Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.09M+ 33.86% |
$55M - $56.1M
|
4.32M
$221M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
488KNew |
$24.5M - $25M
|
488K
$24.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
371KNew |
$18.7M - $19M
|
371K
$19M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
265K+ 25.58% |
$13.3M - $13.6M
|
1.3M
$66.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
227K+ 660.74% |
$11.4M - $11.6M
|
261K
$13.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
168KNew |
$8.46M - $8.63M
|
168K
$8.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
165KNew |
$8.29M - $8.45M
|
165K
$8.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
136K+ 100.73% |
$6.85M - $6.98M
|
271K
$13.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
103KNew |
$5.19M - $5.3M
|
103K
$5.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
67.3K+ 32.53% |
$3.38M - $3.45M
|
274K
$14M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
35.9KNew |
$1.8M - $1.84M
|
35.9K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
33.5KNew |
$1.68M - $1.72M
|
33.5K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.3K+ 21.02% |
$1.53M - $1.56M
|
175K
$8.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
24.1KNew |
$1.21M - $1.24M
|
24.1K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.6K+ 32.41% |
$1.18M - $1.21M
|
96.2K
$4.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
22.1K+ 95.65% |
$1.11M - $1.13M
|
45.2K
$2.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
18.2K+ 9.07% |
$917K - $935K
|
219K
$11.2M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.2K+ 81.14% |
$914K - $932K
|
40.6K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.8KNew |
$695K - $709K
|
13.8K
$707K
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
11.5K+ 62.95% |
$576K - $587K
|
29.6K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.2K+ 23.83% |
$362K - $369K
|
37.4K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
6.57K+ 28.12% |
$330K - $337K
|
29.9K
$1.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
6.01KNew |
$302K - $308K
|
6.01K
$307K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
5.63K+ 6.59% |
$283K - $289K
|
91K
$4.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.12K+ 2.72% |
$207K - $211K
|
156K
$7.97M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.68K+ 26.46% |
$185K - $189K
|
17.6K
$899K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.19K+ 13.32% |
$161K - $164K
|
27.2K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.02K+ 25.95% |
$101K - $104K
|
9.8K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.26K+ 19.36% |
$63.4K - $64.7K
|
7.78K
$398K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
882+ 5.14% |
$44.3K - $45.2K
|
18.1K
$923K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
784+ 13.37% |
$39.4K - $40.2K
|
6.65K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
592New |
$29.8K - $30.4K
|
592
$30.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
306New |
$15.4K - $15.7K
|
306
$15.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
175+ 1.67% |
$8.8K - $8.98K
|
10.6K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
85+ 3.2% |
$4.27K - $4.36K
|
2.74K
$140K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.77% |
$50.3 - $51.3
|
129
$6.59K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-43- 0.25% |
$2.16K - $2.21K
|
16.9K
$866K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-900- 3.03% |
$45.3K - $46.2K
|
28.8K
$1.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.01K- 16.18% |
$50.7K - $51.7K
|
5.22K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.77K- 17.01% |
$89.1K - $90.9K
|
8.64K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.4K- 53.13% |
$521K - $532K
|
9.14K
$467K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-13.1K- 1.8% |
$661K - $674K
|
719K
$36.7M
|