Purchases and Sales Made in Q4 2021 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
817K+ 709.77% |
$89M - $90.5M
|
932K
$84.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
445K+ 435885.28% |
$48.4M - $49.2M
|
445K
$40.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
382K+ 32.0% |
$41.6M - $42.2M
|
1.57M
$143M
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
354KNew |
$38.6M - $39.2M
|
354K
$32.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
116K+ 530.05% |
$12.6M - $12.8M
|
138K
$12.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
114K+ 13.29% |
$12.4M - $12.6M
|
973K
$88.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
103K+ 19.47% |
$11.2M - $11.4M
|
632K
$57.5M
|
|
|
Feb 22, 2022
Q4 2021
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
97.7KNew |
$10.6M - $10.8M
|
97.7K
$8.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
79.8KNew |
$8.7M - $8.84M
|
79.8K
$7.26M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
78.9KNew |
$8.6M - $8.74M
|
78.9K
$7.17M
|
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
77.4KNew |
$8.43M - $8.57M
|
77.4K
$7.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Treasure Coast Financial Planning
|
BUY
|
- |
74.9KNew |
$8.16M - $8.3M
|
74.9K
$6.81M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
73.1K+ 237.3% |
$7.96M - $8.09M
|
104K
$9.44M
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
51.7K+ 15.43% |
$5.64M - $5.73M
|
387K
$35.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
50.5K+ 8.55% |
$5.5M - $5.59M
|
641K
$58.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
49.8K+ 153.13% |
$5.43M - $5.52M
|
82.4K
$7.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.6K+ 5.9% |
$5.3M - $5.38M
|
872K
$79.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
35.6K+ 250.2% |
$3.88M - $3.94M
|
49.8K
$4.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35K+ 11.24% |
$3.81M - $3.87M
|
346K
$31.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
33.7K+ 11.53% |
$3.68M - $3.74M
|
326K
$29.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
31.8K+ 19.08% |
$3.46M - $3.52M
|
198K
$18M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
26.7K+ 42.55% |
$2.91M - $2.95M
|
89.3K
$8.12M
|
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
25.2K+ 11.55% |
$2.75M - $2.8M
|
244K
$22.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
24.9KNew |
$2.71M - $2.75M
|
24.9K
$2.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.9K+ 73.7% |
$2.6M - $2.65M
|
56.4K
$5.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23KNew |
$2.51M - $2.55M
|
23K
$2.09M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.6K+ 967.72% |
$2.46M - $2.5M
|
24.9K
$2.26M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.7K+ 15.77% |
$2.36M - $2.4M
|
159K
$14.4M
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
20.6K+ 28.78% |
$2.24M - $2.28M
|
92.1K
$8.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
20.4KNew |
$2.22M - $2.26M
|
20.4K
$1.86M
|
|
|
Feb 09, 2022
Q4 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
19.9K+ 12.36% |
$2.17M - $2.2M
|
181K
$16.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.7K+ 1.9% |
$2.15M - $2.18M
|
1.06M
$96.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Del Sette Capital Management, LLC
|
BUY
|
- |
18.1KNew |
$1.97M - $2M
|
18.1K
$1.65M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
16.8K+ 2167.44% |
$1.83M - $1.86M
|
17.6K
$1.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16.8K+ 259.85% |
$1.83M - $1.86M
|
23.2K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
16.2K+ 156.98% |
$1.76M - $1.79M
|
26.5K
$2.41M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
14.8K+ 29.27% |
$1.61M - $1.64M
|
65.3K
$5.94M
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
14.4K+ 197.5% |
$1.57M - $1.59M
|
21.7K
$1.97M
|
|
|
Feb 15, 2022
Q4 2021
|
University Of Texas
|
BUY
|
- |
13.8KNew |
$1.5M - $1.53M
|
13.8K
$1.25M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.7K+ 17.27% |
$1.5M - $1.52M
|
93.3K
$8.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
11.5K+ 118.83% |
$1.25M - $1.27M
|
21.2K
$1.92M
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
11K+ 10.23% |
$1.2M - $1.21M
|
118K
$10.7M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$1.19M - $1.21M
|
10.9K
$990K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
10.6KNew |
$1.16M - $1.18M
|
10.6K
$967K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.3KNew |
$1.13M - $1.14M
|
10.3K
$939K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
10K+ 121.0% |
$1.09M - $1.11M
|
18.3K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.59KNew |
$1.05M - $1.06M
|
9.59K
$872K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.41K+ 6.23% |
$1.03M - $1.04M
|
160K
$14.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
9.34K+ 19.57% |
$1.02M - $1.03M
|
57.1K
$5.19M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Capital Management LLC
|
BUY
|
- |
9.27K+ 4.8% |
$1.01M - $1.03M
|
202K
$18.4M
|