Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of PIMCO ETF TR SR LN ACTIVE EXCH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
518K+ 24.32% |
$26M - $26.5M
|
2.65M
$136M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
153KNew |
$7.68M - $7.83M
|
153K
$7.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
60K+ 8.94% |
$3.01M - $3.07M
|
731K
$37.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.8K+ 42.45% |
$1.04M - $1.06M
|
69.7K
$3.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16K+ 1.71% |
$804K - $820K
|
953K
$49M
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
9.4KNew |
$471K - $481K
|
9.4K
$483K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
8.13K+ 10.37% |
$408K - $416K
|
86.5K
$4.45M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.81K+ 55.17% |
$392K - $400K
|
22K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6.87KNew |
$345K - $351K
|
6.87K
$353K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.91KNew |
$296K - $302K
|
5.91K
$304K
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
5.69KNew |
$286K - $291K
|
5.69K
$292K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4.19K+ 33.07% |
$210K - $214K
|
16.9K
$866K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.6KNew |
$181K - $184K
|
3.6K
$185K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
3.4K+ 2.1% |
$171K - $174K
|
166K
$8.52M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.32K+ 27.89% |
$166K - $170K
|
15.2K
$782K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.18K+ 5.14% |
$59K - $60.2K
|
24K
$1.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.03K+ 11.14% |
$51.4K - $52.4K
|
10.2K
$525K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
196+ 3.68% |
$9.83K - $10K
|
5.53K
$284K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-7.83K- 24.2% |
$393K - $400K
|
24.5K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.84K- 14.97% |
$393K - $401K
|
44.5K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.27K- 31.16% |
$415K - $423K
|
18.3K
$939K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.5K- 31.55% |
$777K - $793K
|
33.6K
$1.73M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.2K- 14.65% |
$1.06M - $1.08M
|
123K
$6.33M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-38.6K- 23.85% |
$1.94M - $1.97M
|
123K
$6.33M
|