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 417 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 $3.08 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vickerman Investment Advisors, Inc.
Spokane, WA |
May 09, 2024 Q1 2024 |
271,454
shares
|
$24.7 Million
8.3% of portfolio
|
Q1 2024
Added 5.39%
|
|
Goldstein Advisors, LLC
Madison, WI |
May 13, 2024 Q1 2024 |
259,726
shares
|
$23.7 Million
4.07% of portfolio
|
Q1 2024
Added 21.21%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 12, 2024 Q1 2024 |
246,970
shares
|
$22.5 Million
6.37% of portfolio
|
Q1 2024
Added 14.91%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
246,085
shares
|
$22.4 Million
0.2% of portfolio
|
Q1 2024
Added 48.05%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
240,101
shares
|
$21.9 Million
0.04% of portfolio
|
Q1 2024
Added 1143.27%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
232,893
shares
|
$21.2 Million
0.04% of portfolio
|
Q1 2024
Added 23.33%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
231,999
shares
|
$21.1 Million
1.8% of portfolio
|
Q1 2024
Reduced 5.49%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
231,883
shares
|
$21.1 Million
0.85% of portfolio
|
Q1 2024
Added 105.85%
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 09, 2024 Q1 2024 |
213,832
shares
|
$19.5 Million
4.07% of portfolio
|
Q1 2024
Added 5.53%
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 16, 2024 Q1 2024 |
213,338
shares
|
$19.4 Million
7.39% of portfolio
|
Q1 2024
Reduced 7.32%
|
|
Flaharty Asset Management, LLC
|
May 14, 2024 Q1 2024 |
210,450
shares
|
$19.2 Million
3.0% of portfolio
|
Q1 2024
Reduced 10.34%
|
|
Horizon Investments, LLC
Charlotte, NC |
May 15, 2024 Q1 2024 |
208,330
shares
|
$19 Million
0.43% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
Alpha Cubed Investments, LLC
|
Apr 22, 2024 Q1 2024 |
207,603
shares
|
$18.9 Million
1.0% of portfolio
|
Q1 2024
Added 17.46%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2024 Q1 2024 |
197,463
shares
|
$18 Million
1.52% of portfolio
|
Q1 2024
Reduced 5.51%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
193,988
shares
|
$17.7 Million
0.02% of portfolio
|
Q1 2024
Added 12.45%
|
|
John W. Brooker & Co., Cp As
|
Apr 17, 2024 Q1 2024 |
191,036
shares
|
$17.4 Million
9.78% of portfolio
|
Q1 2024
Added 1.4%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
179,664
shares
|
$16.4 Million
0.06% of portfolio
|
Q1 2024
Reduced 40.11%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
178,755
shares
|
$16.3 Million
2.41% of portfolio
|
Q1 2023
Added 7.34%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
175,806
shares
|
$16 Million
0.06% of portfolio
|
Q1 2024
Reduced 3.78%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
174,549
shares
|
$15.9 Million
0.27% of portfolio
|
Q1 2024
Added 24.02%
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Apr 24, 2024 Q1 2024 |
167,154
shares
|
$15.2 Million
2.92% of portfolio
|
Q1 2024
Added 0.28%
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
159,662
shares
|
$14.5 Million
2.22% of portfolio
|
Q1 2024
Added 9.79%
|
|
Legacy Private Trust Co.
|
Apr 10, 2024 Q1 2024 |
157,948
shares
|
$14.4 Million
1.08% of portfolio
|
Q1 2024
Added 39.08%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
156,696
shares
|
$14.3 Million
0.34% of portfolio
|
Q1 2024
Added 56.02%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
155,084
shares
|
$14.1 Million
0.13% of portfolio
|
Q1 2024
Added 28.97%
|