Latest Institutional Purchases of Pimco Active Bond Exchange Tra (BOND)
This list provides information on the latest institutional transactions involving Pimco Active Bond Exchange Tra (BOND) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
55.3K+ 23.17% |
$5.15M - $5.23M
|
294K
$27.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.6K+ 10.15% |
$4.15M - $4.22M
|
484K
$45.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
40.9K+ 32.64% |
$3.8M - $3.87M
|
166K
$15.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
22.2K+ 18.89% |
$2.07M - $2.1M
|
140K
$13.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
21.1K+ 5.73% |
$1.96M - $1.99M
|
390K
$36.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
14.3KNew |
$1.33M - $1.35M
|
14.3K
$1.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
10.6K+ 4.02% |
$989K - $1.01M
|
275K
$25.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
9.3K+ 1.93% |
$865K - $880K
|
492K
$45.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.98K+ 210.24% |
$835K - $849K
|
13.2K
$1.24M
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
8.45K+ 31.7% |
$786K - $799K
|
35.1K
$3.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
7.33KNew |
$681K - $693K
|
7.33K
$684K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.4K+ 6.29% |
$595K - $605K
|
108K
$10.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.83KNew |
$542K - $551K
|
5.83K
$544K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.23K+ 34.77% |
$394K - $400K
|
16.4K
$1.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
4.19KNew |
$389K - $396K
|
4.19K
$391K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.08KNew |
$380K - $386K
|
4.08K
$381K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.72K+ 7.59% |
$346K - $352K
|
52.7K
$4.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.57K+ 91.29% |
$332K - $337K
|
7.47K
$697K
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
2.83K+ 2.01% |
$263K - $268K
|
144K
$13.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2.27KNew |
$211K - $214K
|
2.27K
$212K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.23KNew |
$207K - $211K
|
2.23K
$208K
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.8K+ 3.69% |
$168K - $170K
|
50.6K
$4.72M
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.06K+ 2.94% |
$98.2K - $99.8K
|
37K
$3.46M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.04KNew |
$96.4K - $98K
|
1.04K
$96.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
492+ 13.44% |
$45.8K - $46.5K
|
4.15K
$387K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
328+ 2.13% |
$30.5K - $31K
|
15.7K
$1.46M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
264+ 4.54% |
$24.6K - $25K
|
6.08K
$567K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
261+ 7.78% |
$24.3K - $24.7K
|
3.62K
$337K
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
BUY
|
- |
124+ 2.7% |
$11.5K - $11.7K
|
4.72K
$440K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
52+ 7.07% |
$4.84K - $4.92K
|
788
$73.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
37+ 0.31% |
$3.44K - $3.5K
|
12K
$1.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7+ 0.17% |
$651 - $662
|
4.12K
$384K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3+ 0.0% |
$279 - $284
|
89.3K
$8.33M
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
374K+ 82.13% |
$34M - $35.1M
|
830K
$77.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
327K+ 1785.41% |
$29.7M - $30.7M
|
346K
$32.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
232K+ 11.16% |
$21.1M - $21.7M
|
2.31M
$215M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
204KNew |
$18.5M - $19.1M
|
204K
$19M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
191K+ 13.53% |
$17.3M - $17.9M
|
1.6M
$150M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
186K+ 22.8% |
$16.9M - $17.5M
|
1M
$93.7M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
183KNew |
$16.6M - $17.2M
|
183K
$17.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
169K+ 3446.56% |
$15.4M - $15.9M
|
174K
$16.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
169KNew |
$15.4M - $15.9M
|
169K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
159K+ 5.67% |
$14.4M - $14.9M
|
2.96M
$276M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
147K+ 13.57% |
$13.3M - $13.8M
|
1.23M
$115M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
129K+ 26.4% |
$11.7M - $12.1M
|
615K
$57.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
115K+ 13.04% |
$10.5M - $10.8M
|
1M
$93.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
109K+ 2.81% |
$9.86M - $10.2M
|
3.97M
$371M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
103K+ 7.77% |
$9.38M - $9.69M
|
1.43M
$134M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
96.7K+ 10.91% |
$8.78M - $9.07M
|
983K
$91.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
87.8K+ 87.55% |
$7.97M - $8.23M
|
188K
$17.5M
|
|