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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
90,613
shares
|
$8.31 Million
0.05% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
88,575
shares
|
$8.12 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
83,819
shares
|
$7.69 Million
0.47% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
82,845
shares
|
$7.6 Million
4.96% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
81,884
shares
|
$7.51 Million
0.09% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
81,415
shares
|
$7.47 Million
1.75% of portfolio
|
Q4 2024
Added 58.11%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
78,008
shares
|
$7.16 Million
0.07% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
77,771
shares
|
$7.13 Million
0.39% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
76,129
shares
|
$6.98 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
72,985
shares
|
$6.69 Million
0.31% of portfolio
|
Q4 2024
Added 55.88%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
72,474
shares
|
$6.65 Million
2.24% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
72,242
shares
|
$6.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 40.77%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
71,936
shares
|
$6.6 Million
2.54% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
71,755
shares
|
$6.58 Million
2.57% of portfolio
|
Q4 2024
Added 1552.58%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
71,625
shares
|
$6.57 Million
4.33% of portfolio
|
Q1 2023
Added 25.15%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
67,669
shares
|
$6.21 Million
0.09% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
65,575
shares
|
$6.02 Million
4.71% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
64,812
shares
|
$5.95 Million
0.45% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
64,715
shares
|
$5.94 Million
2.09% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
64,092
shares
|
$5.88 Million
2.64% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
62,059
shares
|
$5.69 Million
4.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
60,006
shares
|
$5.5 Million
1.68% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
59,372
shares
|
$5.45 Million
0.0% of portfolio
|
Q4 2024
Added 13.7%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
59,239
shares
|
$5.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 55.09%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
57,681
shares
|
$5.29 Million
0.04% of portfolio
|
Q4 2024
Added 25.29%
|