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 422 institutions that hold shares in the stock, with a total of 35.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.37 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Affiance Financial, LLC
|
Aug 01, 2024 Q2 2024 |
27,948
shares
|
$2.65 Million
0.67% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
Menard Financial Group LLC
Houston, TX |
Aug 09, 2024 Q2 2024 |
27,670
shares
|
$2.63 Million
1.87% of portfolio
|
Q2 2024
Added 6.5%
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
27,506
shares
|
$2.61 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
27,420
shares
|
$2.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 24.74%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 08, 2024 Q2 2024 |
27,230
shares
|
$2.58 Million
0.21% of portfolio
|
Q2 2024
Reduced 49.98%
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
27,027
shares
|
$2.56 Million
0.37% of portfolio
|
Q2 2024
Added 42.71%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
26,559
shares
|
$2.52 Million
0.01% of portfolio
|
Q2 2024
Added 4.21%
|
|
Econ Financial Services Corp
|
Aug 12, 2024 Q2 2024 |
26,373
shares
|
$2.5 Million
1.5% of portfolio
|
Q2 2024
Added 15.74%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
26,227
shares
|
$2.49 Million
0.06% of portfolio
|
Q2 2024
Reduced 11.27%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
25,917
shares
|
$2.46 Million
0.04% of portfolio
|
Q2 2024
Reduced 63.36%
|
|
Family Firm, Inc.
|
Jul 24, 2024 Q2 2024 |
25,407
shares
|
$2.41 Million
0.26% of portfolio
|
Q2 2024
Added 1.21%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
24,667
shares
|
$2.34 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
24,517
shares
|
$2.33 Million
0.02% of portfolio
|
Q2 2024
Added 2.82%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
24,252
shares
|
$2.3 Million
0.02% of portfolio
|
Q2 2024
Reduced 9.75%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
24,008
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
23,912
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2024
Added 10.94%
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 18, 2024 Q2 2024 |
23,902
shares
|
$2.27 Million
1.48% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
23,848
shares
|
$2.26 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.65%
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
23,097
shares
|
$2.19 Million
0.63% of portfolio
|
Q2 2024
Reduced 6.31%
|
|
Ewg Elevate Inc.
|
Jul 15, 2024 Q2 2024 |
22,867
shares
|
$2.17 Million
0.82% of portfolio
|
Q2 2024
Added 4.8%
|
|
Insight Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
22,400
shares
|
$2.13 Million
0.35% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
Essex Financial Services, Inc.
|
Aug 09, 2024 Q2 2024 |
22,324
shares
|
$2.12 Million
0.1% of portfolio
|
Q2 2024
Reduced 3.76%
|
|
Security Financial Services, Inc.
|
Jul 23, 2024 Q2 2024 |
21,715
shares
|
$2.06 Million
0.44% of portfolio
|
Q2 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
20,971
shares
|
$1.99 Million
0.09% of portfolio
|
Q2 2024
Added 534.14%
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Aug 13, 2024 Q2 2024 |
20,897
shares
|
$1.98 Million
0.38% of portfolio
|
Q2 2024
Reduced 2.61%
|