Institutional Ownership Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND). We have compiled data on the 477 institutions that hold shares in the stock, with a total of 45.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,739,586
shares
|
$341 Million
1.4% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,194,779
shares
|
$292 Million
0.02% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
1,894,380
shares
|
$173 Million
1.15% of portfolio
|
Q4 2024
Added 4238.64%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
1,630,530
shares
|
$149 Million
9.86% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,546,158
shares
|
$141 Million
0.03% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,542,994
shares
|
$141 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,482,055
shares
|
$135 Million
0.06% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,154,236
shares
|
$105 Million
1.26% of portfolio
|
Q4 2024
Added 12.62%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,022,276
shares
|
$93.3 Million
0.02% of portfolio
|
Q4 2024
Added 17.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,006,486
shares
|
$91.9 Million
0.01% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
922,109
shares
|
$84.2 Million
0.21% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
906,294
shares
|
$82.7 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
730,854
shares
|
$66.7 Million
1.32% of portfolio
|
Q4 2022
Added 27.65%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
667,584
shares
|
$61 Million
5.29% of portfolio
|
Q4 2024
Added 158.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
609,082
shares
|
$55.6 Million
0.34% of portfolio
|
Q4 2024
Added 31.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
569,734
shares
|
$52 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
560,877
shares
|
$51.2 Million
0.07% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
533,985
shares
|
$48.8 Million
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
527,443
shares
|
$48.2 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
517,877
shares
|
$47.3 Million
0.45% of portfolio
|
Q4 2024
Added 36.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
454,998
shares
|
$41.5 Million
0.09% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
425,488
shares
|
$38.8 Million
11.27% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
400,887
shares
|
$36.6 Million
1.06% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
382,370
shares
|
$34.9 Million
0.05% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
381,576
shares
|
$34.8 Million
0.93% of portfolio
|
Q4 2024
Added 16.27%
|