Purchases and Sales Made in Q4 2022 in Pimco Active Bond Exchange Tra (BOND)

BOND Quotes by TradingView

This table provides information about the institutional ownership of Pimco Active Bond Exchange Tra (BOND) during Q4 2022. The information is specifically focused on institutions that hold shares of PIMCO ACTIVE BOND EXCHANGE TRA.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 12, 2023 Q4 2022
Beacon Capital Management, Inc.

BUY
 -
357
New
$31.1K - $33.2K
357 $33K
Feb 14, 2023 Q4 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
332
+ 0.49%
$28.9K - $30.8K
68.1K $6.29M
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
325
New
$28.3K - $30.2K
325 $30K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
320
New
$27.8K - $29.7K
320 $29.6K
Jan 25, 2023 Q4 2022
Boenning & Scattergood, Inc.

BUY
 -
295
+ 6.92%
$25.7K - $27.4K
4.56K $421K
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
244
+ 1.82%
$21.2K - $22.7K
13.7K $1.26M
Feb 14, 2023 Q4 2022
Sanctuary Wealth Management, L.L.C.

BUY
 -
239
New
$20.8K - $22.2K
239 $22.1K
Jan 24, 2023 Q4 2022
Koshinski Asset Management, Inc.

BUY
 -
233
+ 1.7%
$20.3K - $21.7K
13.9K $1.29M
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
225
New
$19.6K - $20.9K
225 $20.8K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
200
New
$17.4K - $18.6K
200 $18.5K
Feb 02, 2023 Q4 2022
Alera Investment Advisors, LLC

BUY
 -
162
+ 4.26%
$14.1K - $15.1K
3.97K $366K
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
128
+ 0.19%
$11.1K - $11.9K
66.1K $6.1M
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
118
New
$10.3K - $11K
118 $10.9K
Feb 14, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
110
+ 6.31%
$9.57K - $10.2K
1.85K $171K
Feb 13, 2023 Q4 2022
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
102
+ 2.6%
$8.87K - $9.48K
4.03K $372K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
99
New
$8.61K - $9.2K
99 $9.14K
Feb 14, 2023 Q4 2022
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
97
New
$8.44K - $9.01K
97 $8.96K
Jan 19, 2023 Q4 2022
Psi Advisors, LLC

BUY
 -
93
+ 1162.5%
$8.09K - $8.64K
101 $9.33K
Feb 07, 2023 Q4 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
91
+ 0.17%
$7.92K - $8.46K
52.9K $4.89M
Feb 06, 2023 Q4 2022
Wolf Group Capital Advisors

BUY
 -
87
+ 1.2%
$7.57K - $8.08K
7.34K $678K
Feb 10, 2023 Q4 2022
Assetmark, Inc

BUY
 -
79
+ 32.78%
$6.87K - $7.34K
320 $29.6K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
77
New
$6.7K - $7.15K
77 $7.11K
Jan 19, 2023 Q4 2022
Delta Investment Management, LLC

BUY
 -
71
+ 0.93%
$6.18K - $6.6K
7.67K $708K
Feb 13, 2023 Q4 2022
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
64
+ 40.51%
$5.57K - $5.95K
222 $20.5K
Feb 10, 2023 Q4 2022
Csenge Advisory Group

BUY
 -
62
+ 0.12%
$5.39K - $5.76K
53K $4.89M
Jan 17, 2023 Q4 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
60
+ 1.1%
$5.22K - $5.58K
5.49K $507K
Feb 14, 2023 Q4 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
50
+ 2.23%
$4.35K - $4.65K
2.3K $212K
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
37
New
$3.22K - $3.44K
37 $3.42K
Feb 14, 2023 Q4 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
35
+ 0.9%
$3.05K - $3.25K
3.93K $363K
Jan 20, 2023 Q4 2022
Hb Wealth Management, LLC

BUY
 -
18
+ 0.51%
$1.57K - $1.67K
3.53K $326K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
18
+ 1.4%
$1.57K - $1.67K
1.3K $120K
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

BUY
 -
17
+ 0.48%
$1.48K - $1.58K
3.53K $326K
Feb 13, 2025 Q4 2022
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
17
+ 0.53%
$1.48K - $1.58K
3.22K $297K
Jan 17, 2023 Q4 2022
Fortress Wealth Management, Inc.

BUY
 -
16
+ 0.46%
$1.39K - $1.49K
3.46K $320K
Jan 11, 2023 Q4 2022
Cedar Mountain Advisors, LLC

BUY
 -
12
+ 0.66%
$1.04K - $1.12K
1.84K $170K
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

BUY
 -
12
+ 1.17%
$1.04K - $1.12K
1.04K $96K
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
11
+ 0.93%
$957 - $1.02K
1.19K $110K
Feb 01, 2023 Q4 2022
Bay Colony Advisory Group, Inc D

BUY
 -
10
+ 0.35%
$870 - $929
2.9K $268K
Jan 17, 2023 Q4 2022
Newbridge Financial Services Group, Inc.

BUY
 -
3
+ 1.06%
$261 - $279
286 $26.4K
Feb 09, 2023 Q4 2022
Plante Moran Financial Advisors, LLC

BUY
 -
1
+ 9.09%
$87 - $92.9
12 $1.11K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
1
+ 1.64%
$87 - $92.9
62 $5.73K
Feb 03, 2023 Q4 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
1
+ 3.23%
$87 - $92.9
32 $2.96K
Feb 03, 2023 Q4 2022
Tradition Wealth Management, LLC

BUY
 -
1
+ 0.99%
$87 - $92.9
102 $9.42K
Feb 09, 2023 Q4 2022
Capital Advisors Wealth Management, LLC

SELL
 -
-4
- 0.14%
$348 - $372
2.82K $260K
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-6
- 0.25%
$522 - $558
2.4K $221K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

SELL
 -
-6
- 0.25%
$522 - $558
2.4K $221K
Feb 14, 2023 Q4 2022
Fort Point Capital Partners LLC

San Francisco, CA
SELL
 -
-12
- 0.49%
$1.04K - $1.12K
2.45K $226K
Feb 06, 2023 Q4 2022
Bogart Wealth, LLC

SELL
 -
-12
- 3.16%
$1.04K - $1.12K
368 $34K
Feb 06, 2023 Q4 2022
Savant Capital, LLC

SELL
 -
-20
- 0.46%
$1.74K - $1.86K
4.32K $399K

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