Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.2M+ 318.63% |
$59.6M - $60.6M
|
1.58M
$80.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
826KNew |
$41M - $41.7M
|
826K
$42.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
159KNew |
$7.89M - $8.02M
|
159K
$8.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
135KNew |
$6.69M - $6.8M
|
135K
$6.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
106K+ 448.17% |
$5.28M - $5.37M
|
130K
$6.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
74.8KNew |
$3.71M - $3.77M
|
74.8K
$3.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
64.2K+ 88.9% |
$3.18M - $3.23M
|
136K
$6.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
63.6K+ 89.76% |
$3.16M - $3.21M
|
135K
$6.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.4K+ 828.13% |
$2.55M - $2.59M
|
57.6K
$2.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
43.5K+ 43.4% |
$2.15M - $2.19M
|
144K
$7.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
29K+ 19.98% |
$1.44M - $1.46M
|
174K
$8.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
20.7K+ 43.09% |
$1.03M - $1.04M
|
68.7K
$3.5M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.4KNew |
$663K - $674K
|
13.4K
$682K
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
10.5KNew |
$522K - $531K
|
10.5K
$537K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.83KNew |
$289K - $294K
|
5.83K
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.75K+ 38300.0% |
$285K - $290K
|
5.76K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.32KNew |
$214K - $218K
|
4.32K
$220K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.29KNew |
$213K - $216K
|
4.29K
$219K
|
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
3.37K+ 2.16% |
$167K - $170K
|
159K
$8.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.92K+ 7.7% |
$145K - $147K
|
40.9K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
827+ 3.83% |
$41K - $41.7K
|
22.4K
$1.14M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
250+ 4.88% |
$12.4K - $12.6K
|
5.38K
$274K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
235+ 573.17% |
$11.7K - $11.8K
|
276
$14.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
41+ 0.46% |
$2.03K - $2.07K
|
8.93K
$456K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-241- 5.05% |
$11.9K - $12.1K
|
4.53K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.5K- 31.1% |
$1.76M - $1.79M
|
78.7K
$4.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-42.8K- 22.72% |
$2.12M - $2.16M
|
145K
$7.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-476K- 47.68% |
$23.6M - $24M
|
522K
$26.6M
|