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 |
|---|---|---|---|---|---|---|---|
|
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
$66.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
168KNew |
$8.46M - $8.63M
|
168K
$8.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
136K+ 100.73% |
$6.85M - $6.98M
|
271K
$13.8M
|
|
|
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 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
$4.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
22.1K+ 95.65% |
$1.11M - $1.13M
|
45.2K
$2.31M
|
|
|
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
$706K
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
11.5K+ 62.95% |
$576K - $587K
|
29.6K
$1.51M
|
|
|
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
$7.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.68K+ 26.46% |
$185K - $189K
|
17.6K
$897K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
882+ 5.14% |
$44.3K - $45.2K
|
18.1K
$921K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
592New |
$29.8K - $30.4K
|
592
$30.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
175+ 1.67% |
$8.8K - $8.98K
|
10.6K
$542K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-13.1K- 1.8% |
$661K - $674K
|
719K
$36.7M
|