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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-228- 3.68% |
$11.6K - $11.7K
|
5.97K
$302K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.15K+ 9.11% |
$58.3K - $58.8K
|
13.8K
$696K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
46.7KNew |
$2.37M - $2.38M
|
46.7K
$2.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.8K- 1.61% |
$1.11M - $1.11M
|
1.34M
$67.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
100New |
$5.07K - $5.11K
|
100
$5.05K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-4.03K- 1.92% |
$204K - $206K
|
206K
$10.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-18.7K- 7.43% |
$947K - $955K
|
233K
$11.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-8.3K- 47.12% |
$421K - $424K
|
9.31K
$471K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.77KNew |
$89.9K - $90.6K
|
1.77K
$89.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-745- 28.79% |
$37.8K - $38.1K
|
1.84K
$93.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-5.27K- 30.98% |
$267K - $269K
|
11.7K
$593K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.5K- 25.01% |
$178K - $179K
|
10.5K
$530K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-6.52K- 13.99% |
$331K - $333K
|
40.1K
$2.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
81.8K+ 64.36% |
$4.15M - $4.18M
|
209K
$10.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
7.81K+ 9.73% |
$396K - $399K
|
88.1K
$4.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
166New |
$8.42K - $8.48K
|
166
$8.39K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.78K- 2.09% |
$90.2K - $91K
|
83.3K
$4.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.49K+ 42.7% |
$126K - $127K
|
8.31K
$420K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.14K+ 5.8% |
$57.7K - $58.2K
|
20.8K
$1.05M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.81K+ 1.95% |
$142K - $144K
|
147K
$7.43M
|
|
| Q2 2025 | |||||||
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
12.1K+ 27.08% |
$585K - $615K
|
56.6K
$2.86M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13- 10.08% |
$630 - $663
|
116
$5.86K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-103K- 93.23% |
$4.97M - $5.23M
|
7.45K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
128KNew |
$6.21M - $6.53M
|
128K
$6.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.03KNew |
$196K - $206K
|
4.03K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.6K- 8.19% |
$368K - $387K
|
85.1K
$4.3M
|
|
|
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
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.1K+ 3.71% |
$53.2K - $55.9K
|
30.7K
$1.55M
|
|
|
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 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-582- 10.58% |
$28.2K - $29.7K
|
4.92K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-384- 3.5% |
$18.6K - $19.6K
|
10.6K
$535K
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
47K+ 5.93% |
$2.28M - $2.4M
|
840K
$42.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.42K- 87.09% |
$311K - $328K
|
952
$48.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 33.33% |
$4.85K - $5.1K
|
200
$10.1K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48.8KNew |
$2.37M - $2.49M
|
48.8K
$2.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-112K- 61.27% |
$5.42M - $5.7M
|
70.7K
$3.57M
|
|
|
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
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-711- 5.9% |
$34.5K - $36.3K
|
11.3K
$573K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
80New |
$3.88K - $4.08K
|
80
$4.04K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.07K- 20.17% |
$149K - $157K
|
12.2K
$615K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-23- 7.52% |
$1.12K - $1.17K
|
283
$14.3K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-144K- 53.07% |
$6.98M - $7.34M
|
127K
$6.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-242- 0.69% |
$11.7K - $12.3K
|
35K
$1.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.22K+ 29.84% |
$59K - $62.1K
|
5.3K
$268K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-117K- 42.36% |
$5.66M - $5.96M
|
159K
$8.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
639+ 10.28% |
$31K - $32.6K
|
6.86K
$346K
|
|
|
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
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.6K- 14.69% |
$707K - $744K
|
84.7K
$4.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-161K- 66.3% |
$7.82M - $8.23M
|
82K
$4.14M
|
|