Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
198KNew |
$9.58M - $9.76M
|
198K
$10.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
57.1K+ 6.87% |
$2.76M - $2.82M
|
889K
$45.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.4K+ 21.54% |
$2.1M - $2.14M
|
245K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
20KNew |
$965K - $984K
|
20K
$1.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
11.2KNew |
$544K - $554K
|
11.2K
$578K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.3KNew |
$496K - $505K
|
10.3K
$527K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5K+ 28.14% |
$242K - $247K
|
22.8K
$1.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.15KNew |
$201K - $205K
|
4.15K
$213K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.1KNew |
$198K - $202K
|
4.1K
$211K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.67K+ 37.15% |
$178K - $181K
|
13.6K
$697K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.16KNew |
$56.2K - $57.3K
|
1.16K
$59.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15New |
$725 - $739
|
15
$771
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
10New |
$484 - $493
|
10
$514
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.5K- 67.87% |
$750K - $764K
|
7.34K
$377K
|