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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
410+ 44.32% |
$35.7K - $38.1K
|
1.34K
$121K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
225New |
$19.6K - $20.9K
|
225
$20.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
158K+ 27.65% |
$13.8M - $14.7M
|
731K
$66.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
16.2KNew |
$1.41M - $1.5M
|
16.2K
$1.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
615New |
$53.5K - $57.1K
|
615
$56K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.96K- 44.58% |
$170K - $182K
|
2.43K
$221K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
660New |
$57.4K - $61.3K
|
660
$60K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
295+ 6.92% |
$25.7K - $27.4K
|
4.56K
$415K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-70- 2.92% |
$6.09K - $6.5K
|
2.33K
$212K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-786- 86.66% |
$68.4K - $73K
|
121
$11K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.06KNew |
$440K - $470K
|
5.06K
$460K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.09K+ 21.23% |
$94.7K - $101K
|
6.22K
$566K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
357New |
$31.1K - $33.2K
|
357
$32.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-329- 10.17% |
$28.6K - $30.6K
|
2.91K
$264K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-726- 14.86% |
$63.2K - $67.5K
|
4.16K
$378K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$35.8K - $39K
|
400
$36.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-330- 11.26% |
$29.5K - $32.2K
|
2.6K
$237K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.32K- 69.24% |
$208K - $226K
|
1.03K
$93.7K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.59K- 39.74% |
$143K - $155K
|
2.41K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
58+ 0.63% |
$5.19K - $5.66K
|
9.26K
$843K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.67K- 72.93% |
$776K - $846K
|
3.22K
$293K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3KClosed |
$269K - $293K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
144+ 0.6% |
$12.9K - $14K
|
24.2K
$2.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
32.4KNew |
$2.9M - $3.16M
|
32.4K
$2.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 3.13% |
$89.5 - $97.5
|
33
$3K
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
11.4K+ 334.62% |
$1.02M - $1.11M
|
14.8K
$1.35M
|
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
246+ 3.26% |
$22K - $24K
|
7.79K
$709K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.69% |
$269 - $293
|
440
$40K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-66- 1.94% |
$5.91K - $6.44K
|
3.34K
$304K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1New |
$89.5 - $97.5
|
1
$91
|
|
|
Oct 24, 2022
Q3 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
9.75K+ 22.25% |
$873K - $951K
|
53.6K
$4.87M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
595+ 6.68% |
$53.3K - $58K
|
9.5K
$865K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.23K+ 23.85% |
$110K - $120K
|
6.39K
$581K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.1KNew |
$1.35M - $1.47M
|
15.1K
$1.37M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1+ 0.3% |
$89.5 - $97.5
|
338
$30.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
45New |
$4.03K - $4.39K
|
45
$4.09K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
9.05KNew |
$810K - $882K
|
9.05K
$823K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-91- 6.19% |
$8.15K - $8.87K
|
1.38K
$125K
|
|
| Q2 2022 | |||||||
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-53Closed |
$4.93K - $5.38K
|
0
$0
|
|
|
Dec 05, 2023
Q2 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-2.05KClosed |
$191K - $209K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100Closed |
$9.31K - $10.2K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.3KClosed |
$214K - $233K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-150Closed |
$14K - $15.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-4.01K- 31.47% |
$373K - $407K
|
8.72K
$794K
|
|
|
Aug 15, 2022
Q2 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
50.7KNew |
$4.72M - $5.15M
|
50.7K
$4.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.13KClosed |
$198K - $216K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.5K- 75.99% |
$699K - $762K
|
2.37K
$216K
|
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-219- 7.12% |
$20.4K - $22.2K
|
2.86K
$260K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.96KClosed |
$182K - $199K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-892- 11.69% |
$83.1K - $90.6K
|
6.74K
$613K
|
|