Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.31M+ 53.44% |
$117M - $119M
|
6.63M
$335M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
850KNew |
$43.2M - $43.9M
|
850K
$42.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
423KNew |
$21.5M - $21.8M
|
423K
$21.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
255K+ 1410.0% |
$12.9M - $13.1M
|
273K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
232K+ 693.03% |
$11.8M - $12M
|
265K
$13.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
190KNew |
$9.67M - $9.82M
|
190K
$9.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
159K+ 351.8% |
$8.08M - $8.2M
|
204K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
134KNew |
$6.78M - $6.89M
|
134K
$6.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
132K+ 78.19% |
$6.69M - $6.79M
|
300K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
108K+ 360.79% |
$5.49M - $5.57M
|
138K
$6.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
89.7KNew |
$4.56M - $4.63M
|
89.7K
$4.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
65.4K+ 29.82% |
$3.32M - $3.37M
|
285K
$14.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
50.7KNew |
$2.58M - $2.61M
|
50.7K
$2.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
50.3KNew |
$2.56M - $2.6M
|
50.3K
$2.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.6K+ 17.88% |
$2.37M - $2.41M
|
307K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45.5K+ 27.61% |
$2.31M - $2.35M
|
210K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
24.2K+ 247.15% |
$1.23M - $1.25M
|
34K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
21.2K+ 352.47% |
$1.08M - $1.09M
|
27.2K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
18.2KNew |
$924K - $939K
|
18.2K
$918K
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
17.2K+ 57.86% |
$871K - $885K
|
46.8K
$2.36M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.8KNew |
$856K - $869K
|
16.8K
$849K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.2KNew |
$720K - $731K
|
14.2K
$715K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
13.3K+ 36.95% |
$674K - $684K
|
49.1K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
10.6K+ 1.48% |
$539K - $547K
|
729K
$36.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.3KNew |
$521K - $529K
|
10.3K
$517K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.47KNew |
$481K - $489K
|
9.47K
$478K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8.14KNew |
$414K - $420K
|
8.14K
$411K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7.22KNew |
$367K - $373K
|
7.22K
$364K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.95KNew |
$353K - $359K
|
6.95K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.9KNew |
$350K - $356K
|
6.9K
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
6.87KNew |
$349K - $354K
|
6.87K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.35KNew |
$323K - $327K
|
6.35K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.01KNew |
$305K - $310K
|
6.01K
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.9KNew |
$300K - $304K
|
5.9K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.87KNew |
$298K - $303K
|
5.87K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.63KNew |
$286K - $291K
|
5.63K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.49K+ 13.54% |
$279K - $283K
|
46.1K
$2.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
5.07KNew |
$258K - $262K
|
5.07K
$256K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.85KNew |
$246K - $250K
|
4.85K
$244K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.69KNew |
$239K - $242K
|
4.69K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.39KNew |
$223K - $226K
|
4.39K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.38K+ 2.81% |
$222K - $226K
|
160K
$8.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.34KNew |
$221K - $224K
|
4.34K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.13KNew |
$210K - $213K
|
4.13K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.1KNew |
$208K - $212K
|
4.1K
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.04KNew |
$205K - $208K
|
4.04K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.18K+ 36.8% |
$162K - $164K
|
11.8K
$596K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.82KNew |
$143K - $146K
|
2.82K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.17K+ 2.25% |
$110K - $112K
|
98.4K
$4.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.14K+ 77.83% |
$108K - $110K
|
4.88K
$246K
|