Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-207K- 86.5% |
$10.4M - $10.6M
|
32.3K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-126K- 29.77% |
$6.32M - $6.45M
|
297K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-68.9K- 42.65% |
$3.46M - $3.53M
|
92.7K
$4.69M
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-49.6K- 26.07% |
$2.49M - $2.54M
|
141K
$7.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.3K- 10.74% |
$1.47M - $1.5M
|
243K
$12.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.1K- 8.04% |
$1.21M - $1.24M
|
276K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.7K- 10.31% |
$1.09M - $1.11M
|
189K
$9.55M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-11.3K- 22.23% |
$566K - $577K
|
39.4K
$2M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-10.7K- 5.26% |
$540K - $551K
|
193K
$9.79M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-4.59K- 9.34% |
$230K - $235K
|
44.6K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.28K- 30.22% |
$215K - $219K
|
9.89K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.28K- 22.28% |
$115K - $117K
|
7.97K
$403K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.77K- 19.32% |
$88.7K - $90.5K
|
7.38K
$373K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.72K- 27.14% |
$86.5K - $88.3K
|
4.63K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.68K- 24.36% |
$84.4K - $86.1K
|
5.22K
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.66K- 24.19% |
$83.4K - $85.1K
|
5.21K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.63K- 27.11% |
$81.8K - $83.5K
|
4.38K
$222K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 9.5% |
$80.3K - $81.9K
|
15.2K
$771K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.44K- 2.87% |
$72.5K - $73.9K
|
48.9K
$2.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.41K- 25.0% |
$70.7K - $72.1K
|
4.22K
$214K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.27K- 6.78% |
$63.8K - $65.1K
|
17.5K
$884K
|
|
|
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 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-753- 72.54% |
$37.8K - $38.6K
|
285
$14.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-360- 1.49% |
$18.1K - $18.4K
|
23.8K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-245- 5.64% |
$12.3K - $12.6K
|
4.1K
$207K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-220- 3.33% |
$11K - $11.3K
|
6.39K
$323K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-194- 5.63% |
$9.74K - $9.94K
|
3.25K
$164K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-174- 2.95% |
$8.74K - $8.91K
|
5.73K
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-169- 1.78% |
$8.49K - $8.66K
|
9.3K
$471K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-131- 22.9% |
$6.58K - $6.71K
|
441
$22.3K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 1.53% |
$100 - $102
|
129
$6.53K
|
|
| Q4 2024 | |||||||
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-48.4K- 13.04% |
$2.46M - $2.5M
|
323K
$16.3M
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.01K- 16.18% |
$50.7K - $51.7K
|
5.22K
$264K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-343- 5.81% |
$17.5K - $17.7K
|
5.57K
$282K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-36.5K- 91.23% |
$1.81M - $1.85M
|
3.51K
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.21K- 47.11% |
$208K - $214K
|
4.73K
$239K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-241- 5.05% |
$11.9K - $12.1K
|
4.53K
$229K
|
|