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 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-77- 0.58% |
$6.87K - $7.15K
|
13.1K
$1.2M
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.57KNew |
$318K - $331K
|
3.57K
$327K
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-625- 11.72% |
$55.8K - $58.1K
|
4.71K
$431K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-7.66K- 92.04% |
$684K - $712K
|
662
$60.6K
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-49- 0.02% |
$4.37K - $4.55K
|
257K
$23.5M
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.4K+ 58.01% |
$125K - $130K
|
3.81K
$349K
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
397+ 3.22% |
$35.4K - $36.9K
|
12.7K
$1.16M
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-858- 2.12% |
$76.6K - $79.7K
|
39.6K
$3.63M
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
5.36K+ 2.42% |
$479K - $498K
|
227K
$20.8M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13.3K+ 9746.32% |
$1.18M - $1.23M
|
13.4K
$1.23M
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.6K+ 61.41% |
$232K - $241K
|
6.82K
$625K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.68K- 45.91% |
$328K - $342K
|
4.33K
$397K
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
6.34K+ 17.16% |
$566K - $589K
|
43.3K
$3.97M
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
7+ 1.25% |
$625 - $650
|
568
$52K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
72.4K+ 239.16% |
$6.46M - $6.72M
|
103K
$9.4M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
543+ 3.17% |
$48.5K - $50.4K
|
17.7K
$1.62M
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
7.24K+ 2.33% |
$646K - $672K
|
318K
$29.1M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.79K+ 32.63% |
$428K - $445K
|
19.5K
$1.79M
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-274- 4.87% |
$24.5K - $25.5K
|
5.36K
$491K
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.61K+ 17.31% |
$144K - $150K
|
10.9K
$999K
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.52K+ 3.46% |
$135K - $141K
|
45.4K
$4.16M
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
SELL
|
- |
-292- 2.41% |
$26.1K - $27.1K
|
11.8K
$1.08M
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
37K+ 96.23% |
$3.31M - $3.44M
|
75.5K
$6.92M
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
28.3K+ 91.12% |
$2.53M - $2.63M
|
59.4K
$5.44M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-16.7K- 32.07% |
$1.49M - $1.55M
|
35.3K
$3.23M
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-1.29K- 24.16% |
$115K - $120K
|
4.05K
$371K
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
18.1KNew |
$1.61M - $1.68M
|
18.1K
$1.65M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.3K+ 95.07% |
$294K - $306K
|
6.76K
$619K
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
8.71K+ 24.04% |
$777K - $809K
|
44.9K
$4.12M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.21K- 7.03% |
$286K - $298K
|
42.4K
$3.88M
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
3.31K+ 2.5% |
$296K - $308K
|
136K
$12.5M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
39.2K+ 9.78% |
$3.5M - $3.64M
|
440K
$40.3M
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
8.84K+ 36.48% |
$790K - $822K
|
33.1K
$3.03M
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
226+ 0.35% |
$20.2K - $21K
|
64.3K
$5.89M
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
798+ 3.7% |
$71.2K - $74.1K
|
22.4K
$2.05M
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-467- 14.07% |
$41.7K - $43.4K
|
2.85K
$261K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
26.9K+ 25.23% |
$2.4M - $2.5M
|
133K
$12.2M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.2K- 3.04% |
$107K - $111K
|
38.2K
$3.5M
|
|
Q4 2024 | |||||||
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
6.13KNew |
$554K - $579K
|
6.13K
$561K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-709K- 42.09% |
$64.1M - $67M
|
975K
$89.4M
|
|
May 28, 2025
Q4 2024
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
25.9KNew |
$2.34M - $2.45M
|
25.9K
$2.37M
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3- 27.27% |
$271 - $284
|
8
$733
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
19New |
$1.72K - $1.8K
|
19
$1.74K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
200New |
$18.1K - $18.9K
|
200
$18.3K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.13K- 6.76% |
$825K - $862K
|
126K
$11.5M
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
BUY
|
- |
46New |
$4.16K - $4.35K
|
46
$4.21K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27+ 0.96% |
$2.44K - $2.55K
|
2.83K
$259K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
7.76KNew |
$701K - $733K
|
7.76K
$711K
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.42KNew |
$671K - $701K
|
7.42K
$679K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.18K+ 77.94% |
$197K - $206K
|
4.97K
$455K
|