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 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
480+ 16.13% |
$41K - $44.7K
|
3.46K
$322K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
409New |
$34.9K - $38.1K
|
409
$38.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
407New |
$34.7K - $37.9K
|
407
$38K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
300New |
$25.6K - $28K
|
300
$28K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
206New |
$17.6K - $19.2K
|
206
$19.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
96New |
$8.19K - $8.95K
|
96
$8.96K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
76+ 2.17% |
$6.49K - $7.08K
|
3.58K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.18% |
$1.02K - $1.12K
|
6.69K
$624K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
7New |
$598 - $652
|
7
$653
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 100.0% |
$341 - $373
|
8
$746
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$85.4 - $93.2
|
1
$93.3
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
59.8KNew |
$5.24M - $5.49M
|
59.8K
$5.58M
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
38K+ 243.28% |
$3.34M - $3.5M
|
53.7K
$5.01M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
6.72KNew |
$589K - $617K
|
6.72K
$627K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
1.18K+ 43.42% |
$103K - $108K
|
3.89K
$363K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
239+ 8.35% |
$21K - $22K
|
3.1K
$289K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
153New |
$13.4K - $14.1K
|
153
$14.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
101New |
$8.86K - $9.28K
|
101
$9.42K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
42+ 1.67% |
$3.68K - $3.86K
|
2.56K
$239K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
24+ 6.63% |
$2.11K - $2.21K
|
386
$36K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
23+ 0.89% |
$2.02K - $2.11K
|
2.62K
$244K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
21+ 0.78% |
$1.84K - $1.93K
|
2.72K
$254K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
13New |
$1.14K - $1.19K
|
13
$1.21K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10New |
$877 - $919
|
10
$933
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 1.03% |
$263 - $276
|
294
$27.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
23.3K+ 8.72% |
$2.11M - $2.17M
|
290K
$27.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.07KNew |
$369K - $380K
|
4.07K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.34KNew |
$213K - $219K
|
2.34K
$219K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.22KNew |
$201K - $207K
|
2.22K
$207K
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.71K+ 7.36% |
$155K - $160K
|
25K
$2.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.08K+ 1.36% |
$98.1K - $101K
|
80.4K
$7.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.01KNew |
$91.7K - $94.4K
|
1.01K
$94.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
604+ 27.73% |
$54.9K - $56.4K
|
2.78K
$260K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
317New |
$28.8K - $29.6K
|
317
$29.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
296New |
$26.9K - $27.7K
|
296
$27.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
273+ 6.5% |
$24.8K - $25.5K
|
4.48K
$418K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
260New |
$23.6K - $24.3K
|
260
$24.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
125New |
$11.4K - $11.7K
|
125
$11.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
51New |
$4.63K - $4.77K
|
51
$4.76K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
14.4K+ 25.15% |
$1.3M - $1.36M
|
71.6K
$6.68M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
12.2K+ 7.34% |
$1.11M - $1.15M
|
179K
$16.7M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
12.1KNew |
$1.09M - $1.14M
|
12.1K
$1.13M
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2.24K+ 1.53% |
$202K - $211K
|
149K
$13.9M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.24K+ 1.53% |
$202K - $211K
|
149K
$13.9M
|
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
2KNew |
$181K - $188K
|
2K
$187K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
452+ 18.29% |
$40.9K - $42.6K
|
2.92K
$273K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
366New |
$33.1K - $34.5K
|
366
$34.1K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
285New |
$25.8K - $26.9K
|
285
$26.6K
|
|