Latest Institutional Transactions on Pimco ETF Tr Sr Ln Active Exch (LONZ)
This table provides information on the latest institutional transactions involving Pimco ETF Tr Sr Ln Active Exch (LONZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
5.07KNew |
$258K - $262K
|
5.07K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.56KNew |
$79.1K - $80.3K
|
1.56K
$78.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-48.4K- 13.04% |
$2.46M - $2.5M
|
323K
$16.3M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7.22KNew |
$367K - $373K
|
7.22K
$365K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
103KNew |
$5.19M - $5.3M
|
103K
$5.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
488KNew |
$24.5M - $25M
|
488K
$24.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
592New |
$29.8K - $30.4K
|
592
$29.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.01K- 16.18% |
$50.7K - $51.7K
|
5.22K
$264K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
5.63K+ 6.59% |
$283K - $289K
|
91K
$4.59M
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-343- 5.81% |
$17.5K - $17.7K
|
5.57K
$281K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
5.81KNew |
$296K - $299K
|
5.81K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$509 - $515
|
10
$505
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
146KNew |
$7.46M - $7.54M
|
146K
$7.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.81KNew |
$245K - $248K
|
4.81K
$243K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
4.81KNew |
$245K - $248K
|
4.81K
$243K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-36.5K- 91.23% |
$1.81M - $1.85M
|
3.51K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.21K- 47.11% |
$208K - $214K
|
4.73K
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
500+ 100.0% |
$24.7K - $25.4K
|
1K
$50.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27.8KNew |
$1.38M - $1.41M
|
27.8K
$1.4M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.32KNew |
$214K - $218K
|
4.32K
$218K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-241- 5.05% |
$11.9K - $12.1K
|
4.53K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
135KNew |
$6.69M - $6.8M
|
135K
$6.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
159KNew |
$7.89M - $8.02M
|
159K
$8.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
10.5KNew |
$522K - $531K
|
10.5K
$532K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.3KNew |
$1.04M - $1.07M
|
21.3K
$1.08M
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5K+ 28.14% |
$242K - $247K
|
22.8K
$1.15M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
198KNew |
$9.54M - $9.88M
|
198K
$9.97M
|
|