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 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-301- 6.09% |
$27.3K - $27.9K
|
4.64K
$423K
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
65K+ 105.57% |
$5.89M - $6.02M
|
127K
$11.5M
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-4.04K- 48.41% |
$366K - $374K
|
4.31K
$392K
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
46+ 1.16% |
$4.17K - $4.26K
|
4.01K
$365K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
481New |
$43.6K - $44.6K
|
481
$43.8K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-848- 14.16% |
$76.8K - $78.6K
|
5.14K
$468K
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
811+ 2.15% |
$73.5K - $75.2K
|
38.5K
$3.51M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.6KNew |
$235K - $241K
|
2.6K
$237K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-487- 13.68% |
$44.1K - $45.1K
|
3.07K
$280K
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
6.65K+ 28.1% |
$602K - $616K
|
30.3K
$2.76M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.86K+ 78.33% |
$259K - $265K
|
6.5K
$592K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.3K- 15.77% |
$1.56M - $1.6M
|
92.3K
$8.4M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
701+ 149.15% |
$63.5K - $65K
|
1.17K
$107K
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-28.4K- 9.4% |
$2.57M - $2.63M
|
274K
$24.9M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-435- 10.7% |
$39.4K - $40.3K
|
3.63K
$331K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
83+ 1.61% |
$7.52K - $7.69K
|
5.25K
$478K
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1+ 0.03% |
$90.6 - $92.7
|
3.18K
$289K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.31KNew |
$209K - $214K
|
2.31K
$210K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.16K+ 32.14% |
$105K - $107K
|
4.75K
$433K
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.09% |
$181 - $185
|
2.31K
$210K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-21K- 78.06% |
$1.9M - $1.94M
|
5.89K
$536K
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-179- 7.42% |
$16.2K - $16.6K
|
2.23K
$203K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.33K+ 22.41% |
$211K - $216K
|
12.7K
$1.16M
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.04K+ 139.8% |
$276K - $282K
|
5.22K
$475K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.1K+ 23.33% |
$3.99M - $4.08M
|
233K
$21.2M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-24- 9.6% |
$2.17K - $2.22K
|
226
$20.6K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
29+ 20.71% |
$2.63K - $2.69K
|
169
$15.4K
|
|
Apr 26, 2024
Q1 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
31+ 1.13% |
$2.81K - $2.87K
|
2.77K
$252K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-105- 3.17% |
$9.51K - $9.73K
|
3.21K
$293K
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.75K+ 5.37% |
$249K - $255K
|
53.9K
$4.91M
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
83+ 1.4% |
$7.52K - $7.69K
|
6.02K
$548K
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
12.1K+ 16.82% |
$1.1M - $1.12M
|
84.1K
$7.66M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$18.1K - $18.5K
|
200
$18.2K
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
9.74KNew |
$882K - $903K
|
9.74K
$887K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.25K- 3.9% |
$295K - $301K
|
80.2K
$7.3M
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-17- 5.8% |
$1.54K - $1.58K
|
276
$25.1K
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
722+ 3.02% |
$65.4K - $66.9K
|
24.7K
$2.25M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-560- 78.65% |
$50.7K - $51.9K
|
152
$13.8K
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
464+ 0.28% |
$42K - $43K
|
167K
$15.2M
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
472+ 3.44% |
$42.8K - $43.7K
|
14.2K
$1.29M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.91K- 3.78% |
$626K - $640K
|
176K
$16M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
207+ 7.8% |
$18.8K - $19.2K
|
2.86K
$260K
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-218- 1.39% |
$19.8K - $20.2K
|
15.5K
$1.41M
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.83K+ 4.74% |
$257K - $263K
|
62.6K
$5.7M
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
854+ 29.15% |
$77.4K - $79.1K
|
3.78K
$345K
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
121KNew |
$10.9M - $11.2M
|
121K
$11M
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
130+ 2.69% |
$11.8K - $12K
|
4.96K
$452K
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
506+ 0.78% |
$45.8K - $46.9K
|
65.6K
$5.97M
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-191- 7.91% |
$17.3K - $17.7K
|
2.22K
$202K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-444- 8.14% |
$40.2K - $41.1K
|
5.01K
$456K
|