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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2020
Q3 2020
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.05KClosed |
$228K - $232K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Washington Trust CO
|
SELL
|
- |
-429Closed |
$47.8K - $48.5K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-362Closed |
$40.3K - $40.9K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-7.34KClosed |
$818K - $830K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Santori & Peters, Inc.
|
BUY
|
- |
149New |
$16.6K - $16.9K
|
149
$13.5K
|
|
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
BUY
|
- |
695New |
$77.4K - $78.6K
|
695
$63.2K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-36- 0.12% |
$3.82K - $4.02K
|
30.1K
$2.73M
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-240Closed |
$25.5K - $26.8K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
30New |
$3.18K - $3.35K
|
30
$2.73K
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.79KClosed |
$296K - $312K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.14KClosed |
$227K - $239K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.4KClosed |
$573K - $603K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.61KClosed |
$277K - $291K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Gables Capital Management Inc.
|
SELL
|
- |
-1Closed |
$106 - $112
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Country Trust Bank
|
SELL
|
- |
-163Closed |
$17.3K - $18.2K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-2.11KClosed |
$223K - $235K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-119Closed |
$12.6K - $13.3K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-64.8KClosed |
$6.88M - $7.24M
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Iron Financial, LLC
|
SELL
|
- |
-2.24KClosed |
$237K - $250K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-65Closed |
$6.9K - $7.26K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.69KClosed |
$498K - $524K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-3.28KClosed |
$348K - $366K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-390Closed |
$39.3K - $44.1K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-2.45KClosed |
$247K - $277K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-26.8KClosed |
$2.7M - $3.03M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Parker Investment Management, LLC
|
SELL
|
- |
-52.1KClosed |
$5.25M - $5.89M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.46KClosed |
$349K - $392K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-6.23KClosed |
$628K - $705K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-45Closed |
$4.54K - $5.09K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-1.9KClosed |
$192K - $215K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.81KClosed |
$183K - $205K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-111KClosed |
$11.2M - $12.6M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Planning Alternatives LTD
|
SELL
|
- |
-7.35KClosed |
$741K - $832K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-90Closed |
$9.08K - $10.2K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2.48KClosed |
$250K - $280K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-366Closed |
$36.9K - $41.4K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-325Closed |
$32.8K - $36.8K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
G&S Capital LLC
|
SELL
|
- |
-13Closed |
$1.31K - $1.47K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
First Personal Financial Services
|
SELL
|
- |
-339Closed |
$34.2K - $38.4K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-1.7KClosed |
$171K - $192K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-11Closed |
$1.11K - $1.24K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3KClosed |
$303K - $340K
|
0
$0
|
|
|
Apr 03, 2020
Q1 2020
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.44KClosed |
$246K - $276K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-27KClosed |
$2.9M - $2.95M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-25.5KClosed |
$2.74M - $2.78M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-7.51KClosed |
$808K - $820K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-10KClosed |
$1.08M - $1.09M
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.87KClosed |
$201K - $204K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1.87KClosed |
$201K - $204K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.33KClosed |
$143K - $145K
|
0
$0
|
|