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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
160+ 2.82% |
$14.4K - $15.3K
|
5.83K
$530K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.38K- 36.66% |
$124K - $131K
|
2.38K
$216K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.72K- 1.21% |
$154K - $164K
|
140K
$12.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.64K+ 91.9% |
$238K - $252K
|
5.52K
$501K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-533- 17.26% |
$48K - $50.8K
|
2.56K
$232K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
201+ 3.87% |
$18.1K - $19.2K
|
5.39K
$490K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
35.6K+ 49.31% |
$3.21M - $3.4M
|
108K
$9.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
58.5KNew |
$5.26M - $5.57M
|
58.5K
$5.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.05K+ 14.46% |
$94.5K - $100K
|
8.31K
$755K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
788+ 17.55% |
$70.9K - $75.1K
|
5.28K
$480K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
445K+ 6714.15% |
$40M - $42.4M
|
452K
$41M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.13K+ 4.27% |
$192K - $203K
|
52.2K
$4.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.26K+ 33.06% |
$113K - $120K
|
5.06K
$460K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
50New |
$4.5K - $4.77K
|
50
$4.54K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
20.2K+ 18.03% |
$1.81M - $1.92M
|
132K
$12M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
111New |
$9.99K - $10.6K
|
111
$10.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.05KNew |
$365K - $386K
|
4.05K
$368K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
173K+ 48.47% |
$15.6M - $16.5M
|
530K
$48.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.5K- 5.9% |
$2.03M - $2.15M
|
359K
$32.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
2.48KNew |
$223K - $236K
|
2.48K
$225K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
328+ 43.56% |
$29.5K - $31.3K
|
1.08K
$98.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.7K+ 6.02% |
$1.95M - $2.07M
|
382K
$34.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.7K+ 2.65% |
$513K - $544K
|
220K
$20M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
13+ 0.56% |
$1.17K - $1.24K
|
2.33K
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1.64K- 25.57% |
$148K - $156K
|
4.77K
$434K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-454- 3.51% |
$40.9K - $43.3K
|
12.5K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.76K- 1.81% |
$428K - $454K
|
258K
$23.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.53K+ 5.05% |
$138K - $146K
|
31.8K
$2.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
855+ 3.37% |
$77K - $81.5K
|
26.3K
$2.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
43New |
$3.87K - $4.1K
|
43
$3.91K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-125- 17.12% |
$11.3K - $11.9K
|
605
$55K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-708- 9.92% |
$63.7K - $67.5K
|
6.43K
$584K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-316- 0.17% |
$28.4K - $30.1K
|
186K
$16.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
245+ 4.77% |
$22.1K - $23.4K
|
5.38K
$489K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.22K+ 49.92% |
$110K - $116K
|
3.67K
$334K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.19K- 6.44% |
$737K - $781K
|
119K
$10.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.9K+ 87.19% |
$1.34M - $1.42M
|
32K
$2.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.91K+ 10.27% |
$892K - $945K
|
106K
$9.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-892- 1.16% |
$80.3K - $85K
|
76.2K
$6.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
173+ 0.83% |
$15.6K - $16.5K
|
21.1K
$1.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.96KNew |
$537K - $568K
|
5.96K
$542K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-8.2K- 67.49% |
$738K - $782K
|
3.95K
$359K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33.8K+ 9.46% |
$3.04M - $3.22M
|
391K
$35.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
22K+ 41.33% |
$1.98M - $2.1M
|
75.2K
$6.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-314- 20.1% |
$28.3K - $29.9K
|
1.25K
$113K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-263- 9.04% |
$23.7K - $25.1K
|
2.65K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 4.76% |
$90 - $95.3
|
22
$2K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.17KNew |
$195K - $207K
|
2.17K
$197K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9.26K+ 3.73% |
$833K - $883K
|
257K
$23.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
8.39K+ 7.43% |
$755K - $799K
|
121K
$11M
|