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 |
---|---|---|---|---|---|
1620 Investment Advisors, Inc.
Plymouth, MA |
Jul 23, 2024 Q2 2024 |
13,272
shares
|
$1.26 Million
0.99% of portfolio
|
Q2 2024
New holding
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
13,251
shares
|
$1.26 Million
0.28% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
13,077
shares
|
$1.24 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
Cfo4 Life Group, LLC
|
Jul 31, 2024 Q2 2024 |
12,985
shares
|
$1.23 Million
0.22% of portfolio
|
Q2 2024
Reduced 5.76%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 30, 2024 Q2 2024 |
12,925
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 13, 2024 Q2 2024 |
12,908
shares
|
$1.22 Million
0.75% of portfolio
|
Q2 2024
Reduced 10.45%
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 19, 2024 Q1 2024 |
12,887
shares
|
$1.22 Million
1.03% of portfolio
|
Q1 2024
New holding
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
12,348
shares
|
$1.17 Million
0.56% of portfolio
|
Q2 2024
Added 4.71%
|
|
Lex Aurum Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
12,151
shares
|
$1.15 Million
0.28% of portfolio
|
Q2 2024
New holding
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Aug 14, 2024 Q2 2024 |
12,050
shares
|
$1.14 Million
0.38% of portfolio
|
Q4 2023
New holding
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
11,697
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 15, 2024 Q1 2024 |
11,604
shares
|
$1.1 Million
0.32% of portfolio
|
Q1 2024
New holding
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
11,050
shares
|
$1.05 Million
0.13% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
10,913
shares
|
$1.04 Million
0.4% of portfolio
|
Q2 2024
Added 18.72%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
10,792
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.89%
|
|
Patten Group, Inc.
|
Jul 25, 2024 Q2 2024 |
10,644
shares
|
$1.01 Million
0.23% of portfolio
|
Q2 2024
Added 6.02%
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
10,573
shares
|
$1 Million
0.15% of portfolio
|
Q2 2024
Added 62.66%
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Aug 06, 2024 Q2 2024 |
10,520
shares
|
$998,137
0.14% of portfolio
|
Q4 2023
Reduced 9.5%
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
10,144
shares
|
$962,462
0.0% of portfolio
|
Q2 2024
Added 5.06%
|
|
Procyon Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
9,753
shares
|
$925,364
0.07% of portfolio
|
Q2 2024
Reduced 15.99%
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
9,427
shares
|
$894,433
0.45% of portfolio
|
Q2 2024
Reduced 30.62%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
9,225
shares
|
$875,268
0.5% of portfolio
|
Q2 2022
Reduced 1.02%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
9,191
shares
|
$872,042
0.03% of portfolio
|
Q4 2023
New holding
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Aug 07, 2024 Q2 2024 |
9,046
shares
|
$858,284
0.4% of portfolio
|
Q2 2024
Added 0.31%
|
|
Benedict Financial Advisors Inc
|
Jul 30, 2024 Q2 2024 |
8,994
shares
|
$853,350
0.21% of portfolio
|
Q2 2024
Reduced 7.66%
|