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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.57K+ 16.17% |
$413K - $432K
|
32.8K
$3.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.56K+ 11.73% |
$413K - $431K
|
43.5K
$4.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.04% |
$90.4 - $94.5
|
2.73K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-358- 33.12% |
$32.4K - $33.8K
|
723
$66.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-29.7K- 37.22% |
$2.68M - $2.81M
|
50.1K
$4.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-3.49K- 55.07% |
$315K - $330K
|
2.85K
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.13KNew |
$645K - $674K
|
7.13K
$660K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.97K- 5.84% |
$178K - $187K
|
31.8K
$2.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.58K+ 14.16% |
$143K - $150K
|
12.8K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-137- 2.84% |
$12.4K - $12.9K
|
4.69K
$434K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-321- 13.44% |
$29K - $30.3K
|
2.07K
$191K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-135- 1.6% |
$12.2K - $12.8K
|
8.32K
$770K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-515- 23.06% |
$46.6K - $48.7K
|
1.72K
$159K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-707- 12.77% |
$63.9K - $66.8K
|
4.83K
$447K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.93K+ 58.26% |
$355K - $371K
|
10.7K
$986K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
490+ 7.27% |
$44.3K - $46.3K
|
7.23K
$669K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
809+ 6.48% |
$73.1K - $76.5K
|
13.3K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.14K+ 6.01% |
$283K - $296K
|
55.3K
$5.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-6.97K- 31.14% |
$630K - $659K
|
15.4K
$1.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.14K+ 72.34% |
$646K - $675K
|
17K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.35K+ 11.73% |
$122K - $127K
|
12.8K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
688+ 0.58% |
$62.2K - $65K
|
120K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-198K- 10.81% |
$17.9M - $18.7M
|
1.63M
$151M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-33.8K- 19.73% |
$3.06M - $3.2M
|
138K
$12.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.45K- 4.55% |
$764K - $799K
|
177K
$16.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
18.5K+ 98.25% |
$1.67M - $1.75M
|
37.3K
$3.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.21% |
$90.4 - $94.5
|
482
$44.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-37.2K- 93.28% |
$3.36M - $3.52M
|
2.68K
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
10.8K+ 34.72% |
$973K - $1.02M
|
41.7K
$3.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
4.66K+ 4.57% |
$422K - $441K
|
107K
$9.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-37- 0.78% |
$3.35K - $3.5K
|
4.73K
$438K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.56K- 31.73% |
$141K - $147K
|
3.36K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
67.4K+ 1552.58% |
$6.1M - $6.37M
|
71.8K
$6.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
39.2K+ 10.14% |
$3.54M - $3.7M
|
425K
$39.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
36.3K+ 18.72% |
$3.28M - $3.43M
|
230K
$21.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-352- 72.13% |
$31.8K - $33.3K
|
136
$12.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
300New |
$27.1K - $28.4K
|
300
$27.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.33K+ 114.84% |
$482K - $504K
|
9.98K
$922K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-60.9K- 57.18% |
$5.51M - $5.76M
|
45.6K
$4.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5K+ 23.14% |
$452K - $472K
|
26.6K
$2.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-30- 1.18% |
$2.71K - $2.84K
|
2.52K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-83- 72.81% |
$7.5K - $7.84K
|
31
$2.87K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.81K+ 34.38% |
$164K - $171K
|
7.09K
$656K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
233New |
$21.1K - $22K
|
233
$21.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-876- 2.11% |
$79.2K - $82.8K
|
40.6K
$3.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
12.1KNew |
$1.1M - $1.15M
|
12.1K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
155+ 2.89% |
$14K - $14.6K
|
5.51K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
321+ 5.82% |
$29K - $30.3K
|
5.84K
$540K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
450+ 8.89% |
$40.7K - $42.5K
|
5.51K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.41K+ 42.87% |
$399K - $417K
|
14.7K
$1.36M
|