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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-505- 6.87% |
$45.1K - $46.9K
|
6.85K
$627K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.5KNew |
$223K - $232K
|
2.5K
$229K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
66.5K+ 17.43% |
$5.94M - $6.18M
|
448K
$41.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.84K+ 7.05% |
$164K - $171K
|
27.9K
$2.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-6- 0.11% |
$536 - $557
|
5.52K
$506K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-82.1K- 79.21% |
$7.33M - $7.63M
|
21.6K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-24- 77.42% |
$2.14K - $2.23K
|
7
$641
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
51.2K+ 86.51% |
$4.57M - $4.76M
|
110K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
151New |
$13.5K - $14K
|
151
$13.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.81K+ 18.18% |
$162K - $168K
|
11.8K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
104+ 3.79% |
$9.28K - $9.66K
|
2.85K
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
2.37K+ 7.09% |
$212K - $221K
|
35.9K
$3.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
372K+ 155.48% |
$33.2M - $34.5M
|
611K
$56M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
833K+ 54.01% |
$74.4M - $77.4M
|
2.38M
$218M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.58K- 0.84% |
$141K - $147K
|
187K
$17.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.32KNew |
$743K - $773K
|
8.32K
$762K
|
|
|
Apr 29, 2025
Q1 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.25% |
$3.21K - $3.34K
|
2.91K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-66- 0.75% |
$5.89K - $6.13K
|
8.74K
$801K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
34+ 0.97% |
$3.04K - $3.16K
|
3.55K
$325K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.03K+ 8.11% |
$270K - $281K
|
40.3K
$3.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-31- 1.13% |
$2.77K - $2.88K
|
2.72K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.3K+ 5.97% |
$295K - $307K
|
58.6K
$5.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
64.8K+ 28.14% |
$5.78M - $6.02M
|
295K
$27M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
496+ 14.05% |
$44.3K - $46.1K
|
4.03K
$369K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.66K- 29.27% |
$148K - $154K
|
4.02K
$368K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
45+ 102.27% |
$4.02K - $4.18K
|
89
$8.15K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
18.6K+ 10.77% |
$1.66M - $1.73M
|
191K
$17.5M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.87K- 6.7% |
$345K - $359K
|
53.8K
$4.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
174KNew |
$15.5M - $16.1M
|
174K
$15.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
205KNew |
$18.3M - $19M
|
205K
$18.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.76K+ 10.02% |
$425K - $442K
|
52.2K
$4.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
115K+ 9.97% |
$10.3M - $10.7M
|
1.27M
$116M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.8KNew |
$1.41M - $1.46M
|
15.8K
$1.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-355- 1.08% |
$31.7K - $33K
|
32.5K
$2.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.37K+ 10.43% |
$390K - $406K
|
46.3K
$4.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.14K- 16.17% |
$191K - $199K
|
11.1K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5+ 0.18% |
$446 - $465
|
2.74K
$251K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.96K+ 25.31% |
$175K - $182K
|
9.71K
$889K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-415- 2.97% |
$37K - $38.6K
|
13.6K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3.07K+ 2.88% |
$274K - $285K
|
110K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
25.4K+ 35.09% |
$2.27M - $2.36M
|
97.9K
$8.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.99K+ 9.91% |
$267K - $278K
|
33.1K
$3.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-897- 7.35% |
$80.1K - $83.3K
|
11.3K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.29K+ 23.34% |
$115K - $119K
|
6.8K
$623K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-810- 6.32% |
$72.3K - $75.2K
|
12K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
5+ 0.65% |
$446 - $465
|
780
$71.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
875New |
$78.1K - $81.3K
|
875
$80.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-276- 66.99% |
$24.6K - $25.6K
|
136
$12.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-13.2K- 21.95% |
$1.18M - $1.22M
|
46.8K
$4.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
146+ 2.71% |
$13K - $13.6K
|
5.54K
$507K
|