Institutional Ownership Pimco ETF Tr Sr Ln Active Exch (LONZ)
This table provides information about the institutional ownership of Pimco ETF Tr Sr Ln Active Exch (LONZ). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 6.54 Million shares, which have been reported (via 13F filing form) to have a value of $333 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2024 Q2 2024 |
10,415
shares
|
$530,227
0.08% of portfolio
|
Q2 2024
Added 51.65%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
7,777
shares
|
$395,927
0.0% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
7,025
shares
|
$357,642
0.01% of portfolio
|
Q2 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
6,515
shares
|
$331,678
0.0% of portfolio
|
Q2 2024
New holding
|
|
Simpli Fi, Inc.
|
Jul 25, 2024 Q2 2024 |
6,231
shares
|
$317,220
0.15% of portfolio
|
Q2 2024
Added 9.49%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Jul 30, 2024 Q2 2024 |
5,865
shares
|
$298,587
0.15% of portfolio
|
Q2 2024
Added 6.13%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
5,806
shares
|
$295,583
0.0% of portfolio
|
Q2 2024
New holding
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
5,763
shares
|
$293,394
0.0% of portfolio
|
Q2 2024
Added 59.91%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
5,565
shares
|
$283,314
0.0% of portfolio
|
Q2 2024
Reduced 5.81%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,811
shares
|
$244,928
0.03% of portfolio
|
Q2 2024
New holding
|
|
Lake Street Financial LLC
|
Jul 12, 2024 Q2 2024 |
4,811
shares
|
$244,928
0.03% of portfolio
|
Q2 2024
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,658
shares
|
$135,318
0.0% of portfolio
|
Q2 2024
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,038
shares
|
$52,844
0.01% of portfolio
|
Q2 2024
New holding
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
1,000
shares
|
$50,910
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
434
shares
|
$22,094
0.0% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
130
shares
|
$6,618
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
10
shares
|
$509
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|