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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
1.18K+ 43.42% |
$103K - $108K
|
3.89K
$351K
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-5.76K- 33.52% |
$506K - $530K
|
11.4K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-400- 25.61% |
$35.1K - $36.8K
|
1.16K
$105K
|
|
| Q2 2023 | |||||||
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.62KClosed |
$238K - $245K
|
0
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
317New |
$28.8K - $29.6K
|
317
$28.6K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-44- 0.85% |
$4K - $4.11K
|
5.14K
$463K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-44- 0.85% |
$4K - $4.11K
|
5.14K
$463K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
296New |
$26.9K - $27.7K
|
296
$26.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-91- 50.84% |
$8.26K - $8.5K
|
88
$7.94K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.34KNew |
$213K - $219K
|
2.34K
$211K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
23.3K+ 8.72% |
$2.11M - $2.17M
|
290K
$26.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.01KNew |
$91.7K - $94.4K
|
1.01K
$91.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
125New |
$11.4K - $11.7K
|
125
$11.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.71K+ 7.36% |
$155K - $160K
|
25K
$2.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.07KNew |
$369K - $380K
|
4.07K
$367K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.05KNew |
$277K - $285K
|
3.05K
$275K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.08K+ 1.36% |
$98.1K - $101K
|
80.4K
$7.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-185- 5.17% |
$16.8K - $17.3K
|
3.39K
$306K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-35- 1.51% |
$3.18K - $3.27K
|
2.29K
$206K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
260New |
$23.6K - $24.3K
|
260
$23.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.22KNew |
$201K - $207K
|
2.22K
$200K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
273+ 6.5% |
$24.8K - $25.5K
|
4.48K
$404K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
51New |
$4.63K - $4.77K
|
51
$4.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-2.14K- 1.87% |
$194K - $200K
|
112K
$10.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-11.8K- 20.54% |
$1.07M - $1.1M
|
45.5K
$4.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.48K- 55.49% |
$407K - $419K
|
3.59K
$324K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-93- 92.08% |
$8.45K - $8.69K
|
8
$722
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-9- 0.27% |
$817 - $841
|
3.32K
$299K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
16New |
$1.45K - $1.5K
|
16
$1.44K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1K- 27.09% |
$90.8K - $93.5K
|
2.69K
$243K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
604+ 27.73% |
$54.9K - $56.4K
|
2.78K
$251K
|
|
| Q1 2023 | |||||||
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
2KNew |
$181K - $188K
|
2K
$180K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
34New |
$3.07K - $3.2K
|
34
$3.07K
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-34.5KClosed |
$3.11M - $3.25M
|
0
$0
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2.24K+ 1.53% |
$202K - $211K
|
149K
$13.4M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-400- 50.0% |
$36.2K - $37.7K
|
400
$36.1K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.3KNew |
$1.2M - $1.25M
|
13.3K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
12.2K+ 7.34% |
$1.11M - $1.15M
|
179K
$16.1M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
50New |
$4.52K - $4.71K
|
50
$4.51K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
12.1KNew |
$1.09M - $1.14M
|
12.1K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.24K+ 1.53% |
$202K - $211K
|
149K
$13.4M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-50- 1.97% |
$4.52K - $4.71K
|
2.49K
$225K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-259- 7.61% |
$23.4K - $24.4K
|
3.15K
$284K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-13- 0.17% |
$1.18K - $1.22K
|
7.66K
$691K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-598- 54.46% |
$54.1K - $56.3K
|
500
$45.1K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.19K- 78.63% |
$108K - $112K
|
324
$29.2K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-2.22K- 49.27% |
$201K - $209K
|
2.29K
$206K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-476- 78.55% |
$43K - $44.9K
|
130
$11.7K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
285New |
$25.8K - $26.9K
|
285
$25.7K
|
|