Purchases and Sales Made in Q1 2025 in Pimco ETF Tr Sr Ln Active Exch (LONZ)
This table provides information about the institutional ownership of Pimco ETF Tr Sr Ln Active Exch (LONZ) during Q1 2025. The information is specifically focused on institutions that hold shares of PIMCO ETF TR SR LN ACTIVE EXCH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
625KNew |
$31.4M - $32M
|
625K
$31.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
69.3KNew |
$3.48M - $3.55M
|
69.3K
$3.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
41.7K+ 3.19% |
$2.09M - $2.14M
|
1.35M
$68.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
11.3K+ 24.11% |
$566K - $578K
|
58.1K
$2.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
9.5K+ 7.12% |
$477K - $487K
|
143K
$7.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
396New |
$19.9K - $20.3K
|
396
$20K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
350+ 2.79% |
$17.6K - $17.9K
|
12.9K
$650K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-169- 1.78% |
$8.49K - $8.66K
|
9.3K
$469K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.41K- 25.0% |
$70.7K - $72.1K
|
4.22K
$213K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-10.7K- 5.26% |
$540K - $551K
|
193K
$9.76M
|