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 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-18K- 16.45% |
$1.63M - $1.67M
|
91.4K
$8.32M
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4.72K- 9.12% |
$427K - $437K
|
47K
$4.28M
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
75.1K+ 4.4% |
$6.8M - $6.96M
|
1.78M
$162M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.7KNew |
$3.69M - $3.77M
|
40.7K
$3.71M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-400- 14.81% |
$36.2K - $37.1K
|
2.3K
$209K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3.55K- 68.08% |
$322K - $329K
|
1.66K
$152K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
222K+ 396.3% |
$20.1M - $20.6M
|
278K
$25.3M
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
68.4KNew |
$6.19M - $6.33M
|
68.4K
$6.23M
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
1.27K+ 23.24% |
$115K - $118K
|
6.74K
$614K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
306+ 36.17% |
$27.7K - $28.4K
|
1.15K
$105K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.99K- 17.59% |
$634K - $648K
|
32.8K
$2.98M
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-33.5K- 88.87% |
$3.03M - $3.1M
|
4.19K
$382K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-543- 3.33% |
$49.2K - $50.3K
|
15.8K
$1.44M
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-13K- 55.62% |
$1.18M - $1.21M
|
10.4K
$948K
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
518+ 0.59% |
$46.9K - $48K
|
88.3K
$8.04M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.2K+ 16.97% |
$1.29M - $1.32M
|
98.1K
$8.93M
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-49.1K- 78.07% |
$4.44M - $4.55M
|
13.8K
$1.25M
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
19New |
$1.72K - $1.76K
|
19
$1.73K
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.94K+ 89.73% |
$357K - $365K
|
8.34K
$759K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.4K- 12.9% |
$127K - $130K
|
9.45K
$861K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$90.6 - $92.7
|
1
$91.1
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
42+ 1.9% |
$3.81K - $3.89K
|
2.26K
$205K
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.22K- 20.62% |
$110K - $113K
|
4.69K
$427K
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
826+ 2.04% |
$74.8K - $76.5K
|
41.2K
$3.76M
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
27+ 0.41% |
$2.45K - $2.5K
|
6.59K
$600K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
283+ 49.82% |
$25.6K - $26.2K
|
851
$77.5K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-20.1K- 14.3% |
$1.82M - $1.86M
|
120K
$10.9M
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3- 0.72% |
$272 - $278
|
414
$37.7K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-434- 3.32% |
$39.3K - $40.2K
|
12.6K
$1.15M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.18K+ 3.22% |
$107K - $109K
|
37.7K
$3.44M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
225+ 0.25% |
$20.4K - $20.9K
|
91.5K
$8.34M
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.04K+ 6.9% |
$366K - $374K
|
62.6K
$5.7M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-206- 6.48% |
$18.7K - $19.1K
|
2.98K
$271K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
452+ 17.25% |
$41K - $41.9K
|
3.07K
$280K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
15.7K+ 15.74% |
$1.42M - $1.46M
|
115K
$10.5M
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
22+ 1.21% |
$1.99K - $2.04K
|
1.84K
$168K
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
17.1K+ 25.6% |
$1.55M - $1.59M
|
84.1K
$7.66M
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.01K- 40.44% |
$91.1K - $93.1K
|
1.48K
$135K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10New |
$906 - $927
|
10
$911
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.21KNew |
$562K - $575K
|
6.21K
$565K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.25K+ 6.83% |
$113K - $116K
|
19.6K
$1.78M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
538New |
$48.7K - $49.9K
|
538
$49K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
151+ 2.04% |
$13.7K - $14K
|
7.57K
$689K
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.17K+ 14.51% |
$106K - $108K
|
9.19K
$837K
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.27K+ 5.32% |
$115K - $118K
|
25.1K
$2.29M
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.07K+ 124.55% |
$369K - $378K
|
7.35K
$669K
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-81- 0.29% |
$7.34K - $7.51K
|
27.6K
$2.51M
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
19+ 0.17% |
$1.72K - $1.76K
|
11.4K
$1.04M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.96K- 10.19% |
$268K - $274K
|
26.1K
$2.38M
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-23.8K- 20.36% |
$2.16M - $2.21M
|
93.1K
$8.48M
|