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 02, 2022
Q1 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.48K+ 15.31% |
$249K - $270K
|
18.6K
$1.69M
|
|
|
May 16, 2022
Q1 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.4K+ 23.26% |
$242K - $262K
|
12.7K
$1.16M
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.28KNew |
$229K - $248K
|
2.28K
$207K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.1KNew |
$212K - $229K
|
2.1K
$191K
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.02K+ 9.0% |
$204K - $220K
|
24.5K
$2.22M
|
|
|
May 16, 2022
Q1 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2K+ 36.57% |
$201K - $218K
|
7.47K
$679K
|
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
1.9K+ 3.33% |
$191K - $207K
|
59K
$5.36M
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
1.71K+ 2.27% |
$172K - $186K
|
77.1K
$7.01M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.7K+ 17.7% |
$171K - $185K
|
11.3K
$1.03M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.69K+ 14.89% |
$170K - $184K
|
13.1K
$1.19M
|
|
|
May 10, 2022
Q1 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.68K+ 1.03% |
$170K - $183K
|
166K
$15M
|
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.43K+ 18.99% |
$144K - $156K
|
8.99K
$817K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.27K+ 6.11% |
$128K - $138K
|
22K
$2M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
910+ 910.0% |
$91.6K - $99.1K
|
1.01K
$91.8K
|
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
888+ 22.95% |
$89.4K - $96.7K
|
4.76K
$432K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
870+ 8.18% |
$87.6K - $94.8K
|
11.5K
$1.05M
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
853+ 3.32% |
$85.9K - $92.9K
|
26.5K
$2.41M
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
760+ 9.63% |
$76.5K - $82.8K
|
8.66K
$787K
|
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
713+ 14.24% |
$71.8K - $77.7K
|
5.72K
$520K
|
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
704+ 0.75% |
$70.9K - $76.7K
|
94.6K
$8.59M
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
650New |
$65.5K - $70.8K
|
650
$59.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
645+ 3.52% |
$65K - $70.3K
|
19K
$1.72M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
642New |
$64.6K - $69.9K
|
642
$58.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
583+ 3.74% |
$58.7K - $63.5K
|
16.2K
$1.47M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
560+ 6.61% |
$56.4K - $61K
|
9.03K
$821K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
531+ 9.01% |
$53.5K - $57.8K
|
6.42K
$584K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
481+ 0.88% |
$48.4K - $52.4K
|
54.9K
$4.99M
|
|
|
May 09, 2022
Q1 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
475+ 0.39% |
$47.8K - $51.7K
|
121K
$11M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
451+ 751.67% |
$45.4K - $49.1K
|
511
$46.4K
|
|
|
May 16, 2022
Q1 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
391+ 14.57% |
$39.4K - $42.6K
|
3.08K
$279K
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
341+ 9.61% |
$34.3K - $37.1K
|
3.89K
$354K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
288+ 0.48% |
$29K - $31.4K
|
59.9K
$5.44M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
281+ 3.75% |
$28.3K - $30.6K
|
7.78K
$707K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
235+ 5.43% |
$23.7K - $25.6K
|
4.56K
$414K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
229+ 12.94% |
$23.1K - $24.9K
|
2K
$182K
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
214+ 2.45% |
$21.5K - $23.3K
|
8.94K
$813K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
212+ 6.85% |
$21.3K - $23.1K
|
3.31K
$301K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
202New |
$20.3K - $22K
|
202
$18.4K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
200New |
$20.1K - $21.8K
|
200
$18.2K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
192New |
$19.3K - $20.9K
|
192
$17.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
184+ 2.19% |
$18.5K - $20K
|
8.58K
$780K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
170+ 10.47% |
$17.1K - $18.5K
|
1.79K
$163K
|
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
153New |
$15.4K - $16.7K
|
153
$13.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
152+ 9.99% |
$15.3K - $16.6K
|
1.67K
$152K
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
146+ 4.42% |
$14.7K - $15.9K
|
3.45K
$313K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
121+ 1.78% |
$12.2K - $13.2K
|
6.92K
$629K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
89+ 2.72% |
$8.96K - $9.7K
|
3.36K
$305K
|
|
|
May 04, 2022
Q1 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
75+ 1.4% |
$7.55K - $8.17K
|
5.42K
$493K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
50New |
$5.04K - $5.45K
|
50
$4.54K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
42New |
$4.23K - $4.58K
|
42
$3.82K
|