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 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.57K+ 8.92% |
$322K - $341K
|
43.7K
$3.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.09KNew |
$278K - $294K
|
3.09K
$281K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.45K- 5.08% |
$220K - $233K
|
45.7K
$4.16M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.71KNew |
$424K - $449K
|
4.71K
$428K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
434+ 61.47% |
$39.1K - $41.4K
|
1.14K
$104K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
188K+ 22.44% |
$16.9M - $17.9M
|
1.02M
$93.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
639+ 1.74% |
$57.5K - $60.9K
|
37.4K
$3.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.52K- 1.87% |
$137K - $145K
|
79.8K
$7.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.29K+ 16.15% |
$476K - $504K
|
38K
$3.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1New |
$90 - $95.3
|
1
$90.9
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.18KNew |
$196K - $208K
|
2.18K
$198K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
117K+ 8.09% |
$10.5M - $11.2M
|
1.57M
$142M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1K+ 40.49% |
$90K - $95.3K
|
3.47K
$315K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.95K- 79.48% |
$356K - $377K
|
1.02K
$92.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
832+ 1.71% |
$74.9K - $79.3K
|
49.4K
$4.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
8.28K+ 38.15% |
$746K - $790K
|
30K
$2.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
2.14KNew |
$192K - $204K
|
2.14K
$194K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.95K+ 1.6% |
$176K - $186K
|
124K
$11.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-37- 1.96% |
$3.33K - $3.53K
|
1.85K
$168K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-639- 46.0% |
$57.5K - $60.9K
|
750
$68.2K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-3.65K- 9.75% |
$329K - $348K
|
33.8K
$3.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-81- 0.98% |
$7.29K - $7.72K
|
8.15K
$740K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
665+ 17.95% |
$59.9K - $63.4K
|
4.37K
$397K
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-383- 0.86% |
$34.5K - $36.5K
|
44.3K
$4.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-289- 11.5% |
$26K - $27.5K
|
2.22K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-489- 2.65% |
$44K - $46.6K
|
17.9K
$1.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1- 0.56% |
$90 - $95.3
|
177
$16.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-104- 2.11% |
$9.36K - $9.91K
|
4.83K
$439K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
816+ 25.28% |
$73.4K - $77.8K
|
4.04K
$368K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
268+ 4.11% |
$24.1K - $25.5K
|
6.79K
$617K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
48K+ 281.61% |
$4.32M - $4.58M
|
65.1K
$5.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27K+ 43.19% |
$2.43M - $2.57M
|
89.5K
$8.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.1K+ 9.01% |
$459K - $486K
|
61.7K
$5.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-1.62K- 20.35% |
$146K - $154K
|
6.33K
$575K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-643- 4.36% |
$57.9K - $61.3K
|
14.1K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-438- 6.16% |
$39.4K - $41.8K
|
6.68K
$607K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
4.73KNew |
$426K - $451K
|
4.73K
$430K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.77K+ 21.81% |
$339K - $359K
|
21.1K
$1.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1+ 25.0% |
$90 - $95.3
|
5
$454
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.72KNew |
$515K - $545K
|
5.72K
$520K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-408- 4.51% |
$36.7K - $38.9K
|
8.64K
$785K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
163K+ 72.61% |
$14.6M - $15.5M
|
386K
$35.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.97K- 23.69% |
$357K - $378K
|
12.8K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.52K+ 7.01% |
$676K - $716K
|
115K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
35+ 1.25% |
$3.15K - $3.34K
|
2.84K
$258K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-300- 1.86% |
$27K - $28.6K
|
15.9K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.58K+ 13.34% |
$412K - $436K
|
38.9K
$3.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
525+ 11.18% |
$47.3K - $50K
|
5.22K
$474K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
27K+ 12.41% |
$2.43M - $2.57M
|
245K
$22.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-807- 10.82% |
$72.6K - $76.9K
|
6.65K
$605K
|