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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-192Closed |
$17.9K - $19.5K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.3KClosed |
$214K - $234K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-12Closed |
$1.12K - $1.22K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
243New |
$22.6K - $24.7K
|
243
$22.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.64KNew |
$152K - $166K
|
1.64K
$151K
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
3.25KNew |
$303K - $330K
|
3.25K
$300K
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2.65K- 56.88% |
$246K - $269K
|
2.01K
$185K
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-376Closed |
$35K - $38.2K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
BUY
|
- |
3.13KNew |
$291K - $318K
|
3.13K
$289K
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-5.83KClosed |
$543K - $592K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-6.36KClosed |
$593K - $647K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.96KClosed |
$275K - $300K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.84KClosed |
$264K - $288K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-562- 18.09% |
$52.3K - $57.1K
|
2.54K
$235K
|
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.85KClosed |
$265K - $289K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
2.84KNew |
$264K - $288K
|
2.84K
$262K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1.16K+ 1.29% |
$108K - $117K
|
90.7K
$8.38M
|
|
|
Jul 22, 2022
Q2 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-377- 0.82% |
$35.1K - $38.3K
|
45.4K
$4.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
100New |
$9.31K - $10.2K
|
100
$9.24K
|
|
|
Jul 22, 2022
Q2 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-300- 4.22% |
$27.9K - $30.5K
|
6.81K
$629K
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-2.08KClosed |
$193K - $211K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-95- 1.02% |
$8.85K - $9.65K
|
9.23K
$852K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-8.58KClosed |
$799K - $872K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-202Closed |
$18.8K - $20.5K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
2.37KNew |
$220K - $240K
|
2.37K
$218K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.01KClosed |
$94K - $103K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-31- 1.23% |
$2.89K - $3.15K
|
2.49K
$230K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
PUT |
-137Closed |
$12.8K - $13.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-165- 5.9% |
$15.4K - $16.8K
|
2.63K
$243K
|
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.61KClosed |
$243K - $265K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-7.1K- 72.0% |
$661K - $721K
|
2.76K
$255K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
487New |
$45.3K - $49.5K
|
487
$45K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-24.4KClosed |
$2.27M - $2.48M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-325- 8.86% |
$30.3K - $33K
|
3.34K
$309K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-83- 0.4% |
$7.73K - $8.43K
|
20.7K
$1.91M
|
|
| Q1 2022 | |||||||
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.61KClosed |
$263K - $285K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-800Closed |
$80.6K - $87.2K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.28KClosed |
$431K - $466K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.19KClosed |
$220K - $238K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-257Closed |
$25.9K - $28K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-882- 24.14% |
$88.8K - $96.1K
|
2.77K
$256K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
42New |
$4.23K - $4.58K
|
42
$3.88K
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.71KClosed |
$273K - $295K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-244Closed |
$24.6K - $26.6K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-40- 1.79% |
$4.03K - $4.36K
|
2.2K
$203K
|
|
|
May 11, 2022
Q1 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-201Closed |
$20.2K - $21.9K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-82Closed |
$8.26K - $8.93K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-6.44KClosed |
$648K - $701K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
3.46KNew |
$348K - $377K
|
3.46K
$319K
|
|