Purchases and Sales Made in Q1 2023 in Pimco Active Bond Exchange Tra (BOND)

BOND Quotes by TradingView

This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q1 2023. 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 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
154
+ 3.33%
$13.9K - $14.5K
4.78K $434K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
139
+ 9.17%
$12.6K - $13.1K
1.66K $150K
May 01, 2023 Q1 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
135
+ 4.23%
$12.2K - $12.7K
3.33K $303K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
125
New
$11.3K - $11.8K
125 $11.4K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
115
+ 0.41%
$10.4K - $10.8K
28.1K $2.55M
May 11, 2023 Q1 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
102
+ 4.17%
$9.22K - $9.61K
2.55K $232K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
96
+ 3.03%
$8.68K - $9.05K
3.27K $297K
Apr 06, 2023 Q1 2023
Patten Group, Inc.

BUY
 -
94
+ 2.13%
$8.5K - $8.86K
4.51K $410K
Apr 27, 2023 Q1 2023
First National Corp

BUY
 -
88
+ 1.85%
$7.96K - $8.29K
4.83K $439K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
76
New
$6.87K - $7.16K
76 $6.91K
Aug 29, 2023 Q1 2023
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
53
+ 2.3%
$4.79K - $4.99K
2.36K $215K
May 01, 2023 Q1 2023
Waypoint Wealth Partners Inc.

BUY
 -
50
+ 1.83%
$4.52K - $4.71K
2.78K $252K
May 10, 2023 Q1 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
50
New
$4.52K - $4.71K
50 $4.54K
May 15, 2023 Q1 2023
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
42
+ 1.04%
$3.8K - $3.96K
4.07K $370K
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
34
New
$3.07K - $3.2K
34 $3.09K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
33
New
$2.98K - $3.11K
33 $3K
Apr 20, 2023 Q1 2023
Fortress Wealth Management, Inc.

BUY
 -
29
+ 0.84%
$2.62K - $2.73K
3.49K $317K
Apr 21, 2023 Q1 2023
Acas, LLC

BUY
 -
21
+ 0.94%
$1.9K - $1.98K
2.24K $204K
May 18, 2023 Q1 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
20
+ 0.39%
$1.81K - $1.88K
5.18K $471K
May 15, 2023 Q1 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
20
+ 0.39%
$1.81K - $1.88K
5.18K $471K
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
19
+ 0.54%
$1.72K - $1.79K
3.55K $323K
Apr 11, 2023 Q1 2023
Cedar Mountain Advisors, LLC

BUY
 -
13
+ 0.71%
$1.18K - $1.22K
1.85K $168K
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

BUY
 -
10
+ 83.33%
$904 - $942
22 $2K
Apr 13, 2023 Q1 2023
Addison Capital CO

BUY
 -
8
+ 0.14%
$723 - $754
5.76K $524K
May 11, 2023 Q1 2023
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
7
+ 3.15%
$633 - $660
229 $20.8K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
5
+ 0.16%
$452 - $471
3.06K $278K
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

BUY
 -
2
+ 0.7%
$181 - $188
288 $26.2K
Jun 28, 2024 Q1 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
2
+ 0.03%
$181 - $188
6.44K $585K
Apr 10, 2023 Q1 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
2
+ 0.09%
$181 - $188
2.22K $201K
May 02, 2023 Q1 2023
Round Rock Advisors, LLC

BUY
 -
1
+ 0.04%
$90.4 - $94.2
2.41K $219K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
SELL
 -
-1
- 0.17%
$90.4 - $94.2
591 $53.7K
May 08, 2023 Q1 2023
Valley Forge Investment Consultants Inc Adv

SELL
 -
-5
- 0.13%
$452 - $471
3.92K $356K
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-8
- 2.5%
$723 - $754
312 $28.4K
May 05, 2023 Q1 2023
Delta Investment Management, LLC

SELL
 -
-13
- 0.17%
$1.18K - $1.22K
7.66K $696K
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

SELL
 -
-48
- 1.94%
$4.34K - $4.52K
2.43K $221K
May 10, 2023 Q1 2023
Amg National Trust Bank

SELL
 -
-50
- 1.97%
$4.52K - $4.71K
2.49K $226K
Apr 12, 2023 Q1 2023
Clearview Wealth Advisors LLC

SELL
 -
-70
- 18.09%
$6.33K - $6.6K
317 $28.8K
Apr 12, 2023 Q1 2023
National Bank Of Canada

SELL
 -
-76
- 0.5%
$6.87K - $7.16K
15.3K $1.39M
Apr 19, 2023 Q1 2023
Hengehold Capital Management LLC

SELL
 -
-78
- 1.97%
$7.05K - $7.35K
3.88K $352K
May 01, 2023 Q1 2023
First City Capital Management, Inc.

SELL
 -
-79
- 1.93%
$7.14K - $7.44K
4.02K $366K
May 04, 2023 Q1 2023
Beacon Financial Planning, Inc

Hyannis, MA
SELL
 -
-80
- 0.3%
$7.23K - $7.54K
26.5K $2.41M
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-86
- 0.56%
$7.77K - $8.1K
15.2K $1.38M
May 15, 2023 Q1 2023
Avitas Wealth Management LLC

SELL
 -
-99
- 0.81%
$8.95K - $9.33K
12.2K $1.1M
May 04, 2023 Q1 2023
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-100
- 1.82%
$9.04K - $9.42K
5.39K $490K
Apr 18, 2023 Q1 2023
Macroview Investment Management LLC

SELL
 -
-113
- 1.8%
$10.2K - $10.6K
6.18K $561K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-117
- 99.15%
$10.6K - $11K
1 $90.9
May 01, 2023 Q1 2023
Csenge Advisory Group

SELL
 -
-117
- 0.22%
$10.6K - $11K
52.8K $4.8M
May 16, 2023 Q1 2023
Hollencrest Capital Management

SELL
 -
-126
- 0.44%
$11.4K - $11.9K
28.5K $2.59M
Apr 28, 2023 Q1 2023
Townsend Asset Management Corp

SELL
 -
-130
- 4.65%
$11.8K - $12.2K
2.67K $242K

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