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 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
88.6K+ 23.9% |
$7.91M - $8.23M
|
459K
$42.1M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-203- 17.29% |
$18.1K - $18.9K
|
971
$89K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
113+ 171.21% |
$10.1K - $10.5K
|
179
$16.4K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.04% |
$446 - $465
|
13.5K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
718+ 26.17% |
$64.1K - $66.7K
|
3.46K
$317K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
77.5K+ 51.6% |
$6.92M - $7.2M
|
228K
$20.9M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3.93K+ 7.14% |
$351K - $365K
|
59K
$5.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.7K+ 94.3% |
$2.47M - $2.57M
|
57K
$5.22M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
714+ 21.25% |
$63.7K - $66.3K
|
4.07K
$373K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-67.2K- 93.69% |
$6M - $6.25M
|
4.53K
$415K
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-26.7K- 18.61% |
$2.39M - $2.48M
|
117K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
98.6KNew |
$8.81M - $9.16M
|
98.6K
$9.04M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.04K- 1.14% |
$92.7K - $96.4K
|
89.9K
$8.23M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.18KNew |
$194K - $202K
|
2.18K
$199K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-17- 0.5% |
$1.52K - $1.58K
|
3.39K
$311K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.22KNew |
$198K - $207K
|
2.22K
$204K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.94K+ 89.05% |
$441K - $458K
|
10.5K
$960K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-351- 7.49% |
$31.3K - $32.6K
|
4.34K
$397K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.85M- 97.52% |
$165M - $172M
|
47K
$4.31M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-5.02K- 43.08% |
$448K - $466K
|
6.63K
$607K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-19- 0.07% |
$1.7K - $1.77K
|
27K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.6K+ 11.92% |
$943K - $981K
|
99.1K
$9.08M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.44K+ 1.36% |
$128K - $134K
|
107K
$9.79M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
274+ 26.42% |
$24.5K - $25.5K
|
1.31K
$120K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
610+ 14.01% |
$54.5K - $56.7K
|
4.96K
$455K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
14.7K+ 34.87% |
$1.31M - $1.36M
|
56.8K
$5.2M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
769+ 1.55% |
$68.6K - $71.4K
|
50.3K
$4.61M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
327K+ 22.04% |
$29.2M - $30.3M
|
1.81M
$166M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-40.2K- 64.79% |
$3.59M - $3.74M
|
21.9K
$2M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
100+ 4.3% |
$8.93K - $9.29K
|
2.42K
$222K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
618+ 10.72% |
$55.2K - $57.4K
|
6.38K
$585K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
6.36K+ 2.97% |
$568K - $591K
|
220K
$20.2M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
29New |
$2.59K - $2.69K
|
29
$2.66K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.74K+ 45.98% |
$245K - $255K
|
8.71K
$798K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
13.2KNew |
$1.18M - $1.22M
|
13.2K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-104- 3.76% |
$9.28K - $9.66K
|
2.67K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
402+ 2.54% |
$35.9K - $37.3K
|
16.2K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
62.7KNew |
$5.6M - $5.82M
|
62.7K
$5.74M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
25+ 5.19% |
$2.23K - $2.32K
|
507
$46.4K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
128K+ 24.71% |
$11.4M - $11.9M
|
646K
$59.2M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.32KNew |
$296K - $308K
|
3.32K
$304K
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-443- 15.57% |
$39.5K - $41.2K
|
2.4K
$220K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.39K+ 45.54% |
$303K - $315K
|
10.8K
$993K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.74K+ 37.85% |
$245K - $255K
|
9.99K
$915K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-975- 18.59% |
$87K - $90.6K
|
4.27K
$391K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
48.7K+ 22.75% |
$4.35M - $4.53M
|
263K
$24.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.9K+ 11.85% |
$4.81M - $5.01M
|
509K
$46.6M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
11.4K+ 4.85% |
$1.02M - $1.06M
|
246K
$22.6M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.96K- 40.16% |
$532K - $554K
|
8.88K
$814K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
574+ 9566.67% |
$51.2K - $53.3K
|
580
$53.1K
|