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 $2.19M
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
96
New
$8.19K - $8.95K
96 $8.83K
Jan 16, 2024 Q4 2023
Cedar Mountain Advisors, LLC

BUY
 -
94
+ 4.99%
$8.02K - $8.76K
1.98K $182K
Feb 15, 2024 Q4 2023
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
77
+ 2.2%
$6.57K - $7.17K
3.58K $329K
Feb 01, 2024 Q4 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
76
+ 2.17%
$6.49K - $7.08K
3.58K $330K
Jan 18, 2024 Q4 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
71
+ 1.8%
$6.06K - $6.62K
4.01K $369K
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 $739K
Jan 26, 2024 Q4 2023
Avion Wealth

The Woodlands, TX
BUY
 -
56
+ 10.53%
$4.78K - $5.22K
588 $54.1K
Feb 15, 2024 Q4 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
51
+ 0.11%
$4.35K - $4.75K
45.7K $4.2M
Feb 09, 2024 Q4 2023
Valley Forge Investment Consultants Inc Adv

BUY
 -
44
+ 1.12%
$3.76K - $4.1K
3.97K $365K
Apr 04, 2024 Q4 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
34
+ 0.24%
$2.9K - $3.17K
14.5K $1.33M
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
30
+ 15.54%
$2.56K - $2.8K
223 $20.5K
Feb 12, 2024 Q4 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
20
+ 1.11%
$1.71K - $1.86K
1.82K $167K
Feb 14, 2024 Q4 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
12
+ 0.18%
$1.02K - $1.12K
6.69K $615K
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
7
New
$598 - $652
7 $644
Feb 12, 2024 Q4 2023
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
7
+ 2.1%
$598 - $652
341 $31.4K
Feb 12, 2024 Q4 2023
Wedbush Securities Inc

BUY
 -
6
+ 0.07%
$512 - $559
8.45K $777K
Jan 08, 2024 Q4 2023
Versant Capital Management, Inc

BUY
 -
4
+ 100.0%
$341 - $373
8 $736
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
3
+ 0.1%
$256 - $280
3.11K $286K
Feb 08, 2024 Q4 2023
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
3
+ 0.1%
$256 - $280
2.98K $274K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
3
+ 6.67%
$256 - $280
48 $4.41K
Jun 28, 2024 Q4 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
2
+ 0.03%
$171 - $186
6.45K $593K
Jan 29, 2024 Q4 2023
Round Rock Advisors, LLC

BUY
 -
2
+ 0.08%
$171 - $186
2.41K $222K
Feb 05, 2024 Q4 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
1
+ 0.04%
$85.4 - $93.2
2.4K $221K
Jan 29, 2024 Q4 2023
Bay Colony Advisory Group, Inc D

BUY
 -
1
+ 0.04%
$85.4 - $93.2
2.31K $212K
Feb 13, 2024 Q4 2023
Black Rock Inc.

New York, NY
BUY
 -
1
New
$85.4 - $93.2
1 $92
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
1
+ 1.59%
$85.4 - $93.2
64 $5.89K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1
+ 0.4%
$85.4 - $93.2
250 $23K
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 $241K
Jan 25, 2024 Q4 2023
Pinnacle Bancorp, Inc.

SELL
 -
-24
- 4.33%
$2.05K - $2.24K
530 $48.7K
Feb 09, 2024 Q4 2023
Us Bancorp \De\

SELL
 -
-24
- 2.76%
$2.05K - $2.24K
846 $77.8K
Jan 19, 2024 Q4 2023
Hengehold Capital Management LLC

SELL
 -
-25
- 0.64%
$2.13K - $2.33K
3.88K $357K
Jan 30, 2024 Q4 2023
Act Advisors, Llc.

SELL
 -
-47
- 2.01%
$4.01K - $4.38K
2.29K $210K
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-57
- 1.99%
$4.87K - $5.31K
2.81K $258K
Jan 31, 2024 Q4 2023
J.W. Cole Advisors, Inc.

SELL
 -
-66
- 1.8%
$5.63K - $6.15K
3.59K $331K
Jan 17, 2024 Q4 2023
Pfg Investments, LLC

Woodbury, NY
SELL
 -
-67
- 2.74%
$5.72K - $6.24K
2.38K $218K
Jan 18, 2024 Q4 2023
Summit Investment Advisory Services, LLC

Roseville, MN
SELL
 -
-67
- 1.25%
$5.72K - $6.24K
5.3K $487K
Feb 05, 2024 Q4 2023
Savant Capital, LLC

SELL
 -
-79
- 2.42%
$6.74K - $7.36K
3.18K $293K
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

SELL
 -
-83
- 1.37%
$7.08K - $7.73K
5.99K $551K
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

SELL
 -
-103
- 12.64%
$8.79K - $9.6K
712 $65.5K
Feb 09, 2024 Q4 2023
Franklin Resources Inc

San Mateo, CA
SELL
 -
-137
- 21.64%
$11.7K - $12.8K
496 $45.6K
Feb 06, 2024 Q4 2023
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-154
- 2.9%
$13.1K - $14.3K
5.16K $475K
Feb 08, 2024 Q4 2023
Minich Mac Gregor Wealth Management, LLC

SELL
 -
-177
- 0.24%
$15.1K - $16.5K
73.1K $6.73M
Jan 29, 2024 Q4 2023
Consolidated Portfolio Review Corp

Woodbury, NY
SELL
 -
-190
- 5.65%
$16.2K - $17.7K
3.18K $292K
Feb 09, 2024 Q4 2023
Citigroup Inc

SELL
 -
-192
- 1.19%
$16.4K - $17.9K
16K $1.47M
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

SELL
 -
-203
- 59.71%
$17.3K - $18.9K
137 $12.6K
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
SELL
 -
-204
- 26.42%
$17.4K - $19K
568 $52.2K

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