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 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-9- 0.27% |
$817 - $841
|
3.32K
$302K
|
|
Q1 2023 | |||||||
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-34.5KClosed |
$3.11M - $3.25M
|
0
$0
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-2.22K- 49.27% |
$201K - $209K
|
2.29K
$208K
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.85K- 16.68% |
$167K - $174K
|
9.22K
$839K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.19K- 78.63% |
$108K - $112K
|
324
$29.5K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-598- 54.46% |
$54.1K - $56.3K
|
500
$45.5K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-500- 17.04% |
$45.2K - $47.1K
|
2.44K
$222K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-476- 78.55% |
$43K - $44.9K
|
130
$11.8K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-400- 50.0% |
$36.2K - $37.7K
|
400
$36.4K
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-392- 13.93% |
$35.4K - $36.9K
|
2.42K
$220K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-371- 13.61% |
$33.5K - $35K
|
2.36K
$214K
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-259- 7.61% |
$23.4K - $24.4K
|
3.15K
$286K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-218- 5.84% |
$19.7K - $20.5K
|
3.52K
$320K
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-130- 4.65% |
$11.8K - $12.2K
|
2.67K
$243K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-70- 18.09% |
$6.33K - $6.6K
|
317
$28.8K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-50- 1.97% |
$4.52K - $4.71K
|
2.49K
$227K
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-13- 0.17% |
$1.18K - $1.22K
|
7.66K
$697K
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.6KClosed |
$925K - $988K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.79K- 65.39% |
$678K - $724K
|
4.13K
$375K
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.96K- 44.58% |
$170K - $182K
|
2.43K
$221K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-786- 86.66% |
$68.4K - $73K
|
121
$11K
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-726- 14.86% |
$63.2K - $67.5K
|
4.16K
$378K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-329- 10.17% |
$28.6K - $30.6K
|
2.91K
$264K
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-313- 11.13% |
$27.2K - $29.1K
|
2.5K
$227K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-174- 55.59% |
$15.1K - $16.2K
|
139
$12.6K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-108- 50.0% |
$9.4K - $10K
|
108
$9.83K
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-70- 2.92% |
$6.09K - $6.5K
|
2.33K
$212K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.67K- 72.93% |
$776K - $846K
|
3.22K
$293K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3KClosed |
$269K - $293K
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.32K- 69.24% |
$208K - $226K
|
1.03K
$93.7K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.59K- 39.74% |
$143K - $155K
|
2.41K
$220K
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-330- 11.26% |
$29.5K - $32.2K
|
2.6K
$237K
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-91- 6.19% |
$8.15K - $8.87K
|
1.38K
$125K
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-66- 1.94% |
$5.91K - $6.44K
|
3.34K
$304K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-29.8K- 24.55% |
$2.77M - $3.02M
|
91.5K
$8.33M
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-24.4KClosed |
$2.27M - $2.48M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-9.75K- 63.63% |
$908K - $991K
|
5.58K
$507K
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-9.13KClosed |
$850K - $927K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-8.69KClosed |
$809K - $883K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-8.68KClosed |
$808K - $882K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-8.58KClosed |
$799K - $872K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.5K- 75.99% |
$699K - $762K
|
2.37K
$216K
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-7.1K- 72.0% |
$661K - $721K
|
2.76K
$251K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-6.36KClosed |
$593K - $647K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-5.83KClosed |
$543K - $592K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.19KClosed |
$390K - $425K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-4.01K- 31.47% |
$373K - $407K
|
8.72K
$794K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.99K- 59.53% |
$371K - $405K
|
2.71K
$247K
|
|
Aug 09, 2022
Q2 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-3.47KClosed |
$323K - $352K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.96KClosed |
$275K - $300K
|
0
$0
|