Purchases and Sales Made in Q4 2024 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 2024. 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
Feb 13, 2025 Q4 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
6.19K
+ 23.92%
$559K - $584K
32K $2.96M
Feb 13, 2025 Q4 2024
Richards, Merrill & Peterson, Inc.

Spokane, WA
BUY
 -
5.77K
New
$521K - $545K
5.77K $533K
Jan 31, 2025 Q4 2024
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
5.63K
+ 11.4%
$509K - $532K
55K $5.08M
Jan 14, 2025 Q4 2024
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
5.39K
New
$487K - $509K
5.39K $498K
Feb 11, 2025 Q4 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
5.35K
+ 8.59%
$484K - $506K
67.7K $6.25M
Jan 23, 2025 Q4 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
5.33K
+ 114.84%
$482K - $504K
9.98K $921K
Jan 13, 2025 Q4 2024
Bcs Wealth Management

BUY
 -
5.21K
+ 16.39%
$471K - $492K
37K $3.41M
Feb 11, 2025 Q4 2024
Del Sette Capital Management, LLC

BUY
 -
5.12K
+ 11.55%
$463K - $484K
49.5K $4.57M
Jan 23, 2025 Q4 2024
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
5K
+ 23.14%
$452K - $472K
26.6K $2.46M
Jan 16, 2025 Q4 2024
Wall Street Financial Group, Inc.

Carlinville, IL
BUY
 -
4.95K
+ 91.3%
$447K - $467K
10.4K $957K
Feb 13, 2025 Q4 2024
Goodman Advisory Group, LLC

BUY
 -
4.77K
+ 12.16%
$431K - $451K
44K $4.07M
Feb 10, 2025 Q4 2024
L.K. Benson & Company, P.C.

Baltimore, MD
BUY
 -
4.76K
New
$431K - $450K
4.76K $440K
Feb 05, 2025 Q4 2024
Maia Wealth LLC

Denver, CO
BUY
 -
4.71K
+ 62.28%
$425K - $445K
12.3K $1.13M
Feb 07, 2025 Q4 2024
Pfg Advisors

BUY
 -
4.67K
+ 48.47%
$422K - $441K
14.3K $1.32M
Jan 24, 2025 Q4 2024
Valley National Advisers Inc

BUY
 -
4.66K
+ 4.57%
$422K - $441K
107K $9.86M
Jan 29, 2025 Q4 2024
Essex Financial Services, Inc.

BUY
 -
4.57K
+ 16.17%
$413K - $432K
32.8K $3.03M
Jan 29, 2025 Q4 2024
Jmac Enterprises LLC

BUY
 -
4.56K
+ 11.73%
$413K - $431K
43.5K $4.01M
Feb 04, 2025 Q4 2024
Morgan Rosel Wealth Management, LLC

BUY
 -
4.49K
+ 6.6%
$406K - $424K
72.5K $6.69M
Jan 22, 2025 Q4 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
4.41K
+ 42.87%
$399K - $417K
14.7K $1.36M
Feb 12, 2025 Q4 2024
Orion Portfolio Solutions, LLC

BUY
 -
4.4K
+ 5.97%
$397K - $415K
78K $7.21M
Feb 06, 2025 Q4 2024
Novus Advisors, LLC

Greenville, SC
BUY
 -
4.35K
New
$394K - $411K
4.35K $402K
Feb 13, 2025 Q4 2024
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
4.28K
+ 1.86%
$387K - $405K
235K $21.7M
Jan 21, 2025 Q4 2024
Duncan Williams Asset Management, LLC

Memphis, TN
BUY
 -
4.02K
+ 113.93%
$364K - $380K
7.56K $698K
Feb 12, 2025 Q4 2024
Moment Partners, LLC

San Francisco, CA
BUY
 -
4K
New
$362K - $378K
4K $369K
Jan 30, 2025 Q4 2024
Csenge Advisory Group

BUY
 -
3.93K
+ 5.33%
$356K - $372K
77.8K $7.18M
Jan 28, 2025 Q4 2024
Moloney Securities Asset Management, LLC

BUY
 -
3.93K
+ 58.26%
$355K - $371K
10.7K $985K
Feb 13, 2025 Q4 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.82K
+ 2.47%
$345K - $361K
158K $14.6M
Feb 05, 2025 Q4 2024
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
3.74K
+ 9.82%
$338K - $353K
41.8K $3.86M
Feb 21, 2025 Q4 2024
Ascent Group, LLC

BUY
 -
3.54K
New
$320K - $335K
3.54K $327K
Jan 31, 2025 Q4 2024
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
3.45K
+ 66.09%
$312K - $326K
8.67K $801K
Feb 05, 2025 Q4 2024
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
3.45K
New
$312K - $326K
3.45K $318K
Feb 13, 2025 Q4 2024
Prospera Financial Services Inc

BUY
 -
3.38K
+ 109.39%
$306K - $319K
6.47K $597K
Feb 14, 2025 Q4 2024
Cary Street Partners Financial LLC

Richmond, VA
BUY
 -
3.36K
New
$304K - $318K
3.36K $310K
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
3.27K
+ 3.74%
$295K - $309K
90.6K $8.37M
Jan 16, 2025 Q4 2024
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
3.18K
+ 86.76%
$288K - $301K
6.85K $633K
Jan 27, 2025 Q4 2024
Carson Allaria Wealth Management, Ltd.

BUY
 -
3.14K
+ 6.01%
$283K - $296K
55.3K $5.11M
Feb 06, 2025 Q4 2024
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
3.09K
New
$279K - $292K
3.09K $285K
Jan 30, 2025 Q4 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
3.09K
+ 5.01%
$279K - $292K
64.8K $5.99M
Jan 15, 2025 Q4 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
3.04K
+ 732.05%
$275K - $287K
3.45K $319K
Jan 30, 2025 Q4 2024
Valmark Advisers, Inc.

BUY
 -
3.04K
+ 51.73%
$275K - $287K
8.91K $823K
Jan 13, 2025 Q4 2024
Act Advisors, Llc.

BUY
 -
3.02K
+ 129.81%
$273K - $285K
5.34K $494K
Jan 31, 2025 Q4 2024
Traction Financial Partners, LLC

Littleton, CO
BUY
 -
3.02K
+ 8.06%
$273K - $285K
40.4K $3.74M
Feb 21, 2025 Q4 2024
Vermillion Wealth Management, Inc.

Rosemount, MN
BUY
 -
2.75K
New
$249K - $260K
2.75K $254K
Feb 12, 2025 Q4 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
2.74K
New
$248K - $259K
2.74K $253K
Feb 13, 2025 Q4 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
2.62K
+ 3.23%
$237K - $248K
83.8K $7.74M
Feb 13, 2025 Q4 2024
Coign Capital Advisors LLC

Draper, UT
BUY
 -
2.49K
New
$225K - $235K
2.49K $230K
Feb 11, 2025 Q4 2024
Syverson Strege & CO

West Des Moines, IA
BUY
 -
2.43K
+ 3.91%
$220K - $230K
64.7K $5.98M
Jan 21, 2025 Q4 2024
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
2.41K
New
$218K - $228K
2.41K $223K
Feb 12, 2025 Q4 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
2.36K
New
$213K - $223K
2.36K $218K

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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