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 |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
52,166
shares
|
$4.74 Million
2.92% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
51,492
shares
|
$4.68 Million
1.09% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
49,408
shares
|
$4.49 Million
0.52% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
46,821
shares
|
$4.26 Million
0.22% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
46,373
shares
|
$4.21 Million
0.01% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
46,038
shares
|
$4.18 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
45,746
shares
|
$4.16 Million
0.59% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
45,519
shares
|
$4.14 Million
0.42% of portfolio
|
Q2 2023
Reduced 20.54%
|
|
|
Del Sette Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
44,349
shares
|
$4.03 Million
3.43% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
43,663
shares
|
$3.97 Million
1.7% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
42,837
shares
|
$3.89 Million
0.16% of portfolio
|
Q2 2020
Reduced 0.12%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
42,802
shares
|
$3.89 Million
0.63% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
42,647
shares
|
$3.88 Million
3.07% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
41,465
shares
|
$3.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
40,204
shares
|
$3.65 Million
0.06% of portfolio
|
Q3 2024
Added 714.01%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
39,892
shares
|
$3.63 Million
2.08% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
39,399
shares
|
$3.58 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
39,243
shares
|
$3.57 Million
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
38,892
shares
|
$3.53 Million
0.6% of portfolio
|
Q3 2024
Added 13.34%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
38,048
shares
|
$3.46 Million
0.18% of portfolio
|
Q3 2024
Added 16.15%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
37,432
shares
|
$3.4 Million
2.78% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
37,373
shares
|
$3.4 Million
0.67% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
36,903
shares
|
$3.35 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
34,273
shares
|
$3.11 Million
0.37% of portfolio
|
Q4 2023
Added 25.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
33,973
shares
|
$3.09 Million
0.12% of portfolio
|
Q3 2024
Added 62.0%
|