Latest Institutional Transactions on Pimco ETF Tr Sr Ln Active Exch (LONZ)
This table provides information on the latest institutional transactions involving Pimco ETF Tr Sr Ln Active Exch (LONZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.9K+ 35.23% |
$92K - $96.7K
|
7.28K
$371K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-2.28K- 4.67% |
$111K - $116K
|
46.6K
$2.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-250- 1.94% |
$12.1K - $12.7K
|
12.6K
$644K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-141K- 99.97% |
$6.82M - $7.17M
|
40
$2.04K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-39.6K- 13.6% |
$1.92M - $2.02M
|
252K
$12.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-15.2K- 47.27% |
$739K - $777K
|
17K
$868K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-34.8K- 88.16% |
$1.68M - $1.77M
|
4.67K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
624+ 3.28% |
$30.3K - $31.8K
|
19.6K
$1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.99K+ 0.52% |
$339K - $356K
|
1.36M
$69.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.25K+ 0.88% |
$60.7K - $63.9K
|
144K
$7.36M
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.51KNew |
$75.8K - $77.3K
|
1.51K
$77K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-194- 5.63% |
$9.74K - $9.94K
|
3.25K
$166K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.22KNew |
$212K - $216K
|
4.22K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.68K- 24.36% |
$84.4K - $86.1K
|
5.22K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 1.53% |
$100 - $102
|
129
$6.58K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-68.9K- 42.65% |
$3.46M - $3.53M
|
92.7K
$4.73M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
229+ 1.94% |
$11.5K - $11.7K
|
12.1K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.7K- 10.31% |
$1.09M - $1.11M
|
189K
$9.62M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.73K+ 6.22% |
$87K - $88.7K
|
29.6K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
57+ 1.42% |
$2.86K - $2.92K
|
4.08K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.28K- 22.28% |
$115K - $117K
|
7.97K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.63K- 27.11% |
$81.8K - $83.5K
|
4.38K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
11KNew |
$551K - $562K
|
11K
$559K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-4.59K- 9.34% |
$230K - $235K
|
44.6K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
622+ 12.75% |
$31.2K - $31.9K
|
5.5K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-245- 5.64% |
$12.3K - $12.6K
|
4.1K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300New |
$15.1K - $15.4K
|
300
$15.3K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-126K- 29.77% |
$6.32M - $6.45M
|
297K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
153K+ 57.52% |
$7.67M - $7.82M
|
418K
$21.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 9.5% |
$80.3K - $81.9K
|
15.2K
$778K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
110KNew |
$5.53M - $5.64M
|
110K
$5.61M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.28K- 30.22% |
$215K - $219K
|
9.89K
$505K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
133K+ 96.58% |
$6.69M - $6.82M
|
271K
$13.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
337+ 2.39% |
$16.9K - $17.3K
|
14.5K
$737K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
344+ 5.86% |
$17.3K - $17.6K
|
6.22K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.27K- 6.78% |
$63.8K - $65.1K
|
17.5K
$891K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
52New |
$2.61K - $2.66K
|
52
$2.65K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.6K+ 4.1% |
$632K - $645K
|
320K
$16.3M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
42.7K+ 26.66% |
$2.15M - $2.19M
|
203K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.1K- 8.04% |
$1.21M - $1.24M
|
276K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.27K+ 3.74% |
$63.8K - $65.1K
|
35.3K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
234+ 13.57% |
$11.7K - $12K
|
1.96K
$99.9K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
63.1K+ 8.65% |
$3.17M - $3.23M
|
793K
$40.4M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.5M+ 22.54% |
$75.1M - $76.6M
|
8.13M
$415M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
6.59K+ 24.22% |
$331K - $337K
|
33.8K
$1.72M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
162+ 1.99% |
$8.13K - $8.3K
|
8.3K
$424K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-131- 22.9% |
$6.58K - $6.71K
|
441
$22.5K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-220- 3.33% |
$11K - $11.3K
|
6.39K
$326K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
17.9K+ 25.77% |
$899K - $917K
|
87.4K
$4.46M
|
|