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 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
7.95KNew |
$708K - $729K
|
7.95K
$754K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
188+ 1.19% |
$16.7K - $17.2K
|
16K
$1.51M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.8K+ 22.57% |
$3.9M - $4.02M
|
238K
$22.6M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
3+ 300.0% |
$267 - $275
|
4
$380
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 163.78% |
$123K - $127K
|
2.22K
$211K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-275- 16.53% |
$24.5K - $25.2K
|
1.39K
$132K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.9K+ 9.54% |
$2.04M - $2.1M
|
263K
$25M
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
252+ 3.85% |
$22.4K - $23.1K
|
6.79K
$644K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.18K- 0.11% |
$105K - $108K
|
1.03M
$97.3M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.72K- 10.68% |
$776K - $800K
|
72.9K
$6.92M
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-993- 5.08% |
$88.4K - $91.1K
|
18.6K
$1.76M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.83K+ 6.59% |
$252K - $260K
|
45.9K
$4.35M
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.14K+ 1.78% |
$191K - $197K
|
122K
$11.6M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
385+ 12.99% |
$34.3K - $35.3K
|
3.35K
$318K
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
558+ 0.87% |
$49.7K - $51.2K
|
65K
$6.16M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
38.4K+ 5.01% |
$3.42M - $3.53M
|
805K
$76.4M
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-560- 2.61% |
$49.9K - $51.4K
|
20.9K
$1.98M
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
164+ 1.15% |
$14.6K - $15K
|
14.4K
$1.36M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.56K- 6.1% |
$139K - $143K
|
24K
$2.28M
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
123K+ 30.81% |
$11M - $11.3M
|
523K
$49.6M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.18K- 8.16% |
$639K - $659K
|
80.9K
$7.67M
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.58K- 0.8% |
$140K - $144K
|
196K
$18.6M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.82K+ 8.26% |
$696K - $717K
|
102K
$9.72M
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-1.83K- 3.68% |
$163K - $168K
|
47.9K
$4.54M
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
34.5K+ 302.94% |
$3.08M - $3.17M
|
46K
$4.36M
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.51K- 10.45% |
$134K - $138K
|
12.9K
$1.22M
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.29K+ 4.51% |
$204K - $210K
|
53K
$5.03M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.93K+ 24.19% |
$706K - $727K
|
40.7K
$3.86M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
140K+ 13.18% |
$12.5M - $12.9M
|
1.2M
$114M
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
11.9K+ 5.56% |
$1.06M - $1.09M
|
226K
$21.4M
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-496- 9.13% |
$44.2K - $45.5K
|
4.94K
$469K
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.3K+ 3.36% |
$115K - $119K
|
39.9K
$3.79M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.22K+ 7.77% |
$109K - $112K
|
16.9K
$1.61M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-78.8K- 26.26% |
$7.02M - $7.23M
|
221K
$21M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
57K+ 149.08% |
$5.08M - $5.23M
|
95.2K
$9.04M
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
3.59K+ 15.74% |
$319K - $329K
|
26.4K
$2.5M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.38K+ 6.17% |
$746K - $769K
|
144K
$13.7M
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.62K+ 5.49% |
$590K - $608K
|
127K
$12.1M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1KNew |
$89K - $91.7K
|
1K
$94.9K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-66- 0.24% |
$5.88K - $6.05K
|
27.5K
$2.61M
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.7K- 3.4% |
$329K - $339K
|
105K
$9.97M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.01K- 58.62% |
$713K - $734K
|
5.65K
$536K
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
110+ 33.33% |
$9.79K - $10.1K
|
440
$41.7K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
85.7K+ 23.77% |
$7.63M - $7.86M
|
446K
$42.4M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19.6K+ 17.15% |
$1.75M - $1.8M
|
134K
$12.7M
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
40.3K+ 67.22% |
$3.59M - $3.7M
|
100K
$9.51M
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
50+ 1.25% |
$4.45K - $4.59K
|
4.06K
$385K
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.35K+ 1.61% |
$298K - $307K
|
212K
$20.1M
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-53.9K- 19.85% |
$4.8M - $4.94M
|
218K
$20.6M
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.08K+ 45.1% |
$542K - $558K
|
19.6K
$1.86M
|