Purchases and Sales Made in Q3 2022 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.41K+ 5.56% |
$395K - $430K
|
83.7K
$7.68M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.17K+ 49.2% |
$373K - $407K
|
12.6K
$1.16M
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
4.1K+ 45.53% |
$367K - $399K
|
13.1K
$1.2M
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.03K+ 11.6% |
$361K - $393K
|
38.8K
$3.56M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.79K+ 3.48% |
$339K - $369K
|
112K
$10.3M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.76K+ 7.61% |
$337K - $367K
|
53.2K
$4.88M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.69K+ 18.23% |
$330K - $360K
|
23.9K
$2.2M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.68K+ 1.11% |
$329K - $358K
|
334K
$30.6M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.54K+ 32.26% |
$317K - $345K
|
14.5K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.52K+ 1.33% |
$315K - $343K
|
269K
$24.7M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.46K+ 14.93% |
$310K - $337K
|
26.6K
$2.44M
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.3K+ 42.4% |
$296K - $322K
|
11.1K
$1.02M
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
2.89K+ 3.42% |
$259K - $282K
|
87.5K
$8.03M
|
|
Dec 01, 2022
Q3 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.55K+ 13.56% |
$228K - $248K
|
21.3K
$1.96M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.52K+ 11.15% |
$225K - $246K
|
25.1K
$2.3M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.39K+ 1.62% |
$214K - $233K
|
150K
$13.8M
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.37KNew |
$212K - $231K
|
2.37K
$217K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.34KNew |
$210K - $228K
|
2.34K
$215K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.2K+ 11.67% |
$197K - $215K
|
21.1K
$1.93M
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
2.02K+ 13.2% |
$181K - $197K
|
17.3K
$1.59M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2K+ 19.94% |
$179K - $195K
|
12K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.97K+ 12.12% |
$176K - $192K
|
18.2K
$1.67M
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.86K+ 34.06% |
$166K - $181K
|
7.3K
$670K
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
1.73K+ 5.16% |
$155K - $169K
|
35.3K
$3.24M
|
|
Nov 01, 2022
Q3 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.72K+ 0.96% |
$154K - $168K
|
181K
$16.6M
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.48K+ 4.43% |
$132K - $144K
|
34.8K
$3.19M
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.43K+ 4.63% |
$128K - $140K
|
32.4K
$2.97M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.37KNew |
$123K - $134K
|
1.37K
$126K
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.23K+ 23.85% |
$110K - $120K
|
6.39K
$586K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.15K+ 9.64% |
$103K - $112K
|
13.1K
$1.2M
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
1.07K+ 8.99% |
$95.7K - $104K
|
13K
$1.19M
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
1.06K+ 11.04% |
$94.5K - $103K
|
10.6K
$973K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.03K+ 2.19% |
$92.3K - $101K
|
48K
$4.4M
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.02K+ 495.15% |
$91.3K - $99.5K
|
1.23K
$112K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
925New |
$82.8K - $90.2K
|
925
$84.9K
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
907+ 0.93% |
$81.2K - $88.4K
|
98.2K
$9.01M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
900+ 40.72% |
$80.6K - $87.8K
|
3.11K
$285K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
843New |
$75.5K - $82.2K
|
843
$77.3K
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
843+ 4.05% |
$75.5K - $82.2K
|
21.7K
$1.99M
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
831+ 13.6% |
$74.4K - $81K
|
6.94K
$637K
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
780+ 10.67% |
$69.8K - $76.1K
|
8.09K
$742K
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
697+ 8.13% |
$62.4K - $68K
|
9.27K
$850K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
675+ 212.26% |
$60.4K - $65.8K
|
993
$91.1K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
600+ 36.47% |
$53.7K - $58.5K
|
2.25K
$206K
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
595+ 6.68% |
$53.3K - $58K
|
9.5K
$872K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
506+ 85.47% |
$45.3K - $49.3K
|
1.1K
$101K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
491+ 0.94% |
$44K - $47.9K
|
52.8K
$4.84M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
453+ 207.8% |
$40.6K - $44.2K
|
671
$61.6K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
441+ 8.84% |
$39.5K - $43K
|
5.43K
$498K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
429+ 0.58% |
$38.4K - $41.8K
|
73.9K
$6.78M
|