Purchases and Sales Made in Q2 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 Q2 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
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
940K
+ 273.38%
$85.4M - $87.9M
1.28M $117M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
754K
+ 106.98%
$68.5M - $70.4M
1.46M $133M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
311K
+ 81.06%
$28.3M - $29.1M
695K $63.2M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
304K
+ 18.12%
$27.6M - $28.4M
1.98M $180M
Jul 25, 2023 Q2 2023
Ferguson Shapiro LLC

BUY
 -
264K
+ 79.2%
$24M - $24.7M
597K $54.2M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
195K
+ 11.83%
$17.8M - $18.3M
1.85M $168M
Jan 02, 2024 Q2 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
182K
+ 1079.3%
$16.6M - $17.1M
199K $18.1M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
173K
+ 350.21%
$15.7M - $16.1M
222K $20.2M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
155K
+ 12.41%
$14M - $14.4M
1.4M $127M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
116K
New
$10.6M - $10.9M
116K $10.6M
Aug 14, 2023 Q2 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
104K
New
$9.47M - $9.75M
104K $9.48M
Jul 24, 2023 Q2 2023
Kwb Wealth

Redlands, CA
BUY
 -
82K
+ 26.28%
$7.44M - $7.66M
394K $35.8M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
78.1K
+ 25.2%
$7.09M - $7.3M
388K $35.3M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
74.1K
+ 19.22%
$6.73M - $6.92M
459K $41.7M
Aug 23, 2023 Q2 2023
Dunhill Financial, LLC

London, X0
BUY
 -
70.8K
New
$6.43M - $6.62M
70.8K $6.43M
Aug 14, 2023 Q2 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
62.4K
+ 31.3%
$5.66M - $5.83M
262K $23.8M
Jul 25, 2023 Q2 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
58.2K
+ 863.34%
$5.29M - $5.44M
65K $5.9M
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
52.6K
+ 86.77%
$4.78M - $4.92M
113K $10.3M
Jul 21, 2023 Q2 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
49.6K
+ 32.71%
$4.5M - $4.63M
201K $18.3M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
41.5K
+ 20.11%
$3.77M - $3.88M
248K $22.5M
Aug 16, 2023 Q2 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
39.8K
+ 119.1%
$3.62M - $3.72M
73.3K $6.66M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
39.3K
+ 25.55%
$3.57M - $3.67M
193K $17.5M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
34.7K
+ 65.6%
$3.15M - $3.24M
87.5K $7.95M
Jul 20, 2023 Q2 2023
Cornerstone Advisory, LLC

BUY
 -
29.6K
+ 183.74%
$2.69M - $2.76M
45.7K $4.15M
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
27.2K
New
$2.47M - $2.54M
27.2K $2.47M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
26.6K
+ 80.68%
$2.42M - $2.49M
59.6K $5.41M
Jul 10, 2023 Q2 2023
Retireful, LLC

BUY
 -
26.2K
New
$2.38M - $2.45M
26.2K $2.38M
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
23.3K
+ 8.72%
$2.11M - $2.17M
290K $26.4M
Aug 11, 2023 Q2 2023
Lunt Capital Management, Inc.

Holladay, UT
BUY
 -
22.9K
New
$2.08M - $2.14M
22.9K $2.09M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
22.8K
+ 12.7%
$2.07M - $2.13M
203K $18.4M
Jul 12, 2023 Q2 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
21.7K
+ 34.15%
$1.97M - $2.03M
85.1K $7.74M
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
21.4K
+ 94.44%
$1.95M - $2M
44.2K $4.01M
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
20.7K
+ 74.63%
$1.88M - $1.93M
48.4K $4.4M
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
20.5K
+ 107.23%
$1.87M - $1.92M
39.7K $3.61M
Aug 11, 2023 Q2 2023
Founders Financial Securities LLC

BUY
 -
20.3K
+ 29.32%
$1.85M - $1.9M
89.6K $8.15M
Jul 18, 2023 Q2 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
20K
New
$1.82M - $1.87M
20K $1.82M
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
19.3K
+ 32.51%
$1.75M - $1.8M
78.6K $7.14M
Jul 07, 2023 Q2 2023
Cooper Financial Group

BUY
 -
19.2K
New
$1.74M - $1.79M
19.2K $1.75M
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
18.1K
+ 639.86%
$1.64M - $1.69M
20.9K $1.9M
Jul 31, 2023 Q2 2023
Valley National Advisers Inc

BUY
 -
17.1K
+ 14.97%
$1.56M - $1.6M
132K $12M
Aug 10, 2023 Q2 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
16.3K
+ 3.39%
$1.48M - $1.52M
497K $45.1M
Jul 31, 2023 Q2 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
14.2K
+ 19.53%
$1.29M - $1.33M
86.9K $7.89M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
12.9K
+ 5.98%
$1.17M - $1.21M
229K $20.8M
Jul 14, 2023 Q2 2023
Steph & CO

BUY
 -
12.7K
+ 31.14%
$1.15M - $1.18M
53.3K $4.84M
Aug 11, 2023 Q2 2023
Regis Acquisition Inc.

Denver, CO
BUY
 -
12.3K
+ 13.7%
$1.12M - $1.15M
102K $9.31M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
12.2K
+ 501.19%
$1.11M - $1.14M
14.7K $1.33M
Jul 10, 2023 Q2 2023
Kwmg, LLC

BUY
 -
11.5K
+ 12.08%
$1.04M - $1.07M
106K $9.68M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
11.3K
+ 26.5%
$1.03M - $1.06M
53.9K $4.9M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
10.9K
+ 4.08%
$989K - $1.02M
278K $25.3M

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