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 15, 2020
Q1 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-390Closed |
$39.3K - $44.1K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Parker Investment Management, LLC
|
SELL
|
- |
-52.1KClosed |
$5.25M - $5.89M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-26.8KClosed |
$2.7M - $3.03M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-6.23KClosed |
$628K - $705K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-45Closed |
$4.54K - $5.09K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.46KClosed |
$349K - $392K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-1.9KClosed |
$192K - $215K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.81KClosed |
$183K - $205K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-111KClosed |
$11.2M - $12.6M
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Planning Alternatives LTD
|
SELL
|
- |
-7.35KClosed |
$741K - $832K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-90Closed |
$9.08K - $10.2K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2.48KClosed |
$250K - $280K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-366Closed |
$36.9K - $41.4K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-325Closed |
$32.8K - $36.8K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
G&S Capital LLC
|
SELL
|
- |
-13Closed |
$1.31K - $1.47K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
First Personal Financial Services
|
SELL
|
- |
-339Closed |
$34.2K - $38.4K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-1.7KClosed |
$171K - $192K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-11Closed |
$1.11K - $1.24K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3KClosed |
$303K - $340K
|
0
$0
|
|
Apr 03, 2020
Q1 2020
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.44KClosed |
$246K - $276K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-7.51KClosed |
$808K - $820K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-25.5KClosed |
$2.74M - $2.78M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-27KClosed |
$2.9M - $2.95M
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-10KClosed |
$1.08M - $1.09M
|
0
$0
|
|
Feb 03, 2020
Q4 2019
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.87KClosed |
$201K - $204K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1.87KClosed |
$201K - $204K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.33KClosed |
$143K - $145K
|
0
$0
|
|
Jan 21, 2020
Q4 2019
|
Gen Trust, LLC
|
SELL
|
- |
-2.03KClosed |
$219K - $222K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.93KClosed |
$315K - $319K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.12KClosed |
$228K - $231K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-146- 20.53% |
$15.7K - $15.9K
|
565
$51.4K
|
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.32KClosed |
$896K - $906K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-95Closed |
$10.2K - $10.3K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
First National Trust CO
|
SELL
|
- |
-3.37KClosed |
$363K - $367K
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-5.65KClosed |
$609K - $615K
|
0
$0
|
|
Oct 08, 2019
Q3 2019
|
Howard Capital Management Inc.
|
SELL
|
- |
-7.12KClosed |
$767K - $775K
|
0
$0
|
|
Q2 2019 | |||||||
Jan 27, 2020
Q2 2019
|
Tsfg, LLC
|
SELL
|
- |
-121Closed |
N/A
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-310Closed |
N/A
|
0
$0
|
|
Jul 25, 2019
Q2 2019
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-3.89KClosed |
N/A
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-38Closed |
N/A
|
0
$0
|
|
Jul 18, 2019
Q2 2019
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-161Closed |
N/A
|
0
$0
|
|
Jul 17, 2019
Q2 2019
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-3.29KClosed |
N/A
|
0
$0
|
|
Jul 11, 2019
Q2 2019
|
Bouchey Financial Group LTD
|
SELL
|
- |
-124KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-1.46KClosed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-639KClosed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.98KClosed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.98KClosed |
N/A
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
45New |
N/A
|
45
$4.09K
|
|
May 07, 2019
Q1 2019
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-115Closed |
N/A
|
0
$0
|
|
May 01, 2019
Q1 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-355Closed |
N/A
|
0
$0
|