Purchases and Sales Made in Q2 2024 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.47KNew |
$309K - $318K
|
3.47K
$315K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.38K+ 130.06% |
$301K - $310K
|
5.98K
$543K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.35K+ 1.61% |
$298K - $307K
|
212K
$19.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.23KNew |
$287K - $296K
|
3.23K
$293K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.15K+ 5.02% |
$280K - $289K
|
65.7K
$5.97M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.05K+ 6.49% |
$271K - $280K
|
50K
$4.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.02K+ 86.29% |
$269K - $277K
|
6.52K
$593K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.01KNew |
$268K - $276K
|
3.01K
$273K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.93K+ 5.46% |
$261K - $269K
|
56.6K
$5.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.93KNew |
$261K - $269K
|
2.93K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.83K+ 6.59% |
$252K - $260K
|
45.9K
$4.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.8KNew |
$249K - $257K
|
2.8K
$254K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.74KNew |
$244K - $251K
|
2.74K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.74K+ 340.0% |
$244K - $251K
|
3.54K
$322K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.73KNew |
$243K - $251K
|
2.73K
$248K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.67K+ 58.0% |
$237K - $244K
|
7.26K
$660K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.59K+ 2.76% |
$231K - $238K
|
96.5K
$8.77M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.59KNew |
$231K - $238K
|
2.59K
$235K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.5K+ 19.78% |
$222K - $229K
|
15.1K
$1.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.42K+ 8.72% |
$216K - $222K
|
30.2K
$2.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.41K+ 38.66% |
$214K - $221K
|
8.64K
$785K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.4KNew |
$214K - $220K
|
2.4K
$218K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.4KNew |
$214K - $220K
|
2.4K
$218K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
2.36K+ 10.94% |
$210K - $216K
|
23.9K
$2.17M
|
|
|
Aug 01, 2024
Q2 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
2.35KNew |
$209K - $215K
|
2.35K
$213K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.29K+ 15.87% |
$204K - $210K
|
16.7K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.29K+ 4.51% |
$204K - $210K
|
53K
$4.82M
|
|
|
Aug 01, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
2.24K+ 14.45% |
$199K - $205K
|
17.7K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.14K+ 1.78% |
$191K - $197K
|
122K
$11.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.14K+ 66.75% |
$191K - $197K
|
5.36K
$487K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.1K+ 68.24% |
$187K - $192K
|
5.17K
$470K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.04K+ 5.17% |
$182K - $187K
|
41.6K
$3.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.03K+ 6.6% |
$180K - $186K
|
32.8K
$2.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.96K+ 65.71% |
$174K - $179K
|
4.93K
$448K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.72K+ 18.72% |
$153K - $158K
|
10.9K
$992K
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.69K+ 6.5% |
$150K - $155K
|
27.7K
$2.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.58K+ 1.9% |
$141K - $145K
|
84.9K
$7.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.57K+ 1.25% |
$140K - $144K
|
127K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 163.78% |
$123K - $127K
|
2.22K
$202K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.3K+ 3.36% |
$115K - $119K
|
39.9K
$3.63M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.26K+ 2.8% |
$113K - $116K
|
46.4K
$4.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.25K+ 0.51% |
$112K - $115K
|
248K
$22.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.22K+ 1.62% |
$109K - $112K
|
76.6K
$6.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.22K+ 7.77% |
$109K - $112K
|
16.9K
$1.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.14KNew |
$102K - $105K
|
1.14K
$104K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.1KNew |
$97.9K - $101K
|
1.1K
$100K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.07K+ 4.21% |
$95.6K - $98.5K
|
26.6K
$2.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.05K+ 3.67% |
$93.8K - $96.7K
|
29.8K
$2.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.05K+ 4.8% |
$93.2K - $96.1K
|
22.9K
$2.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1KNew |
$89K - $91.7K
|
1K
$90.9K
|