Purchases and Sales Made in Q4 2022 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
45.9M+ 671629.06% |
$3.99B - $4.26B
|
45.9M
$4.17B
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
969K+ 78.3% |
$84.3M - $90.1M
|
2.21M
$201M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
504KNew |
$43.9M - $46.8M
|
504K
$45.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
390K+ 3107.77% |
$34M - $36.3M
|
403K
$36.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
307KNew |
$26.7M - $28.5M
|
307K
$27.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
280KNew |
$24.3M - $26M
|
280K
$25.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
170K+ 282.45% |
$14.7M - $15.8M
|
230K
$20.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
167K+ 32.33% |
$14.5M - $15.5M
|
682K
$61.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
158K+ 27.65% |
$13.8M - $14.7M
|
731K
$66.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
151KNew |
$13.1M - $14M
|
151K
$13.7M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
146KNew |
$12.7M - $13.6M
|
146K
$13.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
126K+ 57.11% |
$11M - $11.7M
|
347K
$31.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
90.1K+ 59.96% |
$7.84M - $8.37M
|
240K
$21.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
78.9KNew |
$6.86M - $7.33M
|
78.9K
$7.17M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
73.5K+ 714.97% |
$6.4M - $6.83M
|
83.8K
$7.62M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
69.8K+ 224.61% |
$6.07M - $6.48M
|
101K
$9.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
66.3KNew |
$5.77M - $6.16M
|
66.3K
$6.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
66.1K+ 182.84% |
$5.75M - $6.14M
|
102K
$9.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
60.7K+ 571.85% |
$5.28M - $5.64M
|
71.3K
$6.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
53.8K+ 58.06% |
$4.68M - $5M
|
146K
$13.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
50.1KNew |
$4.36M - $4.65M
|
50.1K
$4.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
46.3K+ 356.6% |
$4.03M - $4.3M
|
59.3K
$5.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
45.5KNew |
$3.96M - $4.23M
|
45.5K
$4.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
45.2K+ 61.5% |
$3.93M - $4.2M
|
119K
$10.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
44.5K+ 333.46% |
$3.87M - $4.13M
|
57.8K
$5.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
43.9K+ 15.24% |
$3.82M - $4.08M
|
332K
$30.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
41KNew |
$3.56M - $3.81M
|
41K
$3.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.4K+ 98.81% |
$3.43M - $3.66M
|
79.3K
$7.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.8K+ 36.65% |
$3.38M - $3.61M
|
145K
$13.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
38.6KNew |
$3.35M - $3.58M
|
38.6K
$3.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
37.3K+ 19.02% |
$3.25M - $3.47M
|
233K
$21.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
36.4K+ 498.33% |
$3.17M - $3.38M
|
43.7K
$3.97M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
34.5KNew |
$3M - $3.2M
|
34.5K
$3.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.9K+ 20.63% |
$2.6M - $2.78M
|
175K
$15.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29.3K+ 43.8% |
$2.55M - $2.72M
|
96.1K
$8.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
29.2KNew |
$2.54M - $2.71M
|
29.2K
$2.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
28.6KNew |
$2.49M - $2.66M
|
28.6K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.4K+ 324.44% |
$2.39M - $2.55M
|
35.9K
$3.26M
|
|
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
26.6KNew |
$2.31M - $2.47M
|
26.6K
$2.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
23.8K+ 133.18% |
$2.07M - $2.21M
|
41.7K
$3.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
22.4KNew |
$1.95M - $2.08M
|
22.4K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
20.5K+ 9.88% |
$1.78M - $1.91M
|
228K
$20.7M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.5K+ 42.14% |
$1.7M - $1.81M
|
65.8K
$5.98M
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
18.7K+ 19.24% |
$1.63M - $1.74M
|
116K
$10.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
18.4KNew |
$1.6M - $1.71M
|
18.4K
$1.67M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
17.8K+ 160.59% |
$1.55M - $1.65M
|
28.9K
$2.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
17.4K+ 96.28% |
$1.52M - $1.62M
|
35.5K
$3.23M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
17.3KNew |
$1.51M - $1.61M
|
17.3K
$1.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
16.7K+ 336.02% |
$1.45M - $1.55M
|
21.6K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.5K+ 14.68% |
$1.44M - $1.53M
|
129K
$11.7M
|