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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
16,157
shares
|
$1.48 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
15,812
shares
|
$1.45 Million
0.05% of portfolio
|
Q4 2024
Added 105.24%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
15,510
shares
|
$1.42 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
15,448
shares
|
$1.42 Million
6.62% of portfolio
|
Q1 2022
Added 21657.75%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
15,418
shares
|
$1.41 Million
0.81% of portfolio
|
Q4 2024
Reduced 31.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
14,846
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Reduced 29.48%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
14,693
shares
|
$1.35 Million
1.1% of portfolio
|
Q4 2024
Added 42.87%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
14,415
shares
|
$1.32 Million
0.03% of portfolio
|
Q4 2024
Reduced 33.86%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
14,396
shares
|
$1.32 Million
0.2% of portfolio
|
Q3 2024
Added 36.16%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Feb 13, 2025 Q4 2024 |
14,337
shares
|
$1.32 Million
0.5% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
14,305
shares
|
$1.31 Million
0.08% of portfolio
|
Q4 2024
Added 48.47%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
13,981
shares
|
$1.28 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
13,840
shares
|
$1.27 Million
0.28% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
13,483
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
13,295
shares
|
$1.22 Million
0.17% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
13,243
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 94.72%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
13,216
shares
|
$1.21 Million
0.31% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
13,191
shares
|
$1.21 Million
0.55% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
13,129
shares
|
$1.2 Million
0.62% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
13,027
shares
|
$1.19 Million
0.09% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
12,816
shares
|
$1.18 Million
0.41% of portfolio
|
Q4 2024
Added 11.73%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
12,764
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Added 14.16%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,446
shares
|
$1.14 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
12,331
shares
|
$1.13 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
12,318
shares
|
$1.13 Million
0.89% of portfolio
|
Q4 2024
New holding
|