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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
128KNew |
$6.21M - $6.53M
|
128K
$6.5M
|
|
|
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
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48.8KNew |
$2.37M - $2.49M
|
48.8K
$2.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
47K+ 5.93% |
$2.28M - $2.4M
|
840K
$42.6M
|
|
|
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
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.15K+ 3.52% |
$347K - $365K
|
210K
$10.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.99K+ 0.52% |
$339K - $356K
|
1.36M
$68.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.6K+ 70.95% |
$320K - $337K
|
15.9K
$808K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.82KNew |
$282K - $297K
|
5.82K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.03KNew |
$196K - $206K
|
4.03K
$205K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.9K+ 35.23% |
$92K - $96.7K
|
7.28K
$370K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.25K+ 0.88% |
$60.7K - $63.9K
|
144K
$7.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.22K+ 29.84% |
$59K - $62.1K
|
5.3K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.1K+ 3.71% |
$53.2K - $55.9K
|
30.7K
$1.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
639+ 10.28% |
$31K - $32.6K
|
6.86K
$348K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
624+ 3.28% |
$30.3K - $31.8K
|
19.6K
$997K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
139+ 0.8% |
$6.74K - $7.09K
|
17.6K
$894K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
80New |
$3.88K - $4.08K
|
80
$4.06K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
625KNew |
$31.4M - $32M
|
625K
$31.7M
|
|
|
May 13, 2025
Q1 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
153K+ 57.52% |
$7.67M - $7.82M
|
418K
$21.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
97.4K+ 327.95% |
$4.89M - $4.99M
|
127K
$6.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
69.3KNew |
$3.48M - $3.55M
|
69.3K
$3.52M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.3K+ 72.89% |
$666K - $679K
|
31.5K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
12.7KNew |
$638K - $650K
|
12.7K
$645K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.22KNew |
$212K - $216K
|
4.22K
$214K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.97KNew |
$199K - $203K
|
3.97K
$202K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.51KNew |
$75.8K - $77.3K
|
1.51K
$76.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
396New |
$19.9K - $20.3K
|
396
$20.1K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
234+ 13.57% |
$11.7K - $12K
|
1.96K
$99.4K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
162+ 1.99% |
$8.13K - $8.3K
|
8.3K
$422K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
52New |
$2.61K - $2.66K
|
52
$2.64K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
850KNew |
$43.2M - $43.9M
|
850K
$43.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
89.7KNew |
$4.56M - $4.63M
|
89.7K
$4.55M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7.22KNew |
$367K - $373K
|
7.22K
$367K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.95KNew |
$353K - $359K
|
6.95K
$353K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
5.07KNew |
$258K - $262K
|
5.07K
$258K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.85KNew |
$246K - $250K
|
4.85K
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.69KNew |
$239K - $242K
|
4.69K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.39KNew |
$223K - $226K
|
4.39K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.13KNew |
$210K - $213K
|
4.13K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.1KNew |
$208K - $212K
|
4.1K
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.56KNew |
$79.1K - $80.3K
|
1.56K
$79K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
907New |
$46.1K - $46.8K
|
907
$46.1K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
250New |
$12.7K - $12.9K
|
250
$12.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
45New |
$2.29K - $2.32K
|
45
$2.29K
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
488KNew |
$24.5M - $25M
|
488K
$24.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
103KNew |
$5.19M - $5.3M
|
103K
$5.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.2K+ 23.83% |
$362K - $369K
|
37.4K
$1.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
5.63K+ 6.59% |
$283K - $289K
|
91K
$4.62M
|
|