Purchases and Sales Made in Q1 2022 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q1 2022. The information is specifically focused on institutions that hold shares of PIMCO ACTIVE BOND EXCHANGE TRA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
717K+ 6582.04% |
$72.2M - $78.1M
|
728K
$66.1M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
234KNew |
$23.6M - $25.5M
|
234K
$21.3M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
169K+ 11.5% |
$17M - $18.4M
|
1.64M
$149M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
132KNew |
$13.3M - $14.4M
|
132K
$12M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
121K+ 116.85% |
$12.2M - $13.2M
|
225K
$20.5M
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
98.5K+ 15461.7% |
$9.92M - $10.7M
|
99.1K
$9.01M
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
85.5K+ 4078.39% |
$8.61M - $9.31M
|
87.6K
$7.96M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
81.4K+ 11.23% |
$8.2M - $8.87M
|
807K
$73.3M
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
80.6KNew |
$8.12M - $8.78M
|
80.6K
$7.32M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
79.5K+ 19.46% |
$8.01M - $8.66M
|
488K
$44.3M
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
62K+ 6.65% |
$6.24M - $6.75M
|
994K
$90.4M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
58.5K+ 65.48% |
$5.89M - $6.37M
|
148K
$13.4M
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
BUY
|
- |
46.1K+ 236.75% |
$4.64M - $5.02M
|
65.5K
$5.95M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44.4K+ 78.71% |
$4.47M - $4.83M
|
101K
$9.15M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41.6K+ 18.37% |
$4.19M - $4.53M
|
268K
$24.3M
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
36.1K+ 118.54% |
$3.63M - $3.93M
|
66.5K
$6.04M
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
36K+ 9.3% |
$3.62M - $3.92M
|
423K
$38.5M
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
34.6K+ 292.8% |
$3.49M - $3.77M
|
46.5K
$4.22M
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
32.6K+ 18.88% |
$3.28M - $3.55M
|
205K
$18.6M
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
30.9K+ 6.96% |
$3.12M - $3.37M
|
476K
$43.2M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30KNew |
$3.02M - $3.27M
|
30K
$2.73M
|
|
Apr 25, 2022
Q1 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
29.2K+ 14.46% |
$2.94M - $3.19M
|
232K
$21M
|
|
Apr 15, 2022
Q1 2022
|
Regis Management CO LLC
|
BUY
|
- |
27.7K+ 14.92% |
$2.79M - $3.02M
|
214K
$19.4M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27.1K+ 29.07% |
$2.73M - $2.95M
|
120K
$10.9M
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
26.8K+ 4.25% |
$2.7M - $2.92M
|
659K
$59.9M
|
|
May 06, 2022
Q1 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
25.3K+ 13.96% |
$2.54M - $2.75M
|
206K
$18.7M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.7K+ 8.9% |
$2.49M - $2.69M
|
302K
$27.5M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.6K+ 420.21% |
$2.37M - $2.57M
|
29.2K
$2.65M
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
23.4KNew |
$2.35M - $2.54M
|
23.4K
$2.12M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.9KNew |
$2.3M - $2.49M
|
22.9K
$2.08M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.8K+ 2.69% |
$2.3M - $2.49M
|
873K
$79.3M
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
22.8K+ 16.25% |
$2.29M - $2.48M
|
163K
$14.8M
|
|
May 10, 2022
Q1 2022
|
Signify Wealth
|
BUY
|
- |
21.4K+ 35.64% |
$2.15M - $2.33M
|
81.3K
$7.39M
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
20.8K+ 10.48% |
$2.09M - $2.27M
|
219K
$19.9M
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
20.7KNew |
$2.09M - $2.26M
|
20.7K
$1.89M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.6K+ 12.93% |
$2.07M - $2.24M
|
180K
$16.3M
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
BUY
|
- |
18.2K+ 25.48% |
$1.83M - $1.98M
|
89.6K
$8.14M
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
18.1K+ 68.81% |
$1.82M - $1.97M
|
44.3K
$4.03M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.5K+ 191.42% |
$1.76M - $1.9M
|
26.6K
$2.42M
|
|
Apr 27, 2022
Q1 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
17.5KNew |
$1.76M - $1.9M
|
17.5K
$1.59M
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
17.2K+ 117.58% |
$1.73M - $1.87M
|
31.8K
$2.89M
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
16.1K+ 145.27% |
$1.62M - $1.75M
|
27.1K
$2.46M
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
15.4K+ 21657.75% |
$1.55M - $1.68M
|
15.4K
$1.4M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
14.1K+ 23.02% |
$1.42M - $1.54M
|
75.4K
$6.85M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
14KNew |
$1.41M - $1.52M
|
14K
$1.27M
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
13.7K+ 47.26% |
$1.38M - $1.49M
|
42.6K
$3.87M
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
13.3KNew |
$1.34M - $1.45M
|
13.3K
$1.21M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
13.2KNew |
$1.33M - $1.44M
|
13.2K
$1.2M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.8KNew |
$1.19M - $1.28M
|
11.8K
$1.07M
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
10.4K+ 5.21% |
$1.05M - $1.13M
|
210K
$19M
|