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 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.5K+ 25.01% |
$1.21M - $1.25M
|
67.3K
$6.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
13.3K+ 30.95% |
$1.19M - $1.24M
|
56.3K
$5.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
13.1K+ 16.32% |
$1.18M - $1.22M
|
93.4K
$8.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
12.4K+ 6.49% |
$1.12M - $1.16M
|
204K
$18.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
10.9K+ 131.56% |
$977K - $1.01M
|
19.1K
$1.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
10.4K+ 24.07% |
$937K - $969K
|
53.7K
$4.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10.3K+ 19.77% |
$928K - $959K
|
62.5K
$5.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
9.99K+ 8.07% |
$898K - $928K
|
134K
$12.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9.95K+ 3.88% |
$894K - $925K
|
267K
$24.5M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
9.93K+ 11.35% |
$892K - $922K
|
97.4K
$8.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.16K+ 20.16% |
$823K - $851K
|
54.6K
$5.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.7K+ 73.78% |
$782K - $808K
|
20.5K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
7.98KNew |
$717K - $741K
|
7.98K
$734K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.76K+ 43.95% |
$698K - $722K
|
25.4K
$2.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
7.5KNew |
$674K - $697K
|
7.5K
$690K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
7.15K+ 15.47% |
$643K - $665K
|
53.4K
$4.91M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.69K+ 2.75% |
$601K - $622K
|
250K
$23M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.67K+ 5.47% |
$600K - $620K
|
129K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
6.07KNew |
$546K - $564K
|
6.07K
$559K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.01K+ 30.83% |
$540K - $558K
|
25.5K
$2.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
5.9K+ 4.89% |
$530K - $548K
|
127K
$11.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.66K+ 14.02% |
$508K - $526K
|
46K
$4.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.59K+ 41.42% |
$502K - $519K
|
19.1K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
5.52K+ 10.13% |
$496K - $513K
|
60K
$5.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.31KNew |
$477K - $493K
|
5.31K
$488K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.28K+ 52.22% |
$474K - $490K
|
15.4K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.24K+ 3.67% |
$471K - $487K
|
148K
$13.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
5.09K+ 10831.91% |
$458K - $473K
|
5.14K
$473K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5.09K+ 4.7% |
$457K - $473K
|
113K
$10.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
5.05K+ 11.04% |
$454K - $469K
|
50.8K
$4.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4.98K+ 2.26% |
$448K - $463K
|
225K
$20.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4.73K+ 4.3% |
$425K - $439K
|
115K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.67K+ 3.81% |
$420K - $434K
|
127K
$11.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.59K+ 220.64% |
$412K - $426K
|
6.66K
$613K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.56K+ 37.78% |
$410K - $424K
|
16.6K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.37K+ 124.39% |
$393K - $406K
|
7.89K
$725K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.3K+ 7.77% |
$387K - $400K
|
59.7K
$5.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
4.2K+ 1.59% |
$377K - $390K
|
268K
$24.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
4.06KNew |
$365K - $378K
|
4.06K
$374K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.03KNew |
$362K - $374K
|
4.03K
$371K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
3.9K+ 111.43% |
$350K - $362K
|
7.4K
$681K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
3.89K+ 1.9% |
$350K - $361K
|
209K
$19.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.7K+ 3.35% |
$332K - $344K
|
114K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
3.57K+ 14.76% |
$321K - $332K
|
27.8K
$2.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.48K+ 22.05% |
$312K - $323K
|
19.2K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.37K+ 42.0% |
$302K - $313K
|
11.4K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.31KNew |
$298K - $308K
|
3.31K
$305K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.3K+ 22.41% |
$296K - $306K
|
18K
$1.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.26K+ 47.89% |
$293K - $302K
|
10.1K
$925K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
3.2KNew |
$288K - $297K
|
3.2K
$294K
|