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 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.1K- 1.41% |
$2M - $2.09M
|
1.54M
$142M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.1K- 48.04% |
$2.45M - $2.56M
|
29.3K
$2.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-29.7K- 37.22% |
$2.68M - $2.81M
|
50.1K
$4.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-31.2K- 42.13% |
$2.82M - $2.95M
|
42.8K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.7K- 19.25% |
$3.04M - $3.18M
|
141K
$13M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-33.8K- 19.73% |
$3.06M - $3.2M
|
138K
$12.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-35.1K- 87.34% |
$3.18M - $3.32M
|
5.09K
$467K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-37.2K- 93.28% |
$3.36M - $3.52M
|
2.68K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-49.7K- 40.77% |
$4.5M - $4.7M
|
72.2K
$6.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-60.9K- 57.18% |
$5.51M - $5.76M
|
45.6K
$4.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-67.3K- 57.59% |
$6.08M - $6.36M
|
49.6K
$4.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-72.7K- 55.09% |
$6.57M - $6.87M
|
59.2K
$5.43M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-102K- 90.66% |
$9.26M - $9.67M
|
10.5K
$967K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-135K- 12.8% |
$12.2M - $12.8M
|
922K
$84.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-198K- 10.81% |
$17.9M - $18.7M
|
1.63M
$150M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-446K- 98.82% |
$40.3M - $42.2M
|
5.33K
$489K
|