Latest Institutional Purchases of Pimco Active Bond Exchange Tra (BOND)
This list provides information on the latest institutional transactions involving Pimco Active Bond Exchange Tra (BOND) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
833K+ 54.01% |
$74.4M - $77.4M
|
2.38M
$219M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
762K+ 82.66% |
$68M - $70.8M
|
1.68M
$155M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
415K+ 11.1% |
$37.1M - $38.6M
|
4.15M
$382M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
387K+ 102.64% |
$34.6M - $36M
|
764K
$70.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
372K+ 155.48% |
$33.2M - $34.5M
|
611K
$56.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
327K+ 22.04% |
$29.2M - $30.3M
|
1.81M
$166M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
314KNew |
$28.1M - $29.2M
|
314K
$28.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
222K+ 36.4% |
$19.8M - $20.6M
|
831K
$76.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
205KNew |
$18.3M - $19M
|
205K
$18.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
174KNew |
$15.5M - $16.1M
|
174K
$16M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
128K+ 24.71% |
$11.4M - $11.9M
|
646K
$59.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
115K+ 9.97% |
$10.3M - $10.7M
|
1.27M
$117M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
113K+ 517.24% |
$10.1M - $10.5M
|
135K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
98.6KNew |
$8.81M - $9.16M
|
98.6K
$9.08M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
97.3K+ 18.22% |
$8.69M - $9.04M
|
631K
$58.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
91.7KNew |
$8.19M - $8.52M
|
91.7K
$8.44M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
88.6K+ 23.9% |
$7.91M - $8.23M
|
459K
$42.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
78.6K+ 59.69% |
$7.02M - $7.3M
|
210K
$19.4M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
77.5K+ 51.6% |
$6.92M - $7.2M
|
228K
$20.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
72.4K+ 239.16% |
$6.46M - $6.72M
|
103K
$9.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
71.7K+ 829.52% |
$6.4M - $6.66M
|
80.3K
$7.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
67.3KNew |
$6.01M - $6.25M
|
67.3K
$6.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
66.5K+ 17.43% |
$5.94M - $6.18M
|
448K
$41.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
64.8K+ 28.14% |
$5.78M - $6.02M
|
295K
$27.1M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
62.7KNew |
$5.6M - $5.82M
|
62.7K
$5.77M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
54.5KNew |
$4.86M - $5.06M
|
54.5K
$5.01M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.9K+ 11.85% |
$4.81M - $5.01M
|
509K
$46.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
51.2K+ 86.51% |
$4.57M - $4.76M
|
110K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
48.7K+ 22.75% |
$4.35M - $4.53M
|
263K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
47.9KNew |
$4.27M - $4.45M
|
47.9K
$4.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
39.2K+ 9.78% |
$3.5M - $3.64M
|
440K
$40.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
37K+ 96.23% |
$3.31M - $3.44M
|
75.5K
$6.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
36.2KNew |
$3.23M - $3.36M
|
36.2K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
35.2K+ 10.91% |
$3.15M - $3.27M
|
358K
$33M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
33.7K+ 14.68% |
$3.01M - $3.13M
|
263K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33.1K+ 187.21% |
$2.95M - $3.07M
|
50.8K
$4.67M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33K+ 12.47% |
$2.94M - $3.06M
|
297K
$27.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
28.3K+ 91.12% |
$2.53M - $2.63M
|
59.4K
$5.47M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.7K+ 94.3% |
$2.47M - $2.57M
|
57K
$5.25M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
26.9K+ 25.23% |
$2.4M - $2.5M
|
133K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26.1K+ 11.11% |
$2.33M - $2.42M
|
261K
$24M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
25.6K+ 96.35% |
$2.29M - $2.38M
|
52.2K
$4.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
25.4K+ 35.09% |
$2.27M - $2.36M
|
97.9K
$9.01M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.3K+ 6.3% |
$2.08M - $2.16M
|
393K
$36.1M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
23K+ 9.55% |
$2.06M - $2.14M
|
264K
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.8K+ 28.75% |
$1.85M - $1.93M
|
93K
$8.56M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
20.6K+ 72.9% |
$1.84M - $1.92M
|
48.9K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
20.4KNew |
$1.82M - $1.9M
|
20.4K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
18.6K+ 10.77% |
$1.66M - $1.73M
|
191K
$17.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
18.1KNew |
$1.61M - $1.68M
|
18.1K
$1.66M
|