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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
109K+ 2.81% |
$9.86M - $10.2M
|
3.97M
$371M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
367+ 7.58% |
$33.3K - $34.4K
|
5.21K
$486K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
141K+ 62.21% |
$12.8M - $13.3M
|
368K
$34.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.68K+ 30.55% |
$425K - $439K
|
20K
$1.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
19.1K+ 18.77% |
$1.73M - $1.79M
|
121K
$11.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
5.24K+ 9.02% |
$476K - $492K
|
63.4K
$5.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-397- 35.04% |
$36.1K - $37.2K
|
736
$68.7K
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
3.36K+ 10.31% |
$305K - $315K
|
36K
$3.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.29K- 3.8% |
$299K - $309K
|
83.5K
$7.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
6.44K+ 13.61% |
$585K - $604K
|
53.7K
$5.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
4.28K+ 19.13% |
$389K - $401K
|
26.6K
$2.49M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-164- 3.8% |
$14.9K - $15.4K
|
4.15K
$387K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-13- 0.08% |
$1.18K - $1.22K
|
15.4K
$1.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
244+ 3.35% |
$22.2K - $22.9K
|
7.53K
$702K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-943- 25.29% |
$85.7K - $88.5K
|
2.79K
$260K
|
|
|
Oct 10, 2025
Q3 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
334+ 13.05% |
$30.3K - $31.3K
|
2.89K
$270K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
87.8K+ 87.55% |
$7.97M - $8.23M
|
188K
$17.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
623+ 12.0% |
$56.6K - $58.4K
|
5.81K
$542K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.15KNew |
$195K - $201K
|
2.15K
$200K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.2KNew |
$563K - $581K
|
6.2K
$578K
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
723+ 18.67% |
$65.7K - $67.8K
|
4.6K
$429K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.04K+ 8.65% |
$821K - $848K
|
114K
$10.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
22.5K+ 10.4% |
$2.04M - $2.11M
|
239K
$22.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
4.11K+ 3.0% |
$373K - $385K
|
141K
$13.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
20.4K+ 59.19% |
$1.85M - $1.91M
|
54.8K
$5.12M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
160+ 0.46% |
$14.5K - $15K
|
35.2K
$3.28M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
694+ 1.07% |
$63K - $65.1K
|
65.5K
$6.11M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-112- 0.97% |
$10.2K - $10.5K
|
11.5K
$1.07M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.93K+ 5.77% |
$175K - $181K
|
35.3K
$3.29M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-4.15K- 9.97% |
$377K - $390K
|
37.5K
$3.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-8- 0.37% |
$727 - $750
|
2.18K
$203K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
8.26K+ 7.06% |
$751K - $775K
|
125K
$11.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-65- 0.44% |
$5.9K - $6.1K
|
14.6K
$1.36M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
80+ 1.99% |
$7.27K - $7.5K
|
4.11K
$383K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.72K- 1.67% |
$874K - $904K
|
574K
$53.5M
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-7.12K- 2.55% |
$640K - $662K
|
272K
$25.3M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
34New |
$3.06K - $3.16K
|
34
$3.17K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-497- 8.11% |
$44.7K - $46.2K
|
5.63K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
18.5KNew |
$1.66M - $1.72M
|
18.5K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
65K+ 2043.52% |
$5.84M - $6.04M
|
68.2K
$6.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-59.8K- 60.64% |
$5.38M - $5.56M
|
38.8K
$3.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
400+ 8.83% |
$35.9K - $37.2K
|
4.93K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
2.19KNew |
$197K - $204K
|
2.19K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.63K- 31.57% |
$865K - $895K
|
20.9K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
602New |
$54.1K - $55.9K
|
602
$56.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
215KNew |
$19.4M - $20M
|
215K
$20.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-276- 5.1% |
$24.8K - $25.6K
|
5.13K
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-110- 3.87% |
$9.89K - $10.2K
|
2.73K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-50- 0.28% |
$4.49K - $4.65K
|
18K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
16.1KNew |
$1.45M - $1.5M
|
16.1K
$1.5M
|
|