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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.62K+ 280.0% |
$146K - $151K
|
2.2K
$203K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-55- 1.55% |
$4.94K - $5.11K
|
3.5K
$322K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-484- 5.45% |
$43.5K - $45K
|
8.4K
$773K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.19K- 11.88% |
$107K - $110K
|
8.8K
$810K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
98.6KNew |
$8.86M - $9.16M
|
98.6K
$9.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-20.2K- 18.86% |
$1.81M - $1.87M
|
86.7K
$7.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
391+ 5.52% |
$35.1K - $36.3K
|
7.47K
$687K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.04% |
$89.9 - $92.9
|
2.58K
$237K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.3K+ 7.77% |
$387K - $400K
|
59.7K
$5.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
550+ 0.84% |
$49.4K - $51.1K
|
66.3K
$6.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.73K+ 3.3% |
$155K - $160K
|
54K
$4.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.57K+ 2.51% |
$231K - $238K
|
105K
$9.64M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.17K+ 142.56% |
$285K - $294K
|
5.39K
$496K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-20.6K- 3.03% |
$1.85M - $1.91M
|
659K
$60.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.2% |
$89.9 - $92.9
|
508
$46.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-23- 0.92% |
$2.07K - $2.14K
|
2.47K
$227K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.38KNew |
$213K - $221K
|
2.38K
$219K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.7K- 26.12% |
$2.67M - $2.76M
|
84.1K
$7.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-459- 4.17% |
$41.3K - $42.7K
|
10.5K
$970K
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
337+ 1.31% |
$30.3K - $31.3K
|
26.1K
$2.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-206- 3.23% |
$18.5K - $19.1K
|
6.18K
$568K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.05K+ 12.84% |
$94.2K - $97.4K
|
9.21K
$847K
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
442KNew |
$39.7M - $41.1M
|
442K
$40.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.77K+ 2.83% |
$249K - $257K
|
101K
$9.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-196K- 8.24% |
$17.6M - $18.2M
|
2.18M
$201M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4+ 0.15% |
$359 - $372
|
2.74K
$252K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22+ 1.26% |
$1.98K - $2.04K
|
1.77K
$163K
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
13.6K+ 319.82% |
$1.22M - $1.26M
|
17.8K
$1.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-3.6K- 10.21% |
$324K - $335K
|
31.7K
$2.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
353+ 2.31% |
$31.7K - $32.8K
|
15.6K
$1.44M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.5K+ 25.01% |
$1.21M - $1.25M
|
67.3K
$6.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-943- 4.38% |
$84.7K - $87.6K
|
20.6K
$1.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.82K- 3.61% |
$163K - $169K
|
48.5K
$4.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.67K+ 5.47% |
$600K - $620K
|
129K
$11.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.5K- 7.3% |
$1.22M - $1.26M
|
172K
$15.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.7K+ 73.78% |
$782K - $808K
|
20.5K
$1.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
613New |
$55.1K - $57K
|
613
$56.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
58K+ 19.67% |
$5.21M - $5.39M
|
353K
$32.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.5K- 37.74% |
$225K - $232K
|
4.13K
$380K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
SELL
|
- |
-3.77K- 31.85% |
$339K - $350K
|
8.07K
$742K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-348- 8.64% |
$31.3K - $32.3K
|
3.68K
$338K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
53.4K+ 147.58% |
$4.8M - $4.97M
|
89.7K
$8.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.78K- 2.19% |
$339K - $351K
|
169K
$15.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.82K+ 8.51% |
$254K - $262K
|
36K
$3.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-5.53K- 2.22% |
$497K - $513K
|
243K
$22.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
3.03KNew |
$272K - $281K
|
3.03K
$278K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-6.45K- 2.62% |
$580K - $600K
|
240K
$22.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-400- 1.75% |
$35.9K - $37.2K
|
22.5K
$2.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
667+ 6.57% |
$59.9K - $62K
|
10.8K
$995K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
81New |
$7.28K - $7.53K
|
81
$7.45K
|