Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-1.5K- 23.08% |
$134K - $138K
|
5K
$452K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.43K- 77.66% |
$127K - $131K
|
411
$37.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-977- 12.95% |
$87K - $89.6K
|
6.57K
$593K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-365- 28.27% |
$32.5K - $33.5K
|
926
$83.6K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-270- 0.68% |
$24K - $24.8K
|
39.4K
$3.56M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2- 15.38% |
$178 - $183
|
11
$993
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-21K- 78.06% |
$1.9M - $1.94M
|
5.89K
$532K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-18K- 16.45% |
$1.63M - $1.67M
|
91.4K
$8.25M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-13.5K- 5.49% |
$1.22M - $1.25M
|
232K
$20.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-12.3K- 84.98% |
$1.12M - $1.14M
|
2.18K
$197K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-4.82K- 65.09% |
$437K - $447K
|
2.59K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.32K- 0.81% |
$211K - $215K
|
286K
$25.8M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.45K- 38.31% |
$131K - $134K
|
2.33K
$210K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1K- 26.19% |
$90.6K - $92.7K
|
2.82K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-800- 19.75% |
$72.5K - $74.1K
|
3.25K
$293K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-685- 1.13% |
$62.1K - $63.5K
|
60K
$5.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-487- 13.68% |
$44.1K - $45.1K
|
3.07K
$278K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-400- 14.81% |
$36.2K - $37.1K
|
2.3K
$208K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-301- 6.09% |
$27.3K - $27.9K
|
4.64K
$419K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-40- 66.67% |
$3.62K - $3.71K
|
20
$1.81K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-31- 1.04% |
$2.81K - $2.87K
|
2.95K
$266K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-24- 9.6% |
$2.17K - $2.22K
|
226
$20.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-17- 5.8% |
$1.54K - $1.58K
|
276
$24.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 2.92% |
$362 - $371
|
133
$12K
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-388K- 99.42% |
$33.1M - $36.1M
|
2.26K
$204K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
SELL
|
- |
-2.24K- 12.63% |
$191K - $209K
|
15.5K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.1K- 9.5% |
$94.2K - $103K
|
10.5K
$950K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-552- 39.68% |
$47.1K - $51.4K
|
839
$75.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-250- 76.92% |
$21.3K - $23.3K
|
75
$6.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-57- 1.99% |
$4.87K - $5.31K
|
2.81K
$253K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-25- 0.64% |
$2.13K - $2.33K
|
3.88K
$350K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-24- 4.33% |
$2.05K - $2.24K
|
530
$47.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-15- 45.45% |
$1.28K - $1.4K
|
18
$1.63K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-49.6K- 24.28% |
$4.35M - $4.56M
|
155K
$14M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-14.2K- 83.63% |
$1.25M - $1.31M
|
2.78K
$251K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-11.3K- 71.97% |
$992K - $1.04M
|
4.4K
$398K
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-5.76K- 33.52% |
$506K - $530K
|
11.4K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-4.18K- 51.88% |
$366K - $384K
|
3.87K
$350K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-429- 11.78% |
$37.6K - $39.4K
|
3.21K
$290K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-400- 25.61% |
$35.1K - $36.8K
|
1.16K
$105K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-236- 0.83% |
$20.7K - $21.7K
|
28.1K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-209- 6.09% |
$18.3K - $19.2K
|
3.22K
$291K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-18- 0.61% |
$1.58K - $1.65K
|
2.95K
$266K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-11.8K- 20.54% |
$1.07M - $1.1M
|
45.5K
$4.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.48K- 55.49% |
$407K - $419K
|
3.59K
$324K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.62KClosed |
$238K - $245K
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-2.14K- 1.87% |
$194K - $200K
|
112K
$10.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1K- 27.09% |
$90.8K - $93.5K
|
2.69K
$243K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-185- 5.17% |
$16.8K - $17.3K
|
3.39K
$306K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-93- 92.08% |
$8.45K - $8.69K
|
8
$722
|
|