Purchases and Sales Made in Q2 2024 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 2024. 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
Aug 12, 2024 Q2 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
1K
New
$89K - $91.7K
1K $91.7K
Aug 14, 2024 Q2 2024
Greytown Advisors Inc.

Miami, FL
BUY
 -
960
+ 21.2%
$85.5K - $88.1K
5.49K $504K
Jul 12, 2024 Q2 2024
Koshinski Asset Management, Inc.

BUY
 -
888
+ 3.25%
$79.1K - $81.5K
28.2K $2.59M
Jul 30, 2024 Q2 2024
Wolf Group Capital Advisors

BUY
 -
807
+ 12.13%
$71.9K - $74K
7.46K $684K
Jul 18, 2024 Q2 2024
Valley National Advisers Inc

BUY
 -
803
+ 0.5%
$71.5K - $73.7K
160K $14.7M
Jul 09, 2024 Q2 2024
Trust CO Of Vermont

BUY
 -
775
New
$69K - $71.1K
775 $71.1K
Jul 15, 2024 Q2 2024
Morgan Rosel Wealth Management, LLC

BUY
 -
750
+ 1.16%
$66.8K - $68.8K
65.5K $6.01M
Jul 09, 2024 Q2 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
747
+ 24.43%
$66.5K - $68.5K
3.81K $349K
Jul 24, 2024 Q2 2024
Avitas Wealth Management LLC

BUY
 -
738
+ 5.2%
$65.7K - $67.7K
14.9K $1.37M
Aug 07, 2024 Q2 2024
Cibc World Market Inc.

Toronto, A6
BUY
 -
711
+ 1.67%
$63.3K - $65.2K
43.3K $3.97M
Aug 19, 2024 Q2 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
672
+ 2.82%
$59.8K - $61.6K
24.5K $2.25M
Aug 20, 2024 Q2 2024
Truist Financial Corp

BUY
 -
643
+ 0.49%
$57.3K - $59K
131K $12M
Jul 25, 2024 Q2 2024
Patten Group, Inc.

BUY
 -
604
+ 6.02%
$53.8K - $55.4K
10.6K $976K
Aug 06, 2024 Q2 2024
Us Bancorp \De\

BUY
 -
583
+ 50.61%
$51.9K - $53.5K
1.74K $159K
Aug 13, 2024 Q2 2024
Merriman Wealth Management, LLC

BUY
 -
558
+ 0.87%
$49.7K - $51.2K
65K $5.96M
Jul 22, 2024 Q2 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
555
+ 4.71%
$49.4K - $50.9K
12.3K $1.13M
Aug 14, 2024 Q2 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
513
+ 38.34%
$45.7K - $47.1K
1.85K $170K
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
509
+ 47.57%
$45.3K - $46.7K
1.58K $145K
Aug 16, 2024 Q2 2024
Traction Financial Partners, LLC

Littleton, CO
BUY
 -
498
+ 1.37%
$44.3K - $45.7K
36.8K $3.38M
Aug 14, 2024 Q2 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
489
+ 5.06%
$43.5K - $44.9K
10.1K $931K
Jul 12, 2024 Q2 2024
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
402
+ 7.7%
$35.8K - $36.9K
5.62K $516K
Jul 25, 2024 Q2 2024
Addison Capital CO

BUY
 -
399
+ 5.92%
$35.5K - $36.6K
7.14K $655K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
385
+ 6.17%
$34.3K - $35.3K
6.63K $608K
Aug 13, 2024 Q2 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
385
+ 12.99%
$34.3K - $35.3K
3.35K $307K
Jul 12, 2024 Q2 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
359
+ 11.24%
$32K - $32.9K
3.55K $326K
Aug 06, 2024 Q2 2024
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
348
+ 1.78%
$31K - $31.9K
19.9K $1.83M
Aug 15, 2024 Q2 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
322
New
$28.7K - $29.5K
322 $29.5K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
303
+ 1.21%
$27K - $27.8K
25.4K $2.33M
Aug 02, 2024 Q2 2024
Round Rock Advisors, LLC

BUY
 -
289
+ 13.0%
$25.7K - $26.5K
2.51K $230K
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
281
New
$25K - $25.8K
281 $25.8K
Aug 13, 2024 Q2 2024
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
252
+ 3.85%
$22.4K - $23.1K
6.79K $623K
Jul 11, 2024 Q2 2024
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
238
+ 10.77%
$21.2K - $21.8K
2.45K $225K
Jul 24, 2024 Q2 2024
Waypoint Wealth Partners Inc.

BUY
 -
220
+ 4.44%
$19.6K - $20.2K
5.18K $475K
Jul 15, 2024 Q2 2024
Jfs Wealth Advisors, LLC

BUY
 -
194
New
$17.3K - $17.8K
194 $17.8K
Aug 13, 2024 Q2 2024
Advisory Services Network, LLC

BUY
 -
188
+ 1.19%
$16.7K - $17.2K
16K $1.46M
Jul 26, 2024 Q2 2024
Avion Wealth

The Woodlands, TX
BUY
 -
165
+ 28.06%
$14.7K - $15.1K
753 $69.1K
Aug 13, 2024 Q2 2024
Asset Management Group, Inc.

Stamford, CT
BUY
 -
164
+ 1.15%
$14.6K - $15K
14.4K $1.32M
Jul 19, 2024 Q2 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
164
+ 11.47%
$14.6K - $15K
1.59K $146K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
159
+ 1.84%
$14.2K - $14.6K
8.79K $807K
Jul 12, 2024 Q2 2024
Sound Income Strategies, LLC

BUY
 -
127
+ 282.22%
$11.3K - $11.7K
172 $15.8K
Aug 07, 2024 Q2 2024
Brasada Capital Management, LP

Houston, TX
BUY
 -
124
+ 0.78%
$11K - $11.4K
16K $1.47M
Jul 31, 2024 Q2 2024
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
111
+ 3.61%
$9.88K - $10.2K
3.18K $292K
Aug 12, 2024 Q2 2024
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
110
+ 33.33%
$9.79K - $10.1K
440 $40.4K
Jan 28, 2025 Q2 2024
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
107
+ 2.37%
$9.53K - $9.82K
4.62K $424K
Jul 25, 2024 Q2 2024
Eq LLC

Mercer Island, WA
BUY
 -
81
+ 0.97%
$7.21K - $7.43K
8.42K $772K
Jul 25, 2024 Q2 2024
Simplex Trading, LLC

BUY
 -
81
New
$7.21K - $7.43K
81 $7.43K
Jul 23, 2024 Q2 2024
Macroview Investment Management LLC

BUY
 -
53
+ 1.03%
$4.72K - $4.86K
5.19K $476K
Aug 09, 2024 Q2 2024
Valley Forge Investment Consultants Inc Adv

BUY
 -
50
+ 1.25%
$4.45K - $4.59K
4.06K $373K
Aug 05, 2024 Q2 2024
Artemis Wealth Advisors, LLC

BUY
 -
35
+ 1.26%
$3.12K - $3.21K
2.81K $257K

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