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 418 institutions that hold shares in the stock, with a total of 33.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.07 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
4,394
shares
|
$397,788
0.07% of portfolio
|
Q1 2024
New holding
|
|
Mainstay Capital Management LLC
|
Apr 30, 2024 Q1 2024 |
4,305
shares
|
$389,731
0.08% of portfolio
|
Q1 2024
Reduced 48.41%
|
|
Leisure Capital Management
|
May 06, 2024 Q1 2024 |
4,192
shares
|
$379,501
0.19% of portfolio
|
Q1 2024
Reduced 88.87%
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 18, 2024 Q1 2024 |
4,174
shares
|
$377,872
0.23% of portfolio
|
Q1 2024
Reduced 21.19%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
4,145
shares
|
$375,246
0.02% of portfolio
|
Q1 2024
Reduced 1.54%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
4,125
shares
|
$373,436
0.01% of portfolio
|
Q4 2022
Reduced 65.39%
|
|
Old Port Advisors
|
Jun 26, 2024 Q1 2024 |
4,064
shares
|
$367,913
0.11% of portfolio
|
Q1 2024
Reduced 12.07%
|
|
Valley Forge Investment Consultants Inc Adv
|
Apr 30, 2024 Q1 2024 |
4,011
shares
|
$363,115
0.14% of portfolio
|
Q1 2024
Added 1.16%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Jul 03, 2024 Q1 2024 |
3,944
shares
|
$357,050
0.07% of portfolio
|
Q1 2024
New holding
|
|
United Advisor Group, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
3,891
shares
|
$352,252
0.14% of portfolio
|
Q1 2024
New holding
|
|
Hengehold Capital Management LLC
|
Apr 15, 2024 Q1 2024 |
3,877
shares
|
$350,984
0.04% of portfolio
|
Q4 2023
Reduced 0.64%
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 15, 2024 Q1 2024 |
3,831
shares
|
$346,820
0.06% of portfolio
|
Q1 2024
Added 7.07%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 09, 2024 Q1 2024 |
3,794
shares
|
$343,470
0.09% of portfolio
|
Q1 2024
Added 12.22%
|
|
Sol Capital Management CO
|
Apr 24, 2024 Q1 2024 |
3,784
shares
|
$342,565
0.04% of portfolio
|
Q1 2024
Added 29.15%
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 09, 2024 Q1 2024 |
3,755
shares
|
$339,940
0.0% of portfolio
|
Q4 2022
Added 11.92%
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 08, 2024 Q1 2024 |
3,732
shares
|
$337,857
0.14% of portfolio
|
Q1 2024
Reduced 19.17%
|
|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
3,732
shares
|
$337,857
0.03% of portfolio
|
Q1 2024
Reduced 19.17%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
3,631
shares
|
$328,714
0.02% of portfolio
|
Q1 2024
Reduced 10.7%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
3,597
shares
|
$325,636
0.01% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
May 14, 2024 Q1 2024 |
3,547
shares
|
$321,109
0.23% of portfolio
|
Q1 2024
Added 43.02%
|
|
Keybank National Association
|
May 14, 2024 Q1 2024 |
3,518
shares
|
$318,484
0.0% of portfolio
|
Q1 2023
Reduced 5.84%
|
|
Advisor Os, LLC
|
May 08, 2024 Q1 2024 |
3,500
shares
|
$316,855
0.04% of portfolio
|
Q1 2024
Added 33.08%
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
3,492
shares
|
$316,130
0.09% of portfolio
|
Q4 2023
Added 70.09%
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
3,455
shares
|
$312,781
0.03% of portfolio
|
Q4 2023
Added 16.13%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,344
shares
|
$302,732
0.0% of portfolio
|
Q2 2022
Reduced 8.86%
|