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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.01KClosed |
$94K - $103K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-31- 1.23% |
$2.89K - $3.15K
|
2.49K
$229K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
PUT |
-137Closed |
$12.8K - $13.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-165- 5.9% |
$15.4K - $16.8K
|
2.63K
$242K
|
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.61KClosed |
$243K - $265K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-7.1K- 72.0% |
$661K - $721K
|
2.76K
$254K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
487New |
$45.3K - $49.5K
|
487
$44.8K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-325- 8.86% |
$30.3K - $33K
|
3.34K
$308K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-83- 0.4% |
$7.73K - $8.43K
|
20.7K
$1.9M
|
|
| Q1 2022 | |||||||
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.61KClosed |
$263K - $285K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-800Closed |
$80.6K - $87.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-882- 24.14% |
$88.8K - $96.1K
|
2.77K
$255K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-257Closed |
$25.9K - $28K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.71KClosed |
$273K - $295K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
42New |
$4.23K - $4.58K
|
42
$3.86K
|
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-244Closed |
$24.6K - $26.6K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-40- 1.79% |
$4.03K - $4.36K
|
2.2K
$202K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-82Closed |
$8.26K - $8.93K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-201Closed |
$20.2K - $21.9K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-197KClosed |
$19.8M - $21.4M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
3.46KNew |
$348K - $377K
|
3.46K
$318K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-200Closed |
$20.1K - $21.8K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-596Closed |
$60K - $64.9K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-67- 2.3% |
$6.75K - $7.3K
|
2.85K
$262K
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.1KClosed |
$211K - $229K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.17KClosed |
$118K - $127K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-2.89KClosed |
$291K - $314K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2Closed |
$201 - $218
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-51Closed |
$5.14K - $5.56K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-55Closed |
$5.54K - $5.99K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.19KClosed |
$321K - $347K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-2.33KClosed |
$235K - $254K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
650New |
$65.5K - $70.8K
|
650
$59.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-25- 1.01% |
$2.52K - $2.72K
|
2.45K
$225K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-414Closed |
$41.7K - $45.1K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.88KClosed |
$189K - $204K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
SELL
|
- |
-6.99KClosed |
$703K - $761K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.92KClosed |
$193K - $209K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.98KClosed |
$199K - $215K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-30- 96.77% |
$3.02K - $3.27K
|
1
$92
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.46KClosed |
$348K - $377K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
15.4K+ 21657.75% |
$1.55M - $1.68M
|
15.4K
$1.42M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-378Closed |
$38.1K - $41.2K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-942- 9.37% |
$103K - $104K
|
9.11K
$838K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-280Closed |
$30.5K - $31K
|
0
$0
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-548Closed |
$59.7K - $60.7K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.92KClosed |
$644K - $655K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9New |
$981 - $996
|
9
$828
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.67KClosed |
$182K - $185K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-94.1KClosed |
$10.3M - $10.4M
|
0
$0
|
|