Purchases and Sales Made in Q3 2024 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
12.8KNew |
$1.15M - $1.22M
|
12.8K
$1.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
12.4K+ 6.19% |
$1.12M - $1.18M
|
213K
$19.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.8K+ 7.21% |
$1.06M - $1.12M
|
175K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
10.7K+ 2.05% |
$966K - $1.02M
|
534K
$48.5M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.5K+ 10.22% |
$942K - $998K
|
113K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
10.4K+ 4.84% |
$937K - $992K
|
225K
$20.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.91K+ 10.27% |
$892K - $945K
|
106K
$9.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9.84KNew |
$885K - $938K
|
9.84K
$894K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
9.82KNew |
$884K - $936K
|
9.82K
$893K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.29K+ 17.52% |
$836K - $885K
|
62.3K
$5.66M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.29KNew |
$836K - $885K
|
9.29K
$844K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9.28K+ 928.4% |
$836K - $885K
|
10.3K
$935K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9.26K+ 3.73% |
$833K - $883K
|
257K
$23.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.15KNew |
$823K - $872K
|
9.15K
$831K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
8.84K+ 13.44% |
$795K - $842K
|
74.6K
$6.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.46K+ 8.9% |
$761K - $806K
|
103K
$9.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
8.39K+ 7.43% |
$755K - $799K
|
121K
$11M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
8.34K+ 12.71% |
$751K - $795K
|
74K
$6.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
8.29K+ 147.46% |
$746K - $790K
|
13.9K
$1.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
8.28K+ 38.15% |
$746K - $790K
|
30K
$2.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
7.89K+ 5.8% |
$711K - $752K
|
144K
$13.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.69K+ 5.74% |
$692K - $733K
|
142K
$12.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.56KNew |
$680K - $720K
|
7.56K
$687K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.52K+ 7.01% |
$676K - $716K
|
115K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.45K+ 6.5% |
$670K - $710K
|
122K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
7.32K+ 15.28% |
$658K - $697K
|
55.2K
$5.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
7.17K+ 48.01% |
$645K - $683K
|
22.1K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.05K+ 203.11% |
$635K - $672K
|
10.5K
$956K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.99K+ 116.86% |
$629K - $666K
|
13K
$1.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.92K+ 434.0% |
$623K - $659K
|
8.51K
$774K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.56K+ 107.35% |
$590K - $625K
|
12.7K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.33K+ 1.59% |
$570K - $604K
|
404K
$36.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.32K+ 177.69% |
$568K - $602K
|
9.87K
$897K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.98K+ 4.15% |
$538K - $570K
|
150K
$13.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.96KNew |
$537K - $568K
|
5.96K
$542K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.92K+ 26.5% |
$532K - $564K
|
28.2K
$2.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.72KNew |
$515K - $545K
|
5.72K
$520K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.7K+ 2.65% |
$513K - $544K
|
220K
$20M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
5.49KNew |
$494K - $523K
|
5.49K
$499K
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
5.47K+ 6.16% |
$493K - $522K
|
94.3K
$8.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.45K+ 22.84% |
$490K - $519K
|
29.3K
$2.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.29K+ 16.15% |
$476K - $504K
|
38K
$3.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.22KNew |
$470K - $498K
|
5.22K
$475K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.1K+ 9.01% |
$459K - $486K
|
61.7K
$5.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.93K+ 2.18% |
$444K - $470K
|
231K
$21M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
4.82KNew |
$434K - $459K
|
4.82K
$438K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
4.73KNew |
$426K - $451K
|
4.73K
$430K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.71KNew |
$424K - $449K
|
4.71K
$428K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.7K+ 5.5% |
$423K - $448K
|
90.1K
$8.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.67K+ 23.86% |
$420K - $445K
|
24.2K
$2.2M
|