Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-552- 39.68% |
$47.1K - $51.4K
|
839
$76.9K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-250- 76.92% |
$21.3K - $23.3K
|
75
$6.87K
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-25- 0.64% |
$2.13K - $2.33K
|
3.88K
$355K
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-15- 45.45% |
$1.28K - $1.4K
|
18
$1.65K
|
|
Q3 2023 | |||||||
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-49.6K- 24.28% |
$4.35M - $4.56M
|
155K
$14.2M
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-14.2K- 83.63% |
$1.25M - $1.31M
|
2.78K
$255K
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-11.3K- 71.97% |
$992K - $1.04M
|
4.4K
$403K
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-5.76K- 33.52% |
$506K - $530K
|
11.4K
$1.05M
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-4.18K- 51.88% |
$366K - $384K
|
3.87K
$355K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-429- 11.78% |
$37.6K - $39.4K
|
3.21K
$294K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-400- 25.61% |
$35.1K - $36.8K
|
1.16K
$106K
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-236- 0.83% |
$20.7K - $21.7K
|
28.1K
$2.57M
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-209- 6.09% |
$18.3K - $19.2K
|
3.22K
$295K
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-18- 0.61% |
$1.58K - $1.65K
|
2.95K
$270K
|
|
Q2 2023 | |||||||
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-11.8K- 20.54% |
$1.07M - $1.1M
|
45.5K
$4.17M
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.48K- 55.49% |
$407K - $419K
|
3.59K
$329K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.62KClosed |
$238K - $245K
|
0
$0
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-2.14K- 1.87% |
$194K - $200K
|
112K
$10.3M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1K- 27.09% |
$90.8K - $93.5K
|
2.69K
$247K
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-185- 5.17% |
$16.8K - $17.3K
|
3.39K
$311K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-93- 92.08% |
$8.45K - $8.69K
|
8
$733
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-91- 50.84% |
$8.26K - $8.5K
|
88
$8.06K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-44- 0.85% |
$4K - $4.11K
|
5.14K
$470K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-44- 0.85% |
$4K - $4.11K
|
5.14K
$470K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-35- 1.51% |
$3.18K - $3.27K
|
2.29K
$209K
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-9- 0.27% |
$817 - $841
|
3.32K
$304K
|
|
Q1 2023 | |||||||
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-34.5KClosed |
$3.11M - $3.25M
|
0
$0
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-2.22K- 49.27% |
$201K - $209K
|
2.29K
$210K
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.85K- 16.68% |
$167K - $174K
|
9.22K
$844K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.19K- 78.63% |
$108K - $112K
|
324
$29.7K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-598- 54.46% |
$54.1K - $56.3K
|
500
$45.8K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-500- 17.04% |
$45.2K - $47.1K
|
2.44K
$223K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-476- 78.55% |
$43K - $44.9K
|
130
$11.9K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-400- 50.0% |
$36.2K - $37.7K
|
400
$36.6K
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-392- 13.93% |
$35.4K - $36.9K
|
2.42K
$222K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-371- 13.61% |
$33.5K - $35K
|
2.36K
$216K
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-259- 7.61% |
$23.4K - $24.4K
|
3.15K
$288K
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-130- 4.65% |
$11.8K - $12.2K
|
2.67K
$244K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-70- 18.09% |
$6.33K - $6.6K
|
317
$29K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-50- 1.97% |
$4.52K - $4.71K
|
2.49K
$228K
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-13- 0.17% |
$1.18K - $1.22K
|
7.66K
$702K
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.6KClosed |
$925K - $988K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.79K- 65.39% |
$678K - $724K
|
4.13K
$378K
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.96K- 44.58% |
$170K - $182K
|
2.43K
$223K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-786- 86.66% |
$68.4K - $73K
|
121
$11.1K
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-726- 14.86% |
$63.2K - $67.5K
|
4.16K
$381K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-329- 10.17% |
$28.6K - $30.6K
|
2.91K
$266K
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-313- 11.13% |
$27.2K - $29.1K
|
2.5K
$229K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-174- 55.59% |
$15.1K - $16.2K
|
139
$12.7K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-108- 50.0% |
$9.4K - $10K
|
108
$9.89K
|