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 449 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
330,565
shares
|
$30 Million
1.13% of portfolio
|
Q3 2024
Added 85.07%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
328,192
shares
|
$29.8 Million
0.92% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
327,244
shares
|
$29.7 Million
0.06% of portfolio
|
Q3 2024
Added 24.42%
|
|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
304,114
shares
|
$27.6 Million
9.54% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
289,994
shares
|
$26.4 Million
0.43% of portfolio
|
Q2 2023
Added 8.72%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
257,889
shares
|
$23.4 Million
2.13% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
257,484
shares
|
$23.4 Million
5.93% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
254,670
shares
|
$23.1 Million
0.03% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
244,554
shares
|
$22.2 Million
7.01% of portfolio
|
Q3 2024
Added 12.41%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
242,599
shares
|
$22 Million
0.53% of portfolio
|
Q3 2024
Added 14.61%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
230,649
shares
|
$21 Million
4.16% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
225,362
shares
|
$20.5 Million
3.24% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
220,467
shares
|
$20 Million
3.07% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
212,636
shares
|
$19.3 Million
1.38% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
210,615
shares
|
$19.1 Million
0.89% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
200,427
shares
|
$18.2 Million
9.86% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
199,526
shares
|
$18.1 Million
0.13% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
196,868
shares
|
$17.9 Million
1.54% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
194,586
shares
|
$17.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
193,882
shares
|
$17.6 Million
4.86% of portfolio
|
Q3 2024
Added 15.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
185,642
shares
|
$16.9 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
181,814
shares
|
$16.5 Million
0.1% of portfolio
|
Q3 2024
Added 23.38%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
178,755
shares
|
$16.2 Million
2.41% of portfolio
|
Q1 2023
Added 7.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
174,881
shares
|
$15.9 Million
0.06% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
171,394
shares
|
$15.6 Million
8.25% of portfolio
|
Q3 2024
Reduced 2.58%
|