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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-2.11K- 1.63% |
$191K - $200K
|
128K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
28K+ 201.38% |
$2.53M - $2.65M
|
41.9K
$3.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-8.56K- 60.01% |
$774K - $809K
|
5.71K
$526K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
12.3KNew |
$1.11M - $1.16M
|
12.3K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
276+ 6.99% |
$25K - $26.1K
|
4.23K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.1K+ 2.58% |
$912K - $953K
|
401K
$37M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-852- 0.33% |
$77K - $80.5K
|
257K
$23.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
21.3K+ 216.45% |
$1.92M - $2.01M
|
31.1K
$2.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-376- 1.02% |
$34K - $35.5K
|
36.5K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
4.94K+ 15.8% |
$447K - $467K
|
36.2K
$3.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.02K+ 113.93% |
$364K - $380K
|
7.56K
$697K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.41KNew |
$218K - $228K
|
2.41K
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-332- 5.57% |
$30K - $31.4K
|
5.63K
$519K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-687- 55.05% |
$62.1K - $64.9K
|
561
$51.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.51K- 12.1% |
$136K - $143K
|
11K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17+ 0.37% |
$1.54K - $1.61K
|
4.57K
$422K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-700- 4.77% |
$63.3K - $66.2K
|
14K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-763- 2.6% |
$69K - $72.1K
|
28.5K
$2.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
6.78K+ 2.23% |
$613K - $640K
|
311K
$28.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.93K- 9.17% |
$355K - $371K
|
38.9K
$3.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
22.8K+ 10.13% |
$2.06M - $2.16M
|
248K
$22.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-27- 2.88% |
$2.44K - $2.55K
|
912
$84.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
59.6K+ 56.06% |
$5.39M - $5.63M
|
166K
$15.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
517+ 4.08% |
$46.7K - $48.9K
|
13.2K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-618- 6.56% |
$55.9K - $58.4K
|
8.81K
$813K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.18K+ 86.76% |
$288K - $301K
|
6.85K
$632K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
4.95K+ 91.3% |
$447K - $467K
|
10.4K
$956K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-21.6K- 10.24% |
$1.95M - $2.04M
|
189K
$17.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
706+ 2.4% |
$63.8K - $66.7K
|
30.2K
$2.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-150- 3.17% |
$13.6K - $14.2K
|
4.58K
$423K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-372- 3.9% |
$33.6K - $35.2K
|
9.18K
$847K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-813- 4.53% |
$73.5K - $76.8K
|
17.1K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.04K+ 732.05% |
$275K - $287K
|
3.45K
$319K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.8KNew |
$615K - $643K
|
6.8K
$627K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
320+ 6.13% |
$28.9K - $30.2K
|
5.54K
$511K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
455+ 6.24% |
$41.1K - $43K
|
7.75K
$715K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
21.6KNew |
$1.95M - $2.04M
|
21.6K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
279+ 2.19% |
$25.2K - $26.4K
|
13K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
990+ 11.91% |
$89.5K - $93.6K
|
9.3K
$858K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.01KNew |
$724K - $757K
|
8.01K
$739K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
221New |
$20K - $20.9K
|
221
$20.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-513- 11.6% |
$46.4K - $48.5K
|
3.91K
$361K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.9K- 13.45% |
$171K - $179K
|
12.2K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
10.3K+ 46.46% |
$928K - $970K
|
32.4K
$2.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-2.01K- 1.62% |
$182K - $190K
|
122K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
33.5KNew |
$3.03M - $3.16M
|
33.5K
$3.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
5.39KNew |
$487K - $509K
|
5.39K
$497K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-15.8K- 13.0% |
$1.43M - $1.49M
|
105K
$9.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.8K+ 8.0% |
$162K - $170K
|
24.2K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
32.3K+ 45.38% |
$2.92M - $3.06M
|
104K
$9.56M
|