Purchases and Sales Made in Q1 2024 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
14.2K+ 9.79% |
$1.29M - $1.32M
|
160K
$14.5M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.2K+ 16.97% |
$1.29M - $1.32M
|
98.1K
$8.91M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
14K+ 18.85% |
$1.27M - $1.29M
|
88.1K
$8M
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
13.9K+ 5.39% |
$1.26M - $1.29M
|
271K
$24.7M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.7KNew |
$1.24M - $1.27M
|
13.7K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.1KNew |
$1.18M - $1.21M
|
13.1K
$1.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
12.9KNew |
$1.17M - $1.19M
|
12.9K
$1.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
12.7K+ 21.84% |
$1.15M - $1.18M
|
70.7K
$6.43M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.2K+ 25.28% |
$1.11M - $1.13M
|
60.6K
$5.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
12.1K+ 16.82% |
$1.1M - $1.12M
|
84.1K
$7.64M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.8K+ 32.72% |
$1.07M - $1.09M
|
47.8K
$4.34M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
11.6KNew |
$1.05M - $1.08M
|
11.6K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
11.2K+ 5.53% |
$1.01M - $1.04M
|
214K
$19.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.2KNew |
$923K - $944K
|
10.2K
$925K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10K+ 9.63% |
$910K - $931K
|
114K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
9.94K+ 54.21% |
$901K - $921K
|
28.3K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.77K+ 11.88% |
$885K - $905K
|
92K
$8.36M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
9.74KNew |
$882K - $903K
|
9.74K
$885K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
9.02KNew |
$817K - $836K
|
9.02K
$820K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
8.17K+ 25.95% |
$740K - $757K
|
39.7K
$3.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.7K+ 24.16% |
$697K - $713K
|
39.5K
$3.59M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
7.17K+ 5.81% |
$650K - $665K
|
131K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
7.09K+ 24.29% |
$643K - $657K
|
36.3K
$3.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
6.92K+ 33.13% |
$627K - $641K
|
27.8K
$2.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
6.65K+ 28.1% |
$602K - $616K
|
30.3K
$2.75M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.24KNew |
$566K - $578K
|
6.24K
$567K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.21KNew |
$562K - $575K
|
6.21K
$564K
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
6.04KNew |
$547K - $560K
|
6.04K
$549K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
6K+ 5.3% |
$544K - $556K
|
119K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.85K+ 35.75% |
$530K - $542K
|
22.2K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.71K+ 14.47% |
$518K - $529K
|
45.2K
$4.11M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.54K+ 4.81% |
$502K - $514K
|
121K
$11M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
5.46K+ 5.69% |
$495K - $506K
|
101K
$9.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
5.44K+ 4.78% |
$493K - $504K
|
119K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
5.44KNew |
$492K - $504K
|
5.44K
$494K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
5.14K+ 11.34% |
$466K - $477K
|
50.5K
$4.59M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.06K+ 11.07% |
$458K - $469K
|
50.7K
$4.61M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.91K+ 370.26% |
$444K - $455K
|
6.23K
$566K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.39KNew |
$398K - $407K
|
4.39K
$399K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.1K+ 10.0% |
$372K - $380K
|
45.1K
$4.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.09K+ 5.29% |
$370K - $379K
|
81.3K
$7.39M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
4.08K+ 21.8% |
$370K - $378K
|
22.8K
$2.07M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.07K+ 124.55% |
$369K - $378K
|
7.35K
$668K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.04K+ 6.9% |
$366K - $374K
|
62.6K
$5.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.98K+ 41.04% |
$361K - $369K
|
13.7K
$1.24M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.94KNew |
$357K - $365K
|
3.94K
$358K
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.94K+ 89.73% |
$357K - $365K
|
8.34K
$757K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.89K+ 36.36% |
$353K - $361K
|
14.6K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.89KNew |
$353K - $361K
|
3.89K
$354K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
3.87K+ 21.91% |
$351K - $359K
|
21.6K
$1.96M
|