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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.8K- 1.61% |
$1.11M - $1.11M
|
1.34M
$67.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-18.7K- 7.43% |
$947K - $955K
|
233K
$11.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-8.3K- 47.12% |
$421K - $424K
|
9.31K
$471K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-6.52K- 13.99% |
$331K - $333K
|
40.1K
$2.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-5.27K- 30.98% |
$267K - $269K
|
11.7K
$593K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-4.03K- 1.92% |
$204K - $206K
|
206K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.5K- 25.01% |
$178K - $179K
|
10.5K
$530K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.78K- 2.09% |
$90.2K - $91K
|
83.3K
$4.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-745- 28.79% |
$37.8K - $38.1K
|
1.84K
$93.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-228- 3.68% |
$11.6K - $11.7K
|
5.97K
$302K
|
|
| Q2 2025 | |||||||
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.09M- 25.71% |
$101M - $107M
|
6.04M
$305M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-161K- 66.3% |
$7.82M - $8.23M
|
82K
$4.14M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-144K- 53.07% |
$6.98M - $7.34M
|
127K
$6.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-141K- 99.97% |
$6.82M - $7.17M
|
40
$2.02K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-117K- 42.36% |
$5.66M - $5.96M
|
159K
$8.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-112K- 61.27% |
$5.42M - $5.7M
|
70.7K
$3.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-103K- 93.23% |
$4.97M - $5.23M
|
7.45K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.5K- 23.08% |
$2.11M - $2.22M
|
145K
$7.33M
|
|
|
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
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.6K- 14.69% |
$707K - $744K
|
84.7K
$4.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.6K- 8.19% |
$368K - $387K
|
85.1K
$4.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.42K- 87.09% |
$311K - $328K
|
952
$48.1K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.07K- 20.17% |
$149K - $157K
|
12.2K
$615K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-1.79K- 5.29% |
$86.6K - $91.1K
|
32K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.35K- 32.89% |
$65.3K - $68.7K
|
2.75K
$139K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-711- 5.9% |
$34.5K - $36.3K
|
11.3K
$573K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-582- 10.58% |
$28.2K - $29.7K
|
4.92K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-384- 3.5% |
$18.6K - $19.6K
|
10.6K
$535K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-242- 0.69% |
$11.7K - $12.3K
|
35K
$1.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 33.33% |
$4.85K - $5.1K
|
200
$10.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-79- 1.12% |
$3.83K - $4.03K
|
6.95K
$351K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-23- 7.52% |
$1.12K - $1.17K
|
283
$14.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13- 10.08% |
$630 - $663
|
116
$5.86K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-126K- 29.77% |
$6.32M - $6.45M
|
297K
$15M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-10.7K- 5.26% |
$540K - $551K
|
193K
$9.77M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.28K- 30.22% |
$215K - $219K
|
9.89K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.28K- 22.28% |
$115K - $117K
|
7.97K
$402K
|
|
|
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
$221K
|
|
|
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 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
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-837- 9.56% |
$42K - $42.9K
|
7.92K
$400K
|
|
|
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 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
|
|
| Q4 2024 | |||||||
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-48.4K- 13.04% |
$2.46M - $2.5M
|
323K
$16.3M
|
|