Purchases and Sales Made in Q3 2024 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.67K+ 23.86% |
$420K - $445K
|
24.2K
$2.22M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4.65KNew |
$418K - $443K
|
4.65K
$426K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.58K+ 13.34% |
$412K - $436K
|
38.9K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.26KNew |
$383K - $406K
|
4.26K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
4.23K+ 1.09% |
$381K - $403K
|
391K
$35.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.19K+ 0.73% |
$377K - $399K
|
574K
$52.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
4.16K+ 3.29% |
$375K - $397K
|
131K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
4.13K+ 3.26% |
$371K - $393K
|
131K
$12M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.12K+ 11.52% |
$371K - $393K
|
39.9K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.11K+ 6.75% |
$370K - $392K
|
65K
$5.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.05KNew |
$365K - $386K
|
4.05K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.98KNew |
$358K - $379K
|
3.98K
$365K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.82K+ 36.16% |
$344K - $364K
|
14.4K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.77K+ 21.81% |
$339K - $359K
|
21.1K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.7K+ 24.43% |
$333K - $352K
|
18.8K
$1.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.57K+ 8.92% |
$322K - $341K
|
43.7K
$4.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.53KNew |
$318K - $337K
|
3.53K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.51K+ 4.58% |
$316K - $334K
|
80.1K
$7.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
3.33K+ 11.91% |
$300K - $317K
|
31.3K
$2.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.3KNew |
$297K - $315K
|
3.3K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
3.17K+ 11.95% |
$286K - $303K
|
29.7K
$2.73M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
3.1K+ 1.03% |
$279K - $295K
|
304K
$27.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.09KNew |
$278K - $294K
|
3.09K
$283K
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
3.07K+ 130.96% |
$276K - $293K
|
5.42K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.03KNew |
$273K - $289K
|
3.03K
$278K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.98K+ 12.41% |
$268K - $284K
|
27K
$2.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.97KNew |
$267K - $283K
|
2.97K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.93K+ 100.17% |
$264K - $280K
|
5.86K
$538K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.91K+ 7.29% |
$262K - $277K
|
42.8K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.84KNew |
$256K - $271K
|
2.84K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.79KNew |
$251K - $266K
|
2.79K
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.74K+ 5.53% |
$246K - $261K
|
52.2K
$4.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.64K+ 91.9% |
$238K - $252K
|
5.52K
$506K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.6K+ 36.98% |
$234K - $248K
|
9.64K
$884K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.52K+ 3.85% |
$227K - $240K
|
68K
$6.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.52K+ 29.04% |
$226K - $240K
|
11.2K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.5KNew |
$225K - $238K
|
2.5K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
2.48KNew |
$223K - $236K
|
2.48K
$227K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.46K+ 23.15% |
$222K - $235K
|
13.1K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2.41K+ 2.83% |
$217K - $229K
|
87.3K
$8.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.37KNew |
$213K - $226K
|
2.37K
$217K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2.35K+ 3.73% |
$212K - $224K
|
65.4K
$6M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.18KNew |
$196K - $208K
|
2.18K
$200K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2.17K+ 24.17% |
$196K - $207K
|
11.2K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.17KNew |
$195K - $207K
|
2.17K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.14K+ 842.52% |
$193K - $204K
|
2.39K
$220K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
2.14KNew |
$192K - $204K
|
2.14K
$196K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.13K+ 4.27% |
$192K - $203K
|
52.2K
$4.79M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
1.96K+ 2.16% |
$177K - $187K
|
92.9K
$8.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.95K+ 1.6% |
$176K - $186K
|
124K
$11.4M
|