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 |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,560
shares
|
$418,288
0.07% of portfolio
|
Q4 2022
Added 6.92%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
4,460
shares
|
$409,115
0.05% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
4,422
shares
|
$405,630
0.07% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
4,353
shares
|
$399,300
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,226
shares
|
$387,650
0.08% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
4,125
shares
|
$378,386
0.01% of portfolio
|
Q4 2022
Reduced 65.39%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
4,050
shares
|
$371,506
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,000
shares
|
$366,920
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,961
shares
|
$363,342
0.17% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
3,911
shares
|
$358,756
0.01% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
3,877
shares
|
$355,637
0.03% of portfolio
|
Q4 2023
Reduced 0.64%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,833
shares
|
$351,601
0.06% of portfolio
|
Q4 2024
Added 29.01%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
3,755
shares
|
$344,446
0.0% of portfolio
|
Q4 2022
Added 11.92%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,711
shares
|
$340,410
0.08% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
3,604
shares
|
$330,594
0.02% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
3,604
shares
|
$330,594
0.12% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
3,591
shares
|
$329,402
0.08% of portfolio
|
Q2 2024
Reduced 44.98%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
3,544
shares
|
$325,091
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
3,535
shares
|
$324,265
0.09% of portfolio
|
Q4 2024
Reduced 22.15%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,530
shares
|
$323,806
0.03% of portfolio
|
Q4 2024
Added 20.07%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
3,518
shares
|
$322,706
0.0% of portfolio
|
Q1 2023
Reduced 5.84%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
3,500
shares
|
$321,055
0.21% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
3,466
shares
|
$317,936
0.04% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
3,455
shares
|
$316,927
0.03% of portfolio
|
Q4 2023
Added 16.13%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,453
shares
|
$316,743
0.23% of portfolio
|
Q4 2024
Added 732.05%
|