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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.81KNew |
$165K - $170K
|
1.81K
$169K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-424- 0.88% |
$38.5K - $39.8K
|
47.8K
$4.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1+ 0.27% |
$90.8 - $93.8
|
375
$35K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1+ 0.04% |
$90.8 - $93.8
|
2.4K
$224K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.16K+ 15.94% |
$196K - $203K
|
15.7K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
191K+ 13.53% |
$17.3M - $17.9M
|
1.6M
$150M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-130K- 13.74% |
$11.8M - $12.2M
|
814K
$76M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
421+ 10.36% |
$38.2K - $39.5K
|
4.48K
$418K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
175+ 0.59% |
$15.9K - $16.4K
|
29.8K
$2.78M
|
|
|
Nov 13, 2025
Q3 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-116K- 91.57% |
$10.6M - $10.9M
|
10.7K
$999K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.37K+ 46.46% |
$760K - $785K
|
26.4K
$2.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-15- 18.52% |
$1.36K - $1.41K
|
66
$6.16K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
525+ 8.7% |
$47.7K - $49.3K
|
6.56K
$612K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17.8K- 22.47% |
$1.62M - $1.67M
|
61.6K
$5.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
377+ 0.27% |
$34.2K - $35.4K
|
141K
$13.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.71KNew |
$155K - $161K
|
1.71K
$160K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.5K- 11.48% |
$3.49M - $3.61M
|
297K
$27.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
659+ 1.75% |
$59.9K - $61.8K
|
38.2K
$3.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.24K+ 37.31% |
$385K - $398K
|
15.6K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.75K+ 22.02% |
$523K - $540K
|
31.9K
$2.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-324- 4.34% |
$29.4K - $30.4K
|
7.14K
$667K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-48K- 42.75% |
$4.36M - $4.5M
|
64.3K
$6M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-16.3K- 58.64% |
$1.48M - $1.53M
|
11.5K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
13.2K+ 70.0% |
$1.2M - $1.24M
|
32.1K
$3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.2K+ 15.67% |
$1.2M - $1.24M
|
97.3K
$9.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-236- 0.93% |
$21.4K - $22.1K
|
25.2K
$2.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.47KNew |
$224K - $232K
|
2.47K
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
11.4K+ 4.77% |
$1.04M - $1.07M
|
251K
$23.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
939+ 0.93% |
$85.3K - $88.1K
|
102K
$9.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
955+ 0.18% |
$86.7K - $89.6K
|
532K
$49.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
985+ 6.16% |
$89.5K - $92.4K
|
17K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
402+ 3.97% |
$36.5K - $37.7K
|
10.5K
$983K
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.62K+ 8.76% |
$329K - $340K
|
45K
$4.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4.66K- 4.72% |
$423K - $437K
|
93.9K
$8.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-403- 4.52% |
$36.6K - $37.8K
|
8.52K
$795K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.04K+ 20.51% |
$185K - $191K
|
12K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.39K+ 3.91% |
$308K - $318K
|
90.1K
$8.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
232K+ 11.16% |
$21.1M - $21.7M
|
2.31M
$215M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.06K+ 9.69% |
$551K - $569K
|
68.6K
$6.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.1K+ 6.59% |
$2.46M - $2.54M
|
439K
$40.9M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
57+ 1.51% |
$5.18K - $5.35K
|
3.83K
$358K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
7.09KNew |
$644K - $665K
|
7.09K
$661K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
138+ 1.04% |
$12.5K - $12.9K
|
13.4K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.16K+ 66.42% |
$105K - $109K
|
2.9K
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.59KNew |
$416K - $430K
|
4.59K
$428K
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.37K- 2.51% |
$124K - $128K
|
53.2K
$4.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
125+ 2.32% |
$11.4K - $11.7K
|
5.52K
$515K
|
|
|
Nov 12, 2025
Q3 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
38+ 1.29% |
$3.45K - $3.56K
|
2.99K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-568- 18.43% |
$51.6K - $53.3K
|
2.51K
$235K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.03K+ 7.66% |
$548K - $566K
|
84.7K
$7.91M
|
|