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 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
803+ 73.0% |
$72.6K - $75.9K
|
1.9K
$173K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
207+ 6.78% |
$18.7K - $19.6K
|
3.26K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25.8K+ 39.66% |
$2.33M - $2.44M
|
90.9K
$8.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.09K- 38.82% |
$98.1K - $103K
|
1.71K
$156K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-20- 0.65% |
$1.81K - $1.89K
|
3.06K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.27% |
$3.26K - $3.4K
|
2.88K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.88K- 23.11% |
$170K - $178K
|
6.27K
$570K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-324- 3.57% |
$29.3K - $30.6K
|
8.76K
$797K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
875+ 20.02% |
$79.1K - $82.7K
|
5.25K
$477K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
659+ 9.71% |
$59.6K - $62.3K
|
7.45K
$678K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-83- 2.05% |
$7.5K - $7.84K
|
3.96K
$360K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
127K+ 3.52% |
$11.5M - $12M
|
3.74M
$340M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.49K+ 6.6% |
$406K - $424K
|
72.5K
$6.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
53.4K+ 16.27% |
$4.83M - $5.04M
|
382K
$34.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
435+ 3.4% |
$39.3K - $41.1K
|
13.2K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
26.1KNew |
$2.36M - $2.46M
|
26.1K
$2.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9+ 2.7% |
$814 - $851
|
342
$31.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.65K+ 28.91% |
$149K - $156K
|
7.37K
$671K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-7.42K- 9.35% |
$671K - $701K
|
71.9K
$6.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 7.94% |
$174K - $182K
|
22.3K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
13.5K+ 6.72% |
$1.22M - $1.27M
|
214K
$19.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
99New |
$8.95K - $9.36K
|
99
$9.01K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.45K+ 66.09% |
$312K - $326K
|
8.67K
$789K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-72.7K- 55.09% |
$6.57M - $6.87M
|
59.2K
$5.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.2K+ 6.66% |
$2.1M - $2.19M
|
371K
$33.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
5.63K+ 11.4% |
$509K - $532K
|
55K
$5.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
130+ 2.41% |
$11.8K - $12.3K
|
5.52K
$503K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.53K+ 4.1% |
$138K - $145K
|
38.9K
$3.54M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.6K+ 25.29% |
$1.05M - $1.1M
|
57.7K
$5.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.1K- 48.04% |
$2.45M - $2.56M
|
29.3K
$2.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
43.9K+ 40.7% |
$3.97M - $4.15M
|
152K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.9K+ 43.52% |
$1.26M - $1.32M
|
45.9K
$4.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
86New |
$7.78K - $8.13K
|
86
$7.82K
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-11.5K- 12.15% |
$1.04M - $1.08M
|
82.8K
$7.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.48KNew |
$134K - $140K
|
1.48K
$135K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.02K- 98.07% |
$91.9K - $96K
|
20
$1.82K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.02K+ 8.06% |
$273K - $285K
|
40.4K
$3.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
685New |
$61.9K - $64.7K
|
685
$62.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
142+ 1.64% |
$12.8K - $13.4K
|
8.78K
$799K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.29K+ 1.74% |
$207K - $216K
|
134K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.09K+ 5.01% |
$279K - $292K
|
64.8K
$5.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-61- 1.76% |
$5.52K - $5.76K
|
3.41K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-5- 0.21% |
$452 - $473
|
2.4K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
474+ 8.93% |
$42.9K - $44.8K
|
5.78K
$526K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.27K+ 3.74% |
$295K - $309K
|
90.6K
$8.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
234+ 2.67% |
$21.2K - $22.1K
|
8.99K
$818K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.93K+ 5.33% |
$356K - $372K
|
77.8K
$7.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.04K+ 51.73% |
$275K - $287K
|
8.91K
$811K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.25K+ 50.7% |
$203K - $212K
|
6.68K
$607K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
583+ 10.83% |
$52.7K - $55.1K
|
5.96K
$543K
|