Purchases and Sales Made in Q2 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 Q2 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
Jul 28, 2023 Q2 2023
Waterfront Wealth Inc.

BUY
 -
1.97K
+ 26.11%
$179K - $184K
9.52K $874K
Jul 27, 2023 Q2 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
1.92K
+ 18.77%
$174K - $179K
12.1K $1.11M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1.78K
New
$162K - $167K
1.78K $163K
Jul 12, 2023 Q2 2023
Ewg Elevate Inc.

BUY
 -
1.75K
+ 9.42%
$159K - $164K
20.3K $1.87M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
1.73K
+ 39.44%
$157K - $162K
6.13K $562K
Jul 31, 2023 Q2 2023
Strategic Advisors LLC

BUY
 -
1.73K
+ 4.09%
$157K - $162K
44.1K $4.04M
Aug 07, 2023 Q2 2023
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
1.71K
+ 7.36%
$155K - $160K
25K $2.29M
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
1.68K
+ 4.6%
$152K - $157K
38.1K $3.49M
Aug 07, 2023 Q2 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
1.66K
+ 2.94%
$150K - $155K
57.9K $5.31M
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
1.64K
+ 47.78%
$149K - $153K
5.07K $465K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.61K
+ 3.1%
$146K - $151K
53.7K $4.92M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
1.6K
+ 4.75%
$145K - $149K
35.3K $3.24M
Jul 31, 2023 Q2 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
1.51K
+ 31.65%
$137K - $141K
6.28K $576K
Jul 17, 2023 Q2 2023
Vista Private Wealth Partners. LLC

BUY
 -
1.36K
+ 1.6%
$123K - $127K
86K $7.89M
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.24K
+ 12.21%
$112K - $116K
11.4K $1.04M
Jul 06, 2023 Q2 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
1.2K
+ 4.18%
$109K - $112K
29.9K $2.75M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.13K
+ 5.3%
$103K - $106K
22.5K $2.06M
Jul 14, 2023 Q2 2023
Landmark Wealth Management, LLC

BUY
 -
1.11K
+ 2.02%
$101K - $104K
56K $5.14M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
1.09K
+ 5.58%
$98.8K - $102K
20.6K $1.89M
Aug 02, 2023 Q2 2023
Blue Chip Partners, Inc.

BUY
 -
1.08K
+ 1.36%
$98.1K - $101K
80.4K $7.37M
Jul 18, 2023 Q2 2023
Intelligence Driven Advisers, LLC

BUY
 -
1.05K
+ 1.94%
$95.4K - $98.1K
55.2K $5.06M
Aug 10, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
1.01K
New
$91.7K - $94.4K
1.01K $92.6K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
970
+ 19.6%
$88.1K - $90.7K
5.92K $543K
Jul 24, 2023 Q2 2023
Allen Capital Group, LLC

BUY
 -
943
+ 43.56%
$85.6K - $88.1K
3.11K $285K
Jul 17, 2023 Q2 2023
Signify Wealth

BUY
 -
932
+ 5.73%
$84.6K - $87.1K
17.2K $1.58M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
887
+ 138.16%
$80.6K - $82.9K
1.53K $140K
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
796
+ 10.89%
$72.3K - $74.4K
8.1K $743K
Jul 31, 2023 Q2 2023
Regis Management CO LLC

BUY
 -
746
+ 4.52%
$67.8K - $69.7K
17.2K $1.58M
Jul 20, 2023 Q2 2023
Jmac Enterprises LLC

BUY
 -
746
+ 5.06%
$67.8K - $69.7K
15.5K $1.42M
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
726
New
$65.9K - $67.9K
726 $66.6K
Aug 29, 2023 Q2 2023
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
611
+ 25.87%
$55.5K - $57.1K
2.97K $273K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
608
+ 3.45%
$55.2K - $56.8K
18.2K $1.67M
Jul 13, 2023 Q2 2023
Parisi Gray Wealth Management

BUY
 -
604
+ 27.73%
$54.9K - $56.4K
2.78K $255K
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
598
+ 9.38%
$54.3K - $55.9K
6.97K $640K
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
526
New
$47.8K - $49.2K
526 $48.2K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
490
+ 201.65%
$44.5K - $45.8K
733 $67.2K
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
487
+ 1.39%
$44.2K - $45.5K
35.5K $3.26M
Aug 15, 2023 Q2 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
430
+ 0.96%
$39.1K - $40.2K
45.2K $4.15M
Jul 18, 2023 Q2 2023
Avitas Wealth Management LLC

BUY
 -
378
+ 3.11%
$34.3K - $35.3K
12.5K $1.15M
Aug 08, 2023 Q2 2023
Family Firm, Inc.

BUY
 -
320
+ 1.45%
$29.1K - $29.9K
22.3K $2.05M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
317
New
$28.8K - $29.6K
317 $29.1K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
296
New
$26.9K - $27.7K
296 $27.2K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
276
+ 6.17%
$25.1K - $25.8K
4.75K $435K
Jul 26, 2023 Q2 2023
Alera Investment Advisors, LLC

BUY
 -
273
+ 6.5%
$24.8K - $25.5K
4.48K $410K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
260
New
$23.6K - $24.3K
260 $23.8K
Feb 13, 2025 Q2 2023
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
208
+ 6.43%
$18.9K - $19.4K
3.44K $316K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
206
New
$18.7K - $19.3K
206 $18.9K
Jul 31, 2023 Q2 2023
Waypoint Wealth Partners Inc.

BUY
 -
204
+ 7.35%
$18.5K - $19.1K
2.98K $273K
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
180
+ 5.51%
$16.3K - $16.8K
3.45K $316K

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