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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
154,443
shares
|
$14 Million
0.05% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
150,105
shares
|
$13.6 Million
0.52% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
149,146
shares
|
$13.6 Million
2.65% of portfolio
|
Q3 2024
Added 26.05%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
148,684
shares
|
$13.5 Million
4.21% of portfolio
|
Q1 2023
Added 1.53%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
143,893
shares
|
$13.1 Million
2.36% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
141,578
shares
|
$12.9 Million
0.01% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
140,426
shares
|
$12.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
134,938
shares
|
$12.3 Million
0.36% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
131,926
shares
|
$12 Million
1.12% of portfolio
|
Q3 2024
Added 18.03%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
131,898
shares
|
$12 Million
0.02% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
130,851
shares
|
$11.9 Million
1.26% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
130,845
shares
|
$11.9 Million
4.15% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 10, 2024 Q3 2024 |
129,691
shares
|
$11.8 Million
8.67% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
129,600
shares
|
$11.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Bouvel Investment Partners, LLC
|
Nov 05, 2024 Q3 2024 |
123,759
shares
|
$11.2 Million
4.79% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
121,971
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
121,256
shares
|
$11 Million
4.16% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
120,978
shares
|
$11 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
120,735
shares
|
$11 Million
2.79% of portfolio
|
Q2 2024
Added 5.44%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
119,078
shares
|
$10.8 Million
0.34% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
116,850
shares
|
$10.6 Million
1.54% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
116,084
shares
|
$10.5 Million
12.05% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
115,472
shares
|
$10.5 Million
0.52% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
115,135
shares
|
$10.5 Million
0.29% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
114,786
shares
|
$10.4 Million
0.04% of portfolio
|
Q3 2024
Added 7.01%
|