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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-301- 6.09% |
$27.3K - $27.9K
|
4.64K
$423K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
538New |
$48.7K - $49.9K
|
538
$48.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-487- 13.68% |
$44.1K - $45.1K
|
3.07K
$280K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-21K- 78.06% |
$1.9M - $1.94M
|
5.89K
$536K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.31KNew |
$209K - $214K
|
2.31K
$210K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-24- 9.6% |
$2.17K - $2.22K
|
226
$20.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$18.1K - $18.5K
|
200
$18.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-17- 5.8% |
$1.54K - $1.58K
|
276
$25.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
506+ 0.78% |
$45.8K - $46.9K
|
65.6K
$5.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
12.9KNew |
$1.17M - $1.19M
|
12.9K
$1.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 2.92% |
$362 - $371
|
133
$12.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.14K+ 4.3% |
$285K - $291K
|
76.3K
$6.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-685- 1.13% |
$62.1K - $63.5K
|
60K
$5.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
148+ 5.22% |
$13.4K - $13.7K
|
2.98K
$271K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-12.3K- 84.98% |
$1.12M - $1.14M
|
2.18K
$198K
|
|
| Q4 2023 | |||||||
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.26KNew |
$108K - $118K
|
1.26K
$115K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
SELL
|
- |
-2.24K- 12.63% |
$191K - $209K
|
15.5K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
2.23KNew |
$191K - $208K
|
2.23K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.18% |
$1.02K - $1.12K
|
6.69K
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-57- 1.99% |
$4.87K - $5.31K
|
2.81K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.79KNew |
$580K - $633K
|
6.79K
$618K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$85.4 - $93.2
|
1
$91
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.19KNew |
$785K - $856K
|
9.19K
$836K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
300New |
$25.6K - $28K
|
300
$27.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.1K- 9.5% |
$94.2K - $103K
|
10.5K
$957K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-250- 76.92% |
$21.3K - $23.3K
|
75
$6.82K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.84KNew |
$328K - $358K
|
3.84K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-552- 39.68% |
$47.1K - $51.4K
|
839
$76.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
206New |
$17.6K - $19.2K
|
206
$18.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
536New |
$45.8K - $49.9K
|
536
$48.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-15- 45.45% |
$1.28K - $1.4K
|
18
$1.64K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
76+ 2.17% |
$6.49K - $7.08K
|
3.58K
$326K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12.1KNew |
$1.03M - $1.12M
|
12.1K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.25KNew |
$192K - $210K
|
2.25K
$205K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.59K+ 1.4% |
$136K - $148K
|
115K
$10.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
96New |
$8.19K - $8.95K
|
96
$8.73K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
601New |
$51.3K - $56K
|
601
$54.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-24- 4.33% |
$2.05K - $2.24K
|
530
$48.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
480+ 16.13% |
$41K - $44.7K
|
3.46K
$314K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.89K+ 25.17% |
$588K - $642K
|
34.3K
$3.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.56KNew |
$304K - $332K
|
3.56K
$324K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
409New |
$34.9K - $38.1K
|
409
$37.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-25- 0.64% |
$2.13K - $2.33K
|
3.88K
$353K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
33.6KNew |
$2.87M - $3.13M
|
33.6K
$3.06M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
7New |
$598 - $652
|
7
$637
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.53KNew |
$301K - $329K
|
3.53K
$321K
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
59.7KNew |
$5.09M - $5.56M
|
59.7K
$5.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-388K- 99.42% |
$33.1M - $36.1M
|
2.26K
$205K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 100.0% |
$341 - $373
|
8
$728
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
407New |
$34.7K - $37.9K
|
407
$37K
|
|