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 |
---|---|---|---|---|---|
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%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
147,860
shares
|
$13.5 Million
0.04% of portfolio
|
Q1 2024
Reduced 8.47%
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
147,597
shares
|
$13.4 Million
4.82% of portfolio
|
Q1 2024
Added 19.82%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
142,238
shares
|
$13 Million
0.09% of portfolio
|
Q1 2024
Added 29.0%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
135,748
shares
|
$12.4 Million
0.5% of portfolio
|
Q1 2024
Closed
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
May 10, 2024 Q1 2024 |
133,356
shares
|
$12.1 Million
9.23% of portfolio
|
Q1 2024
Reduced 1.5%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
130,580
shares
|
$11.9 Million
0.02% of portfolio
|
Q1 2024
Added 5.81%
|
|
Smart Portfolios, LLC
Seattle, WA |
May 01, 2024 Q1 2024 |
126,562
shares
|
$11.5 Million
13.55% of portfolio
|
Q1 2024
Added 105.57%
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 14, 2024 Q1 2024 |
125,151
shares
|
$11.4 Million
4.24% of portfolio
|
Q1 2024
Added 1.35%
|
|
Regis Acquisition Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
121,131
shares
|
$11 Million
6.77% of portfolio
|
Q1 2024
Added 14.11%
|
|
Simplicity Wealth,Llc
|
Apr 24, 2024 Q1 2024 |
120,647
shares
|
$11 Million
0.27% of portfolio
|
Q1 2024
New holding
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 08, 2024 Q1 2024 |
120,647
shares
|
$11 Million
0.32% of portfolio
|
Q1 2024
Added 4.81%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
120,117
shares
|
$10.9 Million
0.53% of portfolio
|
Q1 2024
Reduced 14.3%
|
|
Kwmg, LLC
|
Apr 15, 2024 Q1 2024 |
119,289
shares
|
$10.9 Million
1.2% of portfolio
|
Q1 2024
Added 4.78%
|
|
Vicus Capital
State College, PA |
Apr 17, 2024 Q1 2024 |
119,202
shares
|
$10.9 Million
1.0% of portfolio
|
Q1 2024
Added 5.3%
|
|
Ferguson Shapiro LLC
|
Apr 10, 2024 Q1 2024 |
116,692
shares
|
$10.6 Million
10.76% of portfolio
|
Q1 2024
Reduced 47.19%
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
115,645
shares
|
$10.5 Million
1.14% of portfolio
|
Q1 2024
Added 2.3%
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
115,464
shares
|
$10.5 Million
2.08% of portfolio
|
Q1 2024
Added 15.74%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
115,135
shares
|
$10.5 Million
0.29% of portfolio
|
Q4 2023
Added 1.4%
|
|
Vantage Financial Partners Ltd., Inc.
|
May 14, 2024 Q1 2024 |
114,507
shares
|
$10.4 Million
2.81% of portfolio
|
Q1 2024
Added 27.94%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
114,289
shares
|
$10.4 Million
0.01% of portfolio
|
Q1 2024
Added 9.63%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
112,076
shares
|
$10.2 Million
2.22% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 09, 2024 Q1 2024 |
108,738
shares
|
$9.9 Million
0.7% of portfolio
|
Q1 2024
Reduced 33.57%
|
|
Steph & CO
|
Apr 12, 2024 Q1 2024 |
101,352
shares
|
$9.23 Million
3.65% of portfolio
|
Q1 2024
Added 5.69%
|
|
Cornerstone Advisory, LLC
|
May 08, 2024 Q1 2024 |
99,157
shares
|
$9.03 Million
1.35% of portfolio
|
Q1 2024
Added 38.47%
|