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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.38K- 59.46% |
$307K - $317K
|
2.3K
$215K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-5K- 46.24% |
$454K - $469K
|
5.81K
$542K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
9.72K+ 9.98% |
$883K - $912K
|
107K
$10M
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-49- 0.37% |
$4.45K - $4.6K
|
13.1K
$1.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
856+ 3.11% |
$77.8K - $80.3K
|
28.4K
$2.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
83+ 1.16% |
$7.54K - $7.79K
|
7.25K
$676K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
8+ 1.31% |
$727 - $750
|
617
$57.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
634+ 10.56% |
$57.6K - $59.5K
|
6.64K
$619K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
8.13K+ 8.08% |
$739K - $763K
|
109K
$10.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7- 0.74% |
$636 - $657
|
935
$87.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
6.15K+ 4.64% |
$559K - $577K
|
139K
$13M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-603- 2.94% |
$54.8K - $56.6K
|
19.9K
$1.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 4.55% |
$90.8 - $93.8
|
23
$2.15K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
746+ 27.31% |
$67.8K - $70K
|
3.48K
$324K
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
246+ 2.2% |
$22.3K - $23.1K
|
11.4K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-116- 4.35% |
$10.5K - $10.9K
|
2.55K
$238K
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
4.44K+ 2.12% |
$403K - $416K
|
213K
$19.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
42+ 0.3% |
$3.81K - $3.94K
|
13.9K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
252+ 9.76% |
$22.9K - $23.6K
|
2.83K
$264K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.13K+ 23.84% |
$103K - $106K
|
5.87K
$548K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-65K- 13.03% |
$5.9M - $6.1M
|
434K
$40.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-24- 0.85% |
$2.18K - $2.25K
|
2.81K
$262K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
27.4K+ 40.67% |
$2.49M - $2.57M
|
94.6K
$8.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
18.4K+ 13.72% |
$1.67M - $1.72M
|
152K
$14.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
290+ 12.18% |
$26.3K - $27.2K
|
2.67K
$249K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
4+ 0.07% |
$363 - $375
|
5.49K
$512K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.03K- 5.05% |
$184K - $190K
|
38.1K
$3.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
4.97K+ 9.25% |
$452K - $467K
|
58.7K
$5.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
670+ 17.59% |
$60.9K - $62.9K
|
4.48K
$418K
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
60.8K+ 19.31% |
$5.52M - $5.71M
|
376K
$35.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15.3K- 79.7% |
$1.39M - $1.44M
|
3.91K
$364K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
20.5K+ 8.43% |
$1.86M - $1.92M
|
264K
$24.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-21.6K- 1.35% |
$1.96M - $2.02M
|
1.57M
$147M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-100- 1.84% |
$9.08K - $9.38K
|
5.34K
$499K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-6- 3.97% |
$545 - $563
|
145
$13.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.28K+ 5.15% |
$298K - $308K
|
67K
$6.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-628- 3.52% |
$57K - $58.9K
|
17.2K
$1.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.13K+ 9.51% |
$102K - $106K
|
13K
$1.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-493- 2.76% |
$44.8K - $46.2K
|
17.3K
$1.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.56KNew |
$233K - $240K
|
2.56K
$239K
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-255- 2.79% |
$23.2K - $23.9K
|
8.9K
$830K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
438+ 5.4% |
$39.8K - $41.1K
|
8.54K
$797K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-494- 46.65% |
$44.9K - $46.3K
|
565
$52.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-13- 5.02% |
$1.18K - $1.22K
|
246
$23K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.99K- 0.45% |
$272K - $281K
|
656K
$61.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
49.9KNew |
$4.53M - $4.68M
|
49.9K
$4.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
204KNew |
$18.5M - $19.1M
|
204K
$19M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
565+ 4.87% |
$51.3K - $53K
|
12.2K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-24- 0.65% |
$2.18K - $2.25K
|
3.69K
$345K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 52.56% |
$115K - $118K
|
3.66K
$341K
|
|