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 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
583K+ 22.0% |
$29.7M - $30M
|
3.23M
$164M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
152KNew |
$7.73M - $7.81M
|
152K
$7.73M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
146KNew |
$7.46M - $7.54M
|
146K
$7.46M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
118K+ 702.14% |
$6.03M - $6.09M
|
135K
$6.88M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
81.7K+ 8.56% |
$4.16M - $4.2M
|
1.04M
$52.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
53.9K+ 35.2% |
$2.74M - $2.77M
|
207K
$10.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
35.1K+ 21.2% |
$1.79M - $1.81M
|
201K
$10.2M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
23.4KNew |
$1.19M - $1.2M
|
23.4K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.2K+ 17.17% |
$1.08M - $1.09M
|
144K
$7.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
17KNew |
$864K - $874K
|
17K
$864K
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
8.79K+ 93.56% |
$448K - $452K
|
18.2K
$926K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.78KNew |
$396K - $400K
|
7.78K
$396K
|
|
|
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
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.44K+ 64.32% |
$277K - $280K
|
13.9K
$708K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
4.81KNew |
$245K - $248K
|
4.81K
$245K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.81KNew |
$245K - $248K
|
4.81K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.3K+ 28.24% |
$219K - $221K
|
19.5K
$993K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.55K+ 51.65% |
$181K - $183K
|
10.4K
$530K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.01K+ 4.31% |
$153K - $155K
|
72.7K
$3.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.66KNew |
$135K - $137K
|
2.66K
$135K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.16K+ 59.91% |
$110K - $111K
|
5.76K
$293K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.08K+ 0.15% |
$55.1K - $55.7K
|
732K
$37.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.04KNew |
$52.9K - $53.4K
|
1.04K
$52.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
540+ 9.49% |
$27.5K - $27.8K
|
6.23K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
434New |
$22.1K - $22.3K
|
434
$22.1K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
420+ 1.91% |
$21.4K - $21.6K
|
22.4K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
339+ 6.13% |
$17.3K - $17.4K
|
5.87K
$299K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
225+ 2.2% |
$11.5K - $11.6K
|
10.5K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$509 - $515
|
10
$509
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| 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
$601K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
500+ 100.0% |
$24.7K - $25.4K
|
1K
$50.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
130New |
$6.43K - $6.6K
|
130
$6.62K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
159KNew |
$7.89M - $8.02M
|
159K
$8.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
135KNew |
$6.69M - $6.8M
|
135K
$6.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
64.2K+ 88.9% |
$3.18M - $3.23M
|
136K
$6.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
63.6K+ 89.76% |
$3.16M - $3.21M
|
135K
$6.85M
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
10.5KNew |
$522K - $531K
|
10.5K
$536K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.83KNew |
$289K - $294K
|
5.83K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.75K+ 38300.0% |
$285K - $290K
|
5.76K
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.32KNew |
$214K - $218K
|
4.32K
$220K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.3KNew |
$1.04M - $1.07M
|
21.3K
$1.09M
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5K+ 28.14% |
$244K - $247K
|
22.8K
$1.16M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
198KNew |
N/A
|
198K
$10.1M
|
|