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 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
4.82KNew |
$434K - $459K
|
4.82K
$445K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.18KNew |
$196K - $208K
|
2.18K
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1New |
$90 - $95.3
|
1
$92.5
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
2.14KNew |
$192K - $204K
|
2.14K
$198K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-289- 11.5% |
$26K - $27.5K
|
2.22K
$206K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1- 0.56% |
$90 - $95.3
|
177
$16.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-807- 10.82% |
$72.6K - $76.9K
|
6.65K
$615K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.99K+ 116.86% |
$629K - $666K
|
13K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.82K+ 36.16% |
$344K - $364K
|
14.4K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
33New |
$2.97K - $3.15K
|
33
$3.05K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-645- 5.98% |
$58.1K - $61.5K
|
10.1K
$938K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
329+ 39.03% |
$29.6K - $31.4K
|
1.17K
$108K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-363- 9.55% |
$32.7K - $34.6K
|
3.44K
$318K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2.17K+ 24.17% |
$196K - $207K
|
11.2K
$1.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-533- 17.26% |
$48K - $50.8K
|
2.56K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.38K- 36.66% |
$124K - $131K
|
2.38K
$220K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
50New |
$4.5K - $4.77K
|
50
$4.62K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
111New |
$9.99K - $10.6K
|
111
$10.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
2.48KNew |
$223K - $236K
|
2.48K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.05KNew |
$365K - $386K
|
4.05K
$375K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.5K- 5.9% |
$2.03M - $2.15M
|
359K
$33.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.7K+ 6.02% |
$1.95M - $2.07M
|
382K
$35.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-125- 17.12% |
$11.3K - $11.9K
|
605
$56K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
173+ 0.83% |
$15.6K - $16.5K
|
21.1K
$1.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
433New |
$39K - $41.3K
|
433
$40K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.04K+ 24.37% |
$93.6K - $99.1K
|
5.31K
$491K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-263- 9.04% |
$23.7K - $25.1K
|
2.65K
$245K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 4.76% |
$90 - $95.3
|
22
$2.03K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
7.89K+ 5.8% |
$711K - $752K
|
144K
$13.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-64- 37.21% |
$5.76K - $6.1K
|
108
$9.99K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
346New |
$31.1K - $33K
|
346
$32K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-244- 3.69% |
$22K - $23.3K
|
6.38K
$590K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
322New |
$28.7K - $29.5K
|
322
$29.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2- 15.38% |
$178 - $183
|
11
$1.02K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.03K- 46.09% |
$180K - $186K
|
2.37K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-977- 12.95% |
$87K - $89.6K
|
6.57K
$608K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
6.23K+ 5.44% |
$555K - $571K
|
121K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.1KNew |
$1.16M - $1.2M
|
13.1K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.8KNew |
$249K - $257K
|
2.8K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-8.63K- 7.12% |
$768K - $792K
|
113K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
960+ 21.2% |
$85.5K - $88.1K
|
5.49K
$508K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
3.59K+ 15.74% |
$319K - $329K
|
26.4K
$2.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
50+ 1.25% |
$4.45K - $4.59K
|
4.06K
$376K
|
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
95.7KNew |
$8.52M - $8.78M
|
95.7K
$8.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.74KNew |
$244K - $251K
|
2.74K
$253K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.68K- 48.17% |
$150K - $154K
|
1.81K
$167K
|
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
SELL
|
- |
-1.56K- 6.31% |
$139K - $143K
|
23.1K
$2.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.43K- 77.66% |
$127K - $131K
|
411
$38K
|
|
|
Jul 30, 2024
Q2 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-1.5K- 23.08% |
$134K - $138K
|
5K
$462K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.59KNew |
$231K - $238K
|
2.59K
$240K
|
|