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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
650+ 27.96% |
$58K - $60.4K
|
2.98K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.28K+ 33.95% |
$114K - $118K
|
5.03K
$463K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.25KNew |
$201K - $209K
|
2.25K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.73K- 92.5% |
$154K - $160K
|
140
$12.9K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.17KNew |
$551K - $573K
|
6.17K
$568K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-161- 1.41% |
$14.4K - $15K
|
11.3K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
97.3K+ 18.22% |
$8.69M - $9.04M
|
631K
$58.1M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9.94K+ 60.51% |
$887K - $923K
|
26.4K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
926New |
$82.7K - $86K
|
926
$85.2K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3.93K+ 7.14% |
$351K - $365K
|
59K
$5.43M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
610+ 14.01% |
$54.5K - $56.7K
|
4.96K
$457K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
100+ 4.3% |
$8.93K - $9.29K
|
2.42K
$223K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
29New |
$2.59K - $2.69K
|
29
$2.67K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
62.7KNew |
$5.6M - $5.82M
|
62.7K
$5.77M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.32KNew |
$296K - $308K
|
3.32K
$305K
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-443- 15.57% |
$39.5K - $41.2K
|
2.4K
$221K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-975- 18.59% |
$87K - $90.6K
|
4.27K
$393K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
700+ 24.84% |
$62.5K - $65K
|
3.52K
$324K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-857- 18.52% |
$76.5K - $79.6K
|
3.77K
$347K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
66New |
$5.89K - $6.13K
|
66
$6.07K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
913+ 8.9% |
$81.5K - $84.8K
|
11.2K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-823- 7.55% |
$73.5K - $76.5K
|
10.1K
$927K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.6K- 88.34% |
$143K - $149K
|
211
$19.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.31K- 21.59% |
$116K - $121K
|
4.74K
$436K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
151New |
$13.5K - $14K
|
151
$13.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
2.37K+ 7.09% |
$212K - $221K
|
35.9K
$3.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.66K- 29.27% |
$148K - $154K
|
4.02K
$370K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
174KNew |
$15.5M - $16.1M
|
174K
$16M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
5+ 0.65% |
$446 - $465
|
780
$71.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
875New |
$78.1K - $81.3K
|
875
$80.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-13.2K- 21.95% |
$1.18M - $1.22M
|
46.8K
$4.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-2.3K- 22.17% |
$205K - $213K
|
8.06K
$742K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
412+ 77.74% |
$36.8K - $38.3K
|
942
$86.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
2.94K+ 81.76% |
$262K - $273K
|
6.53K
$601K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
139+ 1.58% |
$12.4K - $12.9K
|
8.92K
$821K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
586New |
$52.3K - $54.4K
|
586
$53.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.23KNew |
$288K - $300K
|
3.23K
$297K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
6.99K+ 105.08% |
$624K - $650K
|
13.6K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-63- 58.33% |
$5.62K - $5.85K
|
45
$4.14K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-88- 2.49% |
$7.86K - $8.18K
|
3.45K
$317K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
1.04K+ 2.67% |
$92.7K - $96.4K
|
39.9K
$3.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1- 0.05% |
$89.3 - $92.9
|
2.07K
$190K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-952- 81.23% |
$85K - $88.4K
|
220
$20.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-274- 4.87% |
$24.5K - $25.5K
|
5.36K
$493K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
18.1KNew |
$1.61M - $1.68M
|
18.1K
$1.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.3K+ 95.07% |
$294K - $306K
|
6.76K
$622K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
798+ 3.7% |
$71.2K - $74.1K
|
22.4K
$2.06M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.2K- 3.04% |
$107K - $111K
|
38.2K
$3.51M
|
|
| Q4 2024 | |||||||
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
6.13KNew |
$554K - $579K
|
6.13K
$564K
|
|
|
May 28, 2025
Q4 2024
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
25.9KNew |
$2.34M - $2.45M
|
25.9K
$2.38M
|
|