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 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
452+ 18.29% |
$40.9K - $42.6K
|
2.92K
$266K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
385New |
$34.8K - $36.3K
|
385
$35K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
366New |
$33.1K - $34.5K
|
366
$33.3K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
285New |
$25.8K - $26.9K
|
285
$25.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
125New |
$11.3K - $11.8K
|
125
$11.4K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
50New |
$4.52K - $4.71K
|
50
$4.54K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
34New |
$3.07K - $3.2K
|
34
$3.09K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
158K+ 27.65% |
$13.8M - $14.7M
|
731K
$66.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
16.2KNew |
$1.41M - $1.5M
|
16.2K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
6.43KNew |
$559K - $597K
|
6.43K
$584K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.06KNew |
$440K - $470K
|
5.06K
$460K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.03KNew |
$351K - $375K
|
4.03K
$367K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.09K+ 21.23% |
$94.7K - $101K
|
6.22K
$565K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
660New |
$57.4K - $61.3K
|
660
$60K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
615New |
$53.5K - $57.1K
|
615
$55.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
410+ 44.32% |
$35.7K - $38.1K
|
1.34K
$121K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
400+ 11.92% |
$34.8K - $37.2K
|
3.76K
$341K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
357New |
$31.1K - $33.2K
|
357
$32.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
295+ 6.92% |
$25.7K - $27.4K
|
4.56K
$414K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
225New |
$19.6K - $20.9K
|
225
$20.4K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
174New |
$15.1K - $16.2K
|
174
$15.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
99New |
$8.61K - $9.2K
|
99
$9K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
97New |
$8.44K - $9.01K
|
97
$8.82K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
50+ 2.23% |
$4.35K - $4.65K
|
2.3K
$209K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
32.4KNew |
$2.9M - $3.16M
|
32.4K
$2.95M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.1KNew |
$1.35M - $1.47M
|
15.1K
$1.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
11.4K+ 334.62% |
$1.02M - $1.11M
|
14.8K
$1.34M
|
|
|
Oct 24, 2022
Q3 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
9.75K+ 22.25% |
$873K - $951K
|
53.6K
$4.87M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
9.05KNew |
$810K - $882K
|
9.05K
$822K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.23K+ 23.85% |
$110K - $120K
|
6.39K
$580K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
595+ 6.68% |
$53.3K - $58K
|
9.5K
$864K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$35.8K - $39K
|
400
$36.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
246+ 3.26% |
$22K - $24K
|
7.79K
$708K
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
144+ 0.6% |
$12.9K - $14K
|
24.2K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
58+ 0.63% |
$5.19K - $5.66K
|
9.26K
$842K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
45New |
$4.03K - $4.39K
|
45
$4.09K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.69% |
$269 - $293
|
440
$40K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 3.13% |
$89.5 - $97.5
|
33
$3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1New |
$89.5 - $97.5
|
1
$90.9
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1+ 0.3% |
$89.5 - $97.5
|
338
$30.7K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
50.7KNew |
$4.72M - $5.15M
|
50.7K
$4.61M
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.65KNew |
$526K - $574K
|
5.65K
$513K
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
3.25KNew |
$303K - $330K
|
3.25K
$295K
|
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
BUY
|
- |
3.13KNew |
$291K - $318K
|
3.13K
$284K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
2.84KNew |
$264K - $288K
|
2.84K
$258K
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
2.37KNew |
$220K - $240K
|
2.37K
$215K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.64KNew |
$152K - $166K
|
1.64K
$149K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1.16K+ 1.29% |
$108K - $117K
|
90.7K
$8.24M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
533+ 26.93% |
$49.6K - $54.1K
|
2.51K
$228K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
487New |
$45.3K - $49.5K
|
487
$44.3K
|
|