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 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-11.8K- 20.54% |
$1.07M - $1.1M
|
45.5K
$4.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-93- 92.08% |
$8.45K - $8.69K
|
8
$728
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-9- 0.27% |
$817 - $841
|
3.32K
$302K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
16New |
$1.45K - $1.5K
|
16
$1.46K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
604+ 27.73% |
$54.9K - $56.4K
|
2.78K
$253K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1K- 27.09% |
$90.8K - $93.5K
|
2.69K
$245K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.53K+ 68.67% |
$319K - $333K
|
8.67K
$789K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
34New |
$3.07K - $3.2K
|
34
$3.09K
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-34.5KClosed |
$3.11M - $3.25M
|
0
$0
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2.24K+ 1.53% |
$202K - $211K
|
149K
$13.5M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
12.2K+ 7.34% |
$1.11M - $1.15M
|
179K
$16.3M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.3KNew |
$1.2M - $1.25M
|
13.3K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-400- 50.0% |
$36.2K - $37.7K
|
400
$36.4K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
50New |
$4.52K - $4.71K
|
50
$4.55K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
12.1KNew |
$1.09M - $1.14M
|
12.1K
$1.1M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-218- 5.84% |
$19.7K - $20.5K
|
3.52K
$320K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.24K+ 1.53% |
$202K - $211K
|
149K
$13.5M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-50- 1.97% |
$4.52K - $4.71K
|
2.49K
$227K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
907+ 17.9% |
$82K - $85.5K
|
5.98K
$544K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-259- 7.61% |
$23.4K - $24.4K
|
3.15K
$286K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-13- 0.17% |
$1.18K - $1.22K
|
7.66K
$697K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-598- 54.46% |
$54.1K - $56.3K
|
500
$45.5K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.19K- 78.63% |
$108K - $112K
|
324
$29.5K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-476- 78.55% |
$43K - $44.9K
|
130
$11.8K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-2.22K- 49.27% |
$201K - $209K
|
2.29K
$208K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-500- 17.04% |
$45.2K - $47.1K
|
2.44K
$222K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
285New |
$25.8K - $26.9K
|
285
$25.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-130- 4.65% |
$11.8K - $12.2K
|
2.67K
$243K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
14.4K+ 25.15% |
$1.3M - $1.36M
|
71.6K
$6.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
125New |
$11.3K - $11.8K
|
125
$11.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
366New |
$33.1K - $34.5K
|
366
$33.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.85K- 16.68% |
$167K - $174K
|
9.22K
$839K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-371- 13.61% |
$33.5K - $35K
|
2.36K
$214K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-392- 13.93% |
$35.4K - $36.9K
|
2.42K
$220K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-70- 18.09% |
$6.33K - $6.6K
|
317
$28.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
452+ 18.29% |
$40.9K - $42.6K
|
2.92K
$266K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2025
Q4 2022
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-11.1KClosed |
$967K - $1.03M
|
0
$0
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.6KClosed |
$925K - $988K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
174New |
$15.1K - $16.2K
|
174
$15.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
97New |
$8.44K - $9.01K
|
97
$8.83K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
50+ 2.23% |
$4.35K - $4.65K
|
2.3K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.79K- 65.39% |
$678K - $724K
|
4.13K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-108- 50.0% |
$9.4K - $10K
|
108
$9.83K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-174- 55.59% |
$15.1K - $16.2K
|
139
$12.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
99New |
$8.61K - $9.2K
|
99
$9.01K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
6.43KNew |
$559K - $597K
|
6.43K
$585K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
400+ 11.92% |
$34.8K - $37.2K
|
3.76K
$342K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-313- 11.13% |
$27.2K - $29.1K
|
2.5K
$227K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.03KNew |
$351K - $375K
|
4.03K
$367K
|
|