Purchases and Sales Made in Q4 2023 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 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 05, 2024 Q4 2023
Family Firm, Inc.

BUY
 -
120
+ 0.51%
$10.2K - $11.2K
23.8K $2.2M
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
96
New
$8.19K - $8.95K
96 $8.87K
Jan 16, 2024 Q4 2023
Cedar Mountain Advisors, LLC

BUY
 -
94
+ 4.99%
$8.02K - $8.76K
1.98K $183K
Feb 15, 2024 Q4 2023
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
77
+ 2.2%
$6.57K - $7.17K
3.58K $330K
Feb 01, 2024 Q4 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
76
+ 2.17%
$6.49K - $7.08K
3.58K $331K
Jan 18, 2024 Q4 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
71
+ 1.8%
$6.06K - $6.62K
4.01K $371K
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

BUY
 -
63
+ 81.82%
$5.38K - $5.87K
140 $12.9K
Jan 23, 2024 Q4 2023
Uma Financial Services, Inc.

BUY
 -
62
+ 0.78%
$5.29K - $5.78K
8.04K $743K
Jan 26, 2024 Q4 2023
Avion Wealth

The Woodlands, TX
BUY
 -
56
+ 10.53%
$4.78K - $5.22K
588 $54.3K
Feb 15, 2024 Q4 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
51
+ 0.11%
$4.35K - $4.75K
45.7K $4.22M
Feb 09, 2024 Q4 2023
Valley Forge Investment Consultants Inc Adv

BUY
 -
44
+ 1.12%
$3.76K - $4.1K
3.97K $366K
Apr 04, 2024 Q4 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
34
+ 0.24%
$2.9K - $3.17K
14.5K $1.34M
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
30
+ 15.54%
$2.56K - $2.8K
223 $20.6K
Feb 12, 2024 Q4 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
20
+ 1.11%
$1.71K - $1.86K
1.82K $168K
Feb 14, 2024 Q4 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
12
+ 0.18%
$1.02K - $1.12K
6.69K $618K
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
7
New
$598 - $652
7 $647
Feb 12, 2024 Q4 2023
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
7
+ 2.1%
$598 - $652
341 $31.5K
Feb 12, 2024 Q4 2023
Wedbush Securities Inc

BUY
 -
6
+ 0.07%
$512 - $559
8.45K $780K
Jan 08, 2024 Q4 2023
Versant Capital Management, Inc

BUY
 -
4
+ 100.0%
$341 - $373
8 $739
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
3
+ 0.1%
$256 - $280
3.11K $287K
Feb 08, 2024 Q4 2023
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
3
+ 0.1%
$256 - $280
2.98K $275K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
3
+ 6.67%
$256 - $280
48 $4.43K
Jun 28, 2024 Q4 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
2
+ 0.03%
$171 - $186
6.45K $595K
Jan 29, 2024 Q4 2023
Round Rock Advisors, LLC

BUY
 -
2
+ 0.08%
$171 - $186
2.41K $223K
Feb 05, 2024 Q4 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
1
+ 0.04%
$85.4 - $93.2
2.4K $222K
Jan 29, 2024 Q4 2023
Bay Colony Advisory Group, Inc D

BUY
 -
1
+ 0.04%
$85.4 - $93.2
2.31K $213K
Feb 13, 2024 Q4 2023
Black Rock Inc.

New York, NY
BUY
 -
1
New
$85.4 - $93.2
1 $92.4
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
1
+ 1.59%
$85.4 - $93.2
64 $5.91K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1
+ 0.4%
$85.4 - $93.2
250 $23.1K
Feb 05, 2024 Q4 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
SELL
 -
-15
- 45.45%
$1.28K - $1.4K
18 $1.66K
Feb 02, 2024 Q4 2023
Valmark Advisers, Inc.

SELL
 -
-23
- 0.87%
$1.96K - $2.14K
2.62K $242K
Jan 25, 2024 Q4 2023
Pinnacle Bancorp, Inc.

SELL
 -
-24
- 4.33%
$2.05K - $2.24K
530 $49K
Feb 09, 2024 Q4 2023
Us Bancorp \De\

SELL
 -
-24
- 2.76%
$2.05K - $2.24K
846 $78.1K
Jan 19, 2024 Q4 2023
Hengehold Capital Management LLC

SELL
 -
-25
- 0.64%
$2.13K - $2.33K
3.88K $358K
Jan 30, 2024 Q4 2023
Act Advisors, Llc.

SELL
 -
-47
- 2.01%
$4.01K - $4.38K
2.29K $211K
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-57
- 1.99%
$4.87K - $5.31K
2.81K $259K
Jan 31, 2024 Q4 2023
J.W. Cole Advisors, Inc.

SELL
 -
-66
- 1.8%
$5.63K - $6.15K
3.59K $332K
Jan 17, 2024 Q4 2023
Pfg Investments, LLC

Woodbury, NY
SELL
 -
-67
- 2.74%
$5.72K - $6.24K
2.38K $219K
Jan 18, 2024 Q4 2023
Summit Investment Advisory Services, LLC

Roseville, MN
SELL
 -
-67
- 1.25%
$5.72K - $6.24K
5.3K $489K
Feb 05, 2024 Q4 2023
Savant Capital, LLC

SELL
 -
-79
- 2.42%
$6.74K - $7.36K
3.18K $294K
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

SELL
 -
-83
- 1.37%
$7.08K - $7.73K
5.99K $553K
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

SELL
 -
-103
- 12.64%
$8.79K - $9.6K
712 $65.8K
Feb 09, 2024 Q4 2023
Franklin Resources Inc

San Mateo, CA
SELL
 -
-137
- 21.64%
$11.7K - $12.8K
496 $45.8K
Feb 06, 2024 Q4 2023
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-154
- 2.9%
$13.1K - $14.3K
5.16K $477K
Feb 08, 2024 Q4 2023
Minich Mac Gregor Wealth Management, LLC

SELL
 -
-177
- 0.24%
$15.1K - $16.5K
73.1K $6.75M
Jan 29, 2024 Q4 2023
Consolidated Portfolio Review Corp

Woodbury, NY
SELL
 -
-190
- 5.65%
$16.2K - $17.7K
3.18K $293K
Feb 09, 2024 Q4 2023
Citigroup Inc

SELL
 -
-192
- 1.19%
$16.4K - $17.9K
16K $1.48M
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

SELL
 -
-203
- 59.71%
$17.3K - $18.9K
137 $12.7K
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
SELL
 -
-204
- 26.42%
$17.4K - $19K
568 $52.5K

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