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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.01K- 24.98% |
$50.6K - $51.6K
|
3.03K
$154K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.27K- 6.78% |
$63.8K - $65.1K
|
17.5K
$887K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.41K- 25.0% |
$70.7K - $72.1K
|
4.22K
$215K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.44K- 2.87% |
$72.5K - $73.9K
|
48.9K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 9.5% |
$80.3K - $81.9K
|
15.2K
$774K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.63K- 27.11% |
$81.8K - $83.5K
|
4.38K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.66K- 24.19% |
$83.4K - $85.1K
|
5.21K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.68K- 24.36% |
$84.4K - $86.1K
|
5.22K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.72K- 27.14% |
$86.5K - $88.3K
|
4.63K
$235K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.77K- 19.32% |
$88.7K - $90.5K
|
7.38K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.28K- 22.28% |
$115K - $117K
|
7.97K
$405K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.28K- 30.22% |
$215K - $219K
|
9.89K
$502K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-4.59K- 9.34% |
$230K - $235K
|
44.6K
$2.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-10.7K- 5.26% |
$540K - $551K
|
193K
$9.83M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-11.3K- 22.23% |
$566K - $577K
|
39.4K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.7K- 10.31% |
$1.09M - $1.11M
|
189K
$9.58M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.1K- 8.04% |
$1.21M - $1.24M
|
276K
$14M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.3K- 10.74% |
$1.47M - $1.5M
|
243K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-49.6K- 26.07% |
$2.49M - $2.54M
|
141K
$7.15M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-68.9K- 42.65% |
$3.46M - $3.53M
|
92.7K
$4.71M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-126K- 29.77% |
$6.32M - $6.45M
|
297K
$15.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-207K- 86.5% |
$10.4M - $10.6M
|
32.3K
$1.64M
|