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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
377,268
shares
|
$34.6 Million
1.14% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
371,080
shares
|
$34 Million
0.21% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
370,718
shares
|
$34 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
369,381
shares
|
$33.9 Million
0.19% of portfolio
|
Q4 2024
Added 103.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
359,191
shares
|
$32.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
323,019
shares
|
$29.6 Million
0.07% of portfolio
|
Q4 2024
Added 66.0%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
321,966
shares
|
$29.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
310,891
shares
|
$28.5 Million
9.04% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
289,994
shares
|
$26.6 Million
0.43% of portfolio
|
Q2 2023
Added 8.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
264,307
shares
|
$24.2 Million
0.03% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
256,632
shares
|
$23.5 Million
5.4% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
248,188
shares
|
$22.8 Million
3.26% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
241,235
shares
|
$22.1 Million
3.41% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
239,118
shares
|
$21.9 Million
6.07% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
237,863
shares
|
$21.8 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
234,930
shares
|
$21.6 Million
4.19% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
234,736
shares
|
$21.5 Million
0.33% of portfolio
|
Q4 2024
Added 261.1%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
231,669
shares
|
$21.3 Million
1.4% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
230,180
shares
|
$21.1 Million
5.14% of portfolio
|
Q4 2024
Added 18.72%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
229,509
shares
|
$21.1 Million
1.12% of portfolio
|
Q4 2024
Added 98.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
225,119
shares
|
$20.7 Million
0.03% of portfolio
|
Q4 2024
Added 118.46%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Feb 05, 2025 Q4 2024 |
221,662
shares
|
$20.3 Million
14.49% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
214,221
shares
|
$19.7 Million
0.12% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
213,897
shares
|
$19.6 Million
10.24% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
189,046
shares
|
$17.3 Million
0.78% of portfolio
|
Q4 2024
Reduced 10.24%
|