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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-20- 0.7% |
$1.8K - $1.86K
|
2.83K
$261K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-300- 7.3% |
$27K - $27.9K
|
3.81K
$350K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
32+ 4.83% |
$2.88K - $2.97K
|
694
$63.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-179- 4.42% |
$16.1K - $16.6K
|
3.87K
$356K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-596- 4.54% |
$53.6K - $55.4K
|
12.5K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.48K+ 22.05% |
$312K - $323K
|
19.2K
$1.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15.9K- 15.46% |
$1.43M - $1.47M
|
86.8K
$7.98M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
16New |
$1.44K - $1.49K
|
16
$1.47K
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
9.99K+ 8.07% |
$898K - $928K
|
134K
$12.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.73K- 2.94% |
$695K - $719K
|
255K
$23.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.4K- 3.37% |
$1.38M - $1.43M
|
442K
$40.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-269- 4.6% |
$24.2K - $25K
|
5.58K
$513K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
2.38K+ 5.3% |
$214K - $221K
|
47.3K
$4.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
227KNew |
$20.4M - $21.1M
|
227K
$20.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
1.01KNew |
$91K - $94.1K
|
1.01K
$93.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-349- 6.72% |
$31.4K - $32.4K
|
4.84K
$445K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.29K- 8.09% |
$116K - $120K
|
14.6K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
35KNew |
$3.15M - $3.25M
|
35K
$3.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.1K- 8.96% |
$368K - $381K
|
41.6K
$3.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.03KNew |
$362K - $374K
|
4.03K
$371K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
45+ 0.87% |
$4.04K - $4.18K
|
5.19K
$478K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-535- 4.06% |
$48.1K - $49.7K
|
12.6K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.47K+ 26.57% |
$132K - $136K
|
6.99K
$643K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-2.57K- 3.83% |
$231K - $239K
|
64.7K
$5.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-28.3K- 11.56% |
$2.54M - $2.63M
|
216K
$19.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-109- 2.85% |
$9.8K - $10.1K
|
3.72K
$342K
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
32.6KNew |
$2.93M - $3.03M
|
32.6K
$3M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
90.9KNew |
$8.17M - $8.44M
|
90.9K
$8.36M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
9.93K+ 11.35% |
$892K - $922K
|
97.4K
$8.96M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-20- 1.73% |
$1.8K - $1.86K
|
1.13K
$104K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
216K+ 3299.53% |
$19.4M - $20.1M
|
222K
$20.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
377+ 2.71% |
$33.9K - $35K
|
14.3K
$1.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-254- 5.46% |
$22.8K - $23.6K
|
4.39K
$404K
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
5.55K+ 7.85% |
$496K - $516K
|
76.3K
$7.02M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-315- 11.53% |
$28.1K - $29.3K
|
2.42K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13New |
$1.16K - $1.21K
|
13
$1.2K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-105- 0.13% |
$9.37K - $9.75K
|
77.9K
$7.17M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.69KNew |
$240K - $250K
|
2.69K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.91K- 45.37% |
$438K - $456K
|
5.91K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
422New |
$37.7K - $39.2K
|
422
$38.8K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-61.4K- 54.44% |
$5.49M - $5.71M
|
51.4K
$4.73M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
7New |
$625 - $650
|
7
$644
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-578- 7.61% |
$51.6K - $53.7K
|
7.02K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.17K- 41.5% |
$461K - $480K
|
7.28K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3.51K+ 11.9% |
$313K - $326K
|
33K
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-66- 25.1% |
$5.89K - $6.13K
|
197
$18.1K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
426New |
$38K - $39.6K
|
426
$39.2K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-81- 0.81% |
$7.23K - $7.52K
|
9.92K
$913K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
21New |
$1.87K - $1.95K
|
21
$1.93K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-955- 12.68% |
$85.3K - $88.7K
|
6.58K
$605K
|
|