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 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-79- 1.12% |
$3.83K - $4.03K
|
6.95K
$351K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.09M- 25.71% |
$101M - $107M
|
6.04M
$305M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.6K+ 70.95% |
$320K - $337K
|
15.9K
$803K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.9K+ 35.23% |
$92K - $96.7K
|
7.28K
$368K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-141K- 99.97% |
$6.82M - $7.17M
|
40
$2.02K
|
|
|
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
|
|
| Q1 2025 | |||||||
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-837- 9.56% |
$42K - $42.9K
|
7.92K
$400K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.51KNew |
$75.8K - $77.3K
|
1.51K
$76.2K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.22KNew |
$212K - $216K
|
4.22K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.68K- 24.36% |
$84.4K - $86.1K
|
5.22K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.63K- 27.11% |
$81.8K - $83.5K
|
4.38K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.28K- 22.28% |
$115K - $117K
|
7.97K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-126K- 29.77% |
$6.32M - $6.45M
|
297K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
153K+ 57.52% |
$7.67M - $7.82M
|
418K
$21.1M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.28K- 30.22% |
$215K - $219K
|
9.89K
$500K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
52New |
$2.61K - $2.66K
|
52
$2.63K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
234+ 13.57% |
$11.7K - $12K
|
1.96K
$98.9K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
162+ 1.99% |
$8.13K - $8.3K
|
8.3K
$419K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-174- 2.95% |
$8.74K - $8.91K
|
5.73K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-131- 22.9% |
$6.58K - $6.71K
|
441
$22.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.72K- 27.14% |
$86.5K - $88.3K
|
4.63K
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-753- 72.54% |
$37.8K - $38.6K
|
285
$14.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.01K- 24.98% |
$50.6K - $51.6K
|
3.03K
$153K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-900- 3.17% |
$45.2K - $46.1K
|
27.5K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.3K+ 72.89% |
$666K - $679K
|
31.5K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.97KNew |
$199K - $203K
|
3.97K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.66K- 24.19% |
$83.4K - $85.1K
|
5.21K
$263K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
12.7KNew |
$638K - $650K
|
12.7K
$641K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-360- 1.49% |
$18.1K - $18.4K
|
23.8K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-10.7K- 5.26% |
$540K - $551K
|
193K
$9.77M
|
|
|
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 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
396New |
$19.9K - $20.3K
|
396
$20K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
625KNew |
$31.4M - $32M
|
625K
$31.6M
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.85KNew |
$246K - $250K
|
4.85K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.13KNew |
$210K - $213K
|
4.13K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.1KNew |
$208K - $212K
|
4.1K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.39KNew |
$223K - $226K
|
4.39K
$222K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
89.7KNew |
$4.56M - $4.63M
|
89.7K
$4.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
45New |
$2.29K - $2.32K
|
45
$2.27K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.95KNew |
$353K - $359K
|
6.95K
$351K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
250New |
$12.7K - $12.9K
|
250
$12.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.69KNew |
$239K - $242K
|
4.69K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
850KNew |
$43.2M - $43.9M
|
850K
$42.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
907New |
$46.1K - $46.8K
|
907
$45.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
5.07KNew |
$258K - $262K
|
5.07K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.56KNew |
$79.1K - $80.3K
|
1.56K
$78.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-48.4K- 13.04% |
$2.46M - $2.5M
|
323K
$16.3M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7.22KNew |
$367K - $373K
|
7.22K
$365K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.2K+ 23.83% |
$362K - $369K
|
37.4K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.26K+ 19.36% |
$63.4K - $64.7K
|
7.78K
$393K
|
|