Purchases and Sales Made in Q4 2024 in Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-889- 0.99% |
$80.4K - $84K
|
88.6K
$8.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.01K- 22.15% |
$91K - $95.1K
|
3.54K
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.02K- 98.07% |
$91.9K - $96K
|
20
$1.83K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.03K- 4.07% |
$93K - $97.2K
|
24.3K
$2.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.09K- 38.82% |
$98.1K - $103K
|
1.71K
$157K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.22K- 2.3% |
$110K - $115K
|
52K
$4.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.33K- 2.03% |
$120K - $125K
|
64.1K
$5.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.38K- 5.86% |
$124K - $130K
|
22.1K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-1.4K- 37.58% |
$127K - $132K
|
2.33K
$213K
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-1.49K- 35.6% |
$135K - $141K
|
2.7K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.51K- 12.1% |
$136K - $143K
|
11K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.56K- 31.73% |
$141K - $147K
|
3.36K
$308K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.88K- 23.11% |
$170K - $178K
|
6.27K
$575K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.9K- 13.45% |
$171K - $179K
|
12.2K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 7.94% |
$174K - $182K
|
22.3K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.97K- 5.84% |
$178K - $187K
|
31.8K
$2.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2K- 15.49% |
$181K - $189K
|
10.9K
$999K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-2.01K- 1.62% |
$182K - $190K
|
122K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-2.11K- 1.63% |
$191K - $200K
|
128K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2.54K- 18.06% |
$229K - $240K
|
11.5K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.74K- 12.59% |
$248K - $259K
|
19.1K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-3.05K- 2.62% |
$276K - $288K
|
113K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-3.49K- 55.07% |
$315K - $330K
|
2.85K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.6K- 61.37% |
$325K - $340K
|
2.27K
$208K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.71K- 10.91% |
$335K - $350K
|
30.3K
$2.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.93K- 9.17% |
$355K - $371K
|
38.9K
$3.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.36K- 27.65% |
$394K - $412K
|
11.4K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.57K- 0.8% |
$413K - $432K
|
570K
$52.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.74K- 1.95% |
$428K - $448K
|
238K
$21.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-5.11K- 30.49% |
$462K - $482K
|
11.6K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.28K- 1.61% |
$477K - $499K
|
322K
$29.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-5.44K- 2.22% |
$492K - $514K
|
239K
$21.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.66K- 4.96% |
$512K - $535K
|
108K
$9.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.21K- 29.48% |
$561K - $586K
|
14.8K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-6.24K- 1.17% |
$564K - $589K
|
527K
$48.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.62K- 52.25% |
$598K - $625K
|
6.05K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-6.94K- 47.75% |
$628K - $656K
|
7.6K
$697K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-6.97K- 31.14% |
$630K - $659K
|
15.4K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.38K- 33.86% |
$667K - $698K
|
14.4K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-7.42K- 9.35% |
$671K - $701K
|
71.9K
$6.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.45K- 4.55% |
$764K - $799K
|
177K
$16.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-8.56K- 60.01% |
$774K - $809K
|
5.71K
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.95K- 4.54% |
$809K - $845K
|
188K
$17.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-9.11K- 8.2% |
$824K - $861K
|
102K
$9.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-11.5K- 12.15% |
$1.04M - $1.08M
|
82.8K
$7.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-15.8K- 13.0% |
$1.43M - $1.49M
|
105K
$9.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17K- 68.4% |
$1.54M - $1.61M
|
7.85K
$720K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-19.4K- 72.06% |
$1.76M - $1.84M
|
7.53K
$691K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-20.1K- 5.14% |
$1.82M - $1.9M
|
371K
$34M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-21.6K- 10.24% |
$1.95M - $2.04M
|
189K
$17.3M
|