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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.05KNew |
$277K - $285K
|
3.05K
$279K
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.34KNew |
$213K - $219K
|
2.34K
$215K
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.22KNew |
$201K - $207K
|
2.22K
$203K
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.71K+ 7.36% |
$155K - $160K
|
25K
$2.29M
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.08K+ 1.36% |
$98.1K - $101K
|
80.4K
$7.36M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.01KNew |
$91.7K - $94.4K
|
1.01K
$92.5K
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
604+ 27.73% |
$54.9K - $56.4K
|
2.78K
$255K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
317New |
$28.8K - $29.6K
|
317
$29K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
296New |
$26.9K - $27.7K
|
296
$27.1K
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
273+ 6.5% |
$24.8K - $25.5K
|
4.48K
$410K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
260New |
$23.6K - $24.3K
|
260
$23.8K
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
125New |
$11.4K - $11.7K
|
125
$11.5K
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
51New |
$4.63K - $4.77K
|
51
$4.67K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
14.4K+ 25.15% |
$1.3M - $1.36M
|
71.6K
$6.56M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.3KNew |
$1.2M - $1.25M
|
13.3K
$1.22M
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
12.2K+ 7.34% |
$1.11M - $1.15M
|
179K
$16.4M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
12.1KNew |
$1.09M - $1.14M
|
12.1K
$1.1M
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2.24K+ 1.53% |
$202K - $211K
|
149K
$13.6M
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.24K+ 1.53% |
$202K - $211K
|
149K
$13.6M
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
2KNew |
$181K - $188K
|
2K
$183K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
452+ 18.29% |
$40.9K - $42.6K
|
2.92K
$268K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
366New |
$33.1K - $34.5K
|
366
$33.5K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
285New |
$25.8K - $26.9K
|
285
$26.1K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
125New |
$11.3K - $11.8K
|
125
$11.5K
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
50New |
$4.52K - $4.71K
|
50
$4.58K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
34New |
$3.07K - $3.2K
|
34
$3.11K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
158K+ 27.65% |
$13.8M - $14.7M
|
731K
$67M
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
16.2KNew |
$1.41M - $1.5M
|
16.2K
$1.48M
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
6.43KNew |
$559K - $597K
|
6.43K
$589K
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.06KNew |
$440K - $470K
|
5.06K
$463K
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.03KNew |
$351K - $375K
|
4.03K
$370K
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.09K+ 21.23% |
$94.7K - $101K
|
6.22K
$570K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
660New |
$57.4K - $61.3K
|
660
$60.5K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
615New |
$53.5K - $57.1K
|
615
$56.3K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
410+ 44.32% |
$35.7K - $38.1K
|
1.34K
$122K
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
357New |
$31.1K - $33.2K
|
357
$32.7K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
295+ 6.92% |
$25.7K - $27.4K
|
4.56K
$418K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
225New |
$19.6K - $20.9K
|
225
$20.6K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
174New |
$15.1K - $16.2K
|
174
$15.9K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
99New |
$8.61K - $9.2K
|
99
$9.07K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
97New |
$8.44K - $9.01K
|
97
$8.89K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
50+ 2.23% |
$4.35K - $4.65K
|
2.3K
$210K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
32.4KNew |
$2.9M - $3.16M
|
32.4K
$2.97M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.1KNew |
$1.35M - $1.47M
|
15.1K
$1.38M
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
11.4K+ 334.62% |
$1.02M - $1.11M
|
14.8K
$1.35M
|
|
Oct 24, 2022
Q3 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
9.75K+ 22.25% |
$873K - $951K
|
53.6K
$4.91M
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
9.05KNew |
$810K - $882K
|
9.05K
$829K
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.23K+ 23.85% |
$110K - $120K
|
6.39K
$585K
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
595+ 6.68% |
$53.3K - $58K
|
9.5K
$871K
|