Latest Institutional Purchases of Pimco ETF Tr Sr Ln Active Exch (LONZ)
This list provides information on the latest institutional transactions involving Pimco ETF Tr Sr Ln Active Exch (LONZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
488KNew |
$24.5M - $25M
|
488K
$24.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
371KNew |
$18.7M - $19M
|
371K
$19M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
265K+ 25.58% |
$13.3M - $13.6M
|
1.3M
$66.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
168KNew |
$8.46M - $8.63M
|
168K
$8.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
136K+ 100.73% |
$6.85M - $6.98M
|
271K
$13.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
67.3K+ 32.53% |
$3.38M - $3.45M
|
274K
$14M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
35.9KNew |
$1.8M - $1.84M
|
35.9K
$1.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
24.1KNew |
$1.21M - $1.24M
|
24.1K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.6K+ 32.41% |
$1.18M - $1.21M
|
96.2K
$4.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
22.1K+ 95.65% |
$1.11M - $1.13M
|
45.2K
$2.31M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.2K+ 81.14% |
$914K - $932K
|
40.6K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.8KNew |
$695K - $709K
|
13.8K
$706K
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
11.5K+ 62.95% |
$576K - $587K
|
29.6K
$1.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
6.01KNew |
$302K - $308K
|
6.01K
$307K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
5.63K+ 6.59% |
$283K - $289K
|
91K
$4.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.12K+ 2.72% |
$207K - $211K
|
156K
$7.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.68K+ 26.46% |
$185K - $189K
|
17.6K
$897K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
882+ 5.14% |
$44.3K - $45.2K
|
18.1K
$921K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
592New |
$29.8K - $30.4K
|
592
$30.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
175+ 1.67% |
$8.8K - $8.98K
|
10.6K
$542K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
583K+ 22.0% |
$29.7M - $30M
|
3.23M
$165M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
146KNew |
$7.46M - $7.54M
|
146K
$7.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
35.1K+ 21.2% |
$1.79M - $1.81M
|
201K
$10.3M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
23.4KNew |
$1.19M - $1.2M
|
23.4K
$1.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
17KNew |
$864K - $874K
|
17K
$866K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.78KNew |
$396K - $400K
|
7.78K
$397K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.03KNew |
$358K - $362K
|
7.03K
$358K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.52KNew |
$332K - $335K
|
6.52K
$332K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
5.81KNew |
$296K - $299K
|
5.81K
$296K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
4.81KNew |
$245K - $248K
|
4.81K
$246K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.81KNew |
$245K - $248K
|
4.81K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.3K+ 28.24% |
$219K - $221K
|
19.5K
$995K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.55K+ 51.65% |
$181K - $183K
|
10.4K
$531K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.66KNew |
$135K - $137K
|
2.66K
$136K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.16K+ 59.91% |
$110K - $111K
|
5.76K
$294K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.04KNew |
$52.9K - $53.4K
|
1.04K
$53K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
434New |
$22.1K - $22.3K
|
434
$22.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
339+ 6.13% |
$17.3K - $17.4K
|
5.87K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$509 - $515
|
10
$510
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27.8KNew |
$1.38M - $1.41M
|
27.8K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
11.8KNew |
$584K - $599K
|
11.8K
$602K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
500+ 100.0% |
$24.7K - $25.4K
|
1K
$51K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
130New |
$6.43K - $6.6K
|
130
$6.63K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
159KNew |
$7.89M - $8.02M
|
159K
$8.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
135KNew |
$6.69M - $6.8M
|
135K
$6.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
63.6K+ 89.76% |
$3.16M - $3.21M
|
135K
$6.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
10.5KNew |
$522K - $531K
|
10.5K
$537K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.83KNew |
$289K - $294K
|
5.83K
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.75K+ 38300.0% |
$285K - $290K
|
5.76K
$294K
|
|