Purchases and Sales Made in Q4 2022 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 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 06, 2023 Q4 2022
Valmark Advisers, Inc.

BUY
 -
3.18K
New
$276K - $295K
3.18K $292K
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
3.09K
+ 16.99%
$269K - $287K
21.3K $1.96M
Feb 06, 2023 Q4 2022
Bridgeworth, LLC

Birmingham, AL
BUY
 -
3.06K
New
$267K - $285K
3.06K $282K
Feb 02, 2023 Q4 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
3.04K
New
$264K - $282K
3.04K $279K
Jan 31, 2023 Q4 2022
Insight Wealth Partners, LLC

BUY
 -
3.04K
+ 14.24%
$264K - $282K
24.4K $2.24M
Feb 14, 2023 Q4 2022
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
2.99K
New
$260K - $278K
2.99K $275K
Feb 01, 2023 Q4 2022
Waypoint Wealth Partners Inc.

BUY
 -
2.73K
New
$237K - $253K
2.73K $251K
Jan 25, 2023 Q4 2022
Independent Wealth Network Inc.

BUY
 -
2.73K
New
$237K - $253K
2.73K $251K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
2.71K
+ 227.1%
$236K - $252K
3.9K $359K
Feb 14, 2023 Q4 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
2.67K
New
$232K - $248K
2.67K $245K
Jan 23, 2023 Q4 2022
Patton Albertson Miller Group, LLC

BUY
 -
2.62K
+ 31.02%
$228K - $243K
11.1K $1.02M
Feb 08, 2023 Q4 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
2.61K
New
$227K - $242K
2.61K $240K
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
2.53K
+ 17.42%
$220K - $235K
17.1K $1.57M
Jan 26, 2023 Q4 2022
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
2.47K
New
$215K - $230K
2.47K $227K
Jan 19, 2023 Q4 2022
Round Rock Advisors, LLC

BUY
 -
2.41K
New
$210K - $224K
2.41K $222K
Feb 16, 2023 Q4 2022
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
2.31K
New
$201K - $215K
2.31K $212K
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.31K
+ 1.22%
$201K - $214K
191K $17.6M
Jan 26, 2023 Q4 2022
Steph & CO

BUY
 -
2.24K
+ 6.98%
$195K - $208K
34.3K $3.16M
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
2.07K
+ 5.46%
$180K - $192K
40K $3.68M
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
2.05K
+ 3.85%
$178K - $190K
55.2K $5.08M
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
2.05K
+ 3.85%
$178K - $190K
55.2K $5.08M
Jan 10, 2023 Q4 2022
Bcs Wealth Management

BUY
 -
1.85K
+ 22.86%
$161K - $172K
9.94K $914K
Jan 11, 2023 Q4 2022
Pacifica Partners Inc.

BUY
 -
1.83K
+ 2.9%
$159K - $170K
64.8K $5.96M
Feb 14, 2023 Q4 2022
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1.76K
New
$153K - $163K
1.76K $161K
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
1.68K
New
$146K - $156K
1.68K $154K
Jan 31, 2023 Q4 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
1.65K
+ 6.59%
$144K - $154K
26.7K $2.46M
Jan 27, 2023 Q4 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
1.61K
+ 3.94%
$140K - $150K
42.5K $3.9M
Feb 14, 2023 Q4 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
1.12K
+ 47.67%
$97.1K - $104K
3.46K $318K
Jan 19, 2023 Q4 2022
Abacus Planning Group, Inc.

BUY
 -
1.09K
+ 21.23%
$94.7K - $101K
6.22K $572K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
1.08K
+ 4.05%
$94K - $100K
27.7K $2.55M
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

BUY
 -
1K
+ 112.6%
$87.1K - $93K
1.89K $174K
Feb 10, 2023 Q4 2022
Essex Financial Services, Inc.

BUY
 -
982
+ 21.19%
$85.4K - $91.2K
5.62K $517K
Jan 18, 2023 Q4 2022
Signify Wealth

BUY
 -
905
+ 8.6%
$78.7K - $84.1K
11.4K $1.05M
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
864
+ 0.26%
$75.2K - $80.3K
335K $30.8M
Jan 13, 2023 Q4 2022
First Heartland Consultants, Inc.

BUY
 -
799
+ 23.34%
$69.5K - $74.2K
4.22K $388K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
739
+ 4.31%
$64.3K - $68.7K
17.9K $1.64M
Feb 13, 2023 Q4 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
712
+ 3.38%
$61.9K - $66.2K
21.8K $2M
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

BUY
 -
660
New
$57.4K - $61.3K
660 $60.7K
Feb 10, 2023 Q4 2022
Eq LLC

Mercer Island, WA
BUY
 -
630
+ 10.29%
$54.8K - $58.5K
6.76K $621K
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
615
New
$53.5K - $57.1K
615 $56.6K
Jan 27, 2023 Q4 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
536
+ 765.71%
$46.6K - $49.8K
606 $55.7K
Feb 15, 2023 Q4 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
526
+ 5.09%
$45.8K - $48.9K
10.9K $998K
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
519
+ 6.49%
$45.2K - $48.2K
8.52K $783K
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
489
+ 9.01%
$42.5K - $45.4K
5.92K $544K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
478
+ 1.89%
$41.6K - $44.4K
25.8K $2.38M
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
460
+ 18.84%
$40K - $42.7K
2.9K $267K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
410
+ 44.32%
$35.7K - $38.1K
1.34K $123K
Feb 13, 2023 Q4 2022
Cibc Asset Management Inc

Toronto, A6
BUY
 -
400
+ 11.92%
$34.8K - $37.2K
3.76K $345K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
400
+ 100.0%
$34.8K - $37.2K
800 $73.6K

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