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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13- 10.08% |
$630 - $663
|
116
$5.89K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8.76KNew |
$425K - $447K
|
8.76K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-582- 10.58% |
$28.2K - $29.7K
|
4.92K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
128KNew |
$6.21M - $6.53M
|
128K
$6.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-103K- 93.23% |
$4.97M - $5.23M
|
7.45K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.03KNew |
$196K - $206K
|
4.03K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.6K- 8.19% |
$368K - $387K
|
85.1K
$4.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.5K- 23.08% |
$2.11M - $2.22M
|
145K
$7.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.1K+ 3.71% |
$53.2K - $55.9K
|
30.7K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.35K- 32.89% |
$65.3K - $68.7K
|
2.75K
$140K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-384- 3.5% |
$18.6K - $19.6K
|
10.6K
$537K
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
47K+ 5.93% |
$2.28M - $2.4M
|
840K
$42.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-191- 2.99% |
$9.26K - $9.74K
|
6.2K
$315K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.42K- 87.09% |
$311K - $328K
|
952
$48.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-711- 5.9% |
$34.5K - $36.3K
|
11.3K
$576K
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-112K- 61.27% |
$5.42M - $5.7M
|
70.7K
$3.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.2K+ 15.36% |
$2.38M - $2.51M
|
369K
$18.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 33.33% |
$4.85K - $5.1K
|
200
$10.2K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48.8KNew |
$2.37M - $2.49M
|
48.8K
$2.48M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.07K- 20.17% |
$149K - $157K
|
12.2K
$618K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
80New |
$3.88K - $4.08K
|
80
$4.06K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.15K+ 3.52% |
$347K - $365K
|
210K
$10.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-23- 7.52% |
$1.12K - $1.17K
|
283
$14.4K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-144K- 53.07% |
$6.98M - $7.34M
|
127K
$6.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-242- 0.69% |
$11.7K - $12.3K
|
35K
$1.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-456- 3.15% |
$22.1K - $23.3K
|
14K
$711K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.22K+ 29.84% |
$59K - $62.1K
|
5.3K
$269K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
639+ 10.28% |
$31K - $32.6K
|
6.86K
$348K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-117K- 42.36% |
$5.66M - $5.96M
|
159K
$8.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
139+ 0.8% |
$6.74K - $7.09K
|
17.6K
$894K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-1.79K- 5.29% |
$86.6K - $91.1K
|
32K
$1.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-161K- 66.3% |
$7.82M - $8.23M
|
82K
$4.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.6K- 14.69% |
$707K - $744K
|
84.7K
$4.3M
|
|
|
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
$4.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.09M- 25.71% |
$101M - $107M
|
6.04M
$307M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-79- 1.12% |
$3.83K - $4.03K
|
6.95K
$353K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.6K+ 70.95% |
$320K - $337K
|
15.9K
$808K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.27K- 2.59% |
$110K - $115K
|
85.1K
$4.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.9K+ 35.23% |
$92K - $96.7K
|
7.28K
$370K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-2.28K- 4.67% |
$111K - $116K
|
46.6K
$2.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-250- 1.94% |
$12.1K - $12.7K
|
12.6K
$641K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-141K- 99.97% |
$6.82M - $7.17M
|
40
$2.03K
|
|
|
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
$864K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
624+ 3.28% |
$30.3K - $31.8K
|
19.6K
$997K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-34.8K- 88.16% |
$1.68M - $1.77M
|
4.67K
$237K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.99K+ 0.52% |
$339K - $356K
|
1.36M
$68.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.25K+ 0.88% |
$60.7K - $63.9K
|
144K
$7.33M
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.51KNew |
$75.8K - $77.3K
|
1.51K
$76.6K
|
|