Purchases and Sales Made in Q2 2022 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
256KNew |
$23.8M - $26M
|
256K
$23.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
210K+ 1067.71% |
$19.5M - $21.3M
|
230K
$20.9M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
189K+ 23.37% |
$17.6M - $19.2M
|
995K
$90.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
174K+ 1957.49% |
$16.2M - $17.7M
|
183K
$16.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
150KNew |
$14M - $15.2M
|
150K
$13.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
124K+ 1487.16% |
$11.5M - $12.6M
|
132K
$12M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
117K+ 9.84% |
$10.9M - $11.9M
|
1.31M
$119M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
117K+ 9.84% |
$10.9M - $11.9M
|
1.31M
$119M
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
BUY
|
- |
99.1KNew |
$9.22M - $10.1M
|
99.1K
$9M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
86.2K+ 98.37% |
$8.02M - $8.75M
|
174K
$15.8M
|
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
67.5KNew |
$6.29M - $6.86M
|
67.5K
$6.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
57.5KNew |
$5.35M - $5.84M
|
57.5K
$5.22M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
54.6K+ 99.63% |
$5.08M - $5.54M
|
109K
$9.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.8K+ 10.39% |
$4.83M - $5.27M
|
551K
$50M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
50.9K+ 51.17% |
$4.74M - $5.17M
|
150K
$13.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
50.7KNew |
$4.72M - $5.15M
|
50.7K
$4.61M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
43.7K+ 193.15% |
$4.07M - $4.44M
|
66.4K
$6.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
43.5KNew |
$4.05M - $4.42M
|
43.5K
$3.96M
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
43.3K+ 19.76% |
$4.04M - $4.4M
|
263K
$23.9M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.6KNew |
$3.59M - $3.92M
|
38.6K
$3.51M
|
|
|
Aug 02, 2022
Q2 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
37.1K+ 52.71% |
$3.45M - $3.77M
|
107K
$9.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
34.6K+ 28.31% |
$3.22M - $3.51M
|
157K
$14.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
31.7K+ 9.59% |
$2.96M - $3.23M
|
363K
$33M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.9K+ 102.91% |
$2.88M - $3.14M
|
61K
$5.54M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
30.5K+ 230.34% |
$2.84M - $3.09M
|
43.7K
$3.97M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
29.2K+ 695.12% |
$2.72M - $2.97M
|
33.4K
$3.04M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27.4K+ 22.76% |
$2.55M - $2.79M
|
148K
$13.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
25.3K+ 94.94% |
$2.35M - $2.57M
|
51.8K
$4.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
24.3KNew |
$2.26M - $2.47M
|
24.3K
$2.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
23.2KNew |
$2.16M - $2.36M
|
23.2K
$2.11M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.1K+ 11.77% |
$1.97M - $2.15M
|
201K
$18.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
17.8KNew |
$1.66M - $1.81M
|
17.8K
$1.62M
|
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
16.2K+ 3.82% |
$1.51M - $1.64M
|
439K
$39.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
14.9K+ 191.7% |
$1.39M - $1.51M
|
22.7K
$2.06M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
14.2KNew |
$1.33M - $1.45M
|
14.2K
$1.29M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
12.8K+ 27.33% |
$1.19M - $1.3M
|
59.5K
$5.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12K+ 3.76% |
$1.11M - $1.21M
|
330K
$30M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
11.9K+ 44.98% |
$1.11M - $1.21M
|
38.5K
$3.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 4.42% |
$1.1M - $1.2M
|
280K
$25.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11KNew |
$1.02M - $1.12M
|
11K
$998K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
9.75K+ 33.12% |
$908K - $990K
|
39.2K
$3.56M
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
9.35K+ 367.91% |
$870K - $949K
|
11.9K
$1.08M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
8.92K+ 51.05% |
$830K - $906K
|
26.4K
$2.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8K+ 7.94% |
$744K - $812K
|
109K
$9.88M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7.93K+ 58.51% |
$739K - $806K
|
21.5K
$1.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.79KNew |
$725K - $791K
|
7.79K
$708K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.48K+ 158.56% |
$696K - $759K
|
12.2K
$1.11M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.1K+ 60.26% |
$661K - $721K
|
18.9K
$1.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.94K+ 93.22% |
$647K - $705K
|
14.4K
$1.31M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
6.37KNew |
$593K - $647K
|
6.37K
$579K
|