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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.26KNew |
$204K - $209K
|
2.26K
$207K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
538New |
$48.7K - $49.9K
|
538
$49.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
506+ 0.78% |
$45.8K - $46.9K
|
65.6K
$6.01M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
383+ 47.76% |
$34.7K - $35.5K
|
1.19K
$109K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$18.1K - $18.5K
|
200
$18.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
148+ 5.22% |
$13.4K - $13.7K
|
2.98K
$273K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13New |
$1.18K - $1.2K
|
13
$1.19K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10New |
$906 - $927
|
10
$916
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
59.7KNew |
$5.09M - $5.56M
|
59.7K
$5.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
33.6KNew |
$2.87M - $3.13M
|
33.6K
$3.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12.1KNew |
$1.03M - $1.12M
|
12.1K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.19KNew |
$785K - $856K
|
9.19K
$842K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.89K+ 25.17% |
$588K - $642K
|
34.3K
$3.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.79KNew |
$580K - $633K
|
6.79K
$622K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.84KNew |
$328K - $358K
|
3.84K
$352K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.56KNew |
$304K - $332K
|
3.56K
$326K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.25KNew |
$192K - $210K
|
2.25K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
2.23KNew |
$191K - $208K
|
2.23K
$205K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.59K+ 1.4% |
$136K - $148K
|
115K
$10.5M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.26KNew |
$108K - $118K
|
1.26K
$116K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
601New |
$51.3K - $56K
|
601
$55.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
536New |
$45.8K - $49.9K
|
536
$49.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
480+ 16.13% |
$41K - $44.7K
|
3.46K
$317K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
409New |
$34.9K - $38.1K
|
409
$37.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
407New |
$34.7K - $37.9K
|
407
$37.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
300New |
$25.6K - $28K
|
300
$27.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
206New |
$17.6K - $19.2K
|
206
$18.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
96New |
$8.19K - $8.95K
|
96
$8.79K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
76+ 2.17% |
$6.49K - $7.08K
|
3.58K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.18% |
$1.02K - $1.12K
|
6.69K
$613K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
7New |
$598 - $652
|
7
$641
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 100.0% |
$341 - $373
|
8
$733
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$85.4 - $93.2
|
1
$91.6
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
59.8KNew |
$5.24M - $5.49M
|
59.8K
$5.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
38K+ 243.28% |
$3.34M - $3.5M
|
53.7K
$4.92M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
6.72KNew |
$589K - $617K
|
6.72K
$615K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
1.18K+ 43.42% |
$103K - $108K
|
3.89K
$356K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
239+ 8.35% |
$21K - $22K
|
3.1K
$284K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
153New |
$13.4K - $14.1K
|
153
$14K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
101New |
$8.86K - $9.28K
|
101
$9.25K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
42+ 1.67% |
$3.68K - $3.86K
|
2.56K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
24+ 6.63% |
$2.11K - $2.21K
|
386
$35.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
23+ 0.89% |
$2.02K - $2.11K
|
2.62K
$240K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
21+ 0.78% |
$1.84K - $1.93K
|
2.72K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
13New |
$1.14K - $1.19K
|
13
$1.19K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10New |
$877 - $919
|
10
$916
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 1.03% |
$263 - $276
|
294
$26.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
23.3K+ 8.72% |
$2.11M - $2.17M
|
290K
$26.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.07KNew |
$369K - $380K
|
4.07K
$372K
|
|