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 419 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 $3.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 13, 2024 Q1 2024 |
2,587
shares
|
$236,451
0.07% of portfolio
|
Q1 2024
Reduced 65.09%
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 13, 2024 Q1 2024 |
2,500
shares
|
$228,500
0.0% of portfolio
|
Q4 2022
Reduced 11.13%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 16, 2024 Q1 2024 |
2,448
shares
|
$223,747
0.04% of portfolio
|
Q1 2024
Reduced 21.06%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
2,422
shares
|
$221,370
0.01% of portfolio
|
Q1 2024
Added 57.58%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
2,328
shares
|
$212,779
0.02% of portfolio
|
Q1 2024
Reduced 38.31%
|
|
Bay Colony Advisory Group, Inc D
|
Apr 30, 2024 Q1 2024 |
2,308
shares
|
$210,951
0.04% of portfolio
|
Q1 2024
Added 0.09%
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 30, 2024 Q1 2024 |
2,308
shares
|
$210,951
0.04% of portfolio
|
Q1 2024
New holding
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
2,300
shares
|
$210,220
0.01% of portfolio
|
Q2 2021
New holding
|
|
Act Advisors, Llc.
|
Apr 17, 2024 Q1 2024 |
2,288
shares
|
$209,123
0.12% of portfolio
|
Q4 2023
Reduced 2.01%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,285
shares
|
$208,849
0.02% of portfolio
|
Q2 2023
Reduced 1.51%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
2,255
shares
|
$206,107
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
2,255
shares
|
$206,107
0.02% of portfolio
|
Q1 2024
Added 1.9%
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
May 01, 2024 Q1 2024 |
2,250
shares
|
$205,650
0.03% of portfolio
|
Q4 2023
New holding
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 29, 2024 Q1 2024 |
2,233
shares
|
$204,096
0.12% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
Round Rock Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
2,223
shares
|
$203,182
0.05% of portfolio
|
Q1 2024
Reduced 7.91%
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 12, 2024 Q1 2024 |
2,210
shares
|
$201,994
0.07% of portfolio
|
Q1 2024
New holding
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 12, 2024 Q1 2024 |
2,177
shares
|
$198,977
0.03% of portfolio
|
Q1 2024
Reduced 84.98%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
1,945
shares
|
$177,773
0.0% of portfolio
|
Q1 2024
Added 772.2%
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 02, 2024 Q1 2024 |
1,840
shares
|
$168,176
0.2% of portfolio
|
Q1 2024
Added 1.21%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
1,795
shares
|
$164,063
0.08% of portfolio
|
Q1 2024
Reduced 26.4%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
May 07, 2024 Q1 2024 |
1,664
shares
|
$152,089
0.05% of portfolio
|
Q1 2024
Reduced 68.08%
|
|
Cedar Mountain Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
1,542
shares
|
$140,938
0.04% of portfolio
|
Q1 2024
Reduced 21.96%
|
|
Mascoma Wealth Management LLC
|
May 02, 2024 Q1 2024 |
1,480
shares
|
$135,272
0.04% of portfolio
|
Q1 2024
Reduced 40.44%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
1,430
shares
|
$130,702
0.02% of portfolio
|
Q1 2024
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
1,338
shares
|
$122,293
0.01% of portfolio
|
Q1 2024
Added 33.67%
|