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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-81- 0.81% |
$7.23K - $7.52K
|
9.92K
$909K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.59K- 6.75% |
$856K - $891K
|
133K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.31KNew |
$295K - $307K
|
3.31K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
33+ 1.15% |
$2.95K - $3.07K
|
2.91K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
21New |
$1.87K - $1.95K
|
21
$1.92K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-955- 12.68% |
$85.3K - $88.7K
|
6.58K
$602K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.88K+ 2.27% |
$257K - $267K
|
130K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.5KNew |
$939K - $977K
|
10.5K
$964K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
64+ 1.11% |
$5.71K - $5.95K
|
5.85K
$536K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1K+ 1.55% |
$89.3K - $92.9K
|
65.7K
$6.02M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.77K- 8.03% |
$426K - $443K
|
54.6K
$5M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
305+ 12.92% |
$27.2K - $28.3K
|
2.67K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15.4K+ 1492.62% |
$1.37M - $1.43M
|
16.4K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.33K+ 19.94% |
$119K - $124K
|
8.01K
$734K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-29.5K- 12.4% |
$2.63M - $2.74M
|
208K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-35K- 2.26% |
$3.13M - $3.25M
|
1.51M
$138M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
2+ 0.75% |
$179 - $186
|
269
$24.6K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.91K+ 13.16% |
$260K - $270K
|
25K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.16K+ 1.79% |
$104K - $108K
|
66K
$6.04M
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
650+ 27.96% |
$58K - $60.4K
|
2.98K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
605+ 2.71% |
$54K - $56.2K
|
22.9K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
990+ 4.08% |
$88.4K - $92K
|
25.3K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.28K+ 33.95% |
$114K - $118K
|
5.03K
$461K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.25KNew |
$201K - $209K
|
2.25K
$206K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.78K+ 4.96% |
$516K - $537K
|
122K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-119K- 13.14% |
$10.6M - $11.1M
|
787K
$72.1M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.73K- 92.5% |
$154K - $160K
|
140
$12.8K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-150K- 14.64% |
$13.4M - $13.9M
|
873K
$79.9M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.17KNew |
$551K - $573K
|
6.17K
$565K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-18.8K- 3.56% |
$1.68M - $1.75M
|
509K
$46.6M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-161- 1.41% |
$14.4K - $15K
|
11.3K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
192New |
$17.1K - $17.8K
|
192
$17.6K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33K+ 12.47% |
$2.94M - $3.06M
|
297K
$27.2M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
107+ 0.58% |
$9.55K - $9.94K
|
18.6K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-7.93K- 28.13% |
$708K - $737K
|
20.3K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
97.3K+ 18.22% |
$8.69M - $9.04M
|
631K
$57.8M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
8.57K+ 7.91% |
$765K - $796K
|
117K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
12.3K+ 1.85% |
$1.1M - $1.15M
|
680K
$62.3M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9.94K+ 60.51% |
$887K - $923K
|
26.4K
$2.41M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
429+ 2.66% |
$38.3K - $39.9K
|
16.6K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
926New |
$82.7K - $86K
|
926
$84.8K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13.4KNew |
$1.19M - $1.24M
|
13.4K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-6.34K- 16.32% |
$566K - $589K
|
32.5K
$2.98M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.37K+ 101.96% |
$658K - $685K
|
14.6K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
13.6K+ 32.48% |
$1.21M - $1.26M
|
55.4K
$5.07M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.45K+ 20.02% |
$219K - $228K
|
14.7K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
20.6K+ 72.9% |
$1.84M - $1.92M
|
48.9K
$4.48M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.9K+ 7.95% |
$1.6M - $1.66M
|
243K
$22.3M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.94K+ 2.48% |
$352K - $366K
|
163K
$14.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.9K- 2.3% |
$1.15M - $1.2M
|
548K
$50.2M
|