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 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
176+ 1.54% |
$15.9K - $16.3K
|
11.6K
$1.06M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.7K- 8.47% |
$1.24M - $1.27M
|
148K
$13.5M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4- 0.11% |
$362 - $371
|
3.6K
$328K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
12.7K+ 21.84% |
$1.15M - $1.18M
|
70.7K
$6.44M
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
9.94K+ 54.21% |
$901K - $921K
|
28.3K
$2.58M
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-2.54K- 3.17% |
$230K - $235K
|
77.6K
$7.07M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21.9K- 40.96% |
$1.98M - $2.03M
|
31.5K
$2.87M
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
5.46K+ 5.69% |
$495K - $506K
|
101K
$9.23M
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-100- 1.92% |
$9.06K - $9.27K
|
5.12K
$466K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.7K+ 24.16% |
$697K - $713K
|
39.5K
$3.6M
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.24K+ 37.52% |
$112K - $115K
|
4.54K
$414K
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.02K- 1.55% |
$92.4K - $94.5K
|
64.8K
$5.9M
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
32K+ 14.91% |
$2.9M - $2.97M
|
247K
$22.5M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-12.3K- 84.98% |
$1.12M - $1.14M
|
2.18K
$198K
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.21KNew |
$200K - $205K
|
2.21K
$201K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
107K+ 48.15% |
$9.68M - $9.9M
|
329K
$29.9M
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.61K+ 23.35% |
$146K - $149K
|
8.51K
$775K
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
94+ 0.5% |
$8.52K - $8.71K
|
18.9K
$1.72M
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.24KNew |
$566K - $578K
|
6.24K
$569K
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
30+ 0.35% |
$2.72K - $2.78K
|
8.63K
$786K
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-104K- 47.19% |
$9.45M - $9.66M
|
117K
$10.6M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
44.4K+ 39.08% |
$4.02M - $4.11M
|
158K
$14.4M
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7.03K- 11.43% |
$637K - $651K
|
54.4K
$4.96M
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-345- 5.41% |
$31.3K - $32K
|
6.03K
$550K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
6.92K+ 33.13% |
$627K - $641K
|
27.8K
$2.53M
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
413+ 12.22% |
$37.4K - $38.3K
|
3.79K
$346K
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
464+ 2.17% |
$42K - $43K
|
21.8K
$1.99M
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
54+ 1.69% |
$4.89K - $5K
|
3.24K
$295K
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
8.17K+ 25.95% |
$740K - $757K
|
39.7K
$3.61M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
327K+ 12.45% |
$29.7M - $30.3M
|
2.96M
$269M
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-1.25K- 15.43% |
$113K - $116K
|
6.85K
$624K
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.44K+ 70.09% |
$123K - $134K
|
3.49K
$318K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
372New |
$31.8K - $34.7K
|
372
$33.9K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.29K+ 29.95% |
$708K - $773K
|
36K
$3.28M
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
51+ 0.11% |
$4.35K - $4.75K
|
45.7K
$4.16M
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.18% |
$1.02K - $1.12K
|
6.69K
$609K
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.7KNew |
$230K - $252K
|
2.7K
$246K
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
2.23KNew |
$191K - $208K
|
2.23K
$203K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-115K- 89.55% |
$9.85M - $10.7M
|
13.5K
$1.23M
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-57- 1.99% |
$4.87K - $5.31K
|
2.81K
$255K
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26.2K+ 240.37% |
$2.24M - $2.44M
|
37.1K
$3.38M
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$85.4 - $93.2
|
1
$91.1
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-7.66K- 9.09% |
$654K - $714K
|
76.6K
$6.98M
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.79KNew |
$580K - $633K
|
6.79K
$618K
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
278KNew |
$23.7M - $25.9M
|
278K
$25.3M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.19KNew |
$785K - $856K
|
9.19K
$837K
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.1K- 9.5% |
$94.2K - $103K
|
10.5K
$958K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-137- 21.64% |
$11.7K - $12.8K
|
496
$45.2K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
300New |
$25.6K - $28K
|
300
$27.3K
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-552- 39.68% |
$47.1K - $51.4K
|
839
$76.4K
|