Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
583K+ 22.0% |
$29.7M - $30M
|
3.23M
$166M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
152KNew |
$7.73M - $7.81M
|
152K
$7.8M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
146KNew |
$7.46M - $7.54M
|
146K
$7.53M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
118K+ 702.14% |
$6.03M - $6.09M
|
135K
$6.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
81.7K+ 8.56% |
$4.16M - $4.2M
|
1.04M
$53.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
53.9K+ 35.2% |
$2.74M - $2.77M
|
207K
$10.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
35.1K+ 21.2% |
$1.79M - $1.81M
|
201K
$10.3M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
23.4KNew |
$1.19M - $1.2M
|
23.4K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.2K+ 17.17% |
$1.08M - $1.09M
|
144K
$7.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
17KNew |
$864K - $874K
|
17K
$872K
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
8.79K+ 93.56% |
$448K - $452K
|
18.2K
$935K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.78KNew |
$396K - $400K
|
7.78K
$400K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.03KNew |
$358K - $362K
|
7.03K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.52KNew |
$332K - $335K
|
6.52K
$335K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
5.81KNew |
$296K - $299K
|
5.81K
$298K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.44K+ 64.32% |
$277K - $280K
|
13.9K
$714K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
4.81KNew |
$245K - $248K
|
4.81K
$247K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.81KNew |
$245K - $248K
|
4.81K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.3K+ 28.24% |
$219K - $221K
|
19.5K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.55K+ 51.65% |
$181K - $183K
|
10.4K
$535K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.01K+ 4.31% |
$153K - $155K
|
72.7K
$3.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.66KNew |
$135K - $137K
|
2.66K
$137K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.16K+ 59.91% |
$110K - $111K
|
5.76K
$296K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.08K+ 0.15% |
$55.1K - $55.7K
|
732K
$37.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.04KNew |
$52.9K - $53.4K
|
1.04K
$53.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
540+ 9.49% |
$27.5K - $27.8K
|
6.23K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
434New |
$22.1K - $22.3K
|
434
$22.3K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
420+ 1.91% |
$21.4K - $21.6K
|
22.4K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
339+ 6.13% |
$17.3K - $17.4K
|
5.87K
$301K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
225+ 2.2% |
$11.5K - $11.6K
|
10.5K
$537K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$509 - $515
|
10
$514
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-58- 0.24% |
$2.95K - $2.98K
|
24K
$1.23M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-343- 5.81% |
$17.5K - $17.7K
|
5.57K
$286K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.1K- 6.02% |
$56K - $56.6K
|
17.2K
$882K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.14K- 1.31% |
$57.8K - $58.5K
|
85.4K
$4.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.41K- 5.74% |
$71.6K - $72.4K
|
23.1K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.4K- 10.12% |
$173K - $175K
|
30.2K
$1.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.2K- 22.98% |
$521K - $526K
|
34.3K
$1.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-45.1K- 60.29% |
$2.3M - $2.32M
|
29.7K
$1.53M
|