Purchases and Sales Made in Q1 2025 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 2025. 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 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.5M+ 22.54% |
$75.1M - $76.6M
|
8.13M
$413M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
625KNew |
$31.4M - $32M
|
625K
$31.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
183KNew |
$9.17M - $9.35M
|
183K
$9.27M
|
|
|
May 13, 2025
Q1 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
153K+ 57.52% |
$7.67M - $7.82M
|
418K
$21.2M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
133K+ 96.58% |
$6.69M - $6.82M
|
271K
$13.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
110KNew |
$5.53M - $5.64M
|
110K
$5.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
97.4K+ 327.95% |
$4.89M - $4.99M
|
127K
$6.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
69.3KNew |
$3.48M - $3.55M
|
69.3K
$3.52M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
63.1K+ 8.65% |
$3.17M - $3.23M
|
793K
$40.3M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
42.7K+ 26.66% |
$2.15M - $2.19M
|
203K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
41.7K+ 3.19% |
$2.09M - $2.14M
|
1.35M
$68.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
17.9K+ 25.77% |
$899K - $917K
|
87.4K
$4.44M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.3K+ 72.89% |
$666K - $679K
|
31.5K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
12.7KNew |
$638K - $650K
|
12.7K
$645K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.6K+ 4.1% |
$632K - $645K
|
320K
$16.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
11.3K+ 24.11% |
$566K - $578K
|
58.1K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
11KNew |
$551K - $562K
|
11K
$557K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
9.5K+ 7.12% |
$477K - $487K
|
143K
$7.26M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
6.59K+ 24.22% |
$331K - $337K
|
33.8K
$1.72M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
6.55K+ 2.3% |
$329K - $336K
|
291K
$14.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.38KNew |
$270K - $276K
|
5.38K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.22KNew |
$212K - $216K
|
4.22K
$214K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.97KNew |
$199K - $203K
|
3.97K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.73K+ 6.22% |
$87K - $88.7K
|
29.6K
$1.5M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.51KNew |
$75.8K - $77.3K
|
1.51K
$76.6K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.27K+ 3.74% |
$63.8K - $65.1K
|
35.3K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
883+ 0.9% |
$44.3K - $45.2K
|
99.3K
$5.04M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
622+ 12.75% |
$31.2K - $31.9K
|
5.5K
$279K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
621+ 22.0% |
$31.2K - $31.8K
|
3.44K
$175K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
396New |
$19.9K - $20.3K
|
396
$20.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
350+ 2.79% |
$17.6K - $17.9K
|
12.9K
$654K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
344+ 5.86% |
$17.3K - $17.6K
|
6.22K
$316K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
337+ 2.39% |
$16.9K - $17.3K
|
14.5K
$734K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300New |
$15.1K - $15.4K
|
300
$15.2K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
234+ 13.57% |
$11.7K - $12K
|
1.96K
$99.4K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
229+ 1.94% |
$11.5K - $11.7K
|
12.1K
$612K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
162+ 1.99% |
$8.13K - $8.3K
|
8.3K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
57+ 1.42% |
$2.86K - $2.92K
|
4.08K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
52New |
$2.61K - $2.66K
|
52
$2.64K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 1.53% |
$100 - $102
|
129
$6.55K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-131- 22.9% |
$6.58K - $6.71K
|
441
$22.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-169- 1.78% |
$8.49K - $8.66K
|
9.3K
$472K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-174- 2.95% |
$8.74K - $8.91K
|
5.73K
$291K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-194- 5.63% |
$9.74K - $9.94K
|
3.25K
$165K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-220- 3.33% |
$11K - $11.3K
|
6.39K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-245- 5.64% |
$12.3K - $12.6K
|
4.1K
$208K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-360- 1.49% |
$18.1K - $18.4K
|
23.8K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-753- 72.54% |
$37.8K - $38.6K
|
285
$14.5K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-900- 3.17% |
$45.2K - $46.1K
|
27.5K
$1.4M
|