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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1New |
$90 - $95.3
|
1
$93.3
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-289- 11.5% |
$26K - $27.5K
|
2.22K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1- 0.56% |
$90 - $95.3
|
177
$16.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.82K+ 36.16% |
$344K - $364K
|
14.4K
$1.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.99K+ 116.86% |
$629K - $666K
|
13K
$1.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
33New |
$2.97K - $3.15K
|
33
$3.08K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2.17K+ 24.17% |
$196K - $207K
|
11.2K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.38K- 36.66% |
$124K - $131K
|
2.38K
$222K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
50New |
$4.5K - $4.77K
|
50
$4.67K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
111New |
$9.99K - $10.6K
|
111
$10.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.05KNew |
$365K - $386K
|
4.05K
$378K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.5K- 5.9% |
$2.03M - $2.15M
|
359K
$33.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.7K+ 6.02% |
$1.95M - $2.07M
|
382K
$35.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
173+ 0.83% |
$15.6K - $16.5K
|
21.1K
$1.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-263- 9.04% |
$23.7K - $25.1K
|
2.65K
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.04K+ 24.37% |
$93.6K - $99.1K
|
5.31K
$495K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
433New |
$39K - $41.3K
|
433
$40.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
7.89K+ 5.8% |
$711K - $752K
|
144K
$13.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-244- 3.69% |
$22K - $23.3K
|
6.38K
$595K
|
|
| Q2 2024 | |||||||
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-22KClosed |
$1.96M - $2.02M
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
322New |
$28.7K - $29.5K
|
322
$30K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.03K- 46.09% |
$180K - $186K
|
2.37K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-977- 12.95% |
$87K - $89.6K
|
6.57K
$613K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
6.23K+ 5.44% |
$555K - $571K
|
121K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
960+ 21.2% |
$85.5K - $88.1K
|
5.49K
$512K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-8.63K- 7.12% |
$768K - $792K
|
113K
$10.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
3.59K+ 15.74% |
$319K - $329K
|
26.4K
$2.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
50+ 1.25% |
$4.45K - $4.59K
|
4.06K
$379K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.74KNew |
$244K - $251K
|
2.74K
$256K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.43K- 77.66% |
$127K - $131K
|
411
$38.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
SELL
|
- |
-1.56K- 6.31% |
$139K - $143K
|
23.1K
$2.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-1.5K- 23.08% |
$134K - $138K
|
5K
$467K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.59KNew |
$231K - $238K
|
2.59K
$242K
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-60.2K- 96.16% |
$5.36M - $5.53M
|
2.41K
$224K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
54.6KNew |
$4.86M - $5.01M
|
54.6K
$5.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.14KNew |
$102K - $105K
|
1.14K
$107K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
28+ 1.23% |
$2.49K - $2.57K
|
2.31K
$216K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-365- 28.27% |
$32.5K - $33.5K
|
926
$86.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1+ 1.54% |
$89 - $91.7
|
66
$6.16K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.62K+ 5.49% |
$590K - $608K
|
127K
$11.9M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.26KNew |
$204K - $209K
|
2.26K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-40- 66.67% |
$3.62K - $3.71K
|
20
$1.87K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.21KNew |
$291K - $298K
|
3.21K
$300K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
383+ 47.76% |
$34.7K - $35.5K
|
1.19K
$111K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.32K- 0.81% |
$211K - $215K
|
286K
$26.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.85K+ 35.75% |
$530K - $542K
|
22.2K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-800- 19.75% |
$72.5K - $74.1K
|
3.25K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-4.82K- 65.09% |
$437K - $447K
|
2.59K
$241K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13New |
$1.18K - $1.2K
|
13
$1.21K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-31- 1.04% |
$2.81K - $2.87K
|
2.95K
$275K
|
|