Latest Institutional Transactions on Pimco Active Bond Exchange Tra (BOND)
This table provides information on the latest institutional transactions involving Pimco Active Bond Exchange Tra (BOND) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-269- 4.6% |
$24.2K - $25K
|
5.58K
$520K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
1.01KNew |
$91K - $94.1K
|
1.01K
$94.5K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13New |
$1.16K - $1.21K
|
13
$1.21K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-105- 0.13% |
$9.37K - $9.75K
|
77.9K
$7.27M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.69KNew |
$240K - $250K
|
2.69K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
422New |
$37.7K - $39.2K
|
422
$39.4K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-61.4K- 54.44% |
$5.49M - $5.71M
|
51.4K
$4.8M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
7New |
$625 - $650
|
7
$653
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
426New |
$38K - $39.6K
|
426
$39.7K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
21New |
$1.87K - $1.95K
|
21
$1.96K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
650+ 27.96% |
$58K - $60.4K
|
2.98K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.28K+ 33.95% |
$114K - $118K
|
5.03K
$469K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.25KNew |
$201K - $209K
|
2.25K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.73K- 92.5% |
$154K - $160K
|
140
$13.1K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.17KNew |
$551K - $573K
|
6.17K
$576K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
610+ 14.01% |
$54.5K - $56.7K
|
4.96K
$463K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
100+ 4.3% |
$8.93K - $9.29K
|
2.42K
$226K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
29New |
$2.59K - $2.69K
|
29
$2.71K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
62.7KNew |
$5.6M - $5.82M
|
62.7K
$5.85M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.32KNew |
$296K - $308K
|
3.32K
$309K
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-443- 15.57% |
$39.5K - $41.2K
|
2.4K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-975- 18.59% |
$87K - $90.6K
|
4.27K
$398K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
700+ 24.84% |
$62.5K - $65K
|
3.52K
$328K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
66New |
$5.89K - $6.13K
|
66
$6.16K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
2.37K+ 7.09% |
$212K - $221K
|
35.9K
$3.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.66K- 29.27% |
$148K - $154K
|
4.02K
$375K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
174KNew |
$15.5M - $16.1M
|
174K
$16.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
5+ 0.65% |
$446 - $465
|
780
$72.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
875New |
$78.1K - $81.3K
|
875
$81.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-2.3K- 22.17% |
$205K - $213K
|
8.06K
$752K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
2.94K+ 81.76% |
$262K - $273K
|
6.53K
$609K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.23KNew |
$288K - $300K
|
3.23K
$301K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
6.99K+ 105.08% |
$624K - $650K
|
13.6K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-63- 58.33% |
$5.62K - $5.85K
|
45
$4.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-88- 2.49% |
$7.86K - $8.18K
|
3.45K
$322K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1- 0.05% |
$89.3 - $92.9
|
2.07K
$193K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-952- 81.23% |
$85K - $88.4K
|
220
$20.5K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.2K- 3.04% |
$107K - $111K
|
38.2K
$3.56M
|
|
| Q4 2024 | |||||||
|
May 28, 2025
Q4 2024
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
25.9KNew |
$2.34M - $2.45M
|
25.9K
$2.41M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3- 27.27% |
$271 - $284
|
8
$746
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
19New |
$1.72K - $1.8K
|
19
$1.77K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
200New |
$18.1K - $18.9K
|
200
$18.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
BUY
|
- |
46New |
$4.16K - $4.35K
|
46
$4.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.42KNew |
$671K - $701K
|
7.42K
$692K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.18K+ 77.94% |
$197K - $206K
|
4.97K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
12.1KNew |
$1.09M - $1.14M
|
12.1K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
1.55K+ 12.12% |
$140K - $146K
|
14.3K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
2.49KNew |
$225K - $235K
|
2.49K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
4KNew |
$362K - $378K
|
4K
$373K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-4- 57.14% |
$362 - $378
|
3
$280
|
|