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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
227KNew |
$20.4M - $21.1M
|
227K
$20.8M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
216K+ 3299.53% |
$19.4M - $20.1M
|
222K
$20.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
90.9KNew |
$8.17M - $8.44M
|
90.9K
$8.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
35KNew |
$3.15M - $3.25M
|
35K
$3.21M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
32.6KNew |
$2.93M - $3.03M
|
32.6K
$2.99M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
9.93K+ 11.35% |
$892K - $922K
|
97.4K
$8.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.03KNew |
$362K - $374K
|
4.03K
$369K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
2.38K+ 5.3% |
$214K - $221K
|
47.3K
$4.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.47K+ 26.57% |
$132K - $136K
|
6.99K
$641K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
1.01KNew |
$91K - $94.1K
|
1.01K
$92.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
377+ 2.71% |
$33.9K - $35K
|
14.3K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
45+ 0.87% |
$4.04K - $4.18K
|
5.19K
$475K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
833K+ 54.01% |
$74.4M - $77.4M
|
2.38M
$218M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
415K+ 11.1% |
$37.1M - $38.6M
|
4.15M
$381M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
387K+ 102.64% |
$34.6M - $36M
|
764K
$70M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
372K+ 155.48% |
$33.2M - $34.5M
|
611K
$56M
|
|
|
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
$28.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
222K+ 36.4% |
$19.8M - $20.6M
|
831K
$76.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
205KNew |
$18.3M - $19M
|
205K
$18.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
174KNew |
$15.5M - $16.1M
|
174K
$15.9M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
128K+ 24.71% |
$11.4M - $11.9M
|
646K
$59.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
115K+ 9.97% |
$10.3M - $10.7M
|
1.27M
$116M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
113K+ 517.24% |
$10.1M - $10.5M
|
135K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
98.6KNew |
$8.81M - $9.16M
|
98.6K
$9.04M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
97.3K+ 18.22% |
$8.69M - $9.04M
|
631K
$57.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
91.7KNew |
$8.19M - $8.52M
|
91.7K
$8.4M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
88.6K+ 23.9% |
$7.91M - $8.23M
|
459K
$42.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
78.6K+ 59.69% |
$7.02M - $7.3M
|
210K
$19.3M
|
|
|
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
$9.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
71.7K+ 829.52% |
$6.4M - $6.66M
|
80.3K
$7.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
66.5K+ 17.43% |
$5.94M - $6.18M
|
448K
$41.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
64.8K+ 28.14% |
$5.78M - $6.02M
|
295K
$27M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
62.7KNew |
$5.6M - $5.82M
|
62.7K
$5.74M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
54.5KNew |
$4.86M - $5.06M
|
54.5K
$4.99M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.9K+ 11.85% |
$4.81M - $5.01M
|
509K
$46.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
51.2K+ 86.51% |
$4.57M - $4.76M
|
110K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
48.7K+ 22.75% |
$4.35M - $4.53M
|
263K
$24.1M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
47.9KNew |
$4.27M - $4.45M
|
47.9K
$4.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
39.2K+ 9.78% |
$3.5M - $3.64M
|
440K
$40.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
37K+ 96.23% |
$3.31M - $3.44M
|
75.5K
$6.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
36.2KNew |
$3.23M - $3.36M
|
36.2K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
35.2K+ 10.91% |
$3.15M - $3.27M
|
358K
$32.8M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.6K+ 1458.71% |
$3.09M - $3.21M
|
37K
$3.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
33.7K+ 14.68% |
$3.01M - $3.13M
|
263K
$24.1M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33.1K+ 187.21% |
$2.95M - $3.07M
|
50.8K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33K+ 12.47% |
$2.94M - $3.06M
|
297K
$27.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
28.3K+ 91.12% |
$2.53M - $2.63M
|
59.4K
$5.44M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.7K+ 94.3% |
$2.47M - $2.57M
|
57K
$5.22M
|
|