Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
128KNew |
$6.21M - $6.53M
|
128K
$6.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.2K+ 15.36% |
$2.38M - $2.51M
|
369K
$18.7M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48.8KNew |
$2.37M - $2.49M
|
48.8K
$2.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
47K+ 5.93% |
$2.28M - $2.4M
|
840K
$42.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
22.2K+ 38.21% |
$1.08M - $1.13M
|
80.3K
$4.06M
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
12.1K+ 27.08% |
$585K - $615K
|
56.6K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8.76KNew |
$425K - $447K
|
8.76K
$442K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.15K+ 3.52% |
$347K - $365K
|
210K
$10.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.99K+ 0.52% |
$339K - $356K
|
1.36M
$68.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.6K+ 70.95% |
$320K - $337K
|
15.9K
$803K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.82KNew |
$282K - $297K
|
5.82K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.03KNew |
$196K - $206K
|
4.03K
$204K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.9K+ 35.23% |
$92K - $96.7K
|
7.28K
$368K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.25K+ 0.88% |
$60.7K - $63.9K
|
144K
$7.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.22K+ 29.84% |
$59K - $62.1K
|
5.3K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.1K+ 3.71% |
$53.2K - $55.9K
|
30.7K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
639+ 10.28% |
$31K - $32.6K
|
6.86K
$346K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
624+ 3.28% |
$30.3K - $31.8K
|
19.6K
$991K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
139+ 0.8% |
$6.74K - $7.09K
|
17.6K
$890K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
80New |
$3.88K - $4.08K
|
80
$4.04K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13- 10.08% |
$630 - $663
|
116
$5.86K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-23- 7.52% |
$1.12K - $1.17K
|
283
$14.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-79- 1.12% |
$3.83K - $4.03K
|
6.95K
$351K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 33.33% |
$4.85K - $5.1K
|
200
$10.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-191- 2.99% |
$9.26K - $9.74K
|
6.2K
$313K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-242- 0.69% |
$11.7K - $12.3K
|
35K
$1.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-250- 1.94% |
$12.1K - $12.7K
|
12.6K
$638K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-384- 3.5% |
$18.6K - $19.6K
|
10.6K
$535K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-456- 3.15% |
$22.1K - $23.3K
|
14K
$707K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-582- 10.58% |
$28.2K - $29.7K
|
4.92K
$248K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-662- 20.37% |
$32.1K - $33.8K
|
2.59K
$131K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-711- 5.9% |
$34.5K - $36.3K
|
11.3K
$573K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.35K- 32.89% |
$65.3K - $68.7K
|
2.75K
$139K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-1.79K- 5.29% |
$86.6K - $91.1K
|
32K
$1.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.27K- 2.59% |
$110K - $115K
|
85.1K
$4.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-2.28K- 4.67% |
$111K - $116K
|
46.6K
$2.35M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.07K- 20.17% |
$149K - $157K
|
12.2K
$615K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.42K- 87.09% |
$311K - $328K
|
952
$48.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.6K- 8.19% |
$368K - $387K
|
85.1K
$4.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.6K- 14.69% |
$707K - $744K
|
84.7K
$4.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-15.2K- 47.27% |
$739K - $777K
|
17K
$859K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-34.8K- 88.16% |
$1.68M - $1.77M
|
4.67K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-39.6K- 13.6% |
$1.92M - $2.02M
|
252K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.5K- 23.08% |
$2.11M - $2.22M
|
145K
$7.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-103K- 93.23% |
$4.97M - $5.23M
|
7.45K
$376K
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-112K- 61.27% |
$5.42M - $5.7M
|
70.7K
$3.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-117K- 42.36% |
$5.66M - $5.96M
|
159K
$8.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-141K- 99.97% |
$6.82M - $7.17M
|
40
$2.02K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-144K- 53.07% |
$6.98M - $7.34M
|
127K
$6.43M
|