Purchases and Sales Made in Q4 2023 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q4 2023. 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 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
24KNew |
$2.05M - $2.24M
|
24K
$2.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
23.9K+ 20.51% |
$2.04M - $2.22M
|
140K
$12.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
22.9K+ 59.31% |
$1.95M - $2.13M
|
61.5K
$5.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.5K+ 34.43% |
$1.83M - $2M
|
83.9K
$7.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
21.2K+ 63.94% |
$1.81M - $1.97M
|
54.3K
$5.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.8K+ 343.69% |
$1.77M - $1.94M
|
26.8K
$2.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
20.5K+ 46.16% |
$1.75M - $1.91M
|
64.8K
$5.98M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
19.6K+ 57.86% |
$1.67M - $1.82M
|
53.4K
$4.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.3KNew |
$1.65M - $1.8M
|
19.3K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19K+ 20.24% |
$1.62M - $1.77M
|
113K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19K+ 22.32% |
$1.62M - $1.77M
|
104K
$9.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.5K+ 10.83% |
$1.58M - $1.72M
|
189K
$17.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
18.3KNew |
$1.56M - $1.71M
|
18.3K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
16.8KNew |
$1.43M - $1.56M
|
16.8K
$1.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.3K+ 11.22% |
$1.39M - $1.52M
|
162K
$14.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
14.8K+ 171.35% |
$1.26M - $1.38M
|
23.5K
$2.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
13.5K+ 8.82% |
$1.15M - $1.26M
|
167K
$15.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
13K+ 14.01% |
$1.11M - $1.21M
|
106K
$9.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12.1KNew |
$1.03M - $1.12M
|
12.1K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.6KNew |
$991K - $1.08M
|
11.6K
$1.07M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.3KNew |
$963K - $1.05M
|
11.3K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
10.8K+ 26.4% |
$922K - $1.01M
|
51.7K
$4.78M
|
|
|
Feb 10, 2025
Q4 2023
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
10.3KNew |
$875K - $956K
|
10.3K
$947K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
10.2K+ 4.98% |
$871K - $951K
|
215K
$19.9M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10KNew |
$857K - $936K
|
10K
$928K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.4K+ 7.15% |
$802K - $875K
|
141K
$13M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.19KNew |
$785K - $856K
|
9.19K
$849K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8.6KNew |
$734K - $802K
|
8.6K
$795K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8.54K+ 300.46% |
$729K - $796K
|
11.4K
$1.05M
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
8.35K+ 281.37% |
$713K - $778K
|
11.3K
$1.05M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.29K+ 29.95% |
$708K - $773K
|
36K
$3.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7.57K+ 11.82% |
$646K - $705K
|
71.6K
$6.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.25K+ 3.71% |
$619K - $676K
|
203K
$18.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
7.19K+ 12.03% |
$614K - $670K
|
67K
$6.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.96KNew |
$594K - $648K
|
6.96K
$643K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6.9KNew |
$589K - $643K
|
6.9K
$637K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.89K+ 25.17% |
$588K - $642K
|
34.3K
$3.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
6.8K+ 7.02% |
$580K - $634K
|
104K
$9.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
6.8K+ 6.39% |
$580K - $634K
|
113K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.79KNew |
$580K - $633K
|
6.79K
$627K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
6.56KNew |
$560K - $612K
|
6.56K
$606K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
6.5KNew |
$555K - $606K
|
6.5K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.47K+ 16.03% |
$552K - $603K
|
46.8K
$4.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.7KNew |
$486K - $531K
|
5.7K
$526K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.68KNew |
$485K - $529K
|
5.68K
$525K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5.53K+ 293.53% |
$472K - $516K
|
7.42K
$685K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.45K+ 18.83% |
$465K - $508K
|
34.4K
$3.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
5.39KNew |
$460K - $503K
|
5.39K
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.18K+ 12.01% |
$443K - $483K
|
48.4K
$4.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
BUY
|
- |
5.1K+ 170.0% |
$435K - $475K
|
8.1K
$748K
|