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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$35.8K - $39K
|
400
$36.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
246+ 3.26% |
$22K - $24K
|
7.79K
$714K
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
144+ 0.6% |
$12.9K - $14K
|
24.2K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
58+ 0.63% |
$5.19K - $5.66K
|
9.26K
$849K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
45New |
$4.03K - $4.39K
|
45
$4.12K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.69% |
$269 - $293
|
440
$40.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 3.13% |
$89.5 - $97.5
|
33
$3.02K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1New |
$89.5 - $97.5
|
1
$91.6
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1+ 0.3% |
$89.5 - $97.5
|
338
$31K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
50.7KNew |
$4.72M - $5.15M
|
50.7K
$4.64M
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.65KNew |
$526K - $574K
|
5.65K
$517K
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
3.25KNew |
$303K - $330K
|
3.25K
$298K
|
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
BUY
|
- |
3.13KNew |
$291K - $318K
|
3.13K
$287K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
2.84KNew |
$264K - $288K
|
2.84K
$260K
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
2.37KNew |
$220K - $240K
|
2.37K
$217K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.64KNew |
$152K - $166K
|
1.64K
$150K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1.16K+ 1.29% |
$108K - $117K
|
90.7K
$8.31M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
533+ 26.93% |
$49.6K - $54.1K
|
2.51K
$230K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
487New |
$45.3K - $49.5K
|
487
$44.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
243New |
$22.6K - $24.7K
|
243
$22.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
100New |
$9.31K - $10.2K
|
100
$9.16K
|
|
| Q1 2022 | |||||||
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
15.4K+ 21657.75% |
$1.55M - $1.68M
|
15.4K
$1.42M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
3.46KNew |
$348K - $377K
|
3.46K
$317K
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
650New |
$65.5K - $70.8K
|
650
$59.5K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
42New |
$4.23K - $4.58K
|
42
$3.85K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Gator Capital Management, LLC
|
BUY
|
- |
2.9KNew |
$316K - $321K
|
2.9K
$266K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
600New |
$65.4K - $66.4K
|
600
$55K
|
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
BUY
|
- |
394+ 8.1% |
$42.9K - $43.6K
|
5.26K
$482K
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
27+ 0.74% |
$2.94K - $2.99K
|
3.66K
$335K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9New |
$981 - $996
|
9
$824
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
116KNew |
$12.9M - $13M
|
116K
$10.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16KNew |
$1.77M - $1.79M
|
16K
$1.47M
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
3.77KNew |
$416K - $423K
|
3.77K
$345K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Motive Wealth Advisors
|
BUY
|
- |
7.35KNew |
$805K - $816K
|
7.35K
$673K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
3.54KNew |
$388K - $393K
|
3.54K
$324K
|
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.3KNew |
$252K - $255K
|
2.3K
$211K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.06KNew |
$230K - $234K
|
2.06K
$189K
|
|
| Q3 2020 | |||||||
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
BUY
|
- |
695New |
$77.4K - $78.6K
|
695
$63.7K
|
|
|
Oct 16, 2020
Q3 2020
|
Santori & Peters, Inc.
|
BUY
|
- |
149New |
$16.6K - $16.9K
|
149
$13.6K
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
30New |
$3.18K - $3.35K
|
30
$2.75K
|
|
| Q1 2019 | |||||||
|
May 07, 2019
Q1 2019
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
45New |
N/A
|
45
$4.12K
|
|
| Q3 2017 | |||||||
|
Oct 26, 2017
Q3 2017
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
300New |
N/A
|
300
$27.5K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$91.6
|
|
| Q2 2017 | |||||||
|
Aug 30, 2024
Q2 2017
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
712+ 809.09% |
N/A
|
800
$73.3K
|
|
|
Aug 14, 2017
Q2 2017
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
250New |
N/A
|
250
$22.9K
|
|
| Q2 2016 | |||||||
|
Sep 22, 2017
Q2 2016
|
Allen Investment Management LLC
|
BUY
|
- |
1.8K+ 10.89% |
N/A
|
18.3K
$1.68M
|
|