
|
2.6K
$236K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$35.8K - $39K
|
400
$36.4K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.59K- 39.74% |
$143K - $155K
|
2.41K
$219K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3KClosed |
$269K - $293K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
58+ 0.63% |
$5.19K - $5.66K
|
9.26K
$842K
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
144+ 0.6% |
$12.9K - $14K
|
24.2K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.67K- 72.93% |
$776K - $846K
|
3.22K
$293K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
32.4KNew |
$2.9M - $3.16M
|
32.4K
$2.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 3.13% |
$89.5 - $97.5
|
33
$3K
|
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
246+ 3.26% |
$22K - $24K
|
7.79K
$708K
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
11.4K+ 334.62% |
$1.02M - $1.11M
|
14.8K
$1.34M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.69% |
$269 - $293
|
440
$40K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-66- 1.94% |
$5.91K - $6.44K
|
3.34K
$303K
|
|