Institutional Ownership Pimco Active Bond Exchange Tra (BOND)
This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND). We have compiled data on the 480 institutions that hold shares in the stock, with a total of 45.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
7,229
shares
|
$663,116
0.42% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
7,132
shares
|
$654,218
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
7,091
shares
|
$650,457
0.07% of portfolio
|
Q4 2024
Added 34.38%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
6,955
shares
|
$637,982
0.0% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
6,854
shares
|
$628,717
0.21% of portfolio
|
Q4 2024
Added 86.76%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
6,799
shares
|
$623,672
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
6,778
shares
|
$621,745
0.26% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
6,729
shares
|
$617,251
0.09% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
6,679
shares
|
$612,664
0.01% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,676
shares
|
$612,389
0.02% of portfolio
|
Q4 2024
Added 50.7%
|
|
|
Wolf Group Capital Advisors
|
Feb 18, 2025 Q4 2024 |
6,654
shares
|
$610,371
0.26% of portfolio
|
Q3 2024
Reduced 10.82%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
6,604
shares
|
$605,784
0.24% of portfolio
|
Q4 2024
Added 55.13%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
6,468
shares
|
$593,309
0.01% of portfolio
|
Q4 2024
Added 109.39%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
6,265
shares
|
$574,688
0.01% of portfolio
|
Q4 2024
Reduced 23.11%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,045
shares
|
$554,507
0.0% of portfolio
|
Q4 2024
Reduced 52.25%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
5,964
shares
|
$547,077
0.05% of portfolio
|
Q4 2024
Added 10.83%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
5,838
shares
|
$535,519
0.03% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
5,782
shares
|
$530,382
0.15% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
5,766
shares
|
$528,915
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
5,706
shares
|
$523,411
0.5% of portfolio
|
Q4 2024
Reduced 60.01%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
5,679
shares
|
$520,934
0.09% of portfolio
|
Q2 2024
Reduced 33.9%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
5,672
shares
|
$520,292
0.31% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
5,629
shares
|
$516,348
0.26% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,542
shares
|
$508,367
0.03% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Macroview Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
5,524
shares
|
$506,716
0.53% of portfolio
|
Q4 2024
Added 2.41%
|