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 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-2.09K- 1.85% |
$186K - $194K
|
111K
$10.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-522- 50.0% |
$46.6K - $48.5K
|
522
$47.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-2.03K- 13.17% |
$181K - $189K
|
13.4K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-2.3K- 22.17% |
$205K - $213K
|
8.06K
$739K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
5+ 0.1% |
$446 - $465
|
4.77K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-7.34K- 6.96% |
$655K - $682K
|
98.2K
$8.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.43K+ 53.28% |
$127K - $133K
|
4.11K
$376K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
412+ 77.74% |
$36.8K - $38.3K
|
942
$86.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-25- 0.99% |
$2.23K - $2.32K
|
2.49K
$228K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-251- 3.43% |
$22.4K - $23.3K
|
7.08K
$648K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.18K+ 16.57% |
$105K - $109K
|
8.27K
$757K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
415+ 0.17% |
$37K - $38.6K
|
249K
$22.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
2.94K+ 81.76% |
$262K - $273K
|
6.53K
$598K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
139+ 1.58% |
$12.4K - $12.9K
|
8.92K
$817K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
314KNew |
$28.1M - $29.2M
|
314K
$28.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.4K- 19.38% |
$2.44M - $2.54M
|
114K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
586New |
$52.3K - $54.4K
|
586
$53.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-808- 17.07% |
$72.1K - $75.1K
|
3.93K
$360K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2.76K+ 6.35% |
$246K - $256K
|
46.2K
$4.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.42K+ 49.59% |
$394K - $411K
|
13.3K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.9K+ 30.26% |
$169K - $176K
|
8.16K
$748K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
706+ 6.49% |
$63K - $65.6K
|
11.6K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.27K+ 88.85% |
$203K - $211K
|
4.83K
$442K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.1K- 56.16% |
$276K - $288K
|
2.42K
$221K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-7.57K- 5.9% |
$676K - $704K
|
121K
$11.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
47New |
$4.2K - $4.37K
|
47
$4.31K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
78.6K+ 59.69% |
$7.02M - $7.3M
|
210K
$19.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-41- 0.54% |
$3.66K - $3.81K
|
7.52K
$688K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
276+ 7.55% |
$24.6K - $25.6K
|
3.93K
$360K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.08% |
$179 - $186
|
2.58K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-230- 3.42% |
$20.5K - $21.4K
|
6.5K
$595K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.23KNew |
$288K - $300K
|
3.23K
$296K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-183- 3.13% |
$16.3K - $17K
|
5.66K
$518K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
6.99K+ 105.08% |
$624K - $650K
|
13.6K
$1.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.09K- 3.07% |
$454K - $473K
|
161K
$14.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-250- 4.41% |
$22.3K - $23.2K
|
5.42K
$497K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-63- 58.33% |
$5.62K - $5.85K
|
45
$4.12K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-88- 2.49% |
$7.86K - $8.18K
|
3.45K
$316K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
2.01K+ 1.65% |
$180K - $187K
|
124K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-991- 3.11% |
$88.5K - $92.1K
|
30.8K
$2.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-857- 7.82% |
$76.5K - $79.6K
|
10.1K
$926K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.16K+ 4.06% |
$103K - $108K
|
29.7K
$2.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
71.7K+ 829.52% |
$6.4M - $6.66M
|
80.3K
$7.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
33.7K+ 14.68% |
$3.01M - $3.13M
|
263K
$24.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.92K- 1.43% |
$171K - $178K
|
132K
$12.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
1.04K+ 2.67% |
$92.7K - $96.4K
|
39.9K
$3.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.69K+ 3.53% |
$240K - $250K
|
78.8K
$7.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1- 0.05% |
$89.3 - $92.9
|
2.07K
$189K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.09K- 0.45% |
$186K - $194K
|
458K
$41.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-952- 81.23% |
$85K - $88.4K
|
220
$20.2K
|