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 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.2K+ 21.25% |
$200K - $207K
|
12.6K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
23+ 0.4% |
$2.09K - $2.16K
|
5.73K
$534K
|
|
|
Nov 12, 2025
Q3 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
5.17K+ 2.87% |
$470K - $485K
|
185K
$17.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-7.11K- 49.26% |
$645K - $667K
|
7.32K
$683K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
13.9K+ 6.89% |
$1.26M - $1.31M
|
216K
$20.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-475- 3.33% |
$43.1K - $44.6K
|
13.8K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
438+ 4.98% |
$39.8K - $41.1K
|
9.24K
$862K
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
834+ 62.38% |
$75.8K - $78.2K
|
2.17K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-46.3K- 6.16% |
$4.21M - $4.35M
|
705K
$65.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-9.26K- 21.75% |
$841K - $868K
|
33.3K
$3.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
336+ 2.61% |
$30.5K - $31.5K
|
13.2K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1.45K+ 8.6% |
$132K - $136K
|
18.3K
$1.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
10.9K+ 5.35% |
$991K - $1.02M
|
215K
$20M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
103K+ 7.77% |
$9.38M - $9.69M
|
1.43M
$134M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.66K- 23.28% |
$151K - $156K
|
5.47K
$511K
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 23.01% |
$104K - $107K
|
3.83K
$357K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.52K+ 7.01% |
$229K - $236K
|
38.5K
$3.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
169K+ 3446.56% |
$15.4M - $15.9M
|
174K
$16.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.98K+ 6.99% |
$816K - $843K
|
138K
$12.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-6.31K- 15.15% |
$573K - $592K
|
35.3K
$3.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.4K+ 9.44% |
$949K - $980K
|
121K
$11.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.62K- 62.52% |
$601K - $621K
|
3.97K
$370K
|
|
|
Nov 10, 2025
Q3 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
11.7K+ 11.07% |
$1.07M - $1.1M
|
118K
$11M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-1.9K- 32.09% |
$172K - $178K
|
4.02K
$375K
|
|
|
Nov 10, 2025
Q3 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
40.2K+ 9.1% |
$3.65M - $3.77M
|
482K
$45M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-442- 9.71% |
$40.1K - $41.5K
|
4.11K
$383K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
4.86K+ 31.11% |
$442K - $456K
|
20.5K
$1.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17New |
$1.54K - $1.59K
|
17
$1.59K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.1KNew |
$99.9K - $103K
|
1.1K
$103K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-677- 16.2% |
$61.5K - $63.5K
|
3.5K
$327K
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
13.7K+ 12.67% |
$1.24M - $1.28M
|
122K
$11.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-265- 17.05% |
$24.1K - $24.9K
|
1.29K
$120K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.73K+ 13.84% |
$157K - $162K
|
14.2K
$1.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.2K+ 12.8% |
$1.93M - $1.99M
|
187K
$17.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
137+ 2.57% |
$12.4K - $12.9K
|
5.47K
$510K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
77.5K+ 12.28% |
$7.04M - $7.27M
|
709K
$66.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-85- 2.56% |
$7.72K - $7.97K
|
3.23K
$301K
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
525+ 1.64% |
$47.7K - $49.3K
|
32.4K
$3.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.8K+ 11.9% |
$982K - $1.01M
|
102K
$9.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-183- 0.72% |
$16.6K - $17.2K
|
25.2K
$2.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3.24K- 6.68% |
$294K - $304K
|
45.3K
$4.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.54K- 7.55% |
$231K - $238K
|
31.1K
$2.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.1K+ 35.44% |
$99.5K - $103K
|
4.19K
$390K
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-1.78K- 9.19% |
$161K - $167K
|
17.5K
$1.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-65- 0.65% |
$5.9K - $6.1K
|
10K
$934K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.04K+ 30.24% |
$276K - $285K
|
13.1K
$1.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
50+ 2.17% |
$4.54K - $4.69K
|
2.35K
$219K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-6.14K- 20.74% |
$557K - $576K
|
23.5K
$2.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
8.6K+ 6.79% |
$781K - $807K
|
135K
$12.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.33K- 31.0% |
$121K - $124K
|
2.95K
$276K
|
|